Servicing Financial Planner

21 hours ago


Adelaide Region SA, Australia CSG Talent Full time

**Servicing Financial Planner**
- Servicing role
- Existing book with full support
- No business development or sales targets

**The Employer**

Our client is one of South Australia's largest, most respected accounting and financial services firms.

For over 50 years, our client has been changing up the financial services game by investing in great people, working with great clients, and running a great firm.

With the belief that there is more to the industry than the cold hard numbers, our client has set about partnering with clients and our community to create strategic, ethical, and agile financial solutions, helping South Australian individuals and businesses to thrive.

Due to their ongoing success, our client is seeking to appoint a Servicing Financial Planner to join their amazing team.

**The Role**

With no sales targets or expectations around business development, your primary focus will be on delivering ongoing advice and services to an existing book of approximately 50 clients.

Your day-to-day responsibilities will include:

- Maintaining strong relationships with existing customers.
- Delivering all ongoing service obligations.
- Maintaining accurate customer records
- Managing the ad-hoc service needs of existing customers.

***

**About You**

You are a passionate advice professional with experience advising a sophisticated customer base across superannuation, retirement, investments, and insurance.

An empathetic adviser with the ability to connect with people from diverse backgrounds, you are a natural relationship builder who can gain the trust of clients quickly and effectively.

You are highly efficient and possess a strong sense of purpose. You are confident in your abilities and enjoy working in a cooperative, yet diverse team environment.

This role would ideally suit a customer-centric adviser seeking an opportunity to deliver quality advice without the burden of sales targets, in a supportive, flexible, and highly desirable environment.

**Other skills, experience and attributes required include**:

- A natural ability to build relationships.
- Genuine interest in investments, including direct assets.
- FASEA Qualified
- Evidence of a flawless compliance history
- Proficient in the use of Xplan
- Ability to provide advice to SMSF's or a willingness to learn.

**The benefits**
- A supportive, empathetic, and collaborative team
- Flexible working arrangements.
- Administrative and paraplanning support
- Modern purpose-built offices.
- Best-in-breed culture

Our client values gender diversity and workplace flexibility. Applications from all segments of the community are welcomed and encouraged.

**Apply**

To apply, please forward your resume to Mark Elding at CSG Talent by clicking APPLY or contact Mark at 0457 629 751 for a strictly confidential discussion.


  • Financial Planner

    7 months ago


    Greater Adelaide SA, Australia Insignia Financial Full time

    Financial Planner - Perth or Adelaide 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...

  • Financial Planner

    7 months ago


    Adelaide, Australia Insignia Financial Full time

    Perth or Adelaide 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...


  • Adelaide Region SA, Australia TR3 Recruitment Full time

    Kickstart your Financial Planning career by joining a small and dynamic team based in Adelaide. This is a perfect opportunity for someone with a financial planning support background seeking progression in the Finance Services Industry. - Provide clients with exceptional service, prompt response and the correct information - Maintenance of client/account...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Full time or part-time role - Flexible work environment and hours - Modern, well-appointed CBD offices Our client is a well-regarded, boutique financial planning, accounting and business advisory practice located in the Adelaide CBD. They have built a reputation based on trust, integrity and work hard to achieve results for their clients. They have an...

  • Service Planner

    7 months ago


    Adelaide Region SA, Australia Konecranes Full time

    Employment type: Undefined term- Full-time/part-time position: Full time- Workplace Type: On-site**Service Planner**: **Other location details**: - At Konecranes, we believe that great customer experience is built on the people behind the Konecranes name - people committed to providing our customers with lifting equipment and services that lift their...

  • Supply Planner

    21 hours ago


    Adelaide Region SA, Australia Liebherr-Australia Pty. Ltd. Full time

    **About the role** Due to an internal promotion an exciting opportunity now exists for a Production Supply Planner to join our growing supply chain team. Reporting to the Supply Planning Supervisor, the Supply Planner is responsible for interpreting forecasts in order to deliver a tactical production plan. The Supply Planner will also work closely with the...


  • Adelaide, Australia Berritta Consulting Full time

    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...


  • Adelaide CBD, Australia Berritta Consulting Full time

    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...

