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5 jobs found in North Sydney, New South Wales

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    • 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
    • contract
    • AU$120,000 - AU$125,000 per year
    • full-time
    Compliance / Quality Assurance Consultant Great Team / WFH Flexible Up to 125K Base Medium Sized Dealer GroupThe CompanyMedium sized dealer group with head office in the Sydney CBD. They have a friendly culture and are well supported with funding and resources. The group is expanding their advisor numbers and are performing well in an industry with constant change. In relative terms, they are a new business with innovative ideas and are forward thinking. The RoleThis role will see you working with a small team helping wind down an advice business from the head office of a small dealer group. The main purpose of the role will be helping the group exit advisors. The duties will include doing compliance, audits and vetting of advisor files. You will be investigating and helping advisors exit the group though a varied amount of duties. Although the role will involve evaluating client files to ensure that they meet licensee standards and the relevant regulatory requirements, the project has lots of different work and you will be given varied and interesting tasks on a weekly basis. The right candidate will be able to adapt to change. .Your ExperienceYou will come from a compliance / audit / paraplanning background of at least 3-5 yearsStrong understanding of financial planningStrong knowledge of financial planning systems (Coin Preferred but not essential ) This role is based in Sydney and while you will be able to work from home, you will be expected to be in the office with the team as well on days when needed. To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on 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.
    Compliance / Quality Assurance Consultant Great Team / WFH Flexible Up to 125K Base Medium Sized Dealer GroupThe CompanyMedium sized dealer group with head office in the Sydney CBD. They have a friendly culture and are well supported with funding and resources. The group is expanding their advisor numbers and are performing well in an industry with constant change. In relative terms, they are a new business with innovative ideas and are forward thinking. The RoleThis role will see you working with a small team helping wind down an advice business from the head office of a small dealer group. The main purpose of the role will be helping the group exit advisors. The duties will include doing compliance, audits and vetting of advisor files. You will be investigating and helping advisors exit the group though a varied amount of duties. Although the role will involve evaluating client files to ensure that they meet licensee standards and the relevant regulatory requirements, the project has lots of different work and you will be given varied and interesting tasks on a weekly basis. The right candidate will be able to adapt to change. .Your ExperienceYou will come from a compliance / audit / paraplanning background of at least 3-5 yearsStrong understanding of financial planningStrong knowledge of financial planning systems (Coin Preferred but not essential ) This role is based in Sydney and while you will be able to work from home, you will be expected to be in the office with the team as well on days when needed. To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on 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
    • 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.
    • 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.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 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.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$70,000 - AU$80,000, per year, Good Package
    • full-time
    Client Service Manager – Up to 80K Base + Super Reputable organisation with career progressionGreat culture, supportive environment North Shore Location The Company Leading Boutique financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located on the lower north shore. The deal with HNW and “Mom and Dad” clients and are very reputable. The Role This newly created role will see you performing a blend of both client service and administration. You will be contacting clients to organise meetings and preparing paperwork for them as well as ensuring the correct details are in their CRM system (X-Plan). You will be mainly supporting two Senior Advisors in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track. Your Experience Minimum of one year working in a financial planning businessX-Plan Experience is desirable but not essential Excellent verbal and writing communicationBachelor Degree desirable 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.
    Client Service Manager – Up to 80K Base + Super Reputable organisation with career progressionGreat culture, supportive environment North Shore Location The Company Leading Boutique financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located on the lower north shore. The deal with HNW and “Mom and Dad” clients and are very reputable. The Role This newly created role will see you performing a blend of both client service and administration. You will be contacting clients to organise meetings and preparing paperwork for them as well as ensuring the correct details are in their CRM system (X-Plan). You will be mainly supporting two Senior Advisors in the business while ensuring compliance requirements are being met. Assisting with SOA preparation will also be another part of the role where you can learn technically. Progression into paraplanning or a financial planner role may also be an option for you down the track. Your Experience Minimum of one year working in a financial planning businessX-Plan Experience is desirable but not essential Excellent verbal and writing communicationBachelor Degree desirable 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.

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