Financial Planner

3 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 $15B public offer industry fund focused on the education and community sectors. Click on the video below to learn more
The Role
The Financial Planner will deliver the Fund’s financial advice offering and provide detailed strategic advice to members. The role may involve travelling to provide financial planning advice to members and presenting public and workplace seminars/webinars. Additionally, the position will also encompass the management of e-communications, outlining legislative changes and developments that may affect a client’s financial strategy.
**Key focus areas include**:
1. Develop effective relationship building, provide appropriate strategic recommendations and exceptional client service to members
Providing service to and building relationships with members to grow and retain the member base.
Providing tailored financial advice to a range of individual members by developing strategies and plans that meet each member needs face-to-face, virtually or over the phone.
2. Assist in delivering additional or ongoing advice to members through relationship building, appropriate strategic recommendations and exceptional client service
Servicing a client base from leads provided by the numerous channels throughout the organisation.
Providing tailored financial advice to a range of individual members by developing strategies and plans that meet each member’s needs face-to-face, virtually or over the phone.
3. Preparing and delivering education, advice and training for members
Delivering scaled advice to members may be required.
Training and supporting the customer relationship management team on the delivery of advice and education services may be require.
Coordinating and assisting in the delivery of member financial literacy programs in conjunction with the Fund’s customer relationship managers
4. Contributing to effective teamwork
Developing internal contacts and building trusted networks with both existing internal customer relationship managers and consultants and key external stakeholders.
Working closely with the outsourced paraplanners and the financial advice helpline.
Working with others to ensure the organisation and delivery of financial planning seminars and webinars.
5. Ensuring adherence to regulatory and legislative compliance and standards
Developing internal contacts and building trusted networks with both existing internal customer relationship managers and consultants and key external stakeholders.
Working closely with the outsourced paraplanners and the financial advice helpline.
Working with others to ensure the organisation and delivery of financial planning seminars and webinars.
6. Working to identify and develop opportunities for the growth of NGS Super financial planning services
Identifying opportunities for growth particularly within the context of financial planning and advice.
Working to develop strong and effective relationships with members and employers to support growth.
Leveraging technological developments to deliver a creative and innovative approach to member education and advice.
**You have**:
Experienced and qualified financial planner with appropriate education, has successfully passed the Adviser exam.
Good understanding of the regulatory and compliance framework and ability to keep abreast of new financial planning initiatives.
Ability to maintain a current knowledge of the superannuation industry, general superannuation law and key features of the Fund.
A demonstrated commitment to achieving the needs of members and employers including ability to make ethical and member-focused decisions.
Excellent organisational and time management skills.
Outstanding communications, representation and presentation skills at member, employer and service provider levels.
Excellent attention to detail and numeric skills including ability to competently use financial planning software in the preparation of Statements of Advice.
Proven ability to work as part of an internal and external team including outsourced paraplanning services.
Maintenance of a current motor vehicle driver’s license and willingness to travel to meet the requirements of the role.
**Desirable**:
Philosophical alignment to the ethos of industry funds.
Previous experience in the superannuation industry and knowledge of general superannuation law.
Aged Care accreditation.
We are a super fund that has an exceptional work culture, provides a diverse offering in developing our people and offer many benefits including leave outside of the legislative requirements and you can be a part of it while earning an attractive remuneration package
Please note

  • Financial Planner

    7 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...

  • Financial Planner

    7 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

    3 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...

  • Senior Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Click and Connect Online Limited is a pioneering, independent financial advisory consultancy. Our primary aim is to equip our Senior Financial Planners with the essential skills and knowledge to excel in their careers.We boast a robust selection process to ensure our team can deliver superior services compared to our competitors. The dedication to...

  • Financial Planner

    6 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...

  • Senior Financial Planner

    5 days ago

    Sydney, New South Wales, Australia Hoxton Wealth Full time

    About Hoxton WealthHoxton Wealth is a leading international financial advisory firm dedicated to helping clients achieve financial security and growth through tailored, holistic solutions. With offices around the globe, we bring a unique perspective to wealth management, combining local expertise with global reach.We are seeking an experienced Senior...

  • Financial Planner

    3 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...

  • Financial Planner

    6 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...

  • Senior Financial Planner

    4 weeks ago

    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...

  • Senior Financial Planner

    1 month ago

    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...

  • Strategic Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia Macquarie Full time

    We are seeking a highly skilled Strategic Financial Planner to join our team in Macquarie Asset Management. This role offers the opportunity to work with a broad range of stakeholders across the organization and contribute to delivering business forecasting, performance analysis, and decision support.The ideal candidate will have 9-10+ years of relevant...

  • Merchandise Planner

    6 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...

  • Strategic Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia VGW Full time

    We're seeking a seasoned FP&A Manager to join our Finance team in Sydney. As a key member of the ExCo, you'll drive financial and strategic decisions that fuel sustainable growth for our business.As a Strategic Financial Planner, you will be responsible for leading business performance reviews, developing actionable plans, and collaborating closely with...

  • Strategic Business Financial Planner for Global IT

    3 weeks ago

    Sydney, New South Wales, Australia ResMed Full time

    About ResMedWe are a medical device company that is committed to making the world a healthier place. Our products and solutions help treat sleep apnea, COPD, and other respiratory disorders.Job SummaryWe are seeking an experienced Strategic Business Financial Planner for Global IT to join our team. This role will be responsible for partnering with local...

  • Merchandise Planner

    6 months ago

    South West Sydney, Australia Lowes Manhattan PTY LTD Full time

    We are currently looking for an experienced **Merchandise Planner** to join our Planning team within our Menswear division. Reporting to the Head of Buying, as a Merchandise Planner at Lowes, your role is vital to our future success by fusing the use of data and great customer knowledge to ensure we have the right stock in the right place at the right time,...

  • Merchandise Planner

    6 months ago

    South West Sydney, Australia Lowes Manhattan PTY LTD Full time

    We are currently looking for an experienced **Merchandise Planner** to join our Planning team within our Menswear division. Reporting to the Head of Planning, as a Merchandise Planner at Lowes, your role is vital to our future success by fusing the use of data and great customer knowledge to ensure we have the right stock in the right place at the right...

  • Project Planner

    6 months ago

    Sydney, Australia ALG Full time

    ASAP Start - Exposure to the Aviation industry - Multiple vacancies available ALG Talent has a great opportunity for **a Project Planner** to join a well-established organisation based at **Mascot Airport.** This is a causal ongoing contract offering full time hours and the potential for permanency should you excel in the role. You'll enjoy a Monday to...

  • Demand Planner

    7 months ago

    Sydney, Australia HAYS Full time

    Permanent Role - $120,000-140,000 + Super - Multinational Organisation - Sydney **Your new company** Join a globally recognised brand as their Demand Planner, leading the S&OP process for the business in a permanent role in their team based in Sydney. **Your new role** In your new role as Demand Planner, you’ll become a key player in the sales and...

  • Financial Planner

    3 months ago

    Sydney, Australia Hostplus Full time

    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 superannuation funds, we are...

  • Demand Planner

    6 months ago

    Sydney Western Suburbs, Australia HAYS Full time

    Global Brand - Southern Sydney - $100,000 + Super - Permanent Role **Your new company** Join a globally recognised brand as their demand planner in their team based in Southern Sydney, in a permanent role with opportunity for an immediate start. **Your new role** In your new role as demand planner, your key responsibilities will include: - Preparation...