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    6 jobs found for financial planning

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        • melbourne, victoria
        • permanent
        • AU$110,000 - AU$150,000, per year, Attractive Package
        • full-time
        Senior Financial Planner – Industry FundCBD BasedUp to 135K All appointments booked for youThe 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 RoleThis role will see you working in a collaborative team environment but still have control of your own destiny. You will be given a good base salary but also the opportunity to earn very good commission. 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. Alternatively, please contact Scott Sherwood on Scott.Sherwood@randstad.com.au or ring 02 8298 3810At 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 135K All appointments booked for youThe 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 RoleThis role will see you working in a collaborative team environment but still have control of your own destiny. You will be given a good base salary but also the opportunity to earn very good commission. 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. Alternatively, please contact Scott Sherwood on Scott.Sherwood@randstad.com.au or ring 02 8298 3810At 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$60,000 - AU$75,000 per year
        • full-time
        This client is a well-established boutique practice located in the Eastern Suburbs of Melbourne with an accounting practice and financial planning advice business. You will be working closely with the senior advisers on a daily basis. This could be a first step for a client services officer to transition into a paraplanning role as well. Responsibilities: - First point of contact of clients in regard to general queries and needs- Research and implementation of products and advice- Working closely with the senior advisers on their day to day tasks- General administration dutiesAbout the candidate:- Background in working with a boutique financial advice firm- Conducting research and implementaion and general administration duties- Strong customer service and relationship building skills- Experience with COIN preferred but not necessary This is a great opportunity for someone who enjoys the operations side of financial planning.Sounds like you? Click on the Apply now button or email 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 client is a well-established boutique practice located in the Eastern Suburbs of Melbourne with an accounting practice and financial planning advice business. You will be working closely with the senior advisers on a daily basis. This could be a first step for a client services officer to transition into a paraplanning role as well. Responsibilities: - First point of contact of clients in regard to general queries and needs- Research and implementation of products and advice- Working closely with the senior advisers on their day to day tasks- General administration dutiesAbout the candidate:- Background in working with a boutique financial advice firm- Conducting research and implementaion and general administration duties- Strong customer service and relationship building skills- Experience with COIN preferred but not necessary This is a great opportunity for someone who enjoys the operations side of financial planning.Sounds like you? Click on the Apply now button or email 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$65,000 - AU$90,000 per year
        • full-time
        This client is a well established boutique practice based in the inner suburbs of Melbourne. The business is an accounting practice with an attached financial advice business. You will be working closely with two Senior Financial Advisers. Responsibilities:- Be the first point of contact of clients for general queries or follow ups about their plans- Conduct research and implementation of advice- Work closely with the two senior advisers on their day to day tasks including administrationAbout the candidate:- The successful candidate would have experience working in a boutique financial planning practice- Experience with Xplan and Xtools highly preferable but not necessary- Experience with conducting research and implementation within financial planning- Strong customer service and relationship building skills This role is ideal for a career client services officer who is looking for a long term position. Sounds like you? Click on Apply Now button or email 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 client is a well established boutique practice based in the inner suburbs of Melbourne. The business is an accounting practice with an attached financial advice business. You will be working closely with two Senior Financial Advisers. Responsibilities:- Be the first point of contact of clients for general queries or follow ups about their plans- Conduct research and implementation of advice- Work closely with the two senior advisers on their day to day tasks including administrationAbout the candidate:- The successful candidate would have experience working in a boutique financial planning practice- Experience with Xplan and Xtools highly preferable but not necessary- Experience with conducting research and implementation within financial planning- Strong customer service and relationship building skills This role is ideal for a career client services officer who is looking for a long term position. Sounds like you? Click on Apply Now button or email 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.
        • sydney, new south wales
        • permanent
        • AU$70,000 - AU$90,000, per year, Attractive Package
        • full-time
        Client Service Manager (Pathway to Advisor ) Up to 90K Base + SuperCBD Based Boutique Financial Service ProviderCareer Progression The Company Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in darling harbour looking over the water. This is an independent group that promotes career progression and has good work lifestyle balance.The RoleYou will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients while at the same time encouraged to learn more paraplanning skills with the view that you move into an Associate Advisor or Paraplanner Role. You will be managing the advice process as well as conducting research on advice strategies supporting the team. You will eventually evolve into doing holistic SOA’s and helping implement them to new and existing clients. This is a fantastic role for someone that wants to progress into a financial advisor in the long term.Your ExperienceYou will have worked with in either a paraplanner or client service role in the pastCurrently in studies as per FASEA requirements Experience with X-Plan is advantageousTo apply online, please click on the appropriate link. Alternatively, please contact 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.
        Client Service Manager (Pathway to Advisor ) Up to 90K Base + SuperCBD Based Boutique Financial Service ProviderCareer Progression The Company Boutique that has won numerous awards both in its own dealer group as well and the Advice industry. They provide holistic financial planning services and work in a team environment. Their offices are in a prime location in darling harbour looking over the water. This is an independent group that promotes career progression and has good work lifestyle balance.The RoleYou will be working supporting three advisors with the support of a full time paraplanner and client services associate. You will be the point of contact for clients while at the same time encouraged to learn more paraplanning skills with the view that you move into an Associate Advisor or Paraplanner Role. You will be managing the advice process as well as conducting research on advice strategies supporting the team. You will eventually evolve into doing holistic SOA’s and helping implement them to new and existing clients. This is a fantastic role for someone that wants to progress into a financial advisor in the long term.Your ExperienceYou will have worked with in either a paraplanner or client service role in the pastCurrently in studies as per FASEA requirements Experience with X-Plan is advantageousTo apply online, please click on the appropriate link. Alternatively, please contact 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$70,000 - AU$71,000, per year, 85000
        • full-time
        About the CompanyThis Financial Planning online platform is known for providing outstanding financial advice and lending solutions to a well established network of clients. Their North Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes and to put the clients’ best interests at the heart of their business. Due to growth, they are looking for passionate and motivated professionals to become Financial Planners. About the roleIn this Financial Planner role you will provide phone based and virtual advice to a wide range of clients, ranging from wealth accumulators to mum & dads. You will be able to build a solid book of clients thanks to unlimited leads from the business. You will spend your time focusing on providing quality advice to clients and will have full admin and paraplanning support. This is a great opportunity for Junior Financial Planners, Associate Advisers, Paraplanners or Client Service Officers who are looking to become registered Financial Planners and build a strong career in advice.This firm offers the Provisional Year pathway, allowing industry professionals to be mentored, trained and to become Financial Planners within 12 months. Demonstrated skillsExtensive experience working in the advice industry, either in a client service, paraplanning, general or personal advice capacityGood understanding of compliance frameworks in the advice industryGreat work ethics and motivation DFP accreditation and on track with FASEA education requirementsBenefits Opportunity to become a registered Financial PlannerAttractive salary packageOpportunity to work in a business that puts clients firstPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesTo 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 Financial Planning online platform is known for providing outstanding financial advice and lending solutions to a well established network of clients. Their North Sydney office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes and to put the clients’ best interests at the heart of their business. Due to growth, they are looking for passionate and motivated professionals to become Financial Planners. About the roleIn this Financial Planner role you will provide phone based and virtual advice to a wide range of clients, ranging from wealth accumulators to mum & dads. You will be able to build a solid book of clients thanks to unlimited leads from the business. You will spend your time focusing on providing quality advice to clients and will have full admin and paraplanning support. This is a great opportunity for Junior Financial Planners, Associate Advisers, Paraplanners or Client Service Officers who are looking to become registered Financial Planners and build a strong career in advice.This firm offers the Provisional Year pathway, allowing industry professionals to be mentored, trained and to become Financial Planners within 12 months. Demonstrated skillsExtensive experience working in the advice industry, either in a client service, paraplanning, general or personal advice capacityGood understanding of compliance frameworks in the advice industryGreat work ethics and motivation DFP accreditation and on track with FASEA education requirementsBenefits Opportunity to become a registered Financial PlannerAttractive salary packageOpportunity to work in a business that puts clients firstPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesTo 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$75,000 - AU$95,000, per year, attractive package
        • full-time
        About the CompanyThis independent financial planning firm is known for providing outstanding financial advice to a well established network of high net worth clients. Their beautiful Sydney CBD office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. About the roleIn this role, you will support 3 Financial Planners/Directors and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to paraplanning support, administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer or paraplanner looking for career development and high net worth client exposure. Demonstrated skillsExtensive experience working as a Client Service Officer or ParaplannerGreat understanding of compliance frameworks in the advice industryStrong attention to detail and communication skillsDFP accreditationWillingness to complete further education requirements to one day become a Financial PlannerBenefitsVery attractive salary packageOpportunity to work in an independent advice business Positive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to become a Financial PlannerFun 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 independent financial planning firm is known for providing outstanding financial advice to a well established network of high net worth clients. Their beautiful Sydney CBD office is made up of very successful professionals who work in a collaborative environment to achieve great outcomes. About the roleIn this role, you will support 3 Financial Planners/Directors and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to paraplanning support, administrative duties, implementation of advice, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an existing client service officer or paraplanner looking for career development and high net worth client exposure. Demonstrated skillsExtensive experience working as a Client Service Officer or ParaplannerGreat understanding of compliance frameworks in the advice industryStrong attention to detail and communication skillsDFP accreditationWillingness to complete further education requirements to one day become a Financial PlannerBenefitsVery attractive salary packageOpportunity to work in an independent advice business Positive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to become a Financial PlannerFun 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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