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Last Updated: Tue, 05 Mar
Financial advisor - Financial Reporting » Barton, South Canberra - The key duties of the position include The Role This role will work within the SEA2273 sub program of the Warfighting Networks and Applications Support Organisation (WSO), ICT Delivery Division, Defence Digital Group, Department of Defence. The duties of an APS 6 Financial Advisor - Financial Reporting occupation in Defence include the following : Monitoring of monthly financial performance against costings and budget forecasts for SEA2273; Developing and maintaining financial aspects of management reports for SEA2273 project status; Performing financial management activities for SEA2273 including budgeting, managing accruals and journals; Utilising historical financial data of SEA2273 to support reporting of expenditure against project deliverables and forecasting future resource requirements. Collaborating with internal and external stakeholders; Supporting the budget management process, including budget phasing and journals; Build and sustain effective relationships with team members and stakeholders and actively participate in team work and group activities; Work collaboratively and persuasively with stakeholders to produce complex financial reports, briefs and submissions to achieve Defence outcomes; Evaluate and interrogate financial data to ensure the accuracy of financial information in reports and systems; Assess and conduct quality assurance checks on Defence accounting processes; and Negotiate sensitive accounting issues with stakeholders to achieve mutually beneficial outcomes. About our Team We are diverse, agile and strive for a positive workforce culture where people feel valued and where we take pride in our work. We foster a work environment where individual differences are valued and utilised. We leverage the unique knowledge and experience of our people to enhance our capability. Everyone has something to contribute. Our Ideal Candidate Our ideal candidate is a team player, who thrives in a challenging yet supportive environment. Experience working within the Defence environment, and an eagerness to learn will set you up for success. The ability to effectively prioritise, and an attention to detail are highly sought after skills. In your new role, you will: Monitor the monthly financial performance against costings and budget forecasts for SEA2273; Develop and maintain financial aspects of management reports for SEA2273 project status; Perform financial management activities for SEA2273 including budgeting, managing accruals and journals. • Tue, 05 MarAPS
Financial Advisor Salary. Financial Advisor Jobs. Old Mutual Financial Advisor
Expat Financial Advisor [Australia] » Australia - An outstanding opportunity for a dual-qualified Financial Advisor looking to advance their career with a leading international financial planning and wealth management company. The role will focus on building new client relationships, working closely with dedicated marketing, paraplanning and client services teams. The collaborative environment at Forth Capital aims to support advisors in delivering exceptional service to clients. Our commitment to continuous training and upholding high standards also reflects our dedication to professional development and excellence, ensuring that our advisors maintain a high calibre of service delivery. Forth Capital Established in 2004, Forth Capital provides international financial planning, wealth management and pension transfer advice to our clients in more than 50 countries worldwide. Combining our global reach with local expertise, Forth Capital is licensed and regulated in Australia, the UK, Hong Kong, the US, Switzerland, and the EU. Rated ‘Excellent’ by our clients on Trustpilot, Forth Capital's dual-qualified advisors have been helping our British expats secure their financial freedom for two decades - making the complex, simple, and providing continuity of advice wherever they are in the world. Key Responsibilities Plan, implement and execute your business plan in line with agreed targets. Manage and service your client bank, adhering to annual review deadlines and compliance standards. Generate new business referrals and referral networks. Conduct all client meetings in line with Forth Capital’s business standards. If not already dual-qualified, secure the requisite qualifications to become dual-qualified, and maintain knowledge through Continuous Professional Development (CPD). Ensure IT and CRM systems are kept up to date following company standards and procedures. Required Qualifications Preferably Qualified to Level 4 UK Diploma. Preferably on the Australian Financial Advisors Register (FAR). We will consider; UK advisors able to satisfy the ASIC ‘Experienced Advisor’ criteria [i.e., having been on the FCA register as a provider of financial advice to a retail client at any time between 1 January 2016 and 1 January 2019]; or FAR listed Australian advisors who will secure UK qualification while working with us. Required Experience Minimum of 3 years’ experience and a proven track record of success as a financial advisor working at an FCA-regulated or international financial advice firm. Required Skills A pro-active and entrepreneurial attitude that has led to the generation of new business, whilst maintaining client relationships effectively and efficiently. Expertise in the technical aspects of pension transfers. Excellent record keeping with high level of attention to detail and accuracy. Ability to work under pressure and to deadlines. Strong verbal, written communication, and stakeholder management skills. Familiarity with back-office systems (ideally Xplan), investment platforms, and cash flow modelling systems. Location Australia [or remote if certain criteria are satisfied]. What we will give you Generous fee split. Weekly qualified leads. Administration and paraplanning support. UK pension transfer specialist in-house. Being part of a respected international business, established for 20 years. J-18808-Ljbffr • Wed, 06 MarForth Capital
