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    8 jobs found for financial planning

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      • melbourne, victoria
      • permanent
      • full-time
      Intra Fund Financial Advisor CBD Based / WFH Up to 100KLeading Industry Fund The CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff. The Role This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals. Your advice will centre around strategies invoicing retirement planning, superannuation optimisation and personal insurances. This team will be expanding and this will be an excellent opportunity to mentor and lead more junior staff as the team grows. Experience with helping implement new systems and processes will be highly advantageous. You will also be responsible for annual reviews for your clients Your ExperienceMinimum of 3 years in similar roleMinimum ADFP CompleteFasea Exam Completed / Passed To apply online, please click on the appropriate link.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Intra Fund Financial Advisor CBD Based / WFH Up to 100KLeading Industry Fund The CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff. The Role This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals. Your advice will centre around strategies invoicing retirement planning, superannuation optimisation and personal insurances. This team will be expanding and this will be an excellent opportunity to mentor and lead more junior staff as the team grows. Experience with helping implement new systems and processes will be highly advantageous. You will also be responsible for annual reviews for your clients Your ExperienceMinimum of 3 years in similar roleMinimum ADFP CompleteFasea Exam Completed / Passed To apply online, please click on the appropriate link.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$130,000 - AU$150,000, per year, attractive package
      • full-time
      Risk Advisor Large Boutique Specialising in Risk AdviceGood salary packageStrong back office support About the companyThis highly regarded and well established advice business based in Melbourne 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 risk financial advice to a wide range of High Net Worth and Ultra High Net Worth clients. Due to recent growth, they are looking for an experienced Risk Advisor to join their team.About the role Joining a great team, you will be responsible for maintaining an existing risk portfolio while also generating new business through referrals and centres of influence. You will be responsible for growing the book and also providing reviews for certain clients. This role would suit any risk advisors with a minimum of 2 years experience that would like to work with hnw clients in a very supported environment. Because the business is well supported with administration, client service and paraplanning, you will be able to focus your attention on your clients and work with a great team. Your Experience MInimum two years experience as a Risk Advisor Very strong understanding and passion for the Risk Insurance industryStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditation highly regarded Tertiary degree aligned with FASEA education requirements To apply online, please click on the appropriate link.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Risk Advisor Large Boutique Specialising in Risk AdviceGood salary packageStrong back office support About the companyThis highly regarded and well established advice business based in Melbourne 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 risk financial advice to a wide range of High Net Worth and Ultra High Net Worth clients. Due to recent growth, they are looking for an experienced Risk Advisor to join their team.About the role Joining a great team, you will be responsible for maintaining an existing risk portfolio while also generating new business through referrals and centres of influence. You will be responsible for growing the book and also providing reviews for certain clients. This role would suit any risk advisors with a minimum of 2 years experience that would like to work with hnw clients in a very supported environment. Because the business is well supported with administration, client service and paraplanning, you will be able to focus your attention on your clients and work with a great team. Your Experience MInimum two years experience as a Risk Advisor Very strong understanding and passion for the Risk Insurance industryStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditation highly regarded Tertiary degree aligned with FASEA education requirements To apply online, please click on the appropriate link.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • permanent
      • full-time
      About the companyThis growing financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. About the roleIn this holistic role, you will have the opportunity to support the Senior Financial Planner. You will be a main point of contact for clients and will provide strong technical expertise and support, making sure the advice is appropriate and compliant. Your responsibilities will include but won’t be limited to managing the implementation of advice, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of products, and providing high quality client service. Demonstrated skillsExtensive experience working in a client service role in Financial Planning Strong understanding of compliance requirements DFP accreditationVery strong attention to detail and communication skills Benefits Attractive salary packageThe opportunity to work and be mentored by one of the top Financial Planner in the industryPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social events To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor and email Jeremy.oconnor@randstad.com.au. