Parramatta Financial Planner: Growth & Client Experience in Sydney

Parramatta Financial Planner: Growth & Client Experience in Sydney

Sydney Full-Time On-site
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Bridges Financial in Parramatta is seeking a Financial Planner to manage the advice needs of existing clients, convert prospects and introduce new clients through referrals and relationships while leveraging Insignia Financial platforms.

You will be RG146 compliant with Adviser exam, Australian Tax Law and Commercial Tax courses; a degree helps. You'll work with a collaborative team to drive productivity, compliance and outstanding client experience.

Parramatta Financial Planner: Growth & Client Experience in Sydney employer: IOOF Holdings Limited

At Insignia Financial, we pride ourselves on being a leading employer in the financial wellbeing sector, offering Senior Full Stack Engineers the chance to work in a dynamic and collaborative Agile environment. Our Melbourne and Sydney locations foster a culture of innovation, where you'll have the autonomy to influence technical decisions and contribute to meaningful projects that impact thousands of customers. With a strong focus on employee growth, modern engineering practices, and a commitment to diversity, we provide an exceptional workplace for those looking to advance their careers while making a difference.

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Contact Details:

IOOF Holdings Limited Recruitment Team