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    10 jobs found for financial planning

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        • brisbane, queensland
        • permanent
        • AU$90,000 - AU$100,000, per year, Attractive Package
        • full-time
        Senior Paraplanner – CBD – Up to $100 K Leading HNW Wealth Business Generous Bonus StructureDynamic & Supportive Team The Company Well known HNW wealth business with a growing advice business nationally . The wealth management area is growing exponentially on a national level. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.The RoleIn this small team, you will report directly to the team leader and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.Experience RequiredMinimum of 2 years paraplanning experienceTo be considered for this role you will have a minimum of RG-146 DFP 1-4 Degree Qualified (preferred but not essential ) To apply online, please click on the appropriate link. Alternatively, please email Scott Sherwood at Scott.Sherwood@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.
        Senior Paraplanner – CBD – Up to $100 K Leading HNW Wealth Business Generous Bonus StructureDynamic & Supportive Team The Company Well known HNW wealth business with a growing advice business nationally . The wealth management area is growing exponentially on a national level. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.The RoleIn this small team, you will report directly to the team leader and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.Experience RequiredMinimum of 2 years paraplanning experienceTo be considered for this role you will have a minimum of RG-146 DFP 1-4 Degree Qualified (preferred but not essential ) To apply online, please click on the appropriate link. Alternatively, please email Scott Sherwood at Scott.Sherwood@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.
        • sydney, new south wales
        • permanent
        • AU$90,000 - AU$100,000, per year, Attractive Package
        • full-time
        Senior Paraplanner – CBD – Up to $100 K Leading HNW Wealth Business Generous Bonus StructureDynamic & Supportive Team The Company Well known HNW wealth business with a growing advice business nationally . The wealth management area is growing exponentially on a national level. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.The RoleIn this small team, you will report directly to the team leader and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.Experience RequiredMinimum of 2 years paraplanning experienceTo be considered for this role you will have a minimum of RG-146 DFP 1-4 Degree Qualified (preferred but not essential ) To apply online, please click on the appropriate link. Alternatively, please email Scott Sherwood at Scott.Sherwood@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.
        Senior Paraplanner – CBD – Up to $100 K Leading HNW Wealth Business Generous Bonus StructureDynamic & Supportive Team The Company Well known HNW wealth business with a growing advice business nationally . The wealth management area is growing exponentially on a national level. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace.The RoleIn this small team, you will report directly to the team leader and be involved in developing detailed and accurate strategic advice and SoA’s based on clients needs. Your role will have a wide scope and you will be involved in a range of projects along with dealing with advisers for technical queries. Opportunities for career advancement are available if specialist areas are of interest or an advisory role.Experience RequiredMinimum of 2 years paraplanning experienceTo be considered for this role you will have a minimum of RG-146 DFP 1-4 Degree Qualified (preferred but not essential ) To apply online, please click on the appropriate link. Alternatively, please email Scott Sherwood at Scott.Sherwood@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
        • AU$150,000 - AU$200,000, per year, Attractive Package
        • full-time
        Senior Financial Advisor Leading Wealth BusinessOpportunity to lead small teamHNW Clients The Company This is a well-established financial planning business with a significant share of the Australian financial advice market and an unparalleled opportunity has arisen for a driven and energetic Financial Planner to deliver the highest level advice services to their retail branch and affluent customer base. The Role This role will see you working with an existing client base of HNW clients while also being to build on it. You will have many internal referral sources giving you plenty of opportunity to grow your book with quality leads. Furthermore , paraplanning supports, administinstration and client service will all be provided to you. This role is truly an opportunity to run your own business while having full support of a great brand behind you. Clients are typically owners of small privately held businesses with annual turnover between $1 and $10m and debt facilities up to $5m. Your Experience You will need to be ADFP qualified as a minimum, preferably CFP. You will have a minimum of 8 years experience providing face to face holistic advice. You will have excellent relationship building skills as well as technical skills. The right candidate will be rewarded with a great salary package, the opportunity to work across existing clients in the business and a collaborative environment. 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.
