Senior Financial Planner – $140-150K Sydney
Vor 7 Tagen
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. Take the lead on new client business with an extensive support structure designed for you to succeed. Be upfront and kick goals with a business supporting you : Large internal support team Focus your energy on new business relationships Multi-point internal new client development strategies The Role - Senior Financial Adviser, Hybrid The primary focus of the role is to drive growth from new client revenues in both on-going advice and non-recurring revenues. A hybrid role, you will be provided a small list of existing clients to foster referrals and additional opportunities to kickstart your progression in the business. Develop advice strategies to key client segments - retirees, wealth accumulators, business owners, redundancy, tax effective structures (client share schemes), delivering specialist services in Investments (includes direct) SMSF and Insurance advice. With a focus on new business and working in collaboration with the Advice Team, you will develop a tailored strategy to build a new client pipeline via internal and external sources. You will build close working relationships with aligned professionals from within the business's existing orbit and by leveraging your own relationships. You will be supported internally with an engagement / associate leveraging 500+ Insurance only clients, teamed with an existing 'farmer' managing a large book, the mortgage broking team plus access the steady flow of leads coming into the business via company marketing. The Person A seasoned professional Senior Financial Planner, you know how to engage clients and enjoy recognition and autonomy to apply your skills. Bring your energy, passion and expertise for engaging with and building new client relationships. You are a natural new business specialist and hunter by nature who loves to lead from the front. Ideal applicants will have 3 years' experience in a client facing advice role encompassing a broad range of client types and demographics. Additionally you will have experience working directly with aligned professionals and managing successful referral relationships. Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected. Note : Financial Advisors with existing clients (ownership) are encouraged to apply - often the case with capacity constraints, the business will in-house you and provide maximum support. The Rewards Base salary packages highly incentivised and negotiable from circa $k. The business has developed a market leading revenue share model that is transparent and designed to incentivise your success. Take home a high percentage of new client revenues as a reward for growing the business. Suitable candidates will receive a full brief on application. Only applicants with relevant local experience in Australia will be considered. #J-18808-Ljbffr
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Senior Financial Planner – $140-150k Sydney
Vor 5 Tagen
City of Parramatta Council, Österreich 4 Unternehmen 1 Philosophie VollzeitFantastic 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...
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Senior Financial Planner
vor 2 Wochen
City of Parramatta Council, Österreich 4 Unternehmen 1 Philosophie VollzeitA 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....
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City of Parramatta Council, Österreich O'Connor Insurance Associates, Inc VollzeitFantastic opportunity for an experienced Financial Adviser, Insurance specialist 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...
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Financial Planner – SW Sydney
vor 2 Wochen
Sydney, Österreich financial-advisor.de VollzeitHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting...
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Financial Planner
vor 1 Tag
City of Brisbane, Österreich Berritta Consulting VollzeitFinancial Planner (Transition to equity from retiring partner) Location: Sydney, NSW Salary: A$130,000–$150,000 per annum Work type: On-site Posted: 1 day ago Job Title: Financial Planner (Transition to equity from retiring partner) Our client is a fantastic Financial Services company with a proven track record and growing. Currently looking for a...
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Financial Planner
vor 3 Wochen
City of Brisbane, Österreich Xprt Dev VollzeitFinancial Planner (Transition to equity from retiring partner) Location: Sydney, NSW Salary: A$130,000–$150,000 per annum Work type: On‑site Posted: 1 day ago Job Title: Financial Planner (Transition to equity from retiring partner) Our client is a fantastic Financial Services company with a proven track record and growing. Currently looking for a...
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Senior Demand Planner — Hybrid, Data-Driven FMCG
vor 2 Wochen
Council of the City of Sydney, Österreich Michael Page Australia VollzeitA leading recruitment firm is seeking a demand planner to join a world-renowned brand in the food industry in Sydney. The ideal candidate will leverage data insights and collaborate cross-functionally to optimize supply chain performance. Responsibilities include creating dashboards, developing forecasts, and driving continuous improvement initiatives....
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Financial Planner, Scotia Financial Planning
vor 3 Wochen
Council of the City of Sydney, Österreich Scotiabank VollzeitSelect how often (in days) to receive an alert: Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. “Please note that Scotiabank offers various investment specialist opportunities. If you are interested in learning more about this role, please review our “Financial Advisor Investment and...
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Senior Financial Planner
vor 4 Wochen
City of Hobart, Österreich Foundation Wealth Advisers VollzeitCompany Description Foundation Wealth Advisers provides personalized and professional financial planning services to clients at every stage of life. Whether navigating major milestones, challenges, or decisions, the firm takes pride in offering tailored solutions to meet individual needs. We prioritize building long-term relationships, delivering clarity,...
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Council of the City of Sydney, Österreich Michael Page Australia VollzeitA leading recruitment agency is seeking a Demand Planner for a world-renowned food brand in Sydney. The role involves optimizing supply chain performance through data analysis, creating dashboards using Power BI and Tableau, and working cross-functionally with various departments. Candidates should have strong analytical skills, experience in supply chain...
