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 a 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
Mentor staff who are going through their Professional Year
**About you**:
6+ 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**: $110,000.00 - $140,000.00 per year
Schedule:
- 8 hour shift
-
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
3 hours 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 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
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...
-
Associate Financial Planner
3 hours 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...
-
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...
-
Client Services Manager
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...
-
Adviser Service Representative
2 days ago
Canberra, Australia Commonwealth Superannuation Corporation (CSC) Full timePosted: 21/08/2024 Closing Date: 04/09/2024 **Salary**: $30.00 - $37.00 **Job Type**: Contract Location: Canberra Job Category: Banking and Financial Services,Call Centre and Customer Service **CSC is the trusted Superannuation fund for current and former Australian Government and Australian Government Defence Force employees serving our customers with...
-
Client Services Officer
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...