Apprentice Financial Adviser » Australia - What you will do in your working day Assist and support Financial Advisers in conducting client meetings and gathering financial information Learn and apply financial analysis techniques to assess clients' current financial situations and identify areas for improvement. Support with preparation and creation of solutions best suited to individual clients' requirements, tailored to clients' goals and risk tolerance. Production of pre and post meeting documents and client communications Processing investments, fund switches, and sales documentation Ensure compliance with regulatory requirements and industry standards. Build and maintain strong client relationships through exceptional service. Learn and understand back office functions needed to service existing clients and process new business Stay up-to-date with industry regulations and financial market trends. The training you will be getting Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning Develop the knowledge, skills and behaviours of successful Financial Advisers Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member Includes study book and exam entry for each R0 exam The Diploma in Regulated Financial Planning includes: • R01 Financial Services Regulation and Ethics • R02 Investment Principles and Risk • R03 Personal Taxation • R04 Pensions and Retirement Planning • R05 Financial Protection • R06 Financial Planning Practice Fortnightly workshops for each R0 exam from our CII approved trainer All workshops recorded and available on-demand Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals Additional resources through RM Advance Regular tutorials and assessments from an experienced financial services professional What to expect at the end of your apprenticeship We would hope to provide access to a fully fledged Competent Financial Adviser position at the end of the training period. Providing either an employed position or development to building your own client book and funds under management. This requires FCA approval and close on the job training and observations Requirements and prospects Desired skills and personal qualities Communication skills, IT skills, Attention to detail, Organisation skills, Customer care skills, Team working, Planning skills, Independent Working, Work to deadlines, Time Management, Multitasking, Willing to learn, Written and Spoken English Qualifications GCSE or equivalent Maths and English (Grade 4/C or above) Essential A Level or equivalent Any (Grade C or above) Essential Other Degree in any subject (Grade Pass) Desired Things to consider Pay scale will increase on the following basis: -Additional £1,000 per annum on the successful completion of RO1 and RO2 -A further £1,000 per annum on the successful completion of RO3 and RO4 -A further £1,000 per annum upon completion of RO5 and RO6 Upon successful completion of all six RO exams and the passing of your Apprenticeship, a further salary review will take place. J-18808-Ljbffr • Wed, 06 MarUcas
Lead Education Advisor - Middle to Senior years » Brisbane, QLD - Advisor and play a pivotal role in shaping the educational landscape within our schools. As a Lead Education Advisor, you'll... and externally Experience in budget management and financial planning All BCE employees will be: Hold or be eligible to hold... • Tue, 05 MarBrisbane Catholic School$146434 - 162698 per year
Claims Advisor – Suncorp CTP Claims » Brisbane, QLD - Advisor to join our dynamic team. As a member of our team you will - Manage a portfolio of claims from lodgement... our employees' health and financial wellbeing. This includes discounts on major brand health insurance, as well as discounted gym... • Tue, 05 MarSuncorp

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Claims Advisor – Suncorp CTP Claims » Brisbane, QLD - Advisor to join our dynamic team. As a member of our team you will - Manage a portfolio of claims from lodgement... our employees' health and financial wellbeing. This includes discounts on major brand health insurance, as well as discounted gym... • Tue, 05 MarSuncorp
Principal Finance Advisor - Financial Advisory Services , Education » Townsville, QLD - An exciting position is available to work with schools in North Queensland and Far North Queensland regions. This position is a permanent flexible full-time position to be based in either Cairns or Townsville and is available as either 1FTE... • Tue, 05 MarQueensland Government
Lead Education Advisor - Junior to Middle years (P-6) » Brisbane, QLD - ? Join us as a Lead Education Advisor and influence the direction of education at Brisbane Catholic Education (BCE). In this role, you'll... to middle years (P-6). As a Lead Education Advisor, you'll manage teams to develop, enable, and evaluate BCE's responses... • Tue, 05 MarBrisbane Catholic School$146434 - 162698 per year
Commercial Advisor » Perth, WA - . We now have an exciting opportunity available for a Commercial Advisor to join our Power Development team based in Perth. The... and commercial and industrial customers. The primary purpose of the role is to provide financial and commercial analyses and advice... • Tue, 05 MarAPA Group
