Strategic Financial Planning Specialist
2 days ago
About Us
As a leading recruitment agency, Superior People Recruitment prides itself on providing exceptional service to our clients. We are currently seeking an experienced Financial Planner to join our team.
Job Summary
We are looking for a skilled and motivated Financial Planner to provide expert financial advice to our clients. The successful applicant will have a strong background in investment, superannuation, retirement, and insurance planning.
Key Responsibilities
- Develop and implement comprehensive financial plans for existing and new clients;
- Provide expert advice on investment strategies, superannuation options, and retirement planning;
- Build strong relationships with clients to understand their financial goals and objectives;
- Stay up-to-date with the latest industry trends and legislation to ensure compliance;
- Collaborate with colleagues to achieve business targets and objectives.
Requirements
- A degree approved by FASEA or completion of a FASEA-approved pathway;
- Completion of the FASEA exam;
- Minimum 5 years of experience in financial planning;
- A current and unrestricted driver's licence.
What We Offer
The successful candidate will be offered a competitive salary package, including:
- An estimated annual salary of AU$120,000 - AU$150,000 depending on experience;
- Ongoing training and professional development opportunities;
- A supportive and collaborative work environment;
- Potential for career advancement and growth within the company.
How to Apply
If you are a motivated and experienced Financial Planner looking for a new challenge, please submit your application through our website at https://www.superiorpeople.com.au/vacancies.
-
Strategic Financial Advisor
1 week ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeA well-established Financial Planning practice, operated by Superior People Recruitment, is seeking a skilled Strategic Financial Advisor to provide expert financial guidance to clients.As a key member of the team, you will be responsible for servicing a portfolio of existing clients and leveraging your professional expertise to attract new business...
-
Financial Planning Expert
2 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full time**About the Role:**We are seeking a highly skilled and experienced Financial Planner to join our team at Superior People Recruitment. As a key member of our team, you will be responsible for providing expert financial advice to clients, developing long-term relationships, and growing our client base.**About You:**You have a minimum of 5+ years' experience in...
-
Strategic Financial Advisor
4 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full time**Financial Planning Opportunity**We are seeking an experienced Financial Planner to join our team at Superior People Recruitment.The ideal candidate will have a FASEA Approved Degree or FASEA Approved Pathway and completed FASEA exam, with a minimum of 5+ years industry experience.The successful applicant will service a portfolio of existing clients,...
-
Senior Financial Planning Consultant
3 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeFinancial Planning OpportunityA leading financial planning practice seeks an experienced Financial Planning Consultant to provide high-quality financial advice to clients.As a Financial Planning Consultant, you will work closely with a portfolio of existing clients and be supported to attract and engage new client business. You will also be part of a team...
-
Financial Planning Assistant
1 month ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeAbout Us :We believe that financial planning should inspire confidence and clarity.Our vision is not merely to advise, it's to empower, educate, and uplift individuals, fostering a future where financial success is a reality for all.At Chalmers Private Wealth, we're dedicated to providing exceptional service and support to our clients and team members...
-
Financial Planning Coordinator
2 days ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeAbout Us :We strive to empower individuals by providing exceptional financial planning services.Our vision is not merely to advise, it's to educate and uplift individuals, fostering a future where financial success is a reality for all.We are Chalmers Private Wealth, a progressive financial planning business offering opportunities for career...
-
Financial Planning Support Officer
2 weeks ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeAbout UsWe are a progressive financial planning business dedicated to empowering individuals through expert guidance and support.Our vision is to foster a future where financial success is within reach for everyone. We take pride in our commitment to delivering exceptional customer experiences.This role offers an exciting opportunity to join our dynamic team...
-
Client Support Associate
1 week ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeAbout UsWe are a dynamic financial planning business dedicated to providing exceptional client experiences. Our mission is to empower individuals and families to achieve their long-term financial goals through personalized guidance and support.
-
Strategic Financial Analyst
2 weeks ago
Shepparton, Victoria, Australia Six Degrees Executive Full timeAbout the RoleSix Degrees Executive is seeking a highly skilled Strategic Financial Analyst to join their client's finance team in Shepparton. This 6-month full-time contract role offers the opportunity to be extended and/or made permanent, with a balanced mix of office and remote work.The ideal candidate will have 1-3 years of experience in a similar role...
