Fantastic opportunity for an experienced Senior Financial Planner to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth....
A financial services firm is seeking an experienced Financial Planner to join their team in Brisbane. You will work with the accounting team to provide clients with holistic financial solutions, focusing on SMSF and superannuation advice. The role requires a qualified planner with at least 4 years of experience and strong interpersonal skills. This position offers the chance to enhance your...
A well-established wealth advisory firm in Gold Coast City is seeking an experienced Financial Planner with strong SMSF capability. This role involves delivering holistic financial advice, managing client relationships, and providing strategic insights across various investment products. The ideal candidate has a proven track record in the financial advisory sector and seeks a role that offers...
About Us We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation. Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on...
Overview Fortuna Advisory Group is a multi-disciplinary professional services firm delivering integrated solutions across Business Advisory, Tax and Accounting, Legal and Estate Planning, Financial Planning and Wealth Management, Mortgage Broking and Business Finance, Insurance Broking, Managed IT and Cyber Security, and HR and Recruitment services. With over 15,000 clients and a strong national...
3 days ago Be among the first 25 applicants Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing...
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...
A leading financial services company is seeking an experienced Financial Planner to join their team in Australia. In this role, you will provide tailored superannuation advice to clients, focusing on quality without the pressure of business development. The ideal candidate has a solid financial planning background, holds AR status, and is eager to grow within the industry. This position comes...
- Delivering exceptional financial solutions to more people - Be part of a leading wealth management and advice-driven organisation - Permanent full-time opportunity, based Sunshine Coast or Gold Coast The opportunity to join our team As a Financial Planner at Bridges Financial, you’ll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and...
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...
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...
A well-established financial firm in New South Wales is looking for an experienced Senior Financial Planner. This hybrid position focuses on driving growth from new client revenues and managing existing client referrals. The ideal candidate has a minimum of three years in a client-facing advisory role, with strong client engagement and analytical skills. Competitive base salary starting from...
A leading financial services organization based in Australia seeks a Financial Planner to manage client advice needs and referrals effectively. This role emphasizes exceptional client experience and requires RG146 compliance and relevant educational credentials. Ideal candidates will thrive in a collaborative environment and be passionate about driving growth while helping clients achieve their...
Fantastic opportunity for an experienced Senior Financial Planner to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth....
A established financial services firm in Mount Barker, South Australia, is seeking a Financial Planner. The role involves engaging with an existing portfolio of clients and transitioning relationships. Ideal candidates will possess a diploma or degree in financial planning and demonstrate strong expertise in investment and retirement planning. A negotiable salary package and bonus structure are...
A leading financial advisory firm in Australia is seeking an experienced Financial Planner to join their Intrafund team. The role focuses on providing tailored superannuation advice to clients through virtual meetings, with a strong emphasis on high-quality service. Candidates should have relevant experience in Financial Planning and current AR status. The position comes with an attractive salary...
A leading financial advisory services provider in Australia is searching for an experienced Financial Planner to join their Intrafund team. In this position, you will deliver tailored superannuation advice to existing members, with a focus on quality rather than business development. The role includes full administrative support, allowing you to concentrate on providing high-quality financial...
Fantastic opportunity for an experienced Senior Financial Planner to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial advice firm geared for extensive...
Overview Our client is a South Australian owned business that services a broad range of business and private clients throughout South Australia. With more than 2 decades of experience, their team has grown their capability in the Adelaide Hills region. This is a current opportunity to join their team. Role Financial Planner Joining a professional and friendly team, your primary objective is...
A reputable financial services firm in Western Australia is looking for an experienced Financial Planner to provide tailored superannuation advice to existing members. The role offers a supportive environment with full administrative assistance and allows for 4-5 meetings a day, focusing on delivering high-quality advice without business development targets. The ideal candidate holds AR status...