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View Part time /accounting Financial Planning Jobs


Your search resulted in: 72 position(s)

Temporary Senior Paraplanner
Workpac Pty. Ltd.

Brisbane, CBD & Inner Suburbs, Temporary 06 Feb, 2016


Flexible 4 days a week or School Hour friendly hours. Potential for ongoing assignment Based in inner suburbs of Brisbane CBD Great $$$ Genuine career progression available. Friendly, Professional, Team Culture. This Senior Paraplanning role is with a well established professional services firm that provides accounting and tailored Wealth Management advice for SME and HNW individuals. REQUIREMENTS: You must have a minimum of 2 years paraplanning experience with the highest technical and ethical standards and a client centric focus. Advanced Diploma in Financial Planning minimum qualification with Masters or CFP preferred Highly experienced using Xplan and SoA preparation Experience with rebalancing investment portfolios with direct equities preferred. Experience with multiple entity advice preparation including SMSF Ability to identify and suggest suitable strategies for review Flexible attitude to working in a team environment and provide help with admin and ad-hoc duti

Job Category: Banking & Finance

Financial Planner - CBD, Inner West & Eastern Suburbs
Porterallen

Sydney, CBD, Inner West & Eastern Suburbs, Full Time 05 Feb, 2016


Major financial planning business requires a talented financial planner to provide holistic advice to existing retail customers in a growing area.

Job Category: Banking & Finance

Trade Booking Assistant
Gow Recruitment

Sydney, All Sydney, Full Time 05 Feb, 2016


An Asian boutique Private Bank is looking for an experienced Trade Booking Assistant to service UNHW clients.

Job Category: Banking & Finance

Wealth Management Partner
Lawson Delaney

Melbourne, CBD & Inner Suburbs, Full Time 05 Feb, 2016


Rare opportunity to operate at Partner level to drive the development of the Wealth Management offering of a large successful accounting firm...

Job Category: Banking & Finance

Outbound sales consultants wanted | High net-worth clientele
Smaart Recruitment

Melbourne, CBD & Inner Suburbs, Full Time 05 Feb, 2016


Funky new start-up team backed by well established Market leader | Company wide Friday night drinks | Uncapped commissions |Mon - Fri ONLY | OTE 100K+

Job Category: Banking & Finance

Associate, Client Service - Brisbane & Sunshine Coast
Porterallen

Brisbane, CBD & Inner Suburbs, Full Time 04 Feb, 2016


Do you have a passion for providing technical and client support to a financial planner in all aspects of financial planning?

Job Category: Banking & Finance

Risk Adviser
Lawson Delaney

Melbourne, Eastern Suburbs, Full Time 04 Feb, 2016


Exciting opportunity to work with a well established accounting firm, providing risk insurance solutions to it's solid loyal client base....

Job Category: Banking & Finance

Paraplanner
Lawson Delaney

Melbourne, CBD & Inner Suburbs, Full Time 04 Feb, 2016


Seeking a Paraplanner to join a well known Business Advisory & Wealth Management firm. Put your complex strategic knowledge to work....

Job Category: Banking & Finance

Paraplanner
Porterallen

Regional NSW, Wollongong, Illawarra and South Coast, Full Time 03 Feb, 2016


An exciting opportunity to join this newly established paraplanning team going through a strong growth phase.

Job Category: Banking & Finance

Business Development - Platform/Superannuation
Porterallen

Melbourne, All Melbourne, Full Time 02 Feb, 2016


Financial services company requires a talented Business Development Associate to provide platform support

Job Category: Banking & Finance

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