Financial Planner
vor 2 Monaten
Birtinya, Queensland 4575, Australia • Full-timeDescriptionAbout WealthmedEstablished in 2011, Wealthmed is a financial planning practice with its own AFSL specialising in advice for medical, dental, and allied health professionals.
We also have additional advice divisions servicing other professionals and retiree/pre-retiree clients.We identify our client's financial needs, and design strategies with our collective expertise to help our clients have the best life possible with the money they have while they are here.
We know that the right financial guidance can set our clients up for life
We are a multi-disciplined firm with an in-house accounting practice, finance and property professionals, all focused on providing a case-managed experience for our clients.The RoleYou'll collaborate directly with clients regarding their wealth requirements.
This position entails managing and cultivating an established client base, along with the chance to grow new client opportunities.Role Requirements include:Understanding clients' immediate needs, long term objectives and level of comfort with risk.Conduct meetings/reviews with all clients and develop/adjust the overall wealth strategy.Provide quality and trusted financial advice using our modelling.Ensuring accuracy and compliance of client files and advice documentationAssist providing guidance and technical direction to paraplanners and implementation staff.YouYou're a people person with energy, passion, and drive and the ability to handle multiple client files at once – although well supported, it is a busy roleMust have 5-6 years' experience as a Financial Adviser.Be passionate about servicing clients and interested in an opportunity for the long term.FASEA approved qualifications.Strong compliance, technical knowledge around legislative and regulatory requirements to provide quality advice in the client's best interest.An ability to handle a large client book and be comfortable with multi-tasking.Strong sense of professionalism and a client-centric approach.Highly motivated with an ability to convert referrals to clients.Organisational and prioritisation skills.If you are interested in this opportunity and feel you could be a good fit, then we want to hear from you
Click the link to applyRole TypePay Rate120000 AUD - 180000 AUD (Annum)Company OverviewBased on the Sunshine Coast, Wealthmed Australia are a team of local professionals helping our clients manage what they need to financially succeed.
We're passionate about making a difference to the financial wellbeing of the clients we partner with.
We offer a coordinated financial approach under one roof including tax & accounting, insurance and risk management, property investment, finance, and business management.
We believe in nurturing our employees' professional goals with opportunities to increase role complexity, expertise, and remuneration over time.#J-18808-Ljbffr
-
Personal Financial Planner
vor 1 Woche
Central Coast, Österreich Tideri Jobbörse VollzeitAccredited courses from leading Australian universities, TAFEs and colleges How to Become a Personal Financial Planner in Australia: careers in Financial Planning Definition of a Personal Financial Planner A career as a Personal Financial Planner offers individuals the opportunity to make a significant impact on the financial well-being of their...
-
Financial Planner
vor 1 Monat
Central Coast, Österreich Https:Www.Energyjobline.ComSitemap.Xml VollzeitAbout the companyThis 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...
-
Financial Planner
vor 1 Monat
Central Coast, Österreich Https:Www.Energyjobline.ComSitemap.Xml VollzeitAbout the companyThis 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...
-
Financial Planner
vor 2 Monaten
Central Coast, Österreich Randstad VollzeitAbout 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...
-
Financial Planner
vor 4 Wochen
Central Coast, Österreich Randstad Australia VollzeitAbout 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...
-
Senior Financial Planner
vor 3 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitA rare opportunity has arisen with a well-respected financial planning firm with over 35 years in business.Our client prides themselves on delivering personalised and specialist services working with HNW, UHNW and business clients.The Role This role seeks an experienced Financial Planner whose primary focus is to provide specialist financial advice and who...
-
Financial Planner
Vor 6 Tagen
Gold Coast, Österreich Tideri Jobbörse VollzeitFull time Who are you?We're looking for an experienced Financial Planner who: Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning,...
-
Financial Planner
Vor 7 Tagen
Gold Coast, Österreich Buscojobs AU C2 VollzeitFull timeWho are you?We're looking for an experienced Financial Planner who:Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning,...
-
Financial Planner
Vor 6 Tagen
Gold Coast, Österreich Seek.Com.Au VollzeitWho are you?We're looking for an experienced Financial Planner who:Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning, aiming to...
-
Financial Planner
Vor 4 Tagen
Gold Coast, Österreich Seek.Com.Au VollzeitWho are you?We're looking for an experienced Financial Planner who:Is an accomplished adviser ready to elevate their strategic skills.Holds a Masters qualification, CFP, FChFP, or equivalent, along with FASEA certification.Is committed to continuous learning and embraces change with a positive mindset.Has a holistic approach to financial planning, aiming to...
-
Financial Adviser
vor 2 Wochen
Gold Coast, Österreich Oakview Financial VollzeitOakView Financial is an award winning financial advice firm located in Southport on the Gold Coast. We utilise an innovative model which focuses on trust, transparency, and tailored strategies.We take the time to slow down the process and ensure our clients understand our services and how we can support them on their journey to financial security.We provide...
-
Estate Planner
vor 2 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitAccredited courses from leading Australian universities, TAFEs and colleges Definition of an Estate Planner An Estate Planner plays a vital role in helping individuals and families navigate the complexities of managing their assets and planning for the future.This career is centred around providing expert advice on how to structure and distribute wealth,...
-
Planner
vor 1 Monat
Central Coast, Österreich Michael Hill VollzeitWith a continued focus on the future, Michael Hill is looking for an energetic and career-focused Planner to join our Global Merchandising Team in Cannon Hill Brisbane.The Planner role oversees the planning function within a category, including leadership & mentorship of a planning assistant.This role will drive strategies that maximise sales & profit whilst...
-
Financial Planner
Vor 5 Tagen
Central Coast, Österreich Buscojobs VollzeitThis job offer is not available in your country.How will you make an impact?Are you passionate about making a positive impact to our members' dignified retirement?You will play a crucial role in helping our members attain their retirement aspirations.The opportunityWe are dedicated to enabling our members to achieve their retirement dreams.As one of...
-
Capacity Planner
vor 4 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitNatural Resources & Water (Mining, Resources & Energy)Location: Parramatta and other locations as requiredEmployment Type: PermanentWe are excited to invite applications for the position of Capacity Planner within our Customer Operations team.The Capacity Planner optimises the utilisation of labour, major and minor plant, and equipment (P&E) to ensure...
-
Financial Planner
vor 2 Monaten
Central Coast, Österreich Tideri Jobbörse VollzeitBirtinya, Queensland 4575, Australia • Full-time Description About Wealthmed Established in 2011, Wealthmed is a financial planning practice with its own AFSL specialising in advice for medical, dental, and allied health professionals.We also have additional advice divisions servicing other professionals and retiree/pre-retiree clients.We identify our...
-
Principal Town Planner
vor 2 Wochen
Central Coast, Österreich Tideri Jobbörse VollzeitJob Title: Principal Town PlannerLocation: Cardiff (Hybrid Working)Salary: Starting at £45,000 (DOE) + Car Allowance + Bonus + Competitive BenefitsAre you an experienced Senior Town Planner looking to step up to a Principal role, or are you already at this level and seeking a fresh challenge?A leading multi-disciplinary consultancy in Cardiff is looking for...
-
Financial Adviser – Associate | Gold Coast
vor 2 Monaten
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
-
Principal Town Planner
Vor 7 Tagen
Central Coast, Österreich Tideri Jobbörse VollzeitThis job offer is not available in your country.Job Title : Principal Town Planner Location : Cardiff (Hybrid Working) Salary : Starting at £45,000 (DOE) + Car Allowance + Bonus + Competitive Benefits Are you an experienced Senior Town Planner looking to step up to a Principal role, or are you already at this level and seeking a fresh challenge?A leading...
-
Financial Adviser – Associate | Gold Coast
vor 2 Monaten
Gold Coast, Österreich Personal Choice Financial Advisors, Llc VollzeitAs the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients.Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and...
