Associate Financial Planner
7 days ago
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 your career growth
- This is only one role, we would like to talk to you about hundreds of other options across Australia
Our client is a large Financial Services company. They have a great team culture and are big on developing their staff due to big expansion plans.
We are currently recruiting an Associate Financial Planner to work as part of an excellent team.
You will be allocated a portfolio of existing clients and have the opportunity to build and manage your client base.
**About the role**:
Conduct client meetings with new and existing clients
Manage a well established book of client
Develop your client base through referrals and business development
Provide holistic financial advice
**About you**:
2+ years experience
Ability to multitask and good organisational skills
High attention to detail
Salaries are dependent on experience. Please send your resumes to David Berritta.
**Salary**: $90,000.00 - $120,000.00 per year
Schedule:
- 8 hour shift
-
Associate Financial Planner
2 weeks ago
Canberra, Australia Berritta Consulting Full timeWe 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...
-
Associate Financial Planner
44 minutes ago
Canberra, Australia Berritta Consulting Full timeWe 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...
-
Financial Planner
7 days ago
Canberra, Australia Berritta Consulting Full timeWe 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...
-
Financial Planner
2 weeks ago
Canberra, Australia Berritta Consulting Full timeWe 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...
-
Financial Planner
44 minutes ago
Canberra, Australia Berritta Consulting Full timeWe 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...
-
Senior Financial Planning Administrator
7 days ago
Canberra, ACT, Australia Envision Financial Full time $90,000 - $120,000 per yearOverview:Envision Financial are seeking a highly organised and detail-oriented Financial Planning Administrator to join our team. This role is for someone who knows what they're doing and the top salary on offer reflects this. A strong understanding of superannuation and pension structures is essential, along with excellent communication skills to interact...
-
Associate - Financial Planning
5 days ago
Canberra, Australia Chandler Macleod Full time**About the Company**: Our client is a boutique that specialises on providing financial advice to customers with an effective strategy to help them achieve their financial goals within a timeframe. They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. This position is the ideal position if you are...
-
Resource Planner
2 days ago
Canberra, Australia Commonwealth Superannuation Corporation (CSC) Full timePosted: 26/08/2024 Closing Date: 09/09/2024 **Salary**: $35.00 - $55.00 **Job Type**: Fixed Term (Fair Work restrictions apply. Please contact your People Business Partner) Location: Canberra Job Category: Insurance & Superannuation At CSC, we know that it takes all of us working together, united as one, to guide our customers towards their retirement...
-
Associate Director
2 days ago
Canberra, Australia AECOM Full timeAECOM’s market-leading Renewable Energy business in Australia is seeking to expand the team in Sydney. We are looking for an experienced leader who has a passion for clients and who enjoys the challenge of securing and delivering a diverse portfolio of clean energy projects. This is a fantastic opportunity to be actively involved in an innovative and...
-
Associate Cls
1 week ago
Canberra, Australia NAB - National Australia Bank Full time**Work type**: Permanent Full time **Location**: ACT- Canberra region - **Join our New and Increases team in Complex Lending Solutions**: - **Be supported to learn and grow whilst developing the career you want**: - **Bring your passion to support our customer and communities to Business & Private Banking**: - **Position based in Canberra** **A career...