Personal Banking Advisor » Ballina, NSW - their needs. The role of Personal Banking Advisor is a key customer facing position in our branch network as you will have quality... relationships and then manage them for the long-term. And any business or financial know-how will definitely be an advantage in... • Tue, 05 MarWestpac
Customer Advisor » Warialda, NSW - and friendly Customer Advisor for our Warialda branch. In this role working Monday, Wednesday and Friday 9:45am - 3:15pm..., you will learn the fundamentals of banking whilst developing trusted customer relationships. The role of Customer Advisor... • Tue, 05 MarRegional Australia Bank
Senior Finance Advisor » Brisbane, Brisbane Region - Join our dynamic team as an AO6 Senior Finance Advisor and drive positive outcomes in a rewarding role in the Finance and Performance team at DPC. The Senior Finance Advisor plays a key role in providing client-focused finance advice and guidance. You will be involved in delivering a range of finance related services including annual financial reporting obligations, budget planning, performance reporting, internal control compliance activities, asset planning and reporting, financial policies and procedures, financial system development and maintenance, and project management. About Us: At the Department of the Premier and Cabinet (DPC), our primary responsibility is to provide support and guidance to the Premier and Cabinet to effectively deliver on the government's priorities, commitments, decisions, and objectives for the betterment of the community. Financial Services provide client-focused advice and support services to the department and its client agencies. Financial Services leads the strategic management of the department's finances, supported by a strong governance framework, through the development, monitoring and analysis of the department's annual budget and preparation of the annual financial statements. Your opportunity: Working as part of a small team of finance professionals, the role provides advice and support for the integrity of the department's financial systems and data The provision of accounting expertise on matters including financial performance, annual budget development and budget reviews including the Premier's Portfolio Estimates process. About you: The AO6 Senior Finance Advisor is required to model and drive a culture of high achievement and continually seek improvement and innovation when undertaking team deliverables Client-focused, with well-rounded finance experience Strong skills with Microsoft Excel, Power Bi or other financial tools Strong knowledge of, and experience applying the financial management frameworks, guidelines standards and practices Benefits: As part of our team, you will be provided with comprehensive support to help you achieve your professional development goals. You will have the opportunity to work in a state-of-the-art building situated on the river's edge. We take pride in offering first-class facilities to all our employees, and we prioritise their well-being through our flexible working arrangements and DPC's Health, Safety, and Wellbeing program. To apply, please provide: A detailed resume outlining your experience, achievements and any relevant qualifications; and A written statement (no more than 2 pages) outlining your experience and how this demonstrates the key responsibilities against the core capabilities. If you would like to know more about the role, please do not hesitate to contact Joel Feros, Manager, Financial Services on 07 3003 9. For further information on the responsibilities of the role and details of how to apply please refer to the role description and attachment. The Department of the Premier and Cabinet is looking for the best suited applicant for this role. We will do this by assessing your eligibility and your ability to undertake the requirements of the role (including, where relevant, the way you have carried out previous positions). We will also consider you potential to make contributions to the department and how your engagement would support our commitment to equity, diversity, respect, and inclusion. Should you require any additional support and/or reasonable adjustments during our recruitment process, please contact the hiring manager listed to discuss your requirements. Applications to remain current for 12 months Job Ad Reference: QLD/549543/24 Closing Date: Monday, 18 March 2024 • Tue, 05 MarDepartment of the Premier and Cabinet QLD
Financial advisor - Financial Reporting » Barton, South Canberra - The key duties of the position include The Role This role will work within the SEA2273 sub program of the Warfighting Networks and Applications Support Organisation (WSO), ICT Delivery Division, Defence Digital Group, Department of Defence. The duties of an APS 6 Financial Advisor - Financial Reporting occupation in Defence include the following : Monitoring of monthly financial performance against costings and budget forecasts for SEA2273; Developing and maintaining financial aspects of management reports for SEA2273 project status; Performing financial management activities for SEA2273 including budgeting, managing accruals and journals; Utilising historical financial data of SEA2273 to support reporting of expenditure against project deliverables and forecasting future resource requirements. Collaborating with internal and external stakeholders; Supporting the budget management process, including budget phasing and journals; Build and sustain effective relationships with team members and stakeholders and actively participate in team work and group activities; Work collaboratively and persuasively with stakeholders to produce