  • Service Planner

    7 months ago


    Greater Adelaide SA, Australia Konecranes Full time

    Export Park- Employment type: Undefined term- Full-time/part-time position: Full time- Workplace Type: Hybrid**Service Planner**: We are currently seeking a highly motivated and dynamic individual with a proven background as a Service Planners to schedule and plan work for our technicians. Based in **Export Park** and reporting to the Lead Planner,...


  • Adelaide Region SA, Australia Liebherr-Australia Pty. Ltd. Full time

    **About the role** Due to an internal promotion an exciting opportunity now exists for a Production Supply Planner to join our growing supply chain team. Reporting to the Supply Planning Supervisor, the Supply Planner is responsible for interpreting 12 month forecasts in order to deliver a tactical 4 - 8 week production plan. The Supply Planner will also...


  • Adelaide Region SA, Australia Rentokil Initial Full time

    Rentokil Initial are looking for an enthusiastic **Service Scheduler/Planner** to join our team in the **Adelaide** branch on a **Permanent** full-time basis. The purpose of the role is to plan, produce, manage and distribute effective service planning for our Pest Control business to meet the obligations with the customers and ensuring productive visits...


  • Adelaide Region SA, Australia OZ Global Recruitment Full time

    Boutique, high quality financial services firm - Modern, well-appointed offices with free onsite parking - $60K - $65K + super **About the business** Established in 2008, our client is a reputable, boutique financial planning practice located on the eastern city fringe, in beautiful, well-appointed offices. The practice is led by an award winning, highly...

  • Inventory Planner

    2 weeks ago


    Adelaide Region SA, Australia Detmold Group Full time

    The Detmold Group is a family-owned and operated global business, partnering with some of the world’s largest and most iconic food and retail brands to create world-class packaging for a better tomorrow. Our business is focused on making a positive impact for our people, our partners and our planet whilst keeping our customers at the core of everything we...

  • Inventory Planner

    1 week ago


    Adelaide Region SA, Australia Detmold Group Full time

    The Detmold Group is a family-owned and operated global business, partnering with some of the world’s largest and most iconic food and retail brands to create world-class packaging for a better tomorrow. Our business is focused on making a positive impact for our people, our partners and our planet whilst keeping our customers at the core of everything we...

  • Production Planner

    7 months ago


    Adelaide Region SA, Australia PERSOLKELLY Full time

    PERSOLKELLY is one of Australia's largest and longest serving recruitment providers. Delivering both quality temporary and permanent options. PERSOLKELLY is one of Australia's largest and longest serving recruitment providers. Delivering both quality temporary and permanent options. **PERSOLKELLY brings together the legacy and experience of four...


  • Adelaide Region SA, Australia Stream Consulting Group Full time

    Opportunity to move into Senior positions after 12 months! - Take your career to the next level and look after your own client portfolio! - Join a leading fintech provider with a strong brand & career growth! **Company** Specialists in fintech services, this is a business with over 35 years of history that has gone from strength to strength in recent...


  • Adelaide Region SA, Australia The Turner Group Full time

    Our client is a non-bank financial institution who are forward thinking and tech focused. They have offices nationally and are growing. They have a focus on their staff’s development and client satisfaction, always striving to be a step ahead of the market. **The Role** With a focus on protecting assets, you will also be responsible for the following: -...


  • Adelaide Region SA, Australia FinXL Full time

    Location: - Adelaide, South Australia- Job Type: - Permanent- Specialisation: - Vendors & Integrators- Salary: - Negotiable- Reference: - PR/020102_1670557850Finite are working with their partners to assist Defence and Defence Industry in delivering some the most advanced, critical, complex and strategic acquisition programs in our nation's history. As a...

  • Practice Manager

    1 week ago


    Adelaide Region SA, Australia Chandler Macleod Full time

    **The Company**: Our clients are a leading medium sized financial planning firm based in the heart of Adelaide CBD. They are looking for a practice manager to manage the ongoing operational activities of their practice to meet business objectives. You will work closely with the CEO to collaboratively work out budgets and manage team members including...

  • Technology Planner

    4 months ago


    Greater Adelaide SA, Australia Adelaide Venue Management (AVM) Full time

    Predominantly Monday to Friday 9am - 5pm business hours - Real opportunities for career progression - Work within a well-resourced and supportive team **The Role** We are looking for a dynamic and passionate Audio-Visual professional to join our team as a Technology Planner, with a primary focus on the planning and development of events within the Adelaide...