Financial Planner

6 months ago


Sydney, Australia Insignia Financial Full time

Financial Planner
- Join a leading wealth management and advice-led organisation
- Hybrid working arrangements-combination of WFH & in the office
- Permanent role-Wollongong location

**The Role**

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 Bridges.

You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.

Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes.

As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.

This role will suit someone located in Wollongong or happy to travel to Wollongong and surrounding suburbs.

**To be successful in this role you will possess**:

- Solid financial planning background
- Proven track record managing a large client base and also driving new business
- Passionate about the advice industry and helping our clients
- Approved course in Australian Tax Law and Commercial Tax are mandatory
- RG146 compliant
- Tertiary qualification is highly regarded

**Benefits**
- Development opportunities at an ASX top 200 company
- A professional, supportive and friendly culture
- A range of corporate and lifestyle benefits

**The Business**

Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL).

**To Apply**

Please submit your resume with a covering letter by clicking on "."

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Job ID 7124


  • Financial Planner

    6 months ago


    Sydney, Australia Insignia Financial Full time

    Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** 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...

  • Financial Planner

    2 months ago


    Sydney, Australia NobleOak Full time

    **Closing Date**: 18/10/2024 **Job Type**: Contract **Location**: Sydney office **Job Category**: Shared Services NobleOak is a high growth challenger brand that puts the client at the centre of our business. Are you an experienced financial planner looking for a flexible paid-per-hour opportunity? Join our team in Sydney for a specialised role! **Job...

  • Financial Planner

    1 month ago


    Sydney, Australia MAYDAY Recruitment Group Full time

    MAYDAY Recruitment are exciting to be partnering with a Australian Life Insurer who provide comprehensive life insurance and other covers while offering great personal service. As a Financial Planner, you will be working the new Wealth Maximiser product, coaching customers using statements of advice generated from the platform, helping them to follow their...

  • Financial Planner

    5 months ago


    Sydney, Australia Talent International Full time

    australia sydney permanent au$90 - au$150 per annum + + super + commissionOur financial advisory client specialising in SMSF is in the process of an M&A to build out their Financial Planning offering and is looking for a Financial Planner to join their team on a permanent basis. This is an excellent growth opportunity with succession plans in place and a...

  • Financial Planner

    2 months ago


    Sydney, Australia NGS Super Full time

    **Introduction**: NGS Staff Benefits Before you learn more about the job ad, we encourage you to familiarise yourself with our fantastic NGS Staff Benefits page (link below) to understand our offering which includes Additional Leave Entitlements, Personal & Professional Development and Health & Wellbeing Benefits. About us We are an award winning, national...

  • Financial Planner

    2 months ago


    Sydney, Australia Hostplus Full time

    Financial Planner **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? You will play a crucial role in helping our members attain their retirement aspirations. **The opportunity** We are dedicated to enabling our members to achieve their retirement dreams. As one of Australia's leading...


  • Sydney, New South Wales, Australia William Buck Full time

    About the Role:We are seeking a highly motivated and driven Senior Financial Planner to join our Wealth Advisory team at William Buck. As a Senior Financial Planner, you will be responsible for providing sophisticated and tailored advice to successful business owners, high-level executives, and ultra-high net worth families.Key Responsibilities:Attending and...

  • Financial Planner

    5 months ago


    Sydney, Australia CareSuper Full time

    **Work options**: Hybrid CareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two...


  • Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full time

    Aequalis Consulting (Finance & Accounting) is seeking a highly skilled Strategic Financial Planner to join its team. This exciting opportunity allows you to work with a leading global organization in the FTSE100 UK-listed company.Key Responsibilities:Prepare and present financial reports, forecasts, and variance analysis to senior management.Provide detailed...


  • Sydney, New South Wales, Australia IIQAF Full time

    At IIQAF, we are seeking a detail-oriented and analytical Strategic Financial Planner to join our dynamic finance team. The successful candidate will play a crucial role in future planning and ensuring the financial health of our organization.Key ResponsibilitiesDevelop, prepare, and monitor the annual budget process, ensuring alignment with organizational...

  • Financial Planner

    2 weeks ago


    Sydney, New South Wales, Australia Hostplus Full time

    About the RoleHostplus is seeking an experienced Financial Planner to join our team and play a crucial role in helping our members attain their retirement aspirations.As a Financial Planner, you will be responsible for delivering comprehensive and high-quality personal financial advice to our members, focusing on retirement planning, including Home Equity...


  • Sydney, New South Wales, Australia Edward Jacobs Full time

    Company Overview:Edward Jacobs, a top 100 company on the ASX, is a nonprofit organization offering health and well-being services to residents across Australia. With over 5,000 staff members, Edward Jacobs is passionate about ensuring that residents lead happy lives.The Opportunity:We are seeking an experienced Senior Financial Planner to join our Finance...


  • Sydney, New South Wales, Australia Charterhouse Full time

    **Job Overview**We are seeking a highly skilled Senior Financial Planner to join our team at Charterhouse, a rapidly growing Australian consumer services organisation. **Salary and Benefits**The successful candidate will receive a competitive salary of $110,000 per annum, plus superannuation benefits. We also offer flexible working arrangements, including...


  • Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    MAYDAY Recruitment is partnering with a leading Australian life insurer to deliver comprehensive life insurance and other covers with exceptional personal service.As a Financial Planner, you will work with the Wealth Maximiser product, guiding customers using statements of advice generated from our platform, helping them achieve their financial goals.Key...


  • Sydney, New South Wales, Australia MAYDAY Recruitment Group Full time

    MAYDAY Recruitment is partnering with a leading Australian life insurer to deliver comprehensive life insurance and other covers with exceptional personal service.As a Financial Planner, you will work with the Wealth Maximiser product, guiding customers using statements of advice generated from our platform, helping them achieve their financial goals.Key...


  • Sydney, New South Wales, Australia Perpetual Full time

    About the RoleWe are seeking a highly skilled Senior Financial Planner to join our team at Perpetual Private. As a key member of our wealth management business, you will be responsible for providing strategic financial advice to our clients and developing new business opportunities.Key ResponsibilitiesPrepare and present financial plans to clients and...

  • Financial Planner

    4 weeks ago


    Sydney, New South Wales, Australia Hostplus Full time

    About the RoleWe are seeking a skilled Financial Planner to join our team at Hostplus. As a Financial Planner, you will play a crucial role in helping our members attain their retirement aspirations.Key ResponsibilitiesDeliver comprehensive and high-quality personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and...


  • Sydney, New South Wales, Australia William Buck Nsw Full time

    Company OverviewAt William Buck NSW, we pride ourselves on delivering high-quality financial services to our clients. With approximately $1 billion in assets under management, we are a leading provider of wealth advisory services in the region.Estimated Salary Range:$120,000 - $180,000 per annum based on experience and qualifications.Job DescriptionWe are...


  • Sydney, New South Wales, Australia Woolworths Group Full time

    At Woolworths Group, a job is about more than just a paycheck.We're not just looking for anyone; we want someone who shares our purpose of creating better experiences together for a better tomorrow.About the RoleWe have an exciting opportunity for a Strategic Financial Planner - FP&A to join our finance team in BIG W. As a key partner in delivering our...

  • Merchandise Planner

    5 months ago


    Sydney, Australia Jivaro Full time

    Work for an established and industry-leading retailer - Great progression and development opportunities - working 4 days a week JIVARO is currently working with an established and successful retailer based in Sydney who are seeking a highly motivated, driven and passionate Merchandise Planner to join their team. In this role, you will be working closely...