Career Development Financial Planner
2 weeks ago
The financial planning sector is a dynamic field with various opportunities for career growth and professional development.
- Key Responsibilities:
- Determine clients' financial goals and develop tailored plans to achieve them.
- Analyze clients' current financial situations and identify areas for improvement.
- Provide ongoing advice and support to clients as their needs evolve.
- Stay informed about the latest financial products, trends, and regulations.
Our team is looking for an individual with strong interpersonal skills and analytical thinking to build meaningful client relationships and design effective financial strategies.
Requirements- Bachelor's degree in Business, Finance, Commerce, Economics, or related disciplines within the past three years.
- AUS/NZ Citizen or Australian Permanent Resident status.
- Strong communication and problem-solving skills.
- Eagerness to learn and a passion for the financial planning industry.
- Ongoing professional development and support to attain required certifications.
- Wellbeing initiatives: mental health support, fitness memberships, and flexible work arrangements.
- Paid day off for your birthday.
- Volunteer/community engagement days.
- Networking opportunities through industry events and professional associations.
We're committed to helping you grow and succeed in your career. If you're passionate about financial planning and have a strong desire to make a difference, we'd love to hear from you.
-
Financial Planner
2 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection.With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
1 week ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
2 weeks ago
Greater Melbourne Area, Australia Lakeside Financial Full time $80,000 - $120,000 per yearCompany DescriptionLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. Having specialist advisors in different areas, Lakeside Financial offers a holistic approach with a broad range of products and services, including Personal Risk Insurance,...
-
Financial Planner
3 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
3 weeks ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
-
Financial Planner
1 week ago
Sydney, New South Wales, Australia Financial-Advisor Full timeHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...
-
Graduate Financial Planner
2 weeks ago
Gold Coast, Queensland, Australia Deakin Commerce Society Full timeThe financial planning industry is a career choice worth exploring, and here's why:Dynamic and Meaningful: Play a key role in helping individuals and families achieve their financial goals and security.Supportive and Resilient: Provide guidance during major life events, offering solutions that create lasting impact.Embrace Innovation: Utilise cutting-edge...
-
Senior Town Planner Position
1 week ago
Brisbane, Queensland, Australia beBeeTown Planner Full time $110,000 - $150,000Job Description:As a seasoned town planner, you will lead complex projects from start to finish, mentoring junior staff and developing strong client relationships. You will be responsible for project management, including development application submissions for residential, commercial, and mixed-use developments.Lead planning projects with meticulous...
-
Financial Planner – Sw Sydney
1 week ago
Sydney, New South Wales, Australia Financial-Advisor Full timeHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...
-
Financial Planner – SW Sydney
3 weeks ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...
