Job offers: Financial adviser

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Stirling Andersen

Client Support Manager - Financial Planning - Ref No.ER-010315CSM

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - In the process of obtaining/or completion Diploma in Financial Planning - ...

Sponsored
Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-010315CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - In the process of obtaining/or completion Diploma in Financial Planning - ...

Sponsored
Stirling Andersen

Receptionist/Client Service Officer - Financial Planning - Ref No.ER-RECCSO1502

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service. - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - Exceptional Client Service skills over the phone and in person - In the ...

Senior Para-planner

Perks :: Parkside, South Australia :: yesterday

... experienced Senior Paraplanner. The successful candidate will work closely with our Financial Advisers, providing quality customised support to meet our clients needs. In this ... opportunities based on individual goals with opportunities to become a Financial Adviser for the right candidate. To be considered for this role you will have: - 4 years ...

ABC Board Chairperson

JOB8 :: Sydney, New South Wales :: 2 days ago

... including broadcasting, digital media and/or digital technologies business or financial management corporate governance, including managing large and/or complex operations ... one of the following designations: Chief of Staff Deputy Chief of Staff Principal Adviser (however described) Senior Adviser (however described) Senior Media Adviser ...

Junior Options Administrator

Keegan Adams :: Sydney, New South Wales :: 2 days ago

... of options derivatives (However, we will also consider candidates without specific financial services experience as long as they have previous work experience within a ... Ability to work independently in a dynamic and at times pressured environment - ASX Adviser Derivatives Accreditation Level 1 or 2 (or similar qualification) is preferred. ...

Investor Communications Executive

Keegan Adams :: Sydney, New South Wales :: 6 days ago

... fund product suite - Deliver high quality, factual information to investor and adviser queries by phone and email - Provide superior service aligned with customers needs ... to develop in this area - Strong relationship management skills - Understanding of financial services industry - Strong aptitude for planning and executing business development ...

Senior Project Manager - Financial Planning - Contract - Sydney CBD

Paxus :: Sydney, New South Wales :: 7 days ago

... you a Business focussed Senior Project Manager with a strong understanding of the financial planning/wealth advice industry? If the answer is yes, this market leading ... being mindful of how best to service the customer. You will work with a large Adviser network, who may be resistant to change, so you will need to have strong ...

Operations - Global Bank

Niche 212 :: Sydney, New South Wales :: 8 days ago

... and Training - Culture Promotes Continual Learning and Development Global leading financial institution experiencing rapid growth through acquisition are ready to hire ... you process and authorise daily applications, asset transfer requests, client and adviser maintenance and payments. Critical is your proven track record in processing and ...

Colonial First State

Team Leader, Contact Centre (6 Month Contract)

Colonial First State :: Sydney, New South Wales :: 16 days ago

... funds management and distribution capability as well as domestic insurance and financial advice business support div isions. These include the well-known brands of Colonial ... in CFS with over 400 staff, responsible for the day to day operations of client, adviser, employer and third party interactions. We do this through our value proposition of ...

Investor & Adviser Services Representative - Ref No.2242353

Succession Recruitment :: Sydney, New South Wales :: over 30 days ago

... include but are not limited to: - Proactively assist Advisers with resolving client/Adviser operational issues both over the phone and via email - Actively assist advisers ... positive customer experience and have been working for the past 1-2 years within a Financial Services contact centre. Candidates must have a strong attention to detail and high ...

Stirling Andersen

Private Wealth Adviser - Ref No.AD11109

Stirling Andersen :: Sydney, New South Wales :: over 30 days ago

We are partnering with an established Financial Services organisation seeking an experienced private wealth adviser. We are looking for an experienced Private Wealth Adviser who will apply a consultative approach to identifying needs and providing tailored solutions across the asset classes. You will be part of a reputable and well established ...

Stirling Andersen

Client Support Manager - Financial Planning - Ref No.ER-010315CSM

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - In the process of obtaining/or completion Diploma in Financial Planning - ...

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-010315CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - In the process of obtaining/or completion Diploma in Financial Planning - ...

Stirling Andersen

Client Service Officer - Financial Planning - Ref No.ER-120216CSO

Stirling Andersen :: Brisbane, Queensland :: over 30 days ago

... you will be responsible for: - 1st point of contact liaising between clients and adviser's ensuring exceptional service - Taking inbound calls from clients and ... - A passion for Wealth Management, a genuine interest for assisting clients achieve financial goals - In the process of obtaining/or completion Diploma in Financial Planning - ...

Financial / Investment Accountant - Ref No.#140610

Benneaux :: Melbourne, Victoria :: over 30 days ago

... through the provision of fully integrated and personal investment and wealth management services. Reporting to a Senior Client Adviser your key responsibilities will include tax planning and compliance, financial accounting, financial analysis and statutory reporting. This is an exceptional opportunity for an individual who is keen to make ...

Stirling Andersen

Financial Adviser - Ref No.AD1116

Stirling Andersen :: Sydney, New South Wales :: over 30 days ago

... growth within the business and the industry, they are now looking for a motivated adviser . If you are an ambitious professional with a passion for delivering quality ... For a confidential discussion about this opportunity, or other roles in Financial Planning, contact Aaron Davies on 02 8256 5000 or email [Apply online], or message ...

Corporate Finance Associate Director - Corporate Advisory |$150K-$175K + super - Ref No.2235029

Hunter Recruitment Solutions :: Brisbane, Queensland :: over 30 days ago

... establishing their own practice. The Role: Associate Director | Corporate Finance Adviser | Brisbane CBD Reporting directly and be mentored by the Managing Partner Manage ... from start to finish, Multiple projects underway. In their infancy, middle and financial close stages Provide lead advisory services Engagement management Negotiate ...

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