Graduate Financial Planner

5 months ago

Brisbane, Australia Fuse Recruitment Full time

**Brisbane QLD**

**$60000 - $80000 per annum, Benefits: super**

**Full time**

**Are you an experienced Client Service Officer or Financial Planning/Commerce Graduate looking for your next career opportunity?**

Join a financial planning firm located in Brisbane CBD with a small and experienced team that ensure their client’s financial planning needs are being completely managed to give them peace of mind. You will work closely with an experienced financial planner who prides herself on being on the forefront of the industry, working with interesting and complex clients providing holistic advice across a range of strategies. You will receive training, mentorship and coaching to develop you into the best financial planner you can be.
- Our client is seeking someone who can manage a range of tasks and duties, is accountable, reliable, and eager to grow into the role and their career. This opportunity will suit individuals who want to pursue a career as a financial planner while providing support to and learning from an experienced team.
- This position will develop your skills in a range of financial planning strategies and processes giving you an understanding of the industry and develop your skills across the board, with mentorship and your development being paramount ensuring you get your career started on the right track We are looking for a friendly, driven individual who embraces continuous self-improvement to join an established business and experienced team and integrate into their team for the long term.
- **Benefits to successful applicant**:

- Generous salary package with great career progression and bonus structure
- Permanent position with great central Brisbane location
- A career pathway to develop you into a high calibre Financial Planner, with mentorship from an experienced team
- Exposure to a wide range of duties, processes and clients, building your experience
- A friendly environment and positive work culture
- Commitment to professional development and training

**Duties and responsibilities include**:

- Prepare for client meetings, review data and documents, undertake product comparisons, and prepare agendas
- Sit in on client meetings, take notes and provide support on completing financial advice
- Assist with onboarding new clients, collect data and documents, and manage through the system
- Manage communications between all stakeholders, both internal and external
- Follow policies, processes and service standards to ensure legislative compliance is upheld, and seek to improve them

**We are looking for someone with**:

- Who has completed studies in Commerce, Business, or Finance with aspirations of being a Financial Planner, has qualifications or is studying towards them
- Previous work experience in any of the above industries highly considered
- A desire to learn with a willingness to grow your career and be mentored with a passion for learning and training
- The ability to problem solve, critically think and have a great attention to detail
- Client focused with aims to provide exceptional service and have a significant impact on the lives of our clients
- Strong communication with professional verbal and written etiquette and a positive, friendly attitude
- At Fuse, we specialise in recruitment for the insurance and wealth management industries and actively source for a broad range of established clients. If you are an insurance or finance professional looking for your next opportunity, we'd love to hear from you_
- If you know someone looking for a job, refer them to us and we'll give you $500* if we find them a new role_

SCR-daniel-bercolli
- #ChooseFuse

**Consultant**:
**Daniel Bercolli**:
**Recruitment Consultant**:

- 0413 270 875


**Reference number**:
BH-29820

  • Graduate Town Planner

    2 months ago

    Brisbane, Australia Veris Full time

    **About Us** Veris is a market leading national survey, spatial and planning business. With over 600 professionals working across Australia Veris combines innovative technologies with some of Australia’s best spatial experience to deliver an integrated approach to the full project life cycle, from initial planning and feasibility through to construction...

  • Financial Planner

    5 months ago

    Brisbane, Australia IAS RECRUITMENT Full time

    Showcase your Financial Planning experience - $120K-$130K + Super + Loading - Outstanding mentorship for both personal and professional advancement **About the company**: Situated near the heart of Brisbane's CBD, this firm stands as an industry super fund renowned for its unwavering support of workers within the construction sector. Committed to providing...

  • Graduate Town Planner

    6 months ago

    Brisbane, Australia Gough Recruitment Full time

    Full training & career development - Flexible working arrangements - Boutique construction consultancy **The Client**: Begin your journey in town planning with an innovative construction and administration consulting firm. This is not your typical construction company; they are known for offering a distinctive, all in one solution to their clients,...

  • Strategic Financial Planner

    1 week ago

    Brisbane, Queensland, Australia Flight Centre Travel Group Full time

    About the RoleWe are seeking a highly skilled Strategic Financial Planner to join our team at Flight Centre Travel Group. This is a fantastic opportunity to work in a dynamic and inclusive environment, where you will be responsible for leading the quarterly 3-way forecast process and preparing analysis and reports.Job DescriptionThis role requires a strong...

  • Strategic Financial Planner for Mining Operations

    1 week ago

    Brisbane, Queensland, Australia Aurelia Metals Full time

    Job OverviewWe are seeking a highly skilled Strategic Financial Planner to join our team at Aurelia Metals.This is an exciting opportunity to work in the mining industry, driving financial planning and analysis to support business growth and decision-making.About UsAurelia Metals Limited (ASX: AMI) is a leading gold and base metals mining and exploration...

  • Planner

    2 months ago

    Brisbane, Australia Michael Hill Full time

    With a continued focus on the future, Michael Hill is looking for an energetic and career-focused Planner to join our Global Merchandising Team in Cannon Hill Brisbane.  The Planner role oversees the planning function within a category, including leadership & mentorship of a planning assistant. This role will drive strategies that maximise sales & profit...

