Financial Planner
1 day ago
Financial Planner - Join a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges. You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement. Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge. This role will suit someone located in Wollongong or happy to travel to Wollongong and surrounding suburbs. **To be successful in this role you will possess**: - Solid financial planning background - Proven track record managing a large client base and also driving new business - Passionate about the advice industry and helping our clients - Approved course in Australian Tax Law and Commercial Tax are mandatory - RG146 compliant - Tertiary qualification is highly regarded **Benefits** - Development opportunities at an ASX top 200 company - A professional, supportive and friendly culture - A range of corporate and lifestyle benefits **The Business** Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX: IFL). **To Apply** Please submit your resume with a covering letter by clicking on "." Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment. Job ID 7124
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Financial Planner
1 day ago
Sydney, Australia Insignia Financial Full timeJoin a leading wealth management and advice-led organisation - Hybrid working arrangements-combination of WFH & in the office - Permanent role-Wollongong location **The Role** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...
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Financial Planner – SW Sydney
3 weeks ago
Sydney, Australia financial-advisor.de 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...
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Associate Financial Planner
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Sydney, Australia bdhSterling Full timeAre you passionate about delivering excellent client service? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? If so read on as you might be our next team member! As one of our team you will have access to our excellent benefits package including enhanced annual leave, day off...
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Financial Planner
1 day ago
Sydney, New South Wales, Australia bdhSterling Full time $90,000 - $120,000 per yearAt bdhSterling, we specialise in helping clients navigate complex financial journeys—particularly those with connections between Australia and the UK. As a multi-award-winning cross-border financial planning firm, we pride ourselves on delivering expert, holistic advice that empowers our clients to make confident financial decisions.We're now seeking a...
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Financial Planner
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Sydney, Australia NobleOak Full time**Closing Date**: 30/08/2025 **Job Type**: Contract **Location**: Sydney office **Job Category**: Product & Underwriting NobleOak is a high-growth challenger brand that puts the client at the centre of our business. Are you an experienced financial planner looking for a part-time opportunity? Join our team in Sydney for a specialised role! **Job...
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Financial Planner
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Sydney, Australia Aware Super Full timeWant to be a force for good? At Aware Super we believe that we do well through doing good. Finding ways to support our communities is part of our DNA and we have a track record of being bold and breaking new ground. We have always believed that we have a responsibility to invest in ways that deliver strong returns for members at the same time as improving...
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Financial Planner
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Sydney, Australia Employ Full timeNFP Super Fund - Service existing member clients - Requires someone who loves serving clients Our client is a small NFP Super Fund that has been serving its industry-based members for over 30 years. This Sydney-based fund is seeking to recruit an additional Financial Planner to support the existing team to service their current membership and increase fund...
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Financial Planner
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Sydney, Australia NGS Super Full time**Introduction**: NGS Staff Benefits Before you learn more about the job ad, we encourage you to familiarise yourself with our fantastic NGS Staff Benefits page (link below) to understand our offering which includes Additional Leave Entitlements, Personal & Professional Development and Health & Wellbeing Benefits. About us We are an award winning, national...
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Financial Planner
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Sydney, Australia Hostplus Full timeFinancial Planner **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? You will play a crucial role in helping our members attain their retirement aspirations. **The opportunity** We are dedicated to enabling our members to achieve their retirement dreams. As one of Australia's leading...
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Financial Planner
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Sydney, Australia CareSuper Full time**Work options**: Hybrid CareSuper values flexibility, and we recognise the benefit for our staff to have a choice in how they structure their work week with a combination of days working from home and some in the office as well as the benefits that come with opportunities for in-person connection and collaboration. That's why our hybrid model includes two...
