![Berritta Consulting](https://media.trabajo.org/img/noimg.jpg)
Financial Planner
3 weeks ago
We want to talk to you about what your next career opportunity / dream role is
- We want to know where you want to take your career
- We have hundreds of clients, but we want to find someone that matches your values and career expectations
- We understand work life balance is important, we want to find you something that gives you that without restricting your career growth
- This is only one role, we would like to talk to you about hundreds of other options across Australia
Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.
We are currently recruiting a Financial Planner to work as part of an excellent team.
You will be allocated a portfolio of existing clients and have the opportunity to build and manage your client base.
**About the role**:
Conduct client meetings with new and existing clients
Manage a well established book of client
Develop your client base through referrals and business development
Provide holistic financial advice
Mentor staff who are going through their Professional Year
**About you**:
6+ years experience
Ability to multitask and good organisational skills
High attention to detail
Salaries are dependent on experience. Please send your resumes to David Berritta.
**Salary**: $110,000.00 - $140,000.00 per year
Schedule:
- 8 hour shift
-
Financial Planner
6 days ago
Canberra, Australia Insignia Financial Full timeFinancial Planner - Canberra Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of...
-
Financial Planner
10 hours ago
Canberra, Australia Insignia Financial Full timeCanberra Location Join a leading wealth management and advice-led organisation Be part of a team that values its people and its culture About the opportunity As a Financial Planner at Bridges, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to...
-
Financial Planner
2 months ago
Canberra, Australia Approach Consulting Full timeLarge, recognised brand - Various experience levels considered Approach are seeking experienced Financial Planners to join our client's team in Canberra. Join a globally recognised brand, that values there employees and clients, and provides numerous benefits. As a Financial Planner, you will be responsible for providing financial advice and creating...
-
Financial Planner
1 week ago
Canberra, ACT, Australia Approach Consulting Full timeLarge, recognised brand Various experience levels consideredApproach are seeking experienced Financial Planners to join our client's team in Canberra. Join a globally recognised brand, that values there employees and clients, and provides numerous benefits. As a Financial Planner, you will be responsible for providing financial advice and creating...
-
Financial Planner
1 month ago
Canberra, Australia IOOF Holdings Full time**Date**:01-May-2023**Location**:Canberra, ACT, AU, 2600**Employment Type**:Permanent Full Time- Canberra based role - Be part of a team and culture that values people - Excellent opportunity to add value in this influential role **The Role** - We have an exciting opportunity for a Financial Planner to join our Bridges team in Canberra. As a Financial...
-
Financial Planner
1 week ago
Canberra, ACT, Australia IOOF Holdings Full timeDate:01-May-2023Location:Canberra, ACT, AU, 2600Employment Type:Permanent Full Time- Canberra based role Be part of a team and culture that values people Excellent opportunity to add value in this influential roleThe Role We have an exciting opportunity for a Financial Planner to join our Bridges team in Canberra. As a Financial Planner at Bridges, you will...
-
Financial Planner
2 months ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Junior Planner/associate Planner
2 weeks ago
Canberra, Australia International Search Partners Full timeA new position has become available within a well-established and progressive Financial Planning Practice for their location in Canberra. Renown for their professionalism and high level of customer service we are seeking to appoint an experienced Associate Planner who is seeking to take the next step into becoming a Financial Planner. Working closely with...
-
Financial Planner
2 months ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Financial Planner
2 weeks ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Financial Planner
1 week ago
Canberra, Australia IOOF Holdings Full time**Date**:19 Jun 2024**Location**:Canberra, ACT, AU, 2600**Employment Type**:Permanent Full Time- Canberra Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** - As a Financial Planner at Bridges, you’ll be accountable for managing the advice needs of...
-
Financial Planner
1 week ago
Canberra, ACT, Australia IOOF Holdings Full timeDate:19 Jun 2024Location:Canberra, ACT, AU, 2600Employment Type:Permanent Full Time- Canberra Location Join a leading wealth management and adviceled organisation Be part of a team that values its people and its cultureAbout the opportunity As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the...
-
Associate Financial Planner
2 months ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Associate Financial Planner
2 months ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Associate Financial Planner
3 weeks ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Associate Financial Planner
2 weeks ago
Canberra, Australia Berritta Consulting Full timeWe want to talk to you about what your next career opportunity / dream role is - We want to know where you want to take your career - We have hundreds of clients, but we want to find someone that matches your values and career expectations - We understand work life balance is important, we want to find you something that gives you that without restricting...
-
Financial Planner
1 week ago
Canberra, ACT, Australia Randstad Full timeFinancial Markets - Client Associate - Up to 100K + Super Hybrid RolePrivate Bank Support Advisors with High Net Worth ClientsThe CompanyLeading Financial Services provider with offices nationally that cater to HNW individuals, business owners and families that are looking to build long term wealth. They have won numerous awards in the financial services...
-
Aps5 Planner
1 week ago
Canberra, ACT, Australia HOBAN Recruitment Full timeAre you a driven individual with a passion for contributing to impactful initiatives?HOBAN Recruitment is thrilled to offer a remarkable opportunity for an APS5 Planner (Labour Hire) role, based in CANBERRA.This role will play a pivotal part in supporting the objectives of a significant program. If you're detail-oriented, dedicated, and eager to make a...
-
Aps5 Planner
3 weeks ago
Canberra, Australia HOBAN Recruitment Full timeAre you a driven individual with a passion for contributing to impactful initiatives? HOBAN Recruitment is thrilled to offer a remarkable opportunity for an **APS5 Planner (Labour Hire) **role, based in **CANBERRA**. This role will play a pivotal part in supporting the objectives of a significant program. If you're detail-oriented, dedicated, and eager to...
-
Integrated Project Planner
1 week ago
Canberra, ACT, Australia QinetiQ Full timeQinetiQ employs more than 8000 people in more than 50 locations around the world, offering our customers premier expertise in advice, services and creative technology-based products.QinetiQ Australia, part of the global QinetiQ group, provides technological and scientific expertise to help customers protect and advance their vital interests. As an innovative...