Paraplanning Opportunities recruitment
Salary $60,000 to $90,000 base +super’Expression of Interest’ onlyMultiple Sydney locations – North, CBD, South and Western SuburbsI have been recruiting for the Wealth Management sector for over 4 years and I have built some strong relationships with the major dealer groups, retail banks, fund managers and brokers across Sydney, Melbourne, Brisbane and Canberra. I am currently recruiting for a number of parapanner roles through Seek – however if you cant find a role that excites you or matches your career ambitions please contact me for a confidential discussion. For experienced paraplanners Read more […]
Executive Financial Planner – Private Bank recruitment
THE CLIENT:Our client, a leading financial institution, currently has an exciting opportunity to join their financial planning team within their Private Bank division. If you believe in working as a team, really getting to know your clients and always making the extra effort to ensure you deliver a very personalised service then we would like to speak with you.THE OPPORTUNITY:This role will see you offer individualised service to High net worth and Ultra high net worth clients. You will service them with a range of advice covering off on local tax, investment and superannuation issues, ensuring Read more […]
Senior Financial Advisor recruitment
Salary $150,000 to $200,000 OTEPrevious self employed planner experience desirableNo business development neededMy client are a growing dealergroup who are investing in over thirty different territories nationwide. They have a unique business model where they offer a prospective Practice Principle a contractual agreement with upto 30 Accounting practices per territory; in turn these Accounting practices will refer clients to the Principle as per their contractual obligations and will receive a percentage split on the revenue generated. The obvious advantages of this model to Financial Advisors Read more […]
Client Relationship Manager recruitment
Private Wealth EnvironmentImmediate StartSuperior Professional DevelopmentThis organisation has a strong belief in high-end financial advice and adheres to this through maintaining their status as an independently owned financial advisory firm. They operate an advice model geared towards quality, free from association to any one product provider. Already one of Australia’s largest private client advisories, ongoing success and projected growth plans has created the need for a financial planning assistant to help advisors and clients.As the successful candidate you will effectively become partner Read more […]
Southern Regional Manager, NAB Private Wealth Advisory recruitment
At NAB, it’s all about our people reaching their full potential and in Wealth that means transforming talent into leadership.NAB Private Wealth Advisory through its wealth professionals delivers an advice, relationship service proposition which is relevant to all of our private client segments (UHNW, HNW and Affluent) to enable increased wealth penetration and diversity of revenue for the NAB Group. The Wealth Advisory team provides access to a full spectrum of wealth services, tailored advice, investments and facilities by client segment and risk profile. To cater to the strategic vision of Read more […]
Adviser Support Consultant recruitment
Macquarie Private Wealth (MPW) provides comprehensive advice to Macquarie’s retail clients in Australia and New Zealand. Services include strategic financial planning, stockbroking and private office services. We are seeking an experienced candidate to provide high level support to two senior financial advisers and their clients. ResponsibilitiesWide range of administrative dutiesPortfolio ReviewsLiaising with clients via email and phoneLiaising with insurers, SMSF and other third parties.Organising small scale marketing events for key clientele.Client file maintenanceSuccess in this role;High Read more […]
Customer Service and Sales Specialist- Wealth Management recruitment
Fantastic benefitsGreat teamWill look excellent on your resumeThis is one of the worlds most respected and renowned Financial Services firms. With offices in most major cities in Australia this is a company that will offer amazing opportunities to showcase your ability, a true work/ life balance and impressive rewards and benefits. Day to day responsibilities will include inbound and outbound calls to existing clients Identifying customer needs through appropriate questioning Encouraging customers to take up additional products within the business and providing information whilst complying with Read more […]
State Manager Mortgage Broking recruitment
This is an innovative and customer focussed player in the residential home loans market, looking for an innovative and professional leader to drive and grow their mortgage sales through their broker channels. Critical to your success will be your natural flair for leading a sales team to success and your current understanding and experience in the residential mortgage market. Working strategically you will be a self starter and will thrive in front of an audience, enjoying the variety which this role will bring. This role will provide you with a fascinating, fast paced and challenging Read more […]
Senior Financial Planner, Private Bank recruitment
CBD LocationEstablished Referral CultureForward Thinking Private BankThis private bank is a market leader offering a true private bank offering to a portfolio of true private clients. They are known for their highly specialised service which is offered to their ultra high net worth client base through true experts and leaders in the field.With vast expansion plans already in place, the Melbourne operation is now seeking a financial planning professional to join this high performing team.The primary focus of the role is to maintain a portfolio of HNW and UHNW clients assisting them with key decisions Read more […]
Assistant Relationship Manager / AVP– Ultra High Net Worth – Private Banking (Sydney) recruitment
As one of the world’s leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at www.credit-suisse.com.Cultural Read more […]