complex financial reports, briefs and submissions to achieve Defence outcomes; Evaluate and interrogate financial data to ensure the accuracy of financial information in reports and systems; Assess and conduct quality assurance checks on Defence accounting processes; and Negotiate sensitive accounting issues with stakeholders to achieve mutually beneficial outcomes. About our Team We are diverse, agile and strive for a positive workforce culture where people feel valued and where we take pride in our work. We foster a work environment where individual differences are valued and utilised. We leverage the unique knowledge and experience of our people to enhance our capability. Everyone has something to contribute. Our Ideal Candidate Our ideal candidate is a team player, who thrives in a challenging yet supportive environment. Experience working within the Defence environment, and an eagerness to learn will set you up for success. The ability to effectively prioritise, and an attention to detail are highly sought after skills. In your new role, you will: Monitor the monthly financial performance against costings and budget forecasts for SEA2273; Develop and maintain financial aspects of management reports for SEA2273 project status; Perform financial management activities for SEA2273 including budgeting, managing accruals and journals. • Tue, 05 MarAPS
Senior Finance Advisor » Brisbane CBD, Brisbane - Job details Position status Fixed Term Temporary Position type Flexible full-time Occupational group Accounting and Finance Classification AO6 Workplace Location Brisbane Inner City Job ad reference QLD/548959/24 Closing date 15-Mar-2024 Yearly salary Fortnightly salary Total remuneration Salary Other Job duration ASAP to 30.06.2024 with possibility of extension Contact person Danielle Blackmore Contact details Phone: (07) 3066 3957 Access the National Relay Service The role of Senior Advisor (Finance) has key responsibilities in the management and critical analysis of the financial performance and governance of Land Transport Safety and Regulation (LTSR), Maritime Safety Queensland (MSQ), Digital Licence Program (DPL) and Office of Deputy Director General (ODDG). Some of your responsibilities will include: Contribute as an active team member Provide support and advice to business areas Proactively develop and manage delivery of financial planning, budgeting, financial management and financial system solutions Provide high level financial expertise and services in the following areas but not limited to: Budget coordination and reporting Financial performance and sustainability Financial compliance requirements Financial administration To be successful in the role will need to: Communicate in a clear, succinct and deliberate manner, adjusting the message so that it resonates with different stakeholders. Contribute to the development of team objectives and recognises own role in achieving results. Demonstrate respect and appreciation for legislation and policy frameworks by consistently operating to key standards. Uphold integrity through responsible management and use of processes and resources. Analyse information to proactively identify risks to the team's planned activities. Demonstrate high level skill and experience in financial and management accounting. Disciplined in maintaining a high standard of practice. High level financial systems skills including SAP and Excel. For more information on this exciting opportunity please read the Role Description with the Applicant Guide. We strongly encourage applicants from all life experiences and backgrounds to apply. Please tell us about any additional support or adjustments, such as interpreting services, physical requirements, or assistive technologies, that will better enable you to shine during the recruitment process. Should you have any questions regarding this role please contact Dell Blackmore on (07) 3066 3957. Applications will remain current for 12 months. Further information We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity. Please ensure you download all attachments and follow the instructions on how to apply. Documents Before applying for this vacancy please ensure you read the documents below. applicant-guide (PDF, 301KB) Application Kit 548959 24 Role Description (Word, 347KB) Role Description • Tue, 05 MarQueensland Government
Licensed Australian Financial Adviser (SMSF Specialist) » The Rocks, Sydney - Opportunities: Salary range: $100,000 - $150,000 (based on experience) Hybrid About the Role As a Licensed Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize their SMSFs. You'll leverage your deep knowledge of SMSF regulations and investment strategies to provide personalized advice tailored to each client's unique needs and goals. This rewarding role requires strong technical expertise, exceptional communication skills, and a commitment to building long-term relationships with clients. Responsibilities Develop and implement comprehensive SMSF strategies aligned with client risk tolerance, investment objectives, and retirement goals. Conduct thorough financial needs analyses and provide personalized investment recommendations based on market trends and regulations. Guide clients through the process of establishing and administering SMSFs, ensuring compliance with all legal and regulatory requirements. Prepare and present clear, concise, and easy-to-understand explanations of financial concepts and investment strategies. Maintain strong working relationships with clients, providing ongoing support and proactively addressing their concerns. Stay up-to-date on the latest SMSF regulations, investment trends, and market