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the companyThis growing financial planning firm is known for providing outstanding financial advice to a well established and diverse client base. Their South Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. About the roleIn this holistic role, you will have the opportunity to support the Senior Financial Planner. You will be a main point of contact for clients and will provide strong technical expertise and support, making sure the advice is appropriate and compliant. Your responsibilities will include but won’t be limited to managing the implementation of advice, developing strategy presentations, managing the workflow between the advisor and the paraplanners, conducting the review and research of products, and providing high quality client service. Demonstrated skillsExtensive experience working in a client service role in Financial Planning Strong understanding of compliance requirements DFP accreditationVery strong attention to detail and communication skills Benefits Attractive salary packageThe opportunity to work and be mentored by one of the top Financial Planner in the industryPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social events To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor and email Jeremy.oconnor@randstad.com.au. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • perth, western australia
      • permanent
      • full-time
      About the company This 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 intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner or Associate Adviser to join their team. About the role In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long term relationships. Demonstrated skills Extensive experience working in the Financial Planning industryCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefits Attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the company This 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 intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner or Associate Adviser to join their team. About the role In this Financial Planner role you will be responsible for providing tailored superannuation advice to existing members of the funds. The advice will be given over the phone or virtually and you will have 3 - 4 meetings a day. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners or Associate Advisers holding AR status with proven results, strong commercial acumen, and the ability to build long term relationships. Demonstrated skills Extensive experience working in the Financial Planning industryCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefits Attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • adelaide, south australia
      • permanent
      • AU$90,000 - AU$110,000, per year, plus super
      • full-time
      Financial Planner About the companyGoldsborough Financial Services has focussed on delivering professional, exceptional and memorable service to their clients for 30 years. Located in Unley on Greenhill Rd, they are now looking for a Financial Planner to join their team.About the roleJoining a professional and friendly team, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal. Skills and experienceQualified financial planners with experience in the following areas are strongly encouraged to apply:Retirement PlanningCentrelinkManaged FundsTo be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. Full completion of FASEA requirements prior to December 2021 is not required, but outstanding courses will need to be communicated during the interview process. CultureGoldsborough Financial Services has built a robust business through a customer-first approach that earns the trust of their clients. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you. BenefitsA negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidateHow to applyClick the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Financial Planner About the companyGoldsborough Financial Services has focussed on delivering professional, exceptional and memorable service to their clients for 30 years. Located in Unley on Greenhill Rd, they are now looking for a Financial Planner to join their team.About the roleJoining a professional and friendly team, your primary objective is to engage with an existing portfolio of clients in order to transition relationships and build trust within that group. Your previous expertise in the following areas of advice will help to achieve that goal. Skills and experienceQualified financial planners with experience in the following areas are strongly encouraged to apply:Retirement PlanningCentrelinkManaged FundsTo be successful you will be able to demonstrate an understanding of the areas of advice that you will be responsible for. Candidates will require an advanced diploma in Financial Planning AND/OR degree in financial planning. Full completion of FASEA requirements prior to December 2021 is not required, but outstanding courses will need to be communicated during the interview process. CultureGoldsborough Financial Services has built a robust business through a customer-first approach that earns the trust of their clients. If you are a person with an adaptable style that can build trust and rapport with a broad range of people this role will be a great fit for you. BenefitsA negotiable salary (range indicated adjacent to the advert) and superannuation are on offer for the successful candidateHow to applyClick the 'apply for this job' button adjacent to this advert or call Shaun Mansell from Randstad during business hours on 08 8468 8037 for an initial (confidential) discussion. Thank you. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • permanent
      • full-time
