Financial Planner – Parramatta recruitment
Mentoring from an established Financial PlannerOpportunity to work from a range of locationsFocus on providing quality advice to a range of clientsTHE COMPANY: An outstanding opportunity to join a leading financial institution located Parramatta. This is a hands on opportunity to work with a specialist team delivering, quality advice. THE ROLE: Working across a retail branch, you will work with existing clients assisting with their Financial Planning needs, especially Risk/insurance requirements. In addition, there are unlimited opportunities to develop new client relationships from with the branches Read more […]
Financial Planner / Private Banker recruitment
Work Location:Shenzhen, Beijing, Shanghai, Nanjing, Guangzhou, Hangzhou, Chengdu, Qingdao, Dalian, Suzhou, Ningbo, Xiamen and FoshanAbout Us:China Ping An Trust Co., Ltd. (hereafter referred to as “Ping An Trust”), established on April 9, 1996, is a subsidiary of Ping An Insurance (Group) Company of China, Ltd. (hereafter referred to as “Ping An”) and is an integral part of Ping An, whose shares are listed on the Hong Kong Stock Exchange (2318.HK) and the Shanghai Stock Exchange (601318).In February 2002, Ping An Trust obtained approval from the People’s Bank of China for re-registration. Its registered Read more […]
Financial Planner – Small & Emerging Business – Parramatta – NSW – NAB Financial Planning recruitment
Parramatta – NSWSupport the growth and financial sustainability of Small Business’Fee for Advice’ ModelWe’re diverse – partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Read more […]
Financial Planner – Small & Emerging Business – Fyshwick – ACT – NAB Financial Planning recruitment
Fyshwick – ACTSupport the growth and financial sustainability of Small Business’Fee for Advice’ ModelWe’re diverse – partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Read more […]
Financial Planner / IFA recruitment
Our client is an award winning, Chartered IFA practice with offices across the Midlands. They specialise in providing a holistic Financial Planning and Investment Management service to a vast portfolio of HNW individuals and corporate clients. In addition, they offer their clients a bespoke Discretionary Investment Management service. Due to a substantial increase in clients, an excellent opportunity has arisen for an experienced IFA / Financial Planner to join their team and service an existing book of private clients on all areas within Financial Planning and Investment Management. The Read more […]
Financial Planner – HNW SME space recruitment
Bayside and Eastern locations availableGood referrals from within the Business, plus scope to write new businessCirca $90-110k plus incentivesAn outstanding opportunity to join a leading financial institution within their Southern suburbs team. Working across the Business Banking SME space, you will be helping business owners to help shape their financial future. Typically your client base will have needs that typify the HNW space, requiring a fair degree of sophistication in the advice that you provide. There are unlimited opportunities to develop new business from with existing client base including Read more […]
Financial Planner – Sydney – Inner West recruitment
Great growth opportunityFocus on ethical practices and building strong client relationshipsRewards for performanceAre you a driven individual who values making long term relationships with clients and assisting them in achieving their financial goals. If so, take your strong relationship skills to this role and make your mark in the business with a high performance culture. You will need: Minimum of 2 years in a financial planner position Strong client focus Ability to provide advice across various strategies and to varying clientele. Minimum of DFP or academic equivalent These positions won’t Read more […]
Financial Planner – Wagga Wagga – NSW – NAB Financial Planning recruitment
Wagga Wagga – NSWParaplanning administration support providedUncapped incentivesAt NAB, it’s all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership. NAB Financial Planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.Your focus will be on servicing, retaining and providing ongoing advice to clients, retaining existing referral arrangements and prospecting new opportunities through your strong business Read more […]
Financial Planner – Small & Emerging Business – Newcastle – NSW – NAB Financial Planning recruitment
Newcastle – NSWSupport the growth and financial sustainability of Small Business’Fee for Advice’ ModelWe’re diverse – partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Read more […]
Financial Advisor / Financial Planner – Islamic Fund recruitment
Islamic Private Equity BankingGeneral Summary:The core function of the successful candidate will be to build and execute sales budgets and plans to achieve sales targets by designing and implementing strategy and plans to increase sales and build the client base.Qualification Experience:Degree/Diploma in Financial Planning (Should be a certified Financial Advisor, recognised by the FSA)Experience of sales in selling Financial ProductsShould be familiar with the broad range of investment and retirement savings options including the UK Financial Services Regulations, Personal Taxation Ethical Investment Read more […]