-
Client Services Coordinator
2 weeks ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeAbout UsAt Chalmers Private Wealth Pty Ltd, we strive to empower individuals and families by providing expert financial planning services. Our vision is to be a trusted partner in helping our clients achieve their financial goals.We are committed to delivering exceptional customer service, fostering strong relationships with our clients, and continuously...
-
Senior Financial Director
7 days ago
Shepparton, Victoria, Australia Shepparton Villages Full timeAbout Shepparton VillagesWe are a leading provider of retirement living and aged care services, with three sites across the Greater Shepparton area. Our mission is to provide our residents with a safe, supportive and welcoming environment where they can enjoy their retirement years to the fullest.Job OverviewThe Chief Financial Officer (CFO) will be...
-
Senior Financial Strategist
3 weeks ago
Shepparton, Victoria, Australia Shepparton Villages Full timeAbout UsShepparton Villages is a leading provider of retirement living and aged care services, with three sites across the Greater Shepparton area. Our mission is to provide our residents with a safe, supportive, and welcoming environment where they can enjoy their retirement years to the fullest.We are committed to promoting the health and wellbeing of our...
-
Senior Financial Advisor
1 month ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeFinancial Planning OpportunityWe are seeking a highly skilled Financial Planner to join our team at Superior People Recruitment. As a key member of our team, you will provide expert financial advice to clients and service a portfolio of existing clients.The successful candidate will have a FASEA Approved Degree or FASEA Approved Pathway, completed the FASEA...
-
Operations Planning Specialist
2 days ago
Shepparton East, Victoria, Australia Miller Leith Full timeJob SummaryWe are seeking a skilled Operations Planning Specialist to drive efficient production scheduling and inventory management in our agribusiness company. As a key member of the team, you will coordinate schedules to meet customer demand while optimising resources, minimising costs, and maintaining high service levels.About the RoleThis is an exciting...
-
Highly Experienced Financial Advisor
2 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeA leading recruitment agency, Superior People Recruitment, is looking for a skilled Financial Planner to provide expert financial guidance to clients.As a Financial Planner, you will be responsible for servicing a portfolio of existing clients and utilizing the tools and support provided by the agency to attract new business opportunities.This role requires...
-
Chief Financial Strategist
2 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeA leading recruitment firm, Superior People Recruitment, is seeking an experienced Financial Planner to provide professional financial advice to clients.This role involves servicing a portfolio of existing clients and attracting new business with the support of the practice team. The successful candidate will have experience offering comprehensive financial...
-
Financial Analyst
4 weeks ago
Shepparton, Victoria, Australia Six Degrees Executive Full timeAbout the companyOur client, a reputable FMCG business, is seeking a highly skilled Financial Analyst to join their finance team in Shepparton. The ideal candidate will have a strong background in accounting and financial analysis, with experience in the FMCG industry.About the roleBuild relationships with the Operations Team to enhance factory performance...
-
Senior Financial Services Professional
4 hours ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our team at Superior People Recruitment.Key ResponsibilitiesThe successful candidate will be responsible for providing professional financial advice to clients, servicing a portfolio of existing clients and attracting new business opportunities. You will work closely with our Practice...
-
Administrative Coordinator
3 hours ago
Shepparton, Victoria, Australia Chalmers Private Wealth Pty Ltd Full timeJob OverviewChalmers Private Wealth Pty Ltd is a progressive financial planning business seeking an Administrative Coordinator to provide exceptional support to our team. This role is ideal for a motivated individual with excellent administrative skills and a passion for delivering outstanding customer service.
-
Senior Financial Services Advisor
2 weeks ago
Shepparton, Victoria, Australia Superior People Recruitment Full timeCompany OverviewAs a pioneering recruitment agency, Superior People Recruitment is committed to connecting professionals with exciting career opportunities.Job DescriptionWe are seeking an experienced Financial Planner to join our team and provide expert financial advice to clients. As a key member of our team, you will service a portfolio of existing...