  • Operations Graduate

    8 months ago

    Brisbane, Australia Perigon Group Full time

    **The Company** This established Financial Services organisation with its head office in Brisbane is looking to add a graduate to the operations team. Recently the business has experience some positive growth and change and this is a great opportunity for someone who is passionate about financial services and markets. **The Role** Reporting the Operations...

  • Urban Planner

    4 weeks ago

    Brisbane, Queensland, Australia Southern Downs Regional Council Full time

    About the RoleThis is an exciting opportunity to join the Planning and Development team at the Southern Downs Regional Council (SDRC) in Warwick, Queensland. As an Urban Planner, you will be responsible for providing expert advice on planning and development matters, assessing development applications, and fostering community awareness of compliance with...

  • Assistant Demand Planner

    6 months ago

    Brisbane, Australia Supercheap Auto Full time

    Supercheap Auto is a thriving specialty retail business, specialising in automotive parts and accessories. As the inaugural Super Retail Group brand established in 1972, Supercheap Auto has since grown into a major specialist retailer with over 300 stores across Australia and New Zealand and more than 3,800 team members. Supercheap Auto attributes its...

  • Project Planner

    3 weeks ago

    Brisbane, Queensland, Australia Schneider Electric Full time

    Job DescriptionProject Principal PlannerWe're seeking an experienced Project Principal Planner to join our team in Sydney, Brisbane, or Melbourne. As a Project Principal Planner, you'll play a key role in managing planning teams to deliver professional schedules for our projects.Key Responsibilities:Manage planning teams to deliver project schedulesDevelop...

  • Strategic Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Virgin Australia Full time

    Welcome to Virgin Australia, where we're on a mission to make flying better than 'nice'.As a leading airline, we're always looking for talented individuals who are passionate about delivering exceptional customer experiences. We're committed to creating an inclusive environment that values diversity and promotes real inclusion.Job SummaryWe're seeking an...

  • Cost Planner

    7 months ago

    South Brisbane, Australia Brunel Full time

    Attention all Cost Planning Professionals! Are you ready to embark on a career trajectory that will elevate your professional experience in the construction industry? We have a fantastic opportunity for a diligent and dynamic Cost Planner to join one of the most reputable construction firms in Brisbane, renowned for its outstanding work in commercial new...

  • Workforce Planner

    5 months ago

    Brisbane, Australia Public Trust Office Full time

    About the role In the heart of Queensland Public Trustee's (QPT) CED portfolio lies CST, dedicated to empowering Queenslanders through trusted financial services. The CST serves as the primary point of contact for financial management customers, their support networks, and service providers. As a Workforce Planner, you will be a cruicial member of the CST,...

  • Financial Planner

    3 weeks ago

    Brisbane, Queensland, Australia Raytheon Technologies Full time

    Role Overview:The Financial Planning and Accounting Analyst will play a key role in supporting the business through the coordination, preparation, and provision of accurate and concise analysis of the company's budgets and forecasts. This role will be responsible for supporting the development of the company's long-range financial plans and annual operations...

  • Strategic Financial Planner for Customer and Digital Excellence

    4 days ago

    Brisbane, Queensland, Australia Virgin Australia Full time

    About Virgin AustraliaWe're a forward-thinking airline that prides itself on innovation and a passion for customer experience. Our mission is to make flying better than 'nice,' and we're committed to achieving this by fostering a diverse, inclusive, and talented team.Key Responsibilities:This exciting role as a Strategic Financial Planner will drive the...

  • Graduate Architect to Work On Multi-residential

    5 months ago

    Brisbane, Australia Bespoke Career Management Full time

    **Salary**:A$80000 per annum - ** Job type**:Permanent - ** Location**:Brisbane - ** Sector**:Architecture - ** Job Ref**:65578 **About this role**: A medium sized architectural practice committed to the delivery of exceptional service to their clients is looking for a dynamic, up and coming Graduate Architect to join their team. The practice accommodates a...

  • Crew Training Planner

    1 week ago

    Brisbane, Australia Virgin Australia Full time

    **Work type**: Full-Time (Permanent)**Location**: Brisbane, Melbourne, Sydney**Job type**: Resource & Workforce Planning**Applications close**: 25 Nov 2024 E. Australia Standard Time **Crew Training Planner**: Hello. We’re Virgin Australia. And we’re back (in a big way). We’re the airline that’s always done things a little different. Our way. The...

  • Senior Planner

    2 months ago

    Brisbane, Australia Jacobs Full time

    Market Environmental ...

  • Network Planner

    6 months ago

    Brisbane, Australia Virgin Australia Full time

    **Work type**: Full Time**Location**: Brisbane**Job type**: Network & Revenue**Applications close**: **Network Planner**: - **Network Planner**: - **Southbank, Brisbane (flexible hours and flexibility to work from home 2 days per week)**: - **Full time, permanent position**: Hello. We’re Virgin Australia. And we’re back (in a big way). We’re the...

  • Graduate Business Analyst

    2 weeks ago

    Brisbane, Australia NTI Full time

    We are seeking Graduate Business Analysts who are interested in building a career within an industry leading Australian Employer of Choice.Joining NTI’s Graduate Program provides an environment where you have the opportunity to practically apply your university learnings in real time, which will help you grow an incredibly well-rounded commercial skillset....