Thank you for subscribing to your personalised job alerts.

4 jobs found in Melbourne

filter3
clear all
    • melbourne, victoria
    • permanent
    • AU$110,000 - AU$140,000, per year, Attractive Package
    • full-time
    Partnership Manager Leading Life Insurance Business Team EnvironmentWFH / Office Options The Company This is one of the premier financial services organisations in Australia . They provide fantastic career growth opportunities internally and are a leading product provider to aligned dealer groups as well as IFA’s. They have a strong reputation in the market for their customer service and strong relationships within the financial planning community Their philosophies and processes give them a competitive advantage within the marketplace.The RoleThis role will see you maintaining and developing relationships with a panel of IFA’s providing them with a great value proposition and product education. Given the current landscape you will be engaging with clients through virtual meetings and progress face to face when need be. This is a great relationship based role where you will be helping grow the brand through professional development days, conferences and industry events.You will be generating sales and new accounts through relationship building with existing and non aligned IFS’s. The role distributes a very attractive platform which is very popular in the market. The company has plenty of career options for internal movement and is one of the most prestigious brands in the industry. Your ExperienceYou must have a minimum of 5 years experience in the financial services industryRG-146 ComplianceSound Knowledge of Life InsuranceExperience with the advice process and advisor networks 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.
    Partnership Manager Leading Life Insurance Business Team EnvironmentWFH / Office Options The Company This is one of the premier financial services organisations in Australia . They provide fantastic career growth opportunities internally and are a leading product provider to aligned dealer groups as well as IFA’s. They have a strong reputation in the market for their customer service and strong relationships within the financial planning community Their philosophies and processes give them a competitive advantage within the marketplace.The RoleThis role will see you maintaining and developing relationships with a panel of IFA’s providing them with a great value proposition and product education. Given the current landscape you will be engaging with clients through virtual meetings and progress face to face when need be. This is a great relationship based role where you will be helping grow the brand through professional development days, conferences and industry events.You will be generating sales and new accounts through relationship building with existing and non aligned IFS’s. The role distributes a very attractive platform which is very popular in the market. The company has plenty of career options for internal movement and is one of the most prestigious brands in the industry. Your ExperienceYou must have a minimum of 5 years experience in the financial services industryRG-146 ComplianceSound Knowledge of Life InsuranceExperience with the advice process and advisor networks 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$80,000 - AU$100,000, per year, Attractive Package
    • full-time
    Paraplanner – Leading Industry Fund WFH / Office Options Centralised Paraplanning Team Circa 100K 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 staffThe Role This role will see you working in a medium sized team supporting a large team of advisors. You will be using X-Plan and be constructing comprehensive SOA’s consisting of complex, super and pensions as well. This is a great opportunity to work with a very collaborative team and be associated with a leading brand in the industry. 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 RequiredTo be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 3 Years paraplanning experience. You will be task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven. 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.
    Paraplanner – Leading Industry Fund WFH / Office Options Centralised Paraplanning Team Circa 100K 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 staffThe Role This role will see you working in a medium sized team supporting a large team of advisors. You will be using X-Plan and be constructing comprehensive SOA’s consisting of complex, super and pensions as well. This is a great opportunity to work with a very collaborative team and be associated with a leading brand in the industry. 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 RequiredTo be considered for this role you will possess the completed DFP qualifications with Advanced DFP and other further education highly desired. You will have a minimum of at least 3 Years paraplanning experience. You will be task focused and with strong attention to details skills. Knowledge of compliance and regulatory issues is mandatory along with the ability to be self-driven. 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
    • full-time
    About the companyThis highly regarded and well established advice business based in Melbourne & Geelong 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 High Net Worth and Ultra High Net Worth clients. Due to recent growth, they are looking for an experienced Financial Planner to join their team. About the roleIn this Financial Planner role you will be responsible for providing strategic holistic advice to clients.. You will be responsible for growing the book and building new business through unlimited referrals. You will have full paraplanning and administrative support.This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships and develop centres of influence.Demonstrated skillsExtensive experience working as a Financial PlannerVery strong understanding and passion for the advice industryStrong 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 advice business based in Melbourne & Geelong 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 High Net Worth and Ultra High Net Worth clients. Due to recent growth, they are looking for an experienced Financial Planner to join their team. About the roleIn this Financial Planner role you will be responsible for providing strategic holistic advice to clients.. You will be responsible for growing the book and building new business through unlimited referrals. You will have full paraplanning and administrative support.This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships and develop centres of influence.Demonstrated skillsExtensive experience working as a Financial PlannerVery strong understanding and passion for the advice industryStrong 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.
    • melbourne, victoria
    • permanent
    • AU$110,000 - AU$150,000, per year, Attractive Package
    • full-time
    Senior Financial Planner – Industry FundCBD BasedUp to 135KAll appointments booked for youThe Company Leading 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 role will see you working in a collaborative team environment but still have control of your own destiny. Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have up to 6 client meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process. Your SOA’s and administration is all done for you so you can focus on your clients. Your Experience3 + Years as a financial plannerDegree qualified and minimum of ADFPTo 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 Planner – Industry FundCBD BasedUp to 135KAll appointments booked for youThe Company Leading 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 role will see you working in a collaborative team environment but still have control of your own destiny. Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have up to 6 client meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process. Your SOA’s and administration is all done for you so you can focus on your clients. Your Experience3 + Years as a financial plannerDegree qualified and minimum of ADFPTo 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.

Thank you for subscribing to your personalised job alerts.

It looks like you want to switch your language. This will reset your filters on your current job search.