
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
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Financial-Advisor 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 to the accounting sector...
-
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...
-
Financial Planner – Sw Sydney
2 weeks ago
Sydney, New South Wales, Australia Financial-Advisor Full timeHybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...
-
Financial Planner – SW Sydney
3 weeks ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Sterling Ltd Full timeOverview At bdh Sterling, 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...
-
Associate Financial Planner
1 week ago
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...
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Sterling Ltd Full timeOverviewAt 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...
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Bdhsterling Full timeAt 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...
-
Associate Financial Planner
1 week ago
Sydney, New South Wales, 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 memberAs one of our team you will have access to our excellent benefits package including enhanced annual leave, day off on your...
-
Financial Planner
2 weeks ago
Sydney, New South Wales, Australia Sterling Ltd Full timeOverviewAt 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...