Investment Planning Professional

4 days ago


Randwick City Council, Australia CANDOR Recruitment Full time

Job Description

We are seeking an experienced Financial Planner to join our team at CANDOR Recruitment.

This role involves taking over an existing book of clients with the support of an experienced back office team. You will be responsible for managing client relationships, providing quality advice on complex decisions, and working closely with staff for performance management, development, and succession planning.

Key responsibilities include:

  • Managing an existing book of clients and growing the client base by working with referral partners.
  • Ensuring the Administration team have all necessary information and documentation to implement approved financial strategies from Statements of Advice (SoA).
  • Providing quality advice on complex decisions and working closely with staff for performance management, development, and succession planning.

We are looking for someone with 3 years financial planning experience, a solid understanding of essential financial planning areas, including superannuation, investments, insurance, and Self-Managed Super Funds (SMSFs). Excellent interpersonal skills and the ability to explain complex financial concepts in simple terms are also required.



  • Randwick, Australia Randwick City Council Full time

    **Closing date**:11:59pm AEST on 11 December 2024 **Status**:Permanent Full-Time (35 hours per week) **Salary**:$126,969 - $145,898 per annum + 11.5% superannuation Randwick City Council is an innovative and progressive Council committed to serving our vibrant community on the eastern beaches of Sydney. Our Community Development team is seeking a...


  • City of Parramatta Council, Australia MUFG Pension & Market Services Full time

    About the RoleThis is a senior leadership position within MUFG Pension & Market Services, responsible for leading and driving a high-performing team in the delivery of investment operations and unit pricing services.You will be responsible for developing and implementing strategies to continuously improve operational processes and ensure seamless service...


  • City of Frankston, Australia Etax Accountants Pty Ltd Full time

    Etax Accountants Pty Ltd Seeks Investment & Tax AccountantWe are a renowned global investment firm, and we require an Investment & Tax Accountant due to a big phase of growth.In this exciting role, you will work on preparing tax distributions, returns, and reports, reviewing financial instruments, and assisting clients with tax reporting needs.Main...


  • The District Council of Lower Eyre Peninsula, Australia Personal Choice Financial Advisors, LLC Full time

    Personal Choice Financial Advisors, LLC is seeking a skilled Investment Advisory Services professional to join our team. In this role, you will work closely with clients to provide investment advice and guidance.About Our ExpertiseWe are a team of experienced investment advisors dedicated to helping individuals achieve their financial goals. Our expertise...


  • Blacktown City Council, Australia Transgrid Full time

    OverviewAt Transgrid, we are shaping the future of Australia's energy network. Our mission is to connect electricity generators to the distribution network, ensuring power reaches homes and businesses.Job DescriptionAs an Asset Investment Expert, you will provide data-driven predictive analytics and insights to support investment decisions across all asset...


  • City of Greater Geelong, Australia Study Select Full time

    We are seeking a skilled Investment Strategist to join our team at Study Select. As a critical member of our financial services division, you will be responsible for formulating and implementing comprehensive investment strategies that drive optimal returns for our clients. Your expertise in financial markets, economic indicators, and risk management will be...


  • Blacktown City Council, Australia Transgrid Full time

    Select how often (in days) to receive an alert:Location: Sydney - Eastern Creek, NSW, AustraliaCompany: TransGridAt Transgrid, we play a crucial role in connecting electricity generators to the distribution network that allows power to light up our homes, businesses to thrive and keep communities connected. We operate over 13,000km of high voltage...

  • Investment Manager

    5 days ago


    Melbourne City Centre, Australia HAYS Full time

    Rare opportunity to step up as an Investment Manager within a globally renown Fund Manager experiencing growth **Your new company** An exciting opportunity for an Investment Manager to join a globally renown Institutional Fund Manager with over $150billion in assets under management globally and $5billion in Australia. This Investment Fund have quickly made...


  • City of Canada Bay Council, Australia Colliers Full time

    About ColliersColliers is a leading professional services and investment management company, providing expert real estate and investment advice to clients. Our diverse team of 17,000 experts works collaboratively to deliver exceptional results.Job OverviewWe are seeking an Associate Director – Planning to join our NSW team. As a key member of our team, you...