developments. Contribute to the growth and success of the team by collaborating with other financial advisers and support staff. Key Skills & Qualities Holds a valid Australian Financial Services (AFS) Licence and SMSF Adviser Specialisation. Possesses 3 years of experience as a Licensed Australian Financial Adviser, preferably with a focus on SMSFs. Demonstrates a strong understanding of SMSF regulations, investment strategies, and tax implications. Has excellent communication and interpersonal skills, able to build rapport with clients of diverse backgrounds. Enjoys building long-term relationships and providing exceptional customer service. Is a problem-solver with a strong analytical mind and attention to detail. Is highly motivated, self-directed, and able to work independently. Has a passion for helping people achieve their financial goals. LI-DNI Forge Your Empire: Unleash Your Inner Warrior with Freedom Careers Forget stale routines and soulless cubicles. At Freedom Careers, we're not just recruiters, we're architects of destinies. We ignite your inner warrior, guiding you towards groundbreaking roles that fuel your career, personal, and financial growth. Imagine: Freedom Property Investors : Build an empire of brick and mortar with, crafting your financial freedom one property at a time. Freedom Investment Lending : Becoming the architect of financial dreams, securing funding for ambitious plans and propelling growth. Australian Property Updates : Shaping the narrative of the property market and, wielding the power of information to empower savvy investors. My SMSF : Securing your future, brick by brick and super strong and taking control of your retirement with expert guidance. These are just a few of the empires you can forge with Freedom Careers. We offer a diverse landscape of opportunities across dynamic, purpose-driven companies. But we're not just about finding you a job. We're about igniting your potential. We believe in: The Warrior Focus: We don't just place you, we equip you with the skills and resources to conquer every challenge. Holistic Evolution: Career success is just the beginning. We nurture your personal and financial wellbeing, crafting a fulfilling life beyond the office. Sisterhood of Success: We're a supportive community of like-minded individuals, pushing each other to climb new heights and build lasting legacies. Ready to unleash your inner warrior and forge your own empire? J-18808-Ljbffr • Tue, 05 MarFreedom Careers
Senior Financial Advisor - Innisfail, AB (12 Month Contract) » Belvedere, Cassowary Coast - Requisition ID: Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank – you can make an impact. You help make the futures of our 25 million customers happen. You can find your future here. What you’ll be doing… Our Advisors are customer-centric and able to connect with people in a relatable way. As an essential member of the Canadian Banking Branch network, our focus is to provide exceptional service throughout the customer’s journey by: -Taking a proactive approach to discovering our customer needs, listening to understand what they are asking for -Educating our customers, providing relevant insights and expert advice -Building our customer’s comprehensive plans using a holistic approach to help them achieve their goals -Nurturing strong, long-standing relationships -Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience What you need to succeed… -The appetite and drive to build strong customer relationships -A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions -The proven ability to meet and exceed sales targets in a fast paced environment that align to a customer’s stated goals -A Mutual Funds licence and completed CIFP Diploma What we’re offering… -The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers. -A competitive compensation and benefits package. -An organization committed to making a difference in our communities– for you and our customers. -You can expect to be recognized and rewarded for high-performance. You’ll be supported by leadership through meaningful development conversations that enable faster advancement and internal training to support your growth and development. -You’ll receive clear, transparent criteria to progress in your career. -You won’t need to wait for a vacancy in your branch or move to another branch to elevate your career. You can do it from the same chair enabling you to build deeper relationships and grow your expertise. Location(s): Canada : Alberta : Innisfail Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. J-18808-Ljbffr • Tue, 05 MarScotiabank
Financial Wellbeing Advisor » Australia - Edinburgh or Lothians /central belt with travel Closing18th March 2024 Advertised from 1st March 2024 Hours: 35. Role This is an exciting opportunity to work within our Financial Wellbeing advice and support service as well as supportour additional services across the charity. Our Financial Wellbeing service works alongside families to address the challenges and risks which may have led tovulnerability, promote connection to their local communities, and improve financial stability and resilience.Our aim is to support communties to become more resilient and a place where children feel safe, valued,understood and supported. The Financial wellbeing advisor will work across Scotland offering family support, community connection, and expertmoney and debt advice. This will enable families to resolve debt and money problems, become more financiallyresilient and break the cycle of poverty. A priority for the financial wellbeing advisor will be to increase the capacity of our current services to provideType I