Talent.com
This job offer is not available in your country.
Financial Planner

Financial Planner

Insignia FinancialAdelaide, Australia
6 days ago
Job description

Financial Planner

  • Perth or Adelaide Location
  • Join a leading wealth management and advice-led organisation
  • Be part of a team that values its people and its culture
  • About the opportunity

As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients to Bridges. You'll do this by proactively sourcing, engaging and managing client referrals and key referral relationships, and leveraging the evolving Insignia Financial digital platforms and Advice processes to drive productivity, compliance and client engagement.

Client experience and care is the forefront of this role, being a seasoned professional, you'll contribute to client experience, improvement initiatives and coach clients to adopt evolving technologies and processes. As a team player, you'll work collaboratively with supporting team members and seek out opportunities to coach and mentor colleagues and continuously build capability of the broader team members, to ensure high levels of cross skilling and deep technical knowledge.

You're an expert in Financial Advice, someone who loves to drive growth and build relationships while you always deliver an excellent client experience. You enjoy working collaboratively, inspiring and developing others as you share your knowledge and expertise in the field. Oozing integrity, adaptability and innovation, you've got what it takes and are passionate about taking your career to the next step with the Bridges Team.

  • Benefits
  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits
  • The Business
  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX : IFL).

  • To Apply
  • Please submit your resume with a covering letter by clicking on "."

    Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

    Job ID 7101

    Create a job alert for this search

    Planner • Adelaide, Australia

    Related jobs
    • Promoted
    Resource Planner

    Resource Planner

    Westpac GroupAdelaide, Australia
    Westpac Group has a rich heritage and offers employees a multitude of opportunities.We aim to attract the best people inside and outside of the business - building an organisation where the best ta...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    Group Planner

    Group Planner

    Ach GroupAdelaide, Australia
    The role • • : Are you passionate about supporting older people and facilitating groups?.We have two fantastic part time opportunity to join the Social Residential team at our site located at Kapara in...Show moreLast updated: 10 hours ago
    • Promoted
    Urban Planner

    Urban Planner

    Randstad AustraliaAdelaide, Australia
    My client has been a trusted name in land division and urban development in South Australia for over a decade.Specialising in a wide range of projects across metropolitan Adelaide and regional area...Show moreLast updated: 6 days ago
    • Promoted
    Service Planner

    Service Planner

    Sa Government -Lifetime Support Authority Of South AustraliaAdelaide, Australia
    Lifetime Support Authority of South Australia • •.Eligibility • • : Open to Everyone.Make a genuine impact on the lives of Lifetime Support Scheme participants. Flexible hybrid working environment that p...Show moreLast updated: 7 days ago
    • Promoted
    Maintenance Planner

    Maintenance Planner

    Support Services - InfrabuildAdelaide, Australia
    Reporting to the Maintenance Manager, you will be responsible for planning all Port Adelaide recycling plant and equipment works. This includes preventative maintenance, breakdowns, planning and own...Show moreLast updated: 3 days ago
    Planner

    Planner

    John HollandAdelaide, SA, AU
    The Torrens to Darlington (T2D) Alliance, comprising of John Holland, Bouygues Construction, Arcadis Australia, Jacobs and Ventia has successfully secured the contract to deliver the final 10.North...Show moreLast updated: 30+ days ago
    • Promoted
    Town Planner

    Town Planner

    G'Day GroupAdelaide, Australia
    Be part of the growth of an Australian success story.Full time, permanent position, based in Adelaide CBD.G'Day Group are proud to be disruptors to the tourism and hospitality Industry.At G'day Gro...Show moreLast updated: 30+ days ago
    • Promoted
    Production Planner

    Production Planner

    Sandvik GroupAdelaide, Australia
    Sandvik MiningProduction Planner - Pooraka South AustraliaAbout the opportunityThe Workshop Production Planner plays a pivotal role in orchestrating efficient and high-quality production workflows ...Show moreLast updated: 14 days ago
    • Promoted
    Merchandise Planner

    Merchandise Planner

    Forever New ClothingAdelaide, Australia
    Join to apply for the Merchandise Planner role at Forever New Clothing 5 days ago Be among the first 25 applicants.Join to apply for the Merchandise Planner role at Forever New Clothing Get AI-powe...Show moreLast updated: 7 days ago
    • Promoted
    Materials Planner

    Materials Planner

    KerryAdelaide, Australia
    About Kerry Kerry is the world's leading taste and nutrition company for the food, beverage and pharmaceutical industries. Every day we partner with customers to create healthier, tastier and more s...Show moreLast updated: 30+ days ago
    • Promoted
    Maintenance Planner

    Maintenance Planner

    Boart LongyearAdelaide, Australia
    Boart Longyear is the global industry leader in safety, drilling innovation and productivity.But more importantly, our values define what matters most in our continued success and serve as a guide ...Show moreLast updated: 20 days ago
    • Promoted
    Financial Planner and Analyst

    Financial Planner and Analyst

    Asmodee GroupAdelaide, SA, Australia
    Select how often (in days) to receive an alert : .Asmodee is a global leader in tabletop games, committed to bringing people together through great games and amazing stories.Listed on the Nasdaq Stoc...Show moreLast updated: 8 days ago
    • Promoted
    Materials Planner

    Materials Planner

    Kerry Group PlcAdelaide, Australia
    Press Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert : Create AlertKerry is the world's leading taste and nutrition company for the food, beverage and pharmaceutic...Show moreLast updated: 30+ days ago
    Production Planner

    Production Planner

    SandvikAdelaide, SA, AU
    Production Planner – Pooraka | South Australia.The Workshop Production Planner plays a pivotal role in orchestrating efficient and high-quality production workflows within a dynamic workshop enviro...Show moreLast updated: 19 days ago
    • Promoted
    Workforce Planner

    Workforce Planner

    Head OfficeAdelaide, Australia
    Fast growing dynamic organisation.Working in a collaborative fun and passionate team.Supportive organisation : Flexibility. Career Development; Remuneration; Wellbeing.Do you have strong rapport bui...Show moreLast updated: 6 days ago
    • Promoted
    Production Planner

    Production Planner

    Bae SystemsAdelaide, Australia
    Production Planner SA-Osborne Naval Shipyard 23-Jan-2025BAE / EXTSA-Osborne Naval ShipyardCategory : Manufacturing, Production & Support Position Type : Permanent - Full TimeApplication Close Date : 09-...Show moreLast updated: 30+ days ago
    Production Planner

    Production Planner

    9885 SMC AustraliaAdelaide, SA, Australia
    Production Planner – Pooraka | South Australia.The Workshop Production Planner plays a pivotal role in orchestrating efficient and high-quality production workflows within a dynamic workshop enviro...Show moreLast updated: 18 days ago
    Urban Planner

    Urban Planner

    RandstadAdelaide, SA, AU
    My client has been a trusted name in land division and urban development in South Australia for over a decade.Specialising in a wide range of projects across metropolitan Adelaide and regional area...Show moreLast updated: 6 days ago