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Senior Financial Planner

  • Reputable Accounting Firm
  • Located in Werribee
  • Attractive Company Benefits + Remuneration Package

Highly reputable accounting firm looking for an experienced financial planner to join the team! Your new company This major accounting firm who prides themselves on the high-quality services provided is a highly established organisation and due to organic business growth, are looking for a Senior Financial Planner to join their team. Your new role Providing tailored, holistic financial advice to HNW ClientsServicing existing clients as well and bringing on new clients from the existing r

  • Annual Salary Package
  • Full-time
Melbourne CBD, VIC

Yesterday

Project Coordinator (Finance & Insurance)

We have an exciting opportunity for a Program Coordinator to support the Global Insights project managers by contacting target respondents and tracking interview activity for key projects. The successful candidate will have strong interpersonal and communication skills and preferably some experience in the Financial Services sector. Being the first point of contact for respondents, you will be required to represent our Client appropriately and professionally at all times and reflect the company

  • Annual Salary Package
  • Full-time
Sydney Region, NSW

23/06/2022

Client Services Officer Financial Planning

  • Annual Salary Package
  • Full-time
Burswood, WA

22/06/2022

Assessment Consultant

  • Attractive Day Rates!
  • Work From Home!
  • Big 4 Bank

Financial Advice Remediation Project/ 6 Month Contract/ Work From Home/ $550-$675 A Day/ VIC/ Big 4 Bank Your new company I am recruiting for a fantastic organisation that is looking to add an Assessment Consultant to one of their experienced teams! This means you will have world-class training and support as well as countless career development opportunities. The bank's Wealth Management Customer Advice Review program is growing and remains focused on reinstating trust and confidence in th

  • Hourly Rate
  • Temp
Melbourne CBD, VIC

22/06/2022

Financial Planner Assistant

Hourly basis

We are looking for a student currently enrolled in certificate IV in financial planning or certificate IV in business or Bachelor of Commerce (Finance) to assist the Financial Planner with research and preparation for client reviews dealing with investment, insurance and superannuation including self managed super funds. Computer literate, with ability to adapt to new software. 3 days per week, 10am-3pm . High level of experience in Word, Excel and internet use. Accuracy and confidentiality pa

  • Hourly Rate
  • Part-time
Bankstown, NSW

19/06/2022