and II Financial wellbeing in one of the most deprived areas in Scotland You will work as part of our National Financial wellbeing team. You will support families within their homes, deliverworkshops within the community and in schools, and offer drop-in sessions within the community. If you have experience of welfare rights, income maximisation, money, and debt advice, understand the impact traumaand adversity can have on children and families, and believe that you can apply this to your practice, we wantto hear from you. Further Information This is a full time, 35 hours post funded until the 31 March 2026 with the intention to explore funding optionsbeyond this date. Hours to be worked flexibly to suit the needs of families, including evenings and weekends asrequired. Application notes Closing Date: Monday 18th March at noon It is anticipated that interviews will be held in the final week of March. Children 1st has a long tradition of valuing and involving sessional and volunteer workers. To find out more aboutvolunteering with us, please visit our website. This is an exciting opportunity to work within our Financial Wellbeing advice service as well as support our Wideraims as a charity. Our Financial Wellbeing service works alongside support colleagues to help families to address the challenges andrisks which may have led to vulnerability, promote connection to their local communities, and improve financialstability and resilience. Our aim is to support communities to become more resilient and a place where childrenfeel safe, valued, understood and supported. The Energy Advisor will work within an integrated model of family support, community connection, and expert Energyadvice and exploring money and debt advice. This will enable families to stay connected, keep homes warm andresolve debt and money problems, become more financially resilient and break the cycle of fuel poverty. A priority for the Energy Advisor will be to increase the Energy advice and support we offer our families and withthe capacity of our current services to provide Type I and II money advice in one of the most deprived areas inScotland. You will work as part of our National Money Advice team. You will support families within their homes, by telephoneand other digital methods deliver workshops within the community and in schools, and offer drop-in sessionswithin the community. If you have experience of energy advice welfare rights, income maximization, money and debt advice, understand theimpact trauma and adversity can have on children and families, and believe that you can apply this to yourpractice, we want to hear from you. This is a full time, 35 hours post funded until the 31 March 2026 with the intention to explore funding optionsbeyond this date. Hours to be worked flexibly to suit the needs of families, including evenings and weekends asrequired. Who Cares? Scotland is Scotland’s only national independent membership organisation for Care Experienced people. Ourmission is to secure a lifetime of equality, respect, and love for Care Experienced people in Scotland and wecurrently have over 3500 Care Experienced members. At the heart of Who Cares? Scotland’s work are the rights of Care Experienced people, and the power of their voicesto bring about positive change. We provide individual lifelong relationship-based independent advocacy and abroad range of imaginative participatory and engagement opportunities for Care Experienced people acrossScotland. We work alongside Corporate Parents and communities to broaden understanding and create change. Wework with policy makers, leaders, and elected representatives locally and nationally to shape law, policy, andpractice, working together to build on the aspirations of The Promise and secure positive change. The purpose of the post is to ensure that children and young people involved in Children’s Hearing processes in Morayare able to engage with independent advocacy supports. The successful candidate will ensure that the voices andviews of children and young people are considered in Children’s Hearing processes and are at the heart ofdecision-making. Children’s Hearing Advocacy Workers provide independent advocacy support to children and young people involved inChildren’s Hearings. This means listening to what they say, supporting them to amplify their voices, andensuring that their views are heard regarding all decisions which are being made about their lives. At the heartof the advocacy relationship is trust - built through transparent, honest, accountable and reliable interactionswith a skilled and knowledgeable Children’s Hearing Advocacy Worker. You will be joining Who Cares? Scotland and working within Moray as a representative of the North team, withopportunities to interact with our events across the whole of Scotland. Your role will also see you raiseawareness of Who Cares? Scotland and our services amongst children and young people, professionals and carers.As a Children’s Hearing Advocacy Worker, you will contribute to liaison reports which evidence the work andadvocacy supports provided within the Moray area. You will be starting with the team at an exciting time, whenthe voices of those who are in or have experienced care are growing in power, individually and collectively -bringing with them insight, challenge, hope, and change. The right candidate for this post will be able to provide high quality independent advocacy supports for children andyoung people in Moray who are involved in Children’s Hearings. You will feel confident communicating withindividuals and groups, both in writing and verbally, and be able to adapt to a wide range of contexts,recognising