  • City of Greater Geelong, Australia Study Select Full time

    A career as a Hedge Fund Manager at Study Select offers professionals the opportunity to engage deeply with financial markets and investment strategies. These managers are responsible for overseeing and making investment decisions for hedge funds, which are pooled investment funds that employ various strategies to earn active returns for their...

  • Content Director

    3 weeks ago


    City Of Greater Geelong, Australia Global Investment Institute Full time

    Global Investment Institute is looking for an investments all-rounder with excellent attention to detail and strong written skills for the newly created role of Content Director in our growing team.If you are a great written and verbal communicator with a strong interest in, and knowledge of, investments across all asset classes and want to be a part of a...


  • City of Greater Geelong, Australia AusNet Full time

    **Benefits**AusNet offers a range of benefits to support our employees' well-being and success, including:Flexible working arrangements.A competitive salary package.Opportunities for professional growth and development.A dynamic and supportive work environment.Key ResponsibilitiesGovern capital investments, ensuring alignment with the Portfolio Governance...


  • Blacktown City Council, Australia Transgrid Full time

    We believe in providing our people with personal, professional, and social benefits to deliver their best work each day.The OpportunityAs an Asset Works Program Strategy Manager, you will play a vital role in our Network team, heading up Transgrid's capex and opex Program of Work.You will be responsible for optimising a Program of Work, tracking its...


  • Blacktown City Council, Australia Transgrid Full time

    Location: Sydney - Eastern Creek, NSW, AustraliaCompany: TransGridAt Transgrid, we play a crucial role in connecting electricity generators to the distribution network that allows power to light up our homes, businesses to thrive and keep communities connected. We operate over 13,000km of high voltage transmission wires and 128 substations in NSW and the...


  • Council of the City of Sydney, Australia ApproveAll Town Planning Full time

    Company Overview\ApproveAll Town Planning is a forward-thinking firm specializing in town planning and architectural services. Our team is passionate about making a positive impact on urban development.\Job Description\We are seeking a highly motivated Sales Representative to join our dynamic team. In this role, you will have the opportunity to manage...


  • City of Canada Bay Council, Australia St Trinity Property Group Full time

    North Strathfield, Australia | Posted on 11/29/2024We are seeking an experienced Real Estate Investment Consultant to provide expert advice and guidance in wealth management and property investment. In this role, you will evaluate clients' financial situations, understand their risk tolerance and investment objectives, and develop customized strategies to...


  • City of Canada Bay Council, Australia Liviti Full time

    North Strathfield, Australia | Posted on 10/31/2024The Real Estate Investment Specialist will provide expert financial guidance in wealth management and property investment. This role involves evaluating clients' financial situations, risk tolerance, and investment objectives, as well as recommending and implementing tailored investment strategies. The...

  • Financial Advisor

    2 days ago


    City of Canada Bay Council, Australia St Trinity Property Group Full time

    Job DescriptionWe are seeking an experienced Financial Advisor to join our team and provide expert advice and guidance to our clients.In this role, you will be responsible for evaluating clients' financial situations, understanding their risk tolerance and investment objectives, and developing customized strategies to help them achieve their goals.The ideal...

  • Financial Advisor

    1 day ago


    Central Coast Council, Australia Titan Financial Planning Full time

    Company DescriptionTitan Financial Planning is dedicated to helping clients identify and realize their desired lifestyle goals through customized financial strategies. Our focus is on providing advice and building financial platforms for clients ensuring convenience, control, clarity, and confidence. We take pride in partnering with our clients during both...


  • Council of the City of Sydney, Australia Oroton Full time

    Synonymous with accessible luxury and Australian flair, Oroton is a preeminent luxury lifestyle brand. We are currently seeking an accomplished professional to lead our merchandise planning efforts, driving sales and margin growth across all categories and channels.About the Role:Lead a team of 4 planners and analysts, overseeing inventory management and...