
Financial Planner
1 week 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
Work Location: In person
-
Financial Planner
3 days ago
Canberra, ACT, Australia Randstad Full time $90,000 - $120,000 per yearAbout the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of clients. Due to recent...
-
Junior Planner/associate Planner
5 days ago
Canberra, Australia International Search Partners Full timeA new position has become available within a well-established and progressive Financial Planning Practice for their location in Canberra. Renown for their professionalism and high level of customer service we are seeking to appoint an experienced Associate Planner who is seeking to take the next step into becoming a Financial Planner. Working closely with...
-
Senior Financial Planning Administrator
3 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
1 week 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 Planning Support Professional
4 days ago
Canberra, ACT, Australia beBeeClient Full time $70,000 - $80,000Job OverviewWe are seeking a highly skilled and experienced Client Service Manager to join our team. As a key member of our organization, you will be responsible for providing exceptional service and support to our Financial Planners.Key Responsibilities:Provide client-centric service and support to ensure seamless relationships with financial...
-
Strategic Financial Planner
1 week ago
Canberra, ACT, Australia beBeeFinancial Full time $140,000 - $150,000Senior Financial AnalystJob Description:The successful candidate will provide insightful analysis and commentary on month-end reports, lead the preparation of annual budgets, re-forecasts, and month-end reporting processes. They will partner closely with Supply Chain, Operations and Transformation stakeholders, offering strategic insights and actionable...
-
Resource Planner
2 weeks 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...
-
Chief Financial Planner
4 days ago
Canberra, ACT, Australia beBeeBudget Full time $85,000 - $108,000Budget Officer Role The Defence Budget Coordination team is responsible for managing the budget at the Portfolio level. About Our Team This team offers the opportunity to work on high-strategic issues in a fast-paced and dynamic environment, delivering the Defence Budget according to the Commonwealth process. Responsibilities Assist with the preparation of...
-
Project Planner
6 days ago
Canberra, Australia LHR Saudi Arabia Full time**Who is our client and your future employer?**: Ranked among the world’s largest petrochemicals manufacturers, it is a public company based in Riyadh, Saudi Arabia. With operations in around 50 countries, The Company has a global workforce of over 31,000 talented individuals. The company operates through three strategic Business Units - Petrochemicals,...
-
Client Service Manager | 70-80K | Canberra, Act
4 hours ago
Canberra, ACT, Australia Climate Control Services Full timeClient Service Manager required for a thriving financial advisory practice with mentoring and growth within a national framework.Mature boutique practice in national financial planning firmMentoring from 2 senior ProfessionalsLearn about financial advice and processVariety, growth and development positionThis is a great opportunity for an experienced Client...