      About the company This highly regarded and well established advice firm based in the Northern Beaches is known for putting their clients’ needs and goals 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, including corporate and High Net Worth clients. Due to recent growth, the team is looking for a Financial Planner to look after an existing book of clients. About the role In this Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will have full paraplanning and administrative support and your focus will be on minding the book and building strong relationships. This role will suit an experienced Associate Adviser or Financial Planner with strong ability to build long term relationships, and looking for career growth and the opportunity to build a book within a reputable and successful business. Demonstrated skillsExperience working as an Associate Adviser or Financial PlannerAbility to build strong relationships with clientsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationFASEA education requirementsBenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the company This highly regarded and well established advice firm based in the Northern Beaches is known for putting their clients’ needs and goals 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, including corporate and High Net Worth clients. Due to recent growth, the team is looking for a Financial Planner to look after an existing book of clients. About the role In this Financial Planner role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from mom & dads, wealth accumulators, and high net worth individuals. You will have full paraplanning and administrative support and your focus will be on minding the book and building strong relationships. This role will suit an experienced Associate Adviser or Financial Planner with strong ability to build long term relationships, and looking for career growth and the opportunity to build a book within a reputable and successful business. Demonstrated skillsExperience working as an Associate Adviser or Financial PlannerAbility to build strong relationships with clientsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationFASEA education requirementsBenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • north sydney, new south wales
      • permanent
      • full-time
      About the companyThis highly regarded and well established independent advice firm based in North Sydney 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 growth, they are looking for a Client Relationship Manager to join the team and work closely with advisers.About the role In this Client Relationship Manager role you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with funds, superannuation and insurance providers, and client greetings and follow up.This is a great opportunity for an experienced Client Service Officer or Manager looking for a step up and the opportunity to work for a successful business.Demonstrated skillsExtensive experience working as a Client Service Officer/Manager in Financial PlanningXPlan experience is crucialOutstanding communication and presentation skillsGood understanding of compliance frameworks in the advice industryDFP accreditation Benefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to supervise a team and/or build on technical skillsFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the companyThis highly regarded and well established independent advice firm based in North Sydney 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 growth, they are looking for a Client Relationship Manager to join the team and work closely with advisers.About the role In this Client Relationship Manager role you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with funds, superannuation and insurance providers, and client greetings and follow up.This is a great opportunity for an experienced Client Service Officer or Manager looking for a step up and the opportunity to work for a successful business.Demonstrated skillsExtensive experience working as a Client Service Officer/Manager in Financial PlanningXPlan experience is crucialOutstanding communication and presentation skillsGood understanding of compliance frameworks in the advice industryDFP accreditation Benefits Very attractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to supervise a team and/or build on technical skillsFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • permanent
      • full-time
      This independent financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth clients. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will attend client meetings with advisers to present strategies and will be responsible for retaining and enhancing the on-going relationship with their trusted clients.You will also look after the quality assurance over files and other technical and compliance tasks. This is a unique opportunity for a Senior Paraplanner to take the next step in their career. You will need to be ADFP compliant and studying towards CFP. You will have a minimum of 4 years experience working in a paraplanning role. You will have very good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with a very attractive salary package as well as the opportunity to work with a leading company that strive to do what is best for their clients. To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor at Jeremy.oconnor@randstad.com.au. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      This independent financial planning firm is a known for providing outstanding financial advice to a well established network of high net worth clients. Their Eastern Suburb office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. In this role, you will have the opportunity to support the Senior Financial Planners and will be a first point of contact for their High Net Worth clients. You will be responsible for writing accurate, strategic and compliant financial Statement of Advice and Records of Advice. You will attend client meetings with advisers to present strategies and will be responsible for retaining and enhancing the on-going relationship with their trusted clients.You will also look after the quality assurance over files and other technical and compliance tasks. This is a unique opportunity for a Senior Paraplanner to take the next step in their career. You will need to be ADFP compliant and studying towards CFP. You will have a minimum of 4 years experience working in a paraplanning role. You will have very good technical knowledge around holistic and comprehensive advice and will also have excellent communication skills. The right person will be rewarded with a very attractive salary package as well as the opportunity to work with a leading company that strive to do what is best for their clients. To apply online, please click on the appropriate link. Alternatively, for a confidential conversation, please contact Jeremy O’Connor at Jeremy.oconnor@randstad.com.au. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

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