Senior Financial Planner – Eastern Suburbs, Melbourne recruitment
Major Bank offering Boutique Private Wealth SolutionsBonafide Private Wealth ClienteleExceptional Earning PotentialThis leading Australian Bank has Wealth Advisory Business that challenges many of the misconceptions around Major Bank advice offerings. Indeed, their operating model exhibits many of the traits of a boutique wealth advisory practice, both in terms of the breadth of their advice offering and the remuneration structure – which compares to many of the boutiques. In addition, the model allows for a successful financial planner to build a ‘practice within a practice’ with ability Read more […]
Senior Financial Planner – Business Banking recruitment
Exceptional Financial Planning opportunityAccess to quality clientsCompetitive remuneration on offerAn outstanding opportunity to join a leading financial institution within their Geelong team. Working across the Business Banking clients, you will work with a range of business owners, CEO’s and CFO’s to help shape their personal financial future. Pivotal to success in this role is your ability to network internally, inform, coach and develop your Business Banking colleagues to be your ‘champions’ in identifying solid prospects. Additional, your efforts in referring business to related business Read more […]
Senior Financial Planner – Mid size Dealer Group recruitment
Sydney CBDPermanent Full time roleSalary $90,000-$110,000 base +super +commissionMy client are an iconic brand name in Australian financial services history with over 130 years of operation behind them. They are a wholly owned subsidiary of a well known Australasian company and specialise in the provision of wealth, insurance and advice solutions to customers. As part of their Advice team, they operate a team of Senior and Associate Advisors who support the NSW area. Due to natural attrition a role as a Senior Financial Planner has become available. The role reports to the National Sales Manager Read more […]
Senior Financial Planner, Private Bank recruitment
CBD LocationEstablished Referral CultureForward Thinking Private BankThis private bank is a market leader offering a true private bank offering to a portfolio of true private clients. They are known for their highly specialised service which is offered to their ultra high net worth client base through true experts and leaders in the field.With vast expansion plans already in place, the Melbourne operation is now seeking a financial planning professional to join this high performing team.The primary focus of the role is to maintain a portfolio of HNW and UHNW clients assisting them with key decisions Read more […]
Senior Financial Planner – Leading Australian Financial Institution recruitment
Up to $120k + superExcellent career opportunityAn exciting opportunity exists for an experienced Senior Financial Planner to join this well established and well regarded national financial services group. They provide high quality Financial Planning services to a diverse rang of clientele and are currently seeking an experienced Senior Financial Planner to work with multiple internal referral networks and exiting clients. You will utilise your expertise across wealth creation, superannuation, insurance and solutions. You will be a qualified and experienced professional with strong people management Read more […]
Senior Financial Planner
This leading financial organisation takes pride in the reputable presence they hold within the Wealth Management sector. They have a strong focus on providing their clients with tailored advice, premium customer service and endless support to their employees. As part of ongoing development they are looking to appoint a Senior Financial Planner to develop their business in Toowoomba.Key Responsibilities:* Delivering premier quality advice and service* Maintaining an existing portfolio of clients* Grow and develop your client base through leads and referrals* Tailor a selection of products to assist Read more […]
Senior Financial Planner, Superannuation recruitment
Up to $90k package + unlimited bonusExcellent career opportunityAn exciting opportunity exists for an experienced Senior Financial Planner to join this well established and well regarded national financial services group. This organisation provides high quality Financial Planning services to a diverse rang of clientele and are currently seeking an experienced Senior Financial Planner to work with multiple internal referral networks and exiting clients. You will utilise your expertise across wealth creation, superannuation and retirement solutions. You will be a qualified and experienced professional Read more […]
Senior Financial Planner
Boutique Firm$120K Base plus comExisting HNW client baseSenior Financial Planner – Retail – Boutique firm – $120K Base negotiable + COM – Existing HNW client base THE CLIENT: Our client, located on the city fringe, is a well established and reputable financial planning business servicing a HNW client base. This firm cares for and respects their clients. This firm does not ‘flog’ products……they service the needs of their client. Operating under their own AFSL, this firm has a long history of simply doing the best for their clients. THE OPPORTUNITY: An opportunity exists for a Senior Read more […]
Senior Financial Planner
This leading financial organisation takes pride in the reputable presence they hold within the Wealth Management sector. They have a strong focus on providing their clients with tailored advice, premium customer service and endless support to their employees. As part of ongoing development they are looking to appoint a Senior Financial Planner to develop their business in Cairns.Key Responsibilities:* Delivering premier quality advice and service* Maintaining an existing portfolio of clients* Grow and develop your client base through leads and referrals* Tailor a selection of products to assist Read more […]