Current jobs related to Financial Planner - Perth - HAYS

  • Financial Planner

    1 week ago

    Perth, Western Australia Aware Super Full time

    Your SUPER career starts hereAs one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.Sound good? Learn more about us and what we do at Your New RoleAt...

  • Financial Planner

    7 days ago

    Perth, Australia Berritta Consulting Full time

    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...

  • Financial Planner

    2 weeks ago

    West Perth, Australia bdhSterling Full time

    At **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...

  • Associate Financial Planner

    3 days ago

    Perth, Australia Berritta Consulting Full time

    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...

  • Financial Planning Professional Year Program

    6 days ago

    Perth, Western Australia WT FINANCIAL GROUP LIMITED Full time

    Who is WT Financial Group?WT Financial Group Limited is a listed financial services group, delivering services through a national advice network of self-employed financial advisers operating within one of four groups: Wealth Today, Sentry, Synchron and Millennium3.Professional Year (PY) ProgramDesigned for both graduates and final year undergraduates, our PY...

  • Workforce Planner

    2 weeks ago

    Perth, Australia Compass Group Australia Full time

    Compass Group is the global market leader in providing food and a range of support services to customers in the workplace, schools and colleges, hospitals, at leisure and in remote environments. We operate in over 50 countries, employ of 600,000 people, and are a recognised top 10 employer worldwide. We currently have an exciting opportunity for a Workforce...

  • Planner 1

    2 weeks ago

    Perth, Australia WesTrac Full time

    Posted Date: 29 Oct 2024- Location: Perth Precinct, WA, AU**WesTrac is an equipment solutions company and one of the world's leading Caterpillar Dealerships with a rich history of supporting thousands of customers across the mining and construction industries in Australia. At WesTrac our primary focus is our people. We know that our success is the result of...

  • Financial Planning Associate

    2 weeks ago

    Perth, Western Australia Everest Private Wealth Full time

    Are you a detail-oriented and a motivated individual with a passion for helping people with their money?We at Everest Wealth are seeking a Financial Planning Associate to join our team and provide crucial support to our financial planners. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their...

  • Maintenance Planner Re

    2 weeks ago

    Perth, Australia EDL Full time

    EDL owns and operates a global portfolio of power stations in Australia, North America and Europe. Our vision is to be the leading global producer of sustainable distributed energy. At EDL, we are playing a key role in the world’s transition from traditional energy sources to decarbonised solutions. We are currently recruiting for a Maintenance Planner...

  • Merchandise Planner

    7 days ago

    Perth, Australia MCG&Co. Full time

    Our client is a growing e-commerce group with established footprint in Australia, New Zealand and United States. With a developed portfolio of products in beauty, consumer electronics, maternity and pets, we are currently looking for an experienced Merchandise Planner to drive a holistic product strategy across all verticals. A bit more about the role: -...

Financial Planner

2 weeks ago

Perth, Australia HAYS Full time

A Wealth Management company in Perth is looking for a Financial Planner to join their team.
**Your new company**
Is an Investment and Wealth management firm based in Perth's CBD. This organisation are dedicated to offering tailored financial solutions to their wealth clients while offering exceptional customer service.

**Your new role**
The purpose of the role of Financial Adviser is to source and introduce potential new clients and convert leads into ongoing retainer clients by providing valued, financial planning advice, whilst delivering on the service standard agreed with each client. The focus is to generate and develop new business opportunities by identifying potential clients through referrals, networking and marketing channels. duties that you will be responsible for include:

- Generate new business in agreed target markets through various networking activities including
- managing relationship between the practice and referral sources
- Identify opportunities for seminars, sponsorship and other promotional activities to leverage business generation activity
- Manage and build relationships with clients
- Conduct client reviews for allocated clients
- Achieve agreed annual sales targets with initial revenue and recurring revenue with respect to funds
- Contribute to the establishment of the practice annual sales targets
- Attend and provide support for marketing activities
- Ensure professional knowledge and expertise continues to be enhanced by attending appropriate courses and/or workshops
- Maintain product, technical and compliance knowledge/requirements in accordance to the practice and industry guidelines
- Participate in activities that ensure that an up-to-date understanding of financial planning practice is maintained

**What you'll need to succeed**
Your previous experience in a similar role within this area will lead to your success, as will;
- FASEA assessed
- Relevant degree and Diploma of Financial Planning
- High level of commercial acumen
- Previous experience in a financial planning environment
- Sound technical advising knowledge to current legislative, industry and corporate standards

**What you'll get in return**
This is a fantastic opportunity to get into an established holistic advice firm. This organisation are committed to helping their employees reach their full potential and will provide great exposure to all aspects of the industry. They have a collaborative and supportive culture with their office located in Perth's CBD.

**What you need to do now**

If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.

**LHS 297508** #2717971