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    5 jobs found for financial planning

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      • 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.
      • brisbane, queensland
      • permanent
      • AU$180,000 - AU$200,000, per year, attractive package
      • full-time
      About the company This highly regarded and well established advice business based in Brisbane 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 role In this Senior 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 skills Extensive 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 requirementsBenefits Very attractive salary packageOpportunity to work in an independent advice businessGreat 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 business based in Brisbane 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 role In this Senior 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 skills Extensive 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 requirementsBenefits Very attractive salary packageOpportunity to work in an independent advice businessGreat 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.
      • 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.
      • 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.
      • 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.

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