Job offers: Financial adviser

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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 - ...

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Stirling Andersen

PARAPLANNER - BRISBANE SOUTH

Stirling Andersen :: Brisbane, Queensland :: 24 days ago

Mid-tier Accounting and Financial Planning firm are seeking an experienced Paraplanner to join their growing Financial Planning team in Brisbane (South side). The Company The firm offers ... or the support to progress their financial planning career and become an Adviser. You will be working closely with the Director/Financial Planner. The Role ...

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Stirling Andersen

Associate Financial Adviser - Brisbane - Ref No.HMWM1902

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

... on their fun and collaborative culture and are thoroughly committed to the provision of compliant, tailored advice. They are now looking for a motivated Associate Financial Planner . If you are an ambitious professional with a passion for delivering quality outcomes for your clients, then this is an excellent opportunity for you to shine. ...

Accountant

Heffron Pty Ltd :: Maitland, New South Wales :: today

... employ their expertise in: - The usual SMSF Accounting responsibilities (preparing financial statements, tax returns and work papers, reconciling investments and bank accounts, ... to our growing client base. In 2016 alone we won: - SMSF Administrator of the Year (Adviser category) - CoreData (in conjunction with SMS Magazine) SMSF Service Provider ...

GROUP or RETAIL Claims Assessor - Life Insurance

Profusion :: Sydney, New South Wales :: today

... the main concepts of the Life Insurance Act that are relevant to assessing claims - Communication - Maintain regular outbound contact with the client, adviser and associated third parties - Financial analysis - Understand the basic elements of financial assessment for individuals and sole traders - Intuitive/Investigative Skills - Demonstrates an ...

Technology and Digital Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: yesterday

... & 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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Graduate Finance Role | Funds Management & Investments

Apsley SMF :: Sydney, New South Wales :: yesterday

... services at all times. - Strong work ethic and a willingness to lea and progress financial industry knowledge. - Target driven and team orientated. - Strong attention to ... provide exceptional client service at all times is essential. - Respond promptly to adviser or client inquiries. - Providing analysis of the business and information to assist ...

IT Recruitment Consultant (Training Provided)

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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Technology and Digital Recruitment Consultant (Training Provided)

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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Investments Administrator

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

... for all matters relating to the "Wrap Platform" within Banking & Financial Services. About the role This role will be responsible for daily administrative ... include; - Processing and authorising of applications, client & adviser maintenance, payment processing and asset transfer requests - Working ...

Technology and Digital Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: 3 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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Adviser Distribution Manager

Profusion :: Melbourne, Victoria :: 3 days ago

... record in outperforming sales targets in an IFA aligned distribution role. You will also have: - An established network and 3+ years' sales experience in positioning financial services/products through the IFA channel (likely from a Dealergroup, Funds, or Product background) - True creditability around your personal brand with the confidence to ...

IT Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: 4 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 learning and ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

IT and Digital Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: 4 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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

IT Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: 4 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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Client Manager - Software Sales

Ashdown Consulting :: Sydney, New South Wales :: 4 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 position is responsible, for all nominated accounts, for achieving sales budgets and growing ...

Technology and Digital Recruitment Consultant (Training Provided)

Resource Solutions Group :: Melbourne, Victoria :: 5 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 ... our specialist divisions. We will train you to become a thought leader and trusted adviser to clients and candidates within your specialist division. You will gain in depth ...

Senior Group Claims Assessor - Life Insurance

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

... the main concepts of the Life Insurance Act that are relevant to assessing claims - Communication - Maintain regular outbound contact with the client, adviser and associated third parties - Financial analysis - Understand the basic elements of financial assessment for individuals and sole traders - Intuitive/Investigative Skills - Demonstrates an ...

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