A&B Financial Planning (Temora NSW 1hr north of Wagga),
The A&B Financial Planning team are committed to our strong customer service record and are able to deliver a broad service offering.
We are a rural Financial Planning practice that supports the local community with a strong focus on family and small business. Our mission is to help our clients build long term financial success by delivering exceptional client service and quality financial advice. With a current staff of eight, including 3 authorised financial planners, our size allows us to be completely client focused.
We believe that personal service and knowledge of financial goals is essential to achieving the best outcome for our clients.
Work Type
In PersonRole Type
Support StaffEmployment Type
Full TimeMore jobs
Sufficient Funds, Work From Home
Junior Financial Adviser
We’re looking for a driven Junior Financial Adviser to join our superstar team.
- full-time employed, remote and highly flexible – there’s no clock-watching at SF
- with a heavily impactful internal training program, you will become the face of SF for your clients. Conducting our hugely popular Defining Sufficient sessions, and leading your clients towards a life-changing money plan that makes the connection between life (number 1) and money (the facilitator)
- following a meticulous and proven process to engage and ensure delivery of Plans to 8+ new clients each month, quickly building your client base.
Work From Home
Full Time
Remote
Evalesco Financial Services, Sydney NSW, Australia
Senior Risk Adviser based in Sydney CBD
We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.
Your responsibilities will include:
- Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
- Collaborating with referral sources to introduce new clients to the business
- Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
- Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary
Sydney NSW, Australia
Full Time
Flexible
Blueprint Wealth, South Perth
Relationship Manager
South Perth
Full Time
Flexible