where there may be barriers to communication. Secure in making effective plans, as well asevidencing your work, you can prioritise and meet deadlines. You take enjoyment from working collaborativelywith teams, believing in equal opportunities and inclusive working. You are equally prepared to workindependently, with an awareness of the skills involved to work within a geographically dispersed team based inthe North of Scotland. You can demonstrate knowledge of the issues affecting young people in care, as well asawareness of the care system in Scotland. You also possess an understanding of housing and homelessnessstructures, policy, and practice in relation to children and young people experiencing care in Scotland. You areflexible, given the remit of the role, and understand that some evening and weekend work, as well as overnightstays will be necessary. While we would be interested to learn about the knowledge gathered through relevant qualifications, we are just askeen to hear about relevant work experience. We welcome and encourage applications from those with experience ofcare. Options Fife – Respite and Outreach, Glenrothes Closing12th March 2024 Do you have relevant experience of working with children and young people with a disability/and or autism or relevantexperience in a similar sector or work environment? About Aberlour Options Fife - Respite and Outreach Options Fife Respite and Outreach provides a range of flexible support through outreach and overnight short breaks atweekends, evenings and school holidays to children and young people with complex learning disabilities andautism. We offer a high-quality child centred service providing positive and enabling experiences for the youngpeople, supporting them through the challenges and complexities that enable them to work towards theirindividual outcomes and personal goals. We work closely with families and other professionals in providingsupport tailored around the child’s plan. What we are looking for We are looking to recruit two Young People’s Worker Nights, working four nights on (10 hours per night) every secondweek. You will play a fundamental role in ensuring that the young people you work with have the best possibleexperience in working towards their objectives in line with their care plan, supporting children to progresswithin their individual outcomes. Whilst not without its challenges and demands, this is a highly rewardingrole, where the work we do has a demonstrable impact on each young person's progress. Using a person-centredapproach, you will provide enabling support ensuring the highest level of physical, personal, and emotionalcare. We support young people who have epilepsy, need personal care and need gastrostomy feeding. Aberlour, inconjunction with NHS, provides all staff with training. We are looking for candidates who have a passion for working with young people with disabilities. It is desired butnot essential that candidates hold a relevant qualification at an SCQF level 7 or above. Due to SSSCrequirements you may be required to gain qualifications after starting with Aberlour. At Aberlour we want to make sure every child and young person has the love, support and opportunity they need toreach their potential. If you share the same vision, we want you to join our team. What we offer As well as a supportive team and excellent training opportunities, we want all our employees to feel valued andrewarded for the vital work they do. When you work with us, we'll recognise your efforts with generousannual leave, an excellent employer pension scheme and a range of deals and discounts across various retailers.Find out more about our Employee Benefits and our commitment to Equality and Diversity on our website. Who Cares? Scotland is Scotland’s only national independent membership organisation for Care Experienced people. Ourmission is to secure a lifetime of equality, respect, and love for Care Experienced people in Scotland and wecurrently have over 3500 Care Experienced members. At the heart of Who Cares? Scotland’s work are the rights of Care Experienced people, and the power of their voicesto bring about positive change. We provide individual lifelong relationship-based independent advocacy and abroad range of imaginative participatory and engagement opportunities for Care Experienced people acrossScotland. We work alongside Corporate Parents and communities to broaden understanding and create change. Wework with policy makers, leaders, and elected representatives locally and nationally to shape law, policy, andpractice, working together to build on the aspirations of The Promise and secure positive change. This unique role offers the opportunity to listen to and work directly with children and young people with experienceof care, in an individual relationship-based advocacy role, and within participation and group activity acrossour North region. The post-holder will be a key member of the Advocacy and Participation team, supporting young people from across theWestern Isles to ensure their rights are upheld and their voices are heard. In this role you will have theopportunity to provide independent advocacy, children’s rights, and participation opportunities for children andyoung people who are looked after, Care Experienced, or subject to formal processes and structures. The rolewill see you actively participating in child’s plan meetings, children’s hearings, and other formal processes,as well as assisting children and young people to prepare for them. In partnership with professionals, carers,and organisations, you will help to achieve the best outcomes for children and young people by keeping