International Search Partners jobs

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ASSOCIATE PLANNER - PY OPPORTUNITY

Attending client meetings, completing fact find information and file notes with accuracy. Supporting Senior Advisers in the preparation of advice and review of documents for and from paraplanning. Working closely with Senior Advis...

CompanyInternational Search Partners
AddressSydney, NSW
CategoryLegal
Job typeFull time
Date Posted 2 weeks ago See detail

Associate Planner - PY Opportunity

International Search Partners

Sydney, NSW

Attending client meetings, completing fact find information and file notes with accuracy. Supporting Senior Advisers in the preparation of advice and review of documents for and from paraplanning. Working closely with Senior Advis...

Account Manager Insurance - Lucrative opportunity

International Search Partners

Canberra, ACT

$90,000 - $95,000 a year

Managing existing client relationships whilst continuing to grow your client portfolio. Assoc will support the Senior Brokers and manage existing client relationships.. Take part in client meetings and sponsored events.. Delive...

Business Services Manager/Accountant - Leadership Opportunity

International Search Partners

Canberra, ACT

Providing leadership to a team of up to five Business Services Accountants.. Providing high-quality Accounting, Tax Planning and Advisory Services/Business Analysis to clients. Work through the end-to-end process with the client....

Associate Financial Planner - PY Opportunity

International Search Partners

Sydney, NSW

Attending client appointments, completing fact find information and file notes with accuracy. Supporting Senior Advisers in the preparation of advice and review of documents for and from paraplanning. Supporting Senior Advisers in...

Insurance Broker Associate/Account Manager

International Search Partners

Canberra, ACT

Flexibility & autonomy. Exclusive client base. Great Income potential. Providing a high level of customer service to your clients. Maintaining effective relationships with clients, Underwriters and other key stakeholders. Sound...

PY Financial Planner/Associate Planner - Equity Opportunity

International Search Partners

Brisbane, QLD

PY Opportunity. Existing client base. Long Term Career Path. Attending client meetings, complete fact find information and research and develop the appropriate technical strategy tailored to your clients requirements. . Complet...

Client Services Officer/Adviser Support

International Search Partners

Sydney, NSW

$75,000 - $85,000 a year

Experience in financial planning with strong knowledge of compliance. RG 146/ DFP essential or Tertiary qualified. Experience with Xplan Financial Planning software coupled with high proficiency with MS Office programs. Well organ...