        Senior Financial Advisor Leading Wealth BusinessOpportunity to lead small teamHNW Clients The Company This is a well-established financial planning business with a significant share of the Australian financial advice market and an unparalleled opportunity has arisen for a driven and energetic Financial Planner to deliver the highest level advice services to their retail branch and affluent customer base. The Role This role will see you working with an existing client base of HNW clients while also being to build on it. You will have many internal referral sources giving you plenty of opportunity to grow your book with quality leads. Furthermore , paraplanning supports, administinstration and client service will all be provided to you. This role is truly an opportunity to run your own business while having full support of a great brand behind you. Clients are typically owners of small privately held businesses with annual turnover between $1 and $10m and debt facilities up to $5m. Your Experience You will need to be ADFP qualified as a minimum, preferably CFP. You will have a minimum of 8 years experience providing face to face holistic advice. You will have excellent relationship building skills as well as technical skills. The right candidate will be rewarded with a great salary package, the opportunity to work across existing clients in the business and a collaborative environment. 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
        • AU$100,000 - AU$150,000 per year
        • full-time
        Senior Compliance Manager Leading wealth management businesses is seeking an experienced Risk Professional to develop and enhance the quality assurance framework of their business. Excellent Salary and BonusFull Time / WFH Flexible work opportunity to right candidates The CompanyThis is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplaceThe RoleExciting role that will see you developing, maintaining and improving the processes of a major wealth business within Financial Services. You will be identifying and reducing the risks associated with financial advice processes and making sure that all legislative requirements in accordance with the regulators. This is a 1st line role where you will be supporting the management of the advice business and enabling them to identify and resolve compliance issues as they arise. The wider business will be working off the processes and tools you and your team implement. All initiatives and processes will be documented so key stakeholders in the business understand and can help enhance. Experience Required You need a minimum of 5 years working in the compliance area within an advice business and strong skilset includingPolicy WritingQuality Assurance Compliance To apply online, please click on the appropriate link. All applications will be strictly confidential. 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.
        Senior Compliance Manager Leading wealth management businesses is seeking an experienced Risk Professional to develop and enhance the quality assurance framework of their business. Excellent Salary and BonusFull Time / WFH Flexible work opportunity to right candidates The CompanyThis is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for it's commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplaceThe RoleExciting role that will see you developing, maintaining and improving the processes of a major wealth business within Financial Services. You will be identifying and reducing the risks associated with financial advice processes and making sure that all legislative requirements in accordance with the regulators. This is a 1st line role where you will be supporting the management of the advice business and enabling them to identify and resolve compliance issues as they arise. The wider business will be working off the processes and tools you and your team implement. All initiatives and processes will be documented so key stakeholders in the business understand and can help enhance. Experience Required You need a minimum of 5 years working in the compliance area within an advice business and strong skilset includingPolicy WritingQuality Assurance Compliance To apply online, please click on the appropriate link. All applications will be strictly confidential. 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.
        • newcastle, new south wales
        • permanent
        • AU$100,000 - AU$130,000, per year, Attractive Package
        • full-time
        Financial Planner –130KBook to inheritColloborative, Professional EnvironmentThe CompanyThis business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.The RoleDue to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies . They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own. Your ExperienceYou have at least 4 years financial planning experienceDegree qualifications ADFP minimum To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at Scott.Sherwood@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.
        Financial Planner –130KBook to inheritColloborative, Professional EnvironmentThe CompanyThis business is independent and works collaboratively to give the best results for their clients. They have both HNW as well as UHNW clients. They have a great research team making sure they are supporting their clients with the best possible strategies. They have an Accounting business, a mortgage broking business as well as a financial planning business with referalls coming from all parts of the business.The RoleDue to two advisors moving on to start their own business, a vacancy has opened up to work with the two directors. The role will involve working with different types of strategies . They do a lot of small business advising, structuring, tax, CFP level clients, trust beneficiaries and cash flow management. While the business has solid centres of influence and runs seminars to drive referrals, you will be expected to build upon the current revenue stream and develop your own. Your ExperienceYou have at least 4 years financial planning experienceDegree qualifications ADFP minimum To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood at Scott.Sherwood@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.
