Job offers: Financial adviser

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Stirling Andersen

Client Support Officer - Wealth Management

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 - ...

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Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 2 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 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 - ...

Stirling Andersen

PARAPLANNER - BRISBANE CBD

Stirling Andersen :: Brisbane, Queensland :: 2 days ago

Successful Financial Advisory firm are seeking an experienced Paraplanner to join their growing team in Brisbane. You will be joining a highly successful team with established ... or the support to progress their financial planning career and become an Adviser. The Role You will be responsible for providing support to the Advisers and in ...

Stirling Andersen

Desk Assistant/Client Services Manager - Financial Services

Stirling Andersen :: Brisbane, Queensland :: 2 days ago

... documentation. Liaise with back office and share registries regarding client and adviser enquirers - Coordinate client seminars, conferences and presentations. Maintain ... including follow up with clients re outstanding funds. Experience: - Diploma in Financial Planning (RG 146) preferred - Strong communication skills is a must and ability and ...

Associate Adviser | HNW Clients

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

The Opportunity Given the firm's year on year growth, a fantastic opportunity has arisen for an ambitious financial planning client services/associate advisory professional to join a leading firm in the industry at an associate level. This highly-regarded independent Wealth Management business is based in mode Sydney CBD offices. The business ...

HNW Financial Adviser

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

The company: Our client is an established and successful financial, tax & accounting services firm offering full services in Accounting, Financial Advisory & Mortgage Management. They develop and ... clients. The role: Working within a team environment, the Financial Adviser is responsible for providing Financial Advice to the Financial Advice ...

Client Service Officer | Portfolio Administrator

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

... services - Transactional processing - Facilitating and supporting transitions - Adviser and dealer group administration This is a company who truly pride themselves on ... the day to day responsibilities. To be successful you will have: - Minimum 2 years financial services experience within an understanding of managed funds / investments / ...

Financial Adviser with a growing business!

Lotus People :: Sydney, New South Wales :: 2 days ago

Financial Adviser/ Private Client Development- Manager $80000- $10000+ Bonus+ Super The company: Lotus People are delighted to be partnering with one of our key clients - an extremely well known, financial services business. This award-winning organisation has projected rapid growth for the coming years and are proud to offer fantastic growth ...

Partner Manager - SaaS

Ashdown Consulting :: Brisbane, Queensland :: 2 days ago

Sensational opportunity for an experienced Client Manager with in depth knowledge of financial software (payroll, financial reporting, accounting, trading platforms etc.) with a proven background in solution selling and becoming a trusted adviser. This field based role offers the opportunity to join an established team taking over an existing ...

Recruitment Consultant

Resource Solutions Group :: Melbourne, Victoria :: 2 days ago

... commitment with at least one employer - You have both short term and long term financial goals you are committed to achieving - Demonstrated a commitment to lea ing and ... with new people. We will train you to become a subject matter expert and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Senior Business Advisory Accountant

JP Smith :: 2 days ago

... in what they do and will hit the ground running within their talented and professional team. As a Senior Adviser, your role will require you to: - Produce compliance documents and prepare tax retu s as well as special purpose financial statements and monthly management reports within agreed time-frames; - Ensure compliance work is completed in ...

Investor Communications Executive

Keegan Adams :: Sydney, New South Wales :: 2 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 ...

Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 2 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 - ...

Regulatory & Compliance Business Partner - Superannuation

Kaizen Recruitment :: Melbourne, Victoria :: 15 days ago

Our client is a diversified financial services business offering its clients a range of services and products across wealth management and trustee services. They have an opportunity for a ... This critical position offers you the opportunity to become a trusted adviser and support to the superannuation business unit. Your duties will include: ...

Recruitment Consultant

Resource Solutions Group :: Melbourne, Victoria :: 21 days ago

... commitment with at least one employer - You have both short term and long term financial goals you are committed to achieving - Demonstrated a commitment to lea ing and ... with new people. We will train you to become a subject matter expert and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Stirling Andersen

Client Support Officer - Wealth Management

Stirling Andersen :: Brisbane, Queensland :: 23 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 - ...

Paraplanning & Compliance Officer

Keegan Adams :: Sydney, New South Wales :: 24 days ago

... function and reviewing the quality and suitability of those plans - Supporting the adviser teams in due diligence up to advice presentation stage - Assessing and providing ... attention to detail - Xplan experience is preferable however we will consider other financial planning software - Excellent written and oral communication skills - Strong ...

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