Local Contact Centre Consultant

A position has arisen to join the Local Contact Centre team as a consultant. This is a varied role which provides superior client services to new and existing clients in relations to our cash suit of products, as well as actioning back office functions on a daily basis. There is a strong service ethic in the role with a high focus on attention to detail and getting it right the first time for our clients and advisers.Key Responsibilities in this role fall into two areas;Front OfficeService new and existing clients over the counter in relation to their daily banking needs for our Cash suite of products Read more […]

Private Client Investment Manager

Working for an established and highly successful firm you will join the team managing and advising clients on their investments. The majority of clients are managed on a discretionary basis with some advisory work.Candidate Profile: •             Ideally you will be an experienced PCM and you will have sat and passed your CISI exams (CF30) •             You will have experience of managing discretionary and advisory clients •             The ability to support the in-house research capability would be an advantage •             There is no Read more […]

Deputy Team Head

1) The role entails working in conjunction with the Head of Team in the Provision of leadership and day to day management for a team of Compliance professionals, whilst providing expertise in Compliance matters for specified tasks or projects; and 2) Assisting local business management to identify, assess, mitigate, manage, advise and or report on Compliance risks. (Note this is a proactive function and is not limited to advice or counselling services only).• Identification of compliance risks and the provision of solutions and methods to detect, prevent, mitigate, and or respond to such risks. • Read more […]

Head of Marketing, Direct Channel, London

Global Asset and Wealth Management firm are looking to expand their overseas client base. In order to facilitate this growth, a position has arisen for a Head of Marketing.Reporting into the EMEA Head of Marketing, you will be responsible for both strategy and execution for their direct marketing channel. The role will involve but not be limited to:Overseeing a team of five senior marketers and their developmentPlanning and delivering campaigns across events, web, direct marketing and literatureOversee the execution of marketing and communications plans across acquisition, growth and retentionCandidates Read more […]

Compliance Advisory VP

Required Experience:Candidate should possess at least 5 years’ experience in a divine contribution technical and/or compliance environmentA strong working knowledge of insurance company organisation, unit-linked products, pension processes, regulation and legislationWork with the Regulatory Engagement Team to ensure good communications and relationships with regulatorsDesirable Qualifications/Experience:A degree level education and a professional qualification such as Fellowship of the Chartered Insurance Institute (Pensions branch) and/or Fellowship of the Pensions Management Institute would Read more […]

Financial Planning Manager

Financial Planning Manager – My AdviceSeek Short Summary:Great role focused on managing a team of phone based Financial Planners who ensure customers are provided the best wealth solutions and adviceExperienced financial planning manager South Melbourne location Competitive base salary We’re exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we’re on a journey creating a super regional bank. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future.You will be responsible for managing Read more […]

Programme Manager

The Banking and Financial Services Group (BFS) is seeking a Programme Manager to join the Product Technology team within Macquarie Adviser Services (MAS). MAS are responsible for distributing products through financial intermediaries and institutions including Cash, Mortgages, WRAP and trading platforms, and Insurance. These product offerings encompass investment, online administration and portfolio reporting services to financial institutions, advisers and their clients.Due to the continued growth of the Cash, Mortgages, and Online businesses, an opportunity exists for a Programme Manager to Read more […]

Internal Communications Associate

Internal Communication Associate (12 month max term contract) The Banking and Financial Services Group (BFS) is Macquarie’s retail bank and provides a diverse range of banking and wealth management products and services to financial advisers, stockbrokers, mortgage brokers, professional service industries and direct to the end customer.BFS has an opportunity for a junior Internal Communication Associate to join its Internal Communication team on a 12 month contract to support the delivery of communication to the business. Reporting to the Head of Internal Communication, this role is for a tertiary-qualified Read more […]

Sales Leader

We are seeking a Sales Leader to join our Relationship Banking Business. Your role will be to manage a small team of Relationship Managers. It will be a hands on role to drive the growth of the Client Portfolio of SME business sub – $4 million through pro-active calls with clients and building the referral networks with BDM’s throughout the business. Responsibilities will include;Driving Business Development though *Client Meetings and *Pro-active phone based business development. Sales Campaigns Staff management Client Management Involvement in Business Improvement Strategies About You;Tertiary Read more […]

Senior Financial Planner (Business) – Warragul – VIC

Warragul – West Gippsland – VICSenior Leadership OpportunityBusiness focusNAB Financial planning has established a solid reputation for providing quality professional advice. Our aim is to help our customers fulfil their aspirations, not just now but at every stage of their lives.Your focus will be on servicing, retaining and providing ongoing advice to business clients, retaining existing referral arrangements and prospecting new opportunities through your strong business development expertise. Your ability to lead, nurture and mentor those around you, and engage with and build lasting relationships Read more […]