Senior Paraplanner – Sydney recruitment
An exciting and challenging position has become available for an experienced Paraplanner to join our Sydney team. Your role will be to provide quality and timely strategic financial plans for financial advisers in NSW and occasionally, a national basis depending on work flow. You will be working with a motivated team in Sydney as well as having a high level of support from the broader national team. It is imperative that you can be flexible and adaptable to deal with changing priorities in the business. You will provide direction with your technical knowledge and be able to receive direction Read more […]
Senior Financial Planner – Eastern Suburbs, Melbourne recruitment
Major Bank offering Boutique Private Wealth SolutionsBonafide Private Wealth ClienteleExceptional Earning PotentialThis leading Australian Bank has Wealth Advisory Business that challenges many of the misconceptions around Major Bank advice offerings. Indeed, their operating model exhibits many of the traits of a boutique wealth advisory practice, both in terms of the breadth of their advice offering and the remuneration structure – which compares to many of the boutiques. In addition, the model allows for a successful financial planner to build a ‘practice within a practice’ with ability Read more […]
Corporate Relationship Manager recruitment
Solid Networks within VictoriaUnderstand current global marketsLareg Global bankOur client is seeking an experienced Relationship manager to work with management to develop relationships with existing and target customers, and identify new customers. You will provide a point of contact for corporate clients and draft credit paper and preparing memos with recommendations on commercial/credit decisions. You will also originate Loan asset, assessing the borrower, evaluating the collateral, negotiating the financial documents and finalising the transaction. Deals sizes are anywhere from $50million Read more […]
Business Analyst | Retail Banking | Lending recruitment
Great opportunity for a Business Analyst with Retail Banking experience, ideally Lending (home or personal) to join an Australian leading retail bank who are based conveniently in the heart of the CBD and are an employer of choice. They need a Business Analyst with strong process mapping skills, ability to produce detailed documentation and effectively gather business requirements. Requirements: · Minimum two years’ business analysis or process improvement experience · Financial Services Industry Experience · Experience working in technology enabled change programs/projects · Read more […]
Complaints Manager recruitment
A leading wealth manager is seeking an experienced complaints handler to join their high performance team. This is an opportunity to join a company which hires strong performers and team players and fosters career development .In this role you will own end to end, any customer complaints/concerns that are escalated through the business or from a dedicated complaint channel such as written or phone complaints. In particular, you will focus on the resolution of regulatory complaints lodged with Financial Ombudsman Service (FOS) and Superannuation Complaints Tribunal (SCT). You will not only case Read more […]
Financial Planner – Parramatta recruitment
Mentoring from an established Financial PlannerOpportunity to work from a range of locationsFocus on providing quality advice to a range of clientsTHE COMPANY: An outstanding opportunity to join a leading financial institution located Parramatta. This is a hands on opportunity to work with a specialist team delivering, quality advice. THE ROLE: Working across a retail branch, you will work with existing clients assisting with their Financial Planning needs, especially Risk/insurance requirements. In addition, there are unlimited opportunities to develop new client relationships from with the branches Read more […]
Premier Financial Planner – Adelaide recruitment
Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Sales, Distribution and Business Development plays a vital role in meeting customer needs by offering the right products through the right channels to the right customer segments, thereby maximising value and business revenue. Responsible for achieving sales and revenue targets and implementing distribution strategy, the team drives the delivery of market leading retail customer experiences. We are currently seeking a professional and high performing individual Read more […]
Premier Financial Planner – Chadstone recruitment
Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Sales, Distribution and Business Development plays a vital role in meeting customer needs by offering the right products through the right channels to the right customer segments, thereby maximising value and business revenue. Responsible for achieving sales and revenue targets and implementing distribution strategy, the team drives the delivery of market leading retail customer experiences. We are currently seeking a professional and high performing individual Read more […]
Manager / Senior Manager, Risk & Compliance recruitment
Premium retail advisory businessPartner with sales channelsExperienced and professional teamMacquarie Group is a global provider of banking, financial, advisory, investment and funds management services. Macquarie’s business is structured into six operating groups and five support groups. Macquarie Private Wealth (MPW), a division of the Banking and Financial Services Group, is the primary relationship manager for Macquarie’s retail clients in Australia and New Zealand. Services include, full-service stockbroking, on-line broking, financial planning, private banking, private portfolio management Read more […]
Assistant Platform Distribution Manager recruitment
Challenging Rewarding Role Secondment or Contract North Sydney At NAB, it’s all about our people reaching their full potential. The ‘MySuper’ project is part of NAB Wealth’s response to the Government super reforms. The purpose of this role is to assist the Platform Distribution Manager to develop the Member Advice Framework portion of MLC’s MySuper product offering in MasterKey Business Super and MasterKey Personal Super (MKBS/MKPS), as part of the input from the MLC Business Super Product Strategy team to the MySuper project. The key responsibilities include; Co-ordinate the advice framework Read more […]