        • sydney, new south wales
        • contract
        • AU$450 - AU$550 per year
        • full-time
        Case Manager - Remediation Large Wealth Business WFH / CBD Daily Rate The Company This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for its commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace. The Role This role will be working within the superannuation area of a remediation project with a team of member service consultants. It will be reviewing both inbound and outbound calls . This role is vital to the group as it analyses processes to ensure that the program is following the correct methodology. The main duties of this role is to ensure that the processes of the program are being adhered to and provide coaching and technical advice to team members. Also you will be identifying and communicating technical issues as well as areas for business improvements. You will be working closely with the quality assurance team challenging any processes and making recommendations for improvements. Documenting all assumptions and decisions made during the remediation process will also be an important part of the role. Experience Required You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.Strong stakeholder engagement skillsSound knowledge or risk frameworks and guidelines12 months experience in remediation workRG-146 Compliance ( Up to date with CPD) MANDATORYTo 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.
        Case Manager - Remediation Large Wealth Business WFH / CBD Daily Rate The Company This is one of the premier financial services organisations in Australia. They provide fantastic career growth opportunities internally and the best training in the Advice industry. They have a strong reputation in the market for its commitment to providing holistic, tailored advice to their customer base. With strong relationships within the financial planning community their philosophies and processes give them a competitive advantage within the marketplace. The Role This role will be working within the superannuation area of a remediation project with a team of member service consultants. It will be reviewing both inbound and outbound calls . This role is vital to the group as it analyses processes to ensure that the program is following the correct methodology. The main duties of this role is to ensure that the processes of the program are being adhered to and provide coaching and technical advice to team members. Also you will be identifying and communicating technical issues as well as areas for business improvements. You will be working closely with the quality assurance team challenging any processes and making recommendations for improvements. Documenting all assumptions and decisions made during the remediation process will also be an important part of the role. Experience Required You need a minimum of 5 years in the Financial Planning industry and RG-146 to apply for the role.Strong stakeholder engagement skillsSound knowledge or risk frameworks and guidelines12 months experience in remediation workRG-146 Compliance ( Up to date with CPD) MANDATORYTo 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.
        • shepparton, victoria
        • permanent
        • full-time
        This opportunity is a with a sole adviser based in Shepparton. Due to extensive growth in the business, there is a need for an adviser to join and manage the existing portfolio and grow the business further. About the adviser:FASEA qualified adviser3-5 years experience as a comprehensive adviserXPLAN experienceHigh focus on the client and the communityStrong understanding of the current compliance expectations Are you currently based in Shepparton or surrounding areas and looking for a new role? or are you looking to relocate regionally? Click on the 'Apply Now' button or send your resume to geraldine.libatique@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 opportunity is a with a sole adviser based in Shepparton. Due to extensive growth in the business, there is a need for an adviser to join and manage the existing portfolio and grow the business further. About the adviser:FASEA qualified adviser3-5 years experience as a comprehensive adviserXPLAN experienceHigh focus on the client and the communityStrong understanding of the current compliance expectations Are you currently based in Shepparton or surrounding areas and looking for a new role? or are you looking to relocate regionally? Click on the 'Apply Now' button or send your resume to geraldine.libatique@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.
        • melbourne, victoria
        • permanent
        • AU$100,000 - AU$120,000 per year
        • full-time
        About the clientThe client is a self-licensed boutique practice based in the inner suburbs of Melbourne. This role is a succession plan for the new adviser to come in and take over the existing portfolio. Due to substantial growth in the business, they are looking for a new senior adviser to join the team to manageb the wide range of clientele. About the roleThe role entails providing comprehensive advise to an existing clientele and building strong relationships with the accounting, property, and legal arm to acquire referrals. The ideal candidate Has around 5+ years experience as a comprehensive adviser looking for a succession plan to take on the existing portfolio.Strong relationship building and conversion skills. To be considered for the role:The candidate must be CFP qualified and FASEA compliant.Strong technical background.Comprehensive advise experience.Strong relationship building skills.Sounds like you? Click the 'Apply Now' button or send your resume to geraldine.libatique@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 clientThe client is a self-licensed boutique practice based in the inner suburbs of Melbourne. This role is a succession plan for the new adviser to come in and take over the existing portfolio. Due to substantial growth in the business, they are looking for a new senior adviser to join the team to manageb the wide range of clientele. About the roleThe role entails providing comprehensive advise to an existing clientele and building strong relationships with the accounting, property, and legal arm to acquire referrals. The ideal candidate Has around 5+ years experience as a comprehensive adviser looking for a succession plan to take on the existing portfolio.Strong relationship building and conversion skills. To be considered for the role:The candidate must be CFP qualified and FASEA compliant.Strong technical background.Comprehensive advise experience.Strong relationship building skills.Sounds like you? Click the 'Apply Now' button or send your resume to geraldine.libatique@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.
        • brisbane, queensland
        • contract
        • AU$350 - AU$385, per day, Flexible arrangements
        • full-time
        The OpportunityJoin a well respected large national organisation that offers you great flexibility and remote working opportunities. Reporting to the Paraplanning Manager, you will work within a team of proficient paraplanners and are responsible for assisting the Financial Planning team in the preparation and implementation of high quality and complex SOA's.This role will require you to work autonomously as well as part of a team and you will take ownership of your role and be exceptionally well organised. You will be responsible for making the Financial Planning team's life as easy as possible and quite simply...being their right hand.Your responsibilities will include:Have experience writing complex, compliant ROA's and SOA'sHave previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Cash Flow Budgeting etc)High attention to detailPossess a high knowledge of financial planning regulations and complianceHave advanced XPlan experienceAbout YouYou will have had experience as a Paraplanner/ Senior Paraplanner and possess the following:Relevant tertiary qualification which is RG146 compliant is preferred;XPlan software experience;Good working knowledge of superannuation, trusts and companies;Understanding of financial products including platforms, managed funds and risk products;High attention to detail and personal presentation; andExcellent communication skillsAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.If you have any questions, please contact Paul Chen on paul.chen@randstad.com.au or 07 3031 3215
        The OpportunityJoin a well respected large national organisation that offers you great flexibility and remote working opportunities. Reporting to the Paraplanning Manager, you will work within a team of proficient paraplanners and are responsible for assisting the Financial Planning team in the preparation and implementation of high quality and complex SOA's.This role will require you to work autonomously as well as part of a team and you will take ownership of your role and be exceptionally well organised. You will be responsible for making the Financial Planning team's life as easy as possible and quite simply...being their right hand.Your responsibilities will include:Have experience writing complex, compliant ROA's and SOA'sHave previous experience dealing with holistic advice (Super, Insurance, Investments, Estate Planning, Cash Flow Budgeting etc)High attention to detailPossess a high knowledge of financial planning regulations and complianceHave advanced XPlan experienceAbout YouYou will have had experience as a Paraplanner/ Senior Paraplanner and possess the following:Relevant tertiary qualification which is RG146 compliant is preferred;XPlan software experience;Good working knowledge of superannuation, trusts and companies;Understanding of financial products including platforms, managed funds and risk products;High attention to detail and personal presentation; andExcellent communication skillsAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.If you have any questions, please contact Paul Chen on paul.chen@randstad.com.au or 07 3031 3215
        • newcastle, new south wales
        • permanent
        • AU$110,000 - AU$130,000, per year, attractive package
        • full-time
        About the companyThis highly regarded and well established independent advice firm based in Newcastle 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 an experienced Financial Planner to join their team.About the role In this Senior 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 also be responsible for growing the book and building new business through referrals. 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 experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working as a Financial PlannerStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsVery attractive salary packageOpportunity to work in an independent advice business Great career development opportunitiesFun 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 Newcastle 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 an experienced Financial Planner to join their team.About the role In this Senior 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 also be responsible for growing the book and building new business through referrals. 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 experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working as a Financial PlannerStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsVery attractive salary packageOpportunity to work in an independent advice business Great career development opportunitiesFun 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.

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