Senior Financial Adviser
vor 24 Stunden
International Search Partners – Melbourne VIC Our client is a well-established Financial Planning Practice who are renown for their professionalism and strong focus on providing quality advice to their clients. With a great team environment and a designated team of support and paraplanning staff they are seeking to appoint a new Financial Planner to their team. As Senior Financial Adviser your position will provide holistic advice to new and existing clients from across all demographics. You will be provided with a quality client base whilst receiving new client leads from internal referral channels. Additional elements of your role will include: Provide high quality advice to clients in a compliant manner. Conduct client meeting and develop appropriate technical strategy in accordance with the clients' financial objectives. Provide comprehensive advice across all areas including Superannuation & Retirement planning, Investments and SMSF's. Manage relationships with clients along with key stakeholders. Maintain technical knowledge of products and trends in financial planning. Ensure your ongoing training requirements are maintained including CPD Points. We are seeking a professional and self-motivated individual who is passionate about financial planning and helping clients to achieve their financial objectives. You will have: Minimum of 3 years of Financial Planning experience. Completion of the relevant Tertiary qualification along with SMSF Accreditation. Strong technical knowledge across all areas of advice. Self-managed and able to meet agreed objectives. Strong communication and relationship skills. Team Player who is able to work autonomously. This is an excellent long-term career opportunity within a Practice who values their employees, providing flexibility with WFH and competitive income plus bonus. For further information and confidential discussion, please contact Shelly on *** or email your application to *********@intlsearchpartners.com #J-18808-Ljbffr
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Financial Adviser
vor 1 Woche
Ballarat, Österreich IST Group VollzeitOverview Join to apply for the Financial Adviser - Remote role at PictureWealth. Get introduced to this opportunity and other exclusive features. About Us: At PictureWealth, we're dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering "More Advice to More Australians",...
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Hybrid Financial Adviser
vor 3 Wochen
Ballarat, Österreich Findex VollzeitA leading advisory firm in Ballarat seeks a full-time Financial Adviser to support clients in achieving their financial goals. This hybrid role involves strategic financial planning, client relationship management, and business development. Candidates should have experience as an Adviser and be on track with the FASEA exam. The position offers a compressed...
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Ballarat, Österreich Ist Group VollzeitA trusted financial advice firm is seeking a skilled Financial Adviser to provide remote phone-based financial advice and manage client portfolios. The ideal candidate will have FASEA approved qualifications and over 3 years of experience in financial planning. The company fosters a collaborative team culture and offers a competitive salary package with...
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Remote Financial Adviser
vor 1 Woche
Ballarat, Österreich IST Group VollzeitA trusted financial advice firm is looking for a Financial Adviser - Remote to join their team. This role involves providing phone-based financial advice and managing client portfolios. The ideal candidate should have FASEA approved qualifications and at least 3 years of experience in Financial Planning. The firm values attention to detail and communication...
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Senior Financial Planner
vor 24 Stunden
Ballarat, Österreich International Search Partners VollzeitA leading financial services firm in Ballarat is seeking a Senior Financial Adviser to provide holistic advice to clients across various demographics. Candidates must possess at least 3 years of Financial Planning experience and relevant qualifications, including SMSF Accreditation. Responsibilities include offering comprehensive advice on investments and...
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Chief Financial Officer
vor 1 Woche
Ballarat, Österreich Success Tutoring VollzeitAbout Success Tutoring Success Tutoring is one of the fastest-growing education franchisors in the world, empowering K-12 students through personalised learning and a motivation-driven tutoring model. With franchise locations expanding across Australia, New Zealand, Singapore, Canada and the USA, we are redefining the tutoring industry through innovation,...
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Adviser (Drive in Drive out Available)
vor 3 Wochen
Ballarat, Österreich Findex VollzeitLooking to take the next step in your advisory career? Join Findex! We are currently seeking a motivated Financial Adviser to join our team. If you’re passionate about helping clients achieve their financial goals, this could be the perfect opportunity for you! We understand flexibility matters, which is why we proudly support a drive-in, drive-out...
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Financial Planning and Reporting Lead
vor 4 Wochen
Ballarat, Österreich Federation Co-op VollzeitFinancial Planning and Reporting Lead page is loaded## Financial Planning and Reporting Leadlocations: Berwick, Victoria: Gippsland, Victoria: Ballarat, Victoriatime type: Full timeposted on: Posted 3 Days Agotime left to apply: End Date: November 24, 2025 (12 days left to apply)job requisition id: JR Provide leadership in finance, business planning and...
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Senior Corporate Finance Analyst: Budgeting
vor 3 Wochen
Ballarat, Österreich Federation Co-op VollzeitA major educational institution in Ballarat is seeking a Senior Analyst in Corporate and Commercial Finance. The role involves financial accounting, management accounting, and providing strategic financial support to senior management. Strong experience in stakeholder management and financial analysis is essential. The position offers a full-time, fixed-term...
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Senior Analyst, Corporate and Commercial Finance
vor 3 Wochen
Ballarat, Österreich Federation University Australia VollzeitSenior Analyst, Corporate and Commercial Finance Apply for the Senior Analyst, Corporate and Commercial Finance role at Federation University Australia . Federation University Australia provided pay range This range is provided by Federation University Australia. Your actual pay will be based on your skills and experience — talk with your recruiter to...