detailedrecords of the work you undertake, writing liaison reports, and monitoring statistics. As a vital part of the work of Who Cares? Scotland, your role will include facilitating group opportunities for andwith children and young people across the Western Isles. This includes providing engagement and participationopportunities throughout the Who Cares? Scotland local and national network, as well as meeting with careexperienced children and young people to introduce the service in agreement with the local authority. Raisingawareness of Who Cares? Scotland and its services with children, young people, professionals, and carers youwill also be responsible for facilitating training amongst care corporate parents. The right candidate for this post will be able to form positive relationships with children and young people and havegood interpersonal skills. You will feel confident communicating with individuals and groups, both in writingand verbally, and be able to adapt to a wide range of contexts. Secure in making effective plans, as well asevidencing your work, you can prioritise and meet deadlines. You take enjoyment from working collaborativelywith partners, believing in equal opportunities and inclusive working. Committed to children’s rights, you aresomeone who knows that all young people can make transformative change happen in their lives if given theopportunity. You can demonstrate knowledge of the current structure, developments, policy, and practice inrelation to children and young people experiencing care in Scotland. You are also flexible, given the remit ofthe role, as some evening and weekend work will be necessary, along with a full driving licence and access totransport. While we would welcome the knowledge gathered through relevant qualifications, we are just as interested in relevantwork experience. We welcome and encourage applications from those with experience of care. The successful candidate will be joining Who Cares? Scotland and working within the North team at an exciting time,when the voices of those who are in or have experienced care are growing in power, individually and collectively- bringing with them insight, challenge, hope and change. If this sounds like the role for you, we would love to hear from you. J-18808-Ljbffr • Tue, 05 MarWith Kids
AML/CTF Control Assurance Advisor » Brisbane, QLD - The Role: Reporting to the Manager, Controls & Reporting, the AML/CTF Control Assurance Advisor will deliver control... alignment with Financial Accountability Regime (FAR) accountabilities. Identify, prioritise, and coordinate automation... • Tue, 05 MarSuncorp
Financial Advisor - Risk » Brisbane CBD, Brisbane - Are you passionate about helping individuals, families and businesses protect their financial futures? Look no further Company Overview: My client are committed to protecting their clients' financial interests and well-being. With a focus on personalized service and comprehensive coverage, they strive to deliver peace of mind to individuals, families and businesses. Position Overview: They are seeking a highly motivated and knowledgeable Financial Advisor specializing in Personal Insurance to join their dynamic team. As a Risk Advisor, you will be responsible for assessing clients' insurance needs, recommending appropriate coverage options, and providing expert advice to help them mitigate financial risks. Responsibilities: Conduct thorough assessments of clients' insurance requirements, including life insurance, disability insurance, and long-term care coverage. Analyse clients' financial situations, risk tolerance, and personal circumstances to tailor insurance solutions that meet their specific needs and objectives. Educate clients on different types of insurance products, policy features, and coverage options, ensuring they have a clear understanding of their insurance portfolio. Develop and maintain strong relationships with clients, providing ongoing support, advice, and assistance with policy inquiries, claims processing, and policy reviews. Stay informed about industry trends, regulatory changes, and product developments to provide accurate and up-to-date information to clients. Collaborate with internal teams, including underwriters and claims specialists, to streamline processes and ensure exceptional service delivery. Actively participate in networking events, seminars, and community outreach activities to expand your client base and enhance the company's visibility in the market. Qualifications: Minimum 3 years of experience in the insurance industry, with a focus on personal insurance products. FASEA Qualifications Strong understanding of insurance principles, risk management strategies, and regulatory requirements. Excellent interpersonal and communication skills, with the ability to build rapport and trust with clients. Detail-oriented, analytical mindset with the ability to assess complex financial situations and recommend appropriate solutions. Proficiency in industry-specific software and tools (e.g., insurance quoting systems, CRM software). Benefits: Competitive salary commensurate with experience. Opportunities for professional development and advancement within the company. Supportive and collaborative work environment with a focus on work-life balance. If you are a passionate and driven individual looking to make a positive impact in people's lives through personalized insurance solutions, we encourage you to apply for this exciting opportunity. How to Apply: Please submit your resume and cover letter outlining your qualifications and relevant experience • Mon, 04 MarCW Recruitment & Consulting
APS 6 - Financial Advisor - Financial