84 Financial Planning jobs in Sydney Metro

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  • Policy Writer + Trainer | Wealth Advice | Big 4 Bank

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    Bluefin Resources
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $100,000 - $105,000
    Job Features
    • Technical role combined with providing...
    • Sydney CBD - Head Office
    • Manager level position with high level of...
    Job Description

    A leading financial services firm now has an exciting and varied new opening within their Head Office for a Policy Writing Manager / Trainer.… More details

    Skills
    1. Financial Planning
    2. Training staff
  • Senior Paraplanner

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    Hudson Global Resources
    Job Location
    Sydney Metro, NSW
    Job Salary
    Salary not specified
    Job Features
    • Perpetual Private
    • 12 Month Contract - Start in May
    • Sydney CBD Based
    Job Description

    Great opportunity for a Senior Paraplanner to apply their knowledge and skills in our Private Client Paraplanning division… More details

    Skills
    1. Financial Planning
    2. Managing portfolios
    3. Training staff
  • Associate Advisor | Analyst | Global Wealth Management Firm

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    Bluefin Resources
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $70,000 - $85,000
    Job Features
    • Opportunity to work closely with and...
    • Highly competitive salary of up to $85K +...
    • Work in modern offices in the Sydney CBD
    Job Description

    Are you a technical graduate with 1 years' experience as a jnr analyst in Financial Services? Advanced Excel skills? If yes, read on...… More details

    Skills
    1. Managing investment / private wealth
    2. Excel
    3. Lending
    4. Fixed income
    5. Derivatives
  • Client Services Officer | Successful Financial Planning firm

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    Bluefin Resources
    Job Location
    Lower North Shore, Sydney, NSW
    Job Salary
    $40,000 - $50,000
    Job Features
    • Long established and growing boutique...
    • Excellent opportunities to progress in...
    • Crows nest location
    Job Description

    Do you have proven administration experience in financial planning? Looking to work for a successful, structured and progressive boutique firm?… More details

    Skills
    1. Financial Planning
    2. Entering data
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  • Financial Planner | Northern Beaches | Major Bank

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    Bluefin Resources
    Job Location
    Northern Beaches, NSW
    Job Salary
    $75,000 - $90,000
    Job Features
    • Responsibility for providing advice for...
    • Highly Competitive base salary and a...
    • Opportunity with one of the 4 Major Banks
    Job Description

    Are you a DFP qualified planner who can demonstrate a track record of achieving sales targets? Want to build a network in Mona Vale area? Apply today!… More details

    Skills
    1. Developing business
  • Risk & Compliance Manager (Fin Planning/Advice distribution)

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    Bluefin Resources
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $120,000 - $150,000
    Job Features
    • Reputable Wealth Management Company,...
    • Proven Risk & Compliance specialist...
    • Defined Career Path, plenty of scope and...
    Job Description

    Unique opportunity to join this leading financial services company focusing across financial planning/advice distribution - newly created role… More details

    Skills
    1. Financial Planning
    2. Implementing processes
    3. Quoting rates, terms and fees
  • Wealth Planner up to $130K + Commission

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    Randstad Pty Ltd
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $70,000 - $100,000 pkg
    Job Features
    • Global Business
    • Ability to advise on FX
    • HNW Clients
    Job Description

    Opportunity to take your Advice career to a new level. This role will allow you to give advice on products outide of a typical advising position.… More details

    Skills
    1. Developing business
    2. Training staff
    3. Prospecting
    4. Financial Planning
    5. Quoting rates, terms and fees
  • Paraplanner

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    Michael Page Financial Services
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Features
    • Top tier firm, with excellent career...
    • Great culture - CBD location
    Job Description

    Exciting opportunity for an experienced Paraplanner to join one of Sydney's leading and best firms, with career opportunities… More details

    Skills
    1. Analysis
    2. Financial Planning
    3. Quoting rates, terms and fees
  • XPLAN Business Analyst | Wealth Management

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    Keegan Adams
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Description

    Leading Wealth Management firm is seeking an experienced Business Analyst | Must be proficient with XPLAN | 7 month contract… More details

    Skills
    1. Evaluating / testing technologies
    2. Web/online
  • Paraplanner | Northern Beaches

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    Hays
    Job Location
    Lower North Shore, Sydney, NSW
    Job Salary
    Salary not specified
    Job Features
    • Based on the Northern Beaches
    • Established and very successful business
    • Work life balance on offer
    Job Description

    This established advisory firm provides professional and high-quality holistic advice that enables their clients to achieve their financial goals a...… More details

  • Paraplanner | Boutique accounting practice

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    Job Location
    Lower North Shore, Sydney, NSW
    Job Salary
    Salary not specified
    Job Features
    • North Shore location
    • Established and very successful business
    • Fantastic development opportunity
    Job Description

    This established advisory firm provides professional and high-quality holistic advice that enables their clients to achieve their financial goals a...… More details

  • Senior Paraplanner

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    Michael Page Financial Services
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Features
    • $70k - $80k + Super - HNW client base
    • Plush CBD offices in the heart of the CBD
    Job Description

    Polished and experienced Senior Paraplanner required for an exciting role within a CBD based boutique financial planning firm.… More details

    Skills
    1. Financial Planning
    2. Managing funds
    3. Presenting
    4. Quoting rates, terms and fees
  • Paraplanner | Career development opportunity

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    Hays
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Features
    • Broad range of advice strategies
    • Outstanding employee benefits
    • Fantastic career opportunities
    Job Description

    This impressive Australian bank is renowned for providing financial advice to a diverse client base across a broad range of advice strategies; curr...… More details

    Skills
    1. Implementing processes
    2. Training staff
  • Operations Manager - Wealth & Advice (National organisation)

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    Succession Recruitment
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $110,000 - $130,000 pkg
    Job Description

    Bring your strong leadership and organisation skills to this leading national dealergroup in financial services. Aweome team, diverse role.… More details

    Skills
    1. Financial Planning
    2. Excel
    3. Recruiting
  • Client Services Professionals

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    Randstad Pty Ltd
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    $50,000 - $55,000 pkg
    Job Features
    • Full time permanent opportunities available
    • Convenient CBD location
    • $50-$55k package
    Job Description

    Do you enjoy talking to clients? Are you passionate about banking or finance? Do you want to work for a leading bank? Then this is the role for you!… More details

    Skills
    1. Excel
    2. Training staff
  • Senior Financial Planner | Future equity option

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    Hays
    Job Location
    Western Suburbs, Sydney, NSW
    Job Salary
    Salary not specified
    Job Features
    • Based across Parramatta & Penrith
    • High Quality Boutique
    • Attractive salary + future equity option
    Job Description

    This highly regarded financial planning firm is dedicated to providing tailored solutions to their clients. Through continued success an opportunit...… More details

    Skills
    1. Financial Planning
  • Senior Account Manager | XPLAN | Wealth Management

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    Keegan Adams
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Description

    Senior Account Manager with Xplan? Brand new role with genuine growth opportunities! Must have hands on Xplan exp & senior strategic management.… More details

    Skills
    1. Financial Planning
  • Equipment Finance Relationship Manager

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    Quicktemps.com.au
    Job Location
    Northern Suburbs, Sydney, NSW
    Job Salary
    $50,000 - $60,000
    Job Features
    • Full Time Role - Monday to Friday
    • Close to Public Transport
    • Fun, Flexible Environment
    Job Description

    Our client is currently looking for an Equipment Finance Relationship Manager to join their North Sydney based offices.… More details

  • Financial Planning Assistant

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    Michael Page Financial Services
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Features
    • Immediate start, Permanent Role
    • Based in Caringbah, 40K+ Super
    Job Description

    This is an excellent opportunity for someone looking to advance or pursue a career in Financial Services and more specifically Financial Planning… More details

    Skills
    1. Financial Planning
    2. Quoting rates, terms and fees
  • Financial Consultant

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    Hays
    Job Location
    Sydney CBD, NSW 2000
    Job Salary
    Salary not specified
    Job Description

    We are currently recruiting several Sales and Retention Advisors to work for a leading wealth manager. These positions would suit a sales professio...… More details

    Skills
    1. Administration/Training
    2. Recruiting
    3. Developing business
    4. Training staff
    5. Quoting rates, terms and fees
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