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Listed seven days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Work with clients directly | Interesting clients with varied strategies
  • Attractive salary and benefits
  • Huge opportunity to develop your career in Financial Planning
Opportunity to make a real difference in client's lives. An established wealth advice business dedicated to supporting your career progression.
7d ago
Listed one day ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
1d ago
Listed one day ago

This is a Full time job

$90k - $110k Package
subClassification: Financial Planning
classification: Banking & Financial Services
  • In-depth, broad & tailored Risk Advice | Exposure to broad range of clients
  • Strong learning culture & high level of staff retention | Exposure to networking
  • Attend industry events and work with Business and Individual clients
Provide Insurance Advice in Specialist Risk business. Work with 5 experienced Risk Advisers & complete your PY. Complex Cases. Bespoke Advice.
1d ago
Listed one day ago

This is a Full time job

$140k - $160k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
1d ago
Listed twenty six days ago

This is a Full time job

$100,000 – $120,000 + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Career Advancement
  • Professional Development
  • Servicing HNW Clients
Associate Financial Planner, servicing HNW Clients, in a Boutique Chartered Accountant, Financial Planning and Legal Practice on Lower North Shore
26d ago
Listed twenty seven days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
27d ago
Listed twelve days ago

This is a Full time job

Great Salary + Benefits + Discounts on Offer
subClassification: Financial Planning
classification: Banking & Financial Services
  • Salary packaging – to suit your personal and financial circumstances
  • Buy and sell leave – purchase up to 6 weeks of extra annual leave
  • Subsidised professional qualifications
Lead large-scale client transformation programs and deliver the latest end-to-end SAP solutions.
12d ago
Listed twenty seven days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Growing wealth management firm
  • Collaborative & supportive workplace culture
  • Flexible working arrangements | Full-time
Are you a detail-oriented Financial Planning Administrator looking for a full-time role? Join an expanding Sydney CBD-based wealth management firm!
27d ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be great people around you and great process.
3d ago
Listed twenty seven days ago

This is a Full time job

$75,000 – $85,000 per year
subClassification: Client Services
classification: Banking & Financial Services
  • Provide exceptional service and support to financial planning professionals
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
To provide exceptional service and support to our network of financial planning professionals to help them achieve their business goals.
27d ago
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