Senior Financial Planner – Business Banking recruitment
Exceptional Financial Planning opportunityAccess to quality clientsCompetitive remuneration on offerAn outstanding opportunity to join a leading financial institution within their Geelong team. Working across the Business Banking clients, you will work with a range of business owners, CEO’s and CFO’s to help shape their personal financial future. Pivotal to success in this role is your ability to network internally, inform, coach and develop your Business Banking colleagues to be your ‘champions’ in identifying solid prospects. Additional, your efforts in referring business to related business Read more […]
Fixed Income Salesperson / Product Specialist, Wealth Management recruitment
Responsibilities Develop and manage a simple and comprehensive Fixed Income offering to increase penetration of the Fixed Income asset class in the portfolios of Wealth Management clients to achieve revenue and AUM targets. Providing sales support for Client Advisers to drive this penetration leveraging our Fixed Income execution capabilities in AUD and non-AUD. This role will include: • Defining the Fixed Income Offering including product shelf, pricing structures and client segmentation;• Educating Client Advisers on the Fixed Income securities universe, portfolio construction, execution Read more […]
Financial Planner (Retail) – Gympie/Tin Can Bay – QLD – NAB recruitment
Tin Can Bay and Gympie – QLDUncapped Incentives Supportive team environment At NAB, our aim is to help our customers fulfil their aspirations – not just now, at every stage of their life. A career with NAB Financial Planning is, therefore, much more than just being an adviser; it is about building and sustaining lasting valued relationships with our customers. Our business model ensures that, at every stage of your career, you have opportunities for personal growth. Based in Gympie and Tin Can Bay areas, you’ll be part of a supportive team environment where you will benefit from the experience Read more […]
Product Analyst – Macquarie Relationship Banking recruitment
Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie’s retail client base in Australia, New Zealand, Asia, North America and Europe.Products and services include wealth management, stockbroking and retail lending and banking solutions such as residential and commercial mortgages, investment lending, credit cards and relationship banking to businesses and professionals.Macquarie’s Relationship Banking Division (MRB) provides specialised and innovative banking services and is renowned for its market leading products and facilities. Working within the MRB Product Read more […]
Associate Adviser – Macquarie Private Wealth – Manly recruitment
Macquarie Private Wealth (MPW), a division of the Banking and Financial Services Group (BFS), is the private client division of Macquarie’s retail clients in Australia and New Zealand. MPW has built a strong reputation as a pioneering leader in the high-net worth market. An opportunity exists for a highly motivated and driven Associate Adviser to join the team based in Manly on Sydney’s Northern Beaches. This is an opportunity for a motivated individual to work alongside a Senior Wealth Manager to manage and expand an existing high net worth client base. The focus for you will be your ability Read more […]
PLUM Member Services Consultant recruitment
Join a growing corporate superannuation businessSupportive and dynamic team environmentAttractive salary and bonus structureAt NAB, it’s all about our people reaching their full potential. And in MLC that means transforming talent into leadership.Plum provides an integrated superannuation solution to corporate Clients in the Australian superannuation environment. These services are either provided as a ‘stand-alone’ or master trust basis and include Plan Management (Member and Client Services), Education, Advice and Investments.Due to the continual growth of our business we are looking to recruit Read more […]
Senior Para Planner recruitment
Want the backing of a major financial institution?Advance your career.Be a part of the best.YOUR NEW COMPANY · Located in Sydney CBD. · The Wealth Management division of a big 4 bank. · Flexible and professional working environment. · Working in a successful and supportive team. · Excellent training and development. YOUR NEW ROLE · Opportunities to grow and develop within the role. · Liaise with and assist advisers in developing holistic strategies. · Prepare SoAs. · Liaise with clients, fund managers, superannuation providers etc… · Enjoy a culture of teamwork and inclusion. Read more […]
Paraplanner/Client Advisor recruitment
Successful recognisable Accountancy GroupSalary $65,000 package + discretionary bonus6-12 month’s paraplanning experience requiredMy client is an established brand name in Accounting and Advisory services in Australasia, and are part of an ASX listed International Group consisting over over 150 independent firms. They currently have an opening in their Wealth Management/Financial Services team due to an internal promotion. The role has a dual function across paraplanning and client advising. The key duties of the role include: – Supporting Senior Financial Planners in maintaining a high level Read more […]
Client Service Manager – Burleigh Waters (Gold Coast) – QLD – NAB recruitment
Burleigh Waters – Queensland’s Gold CoastBuild valued relationships with clientsProgress your financial planning career with NABAt NAB, it’s all about our people reaching their full potential. And in Wealth, that means transforming talent into leadership. Working within NAB Financial Planning is much more than just being an adviser; it is about building and sustaining lasting valued relationships with our clients.Our Gold Coast team’s Review Planner is responsible for conducting ongoing client reviews of our existing clients as well as organising components of the service package. NAB planners Read more […]
Paraplanner – HNW Boutique recruitment
HNW ClientsImmediate StartLong Term CareerThis organisation has a strong belief in high-end financial advice they operate an advice model geared towards quality and long term relationships with clients. Located in beautiful offices in the inner northern suburb of Melbourne, this successful team is looking for an ambitious team member to assist the financial planning team.As the successful candidate you will be involved with advisors on a daily basis that includes attending meeting. You will be a point of contact for a diverse HNW portfolio of clients, as you produce high quality SOA’s and maintaining Read more […]