Financial Planner (Retail) – Hornsby – NSW – NAB Financial Planning recruitment
Hornsby – NSWParaplanning administration support providedCompetitive remuneration and benefitsAt NAB, it’s all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership. NAB 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 clients, retaining existing referral arrangements and prospecting new opportunities through your Read more […]
Business Development Manager recruitment
Business BankingDevelop Aggregators/BrokersCompetitive Package on OfferOur client is a leading financial services institution that has been experiencing strong growth in the Business Banking division.Reporting to the State Manager you will be responsible for developing relationships via brokers and advocates throughout the state. You will provide fast and accurate decisions with regard to the credit policy and the way it’s applied. You will need to build relationships across all areas of the bank including Partnership Managers, other BDM’s and the Business Banking division without compromising Read more […]
Advisor/Senior Financial Advisor – Affluent Portfolio recruitment
Sydney CBDSalary $75,000-$90,000 base + super + bonusADFP neededMy client is a recognisable brand name in financial services who have established and fostered a high performing culture across their wealth and banking divisions. They are looking to significantly grow both their Advisor and support staff numbers over the next 2 years and are keen to attract Strategic focused Advisors across NSW. Making up their client facing advice piece is a team who target the affluent retail market. You will build internal relationships with relationship managers and will cross refer customers to cover both financial Read more […]
Advice Risk Analyst – Sydney recruitment
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 and investment planning. MPW’s Risk Management team is seeking a motivated Risk Analyst to join the team in Sydney. You will have a strong technical understanding of private wealth advice.Your primary responsibility will be to assess client advice documents for adherence to regulatory and Read more […]
Head of Compliance recruitment
Head of Compliance Head of Compliance Financial Services Competitive Salary Benefits Ethos Risk Management Compliance have been appointed to assist one of the region’s leading financial institutions in their search for a new Head of Compliance. This strategic appointment marks an important turning point for the organisation’s approach to compliance and as such requires a transformational leader with experience in the design and implementation of a compliance infrastructure that meets the challenges of the ever-changing financial services industry. Expressions of interest are being sought Read more […]
Associate Financial Planner recruitment
Mentoring from a established Senior 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 north west of Melbourne. 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 Read more […]
Para Planner – Melbourne CBD recruitment
Leading Financial InstitutionCBD permanent roleSalary Circa $55- 70 + Super + BonusMy client is seeking a Para Planner to join their growing Melbourne team. Well known for their customer service, they have a range of clients with varied and complex financial needs. No two days the same, you’ll never get bored in this role! You will join a centralised team responsible for the production of SOA’s for new clients and reviews alike. Your role will be varied with the key responsibility being to prepare mostly complex Statements of Advice (SOA’s) and to liaise with the Financial Planners. Ideally you Read more […]
Adviser Assistant – Adelaide recruitment
The Banking Financial Services Group (BFS) manages Macquarie’s retail operations in Australia, New Zealand, Asia, North America and Europe. Products and services include comprehensive wealth management advice, stockbroking, investment products, cash management, residential and commercial mortgages, investment lending, personal loans, credit cards and relationship banking.Within BFS, Macquarie Private Wealth (MPW), provides comprehensive advice to Macquarie’s retail clients in Australia and New Zealand. Services include strategic financial planning and stockbroking. An opportunity has arisen for Read more […]
Branch Manager, 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 an ambitious individual Read more […]
Head of Portfolio Analytics- Equities recruitment
This major Sydney based bank is seeking an individual capable of independently reviewing and managing the risk across a number of their lending books. A highly unique analytical role, this position will have a key leadership function within the group and would be responsible for managing and developing a large team of Portfolio Analysts- focussing on the Margin lending and Equity Portfolios. The Role: The Portfolio Analytics team are responsible for monitoring the performance of the Equity and Managed fund portfolios, thus ensuring that equity and credit risk policy is adhered to and that any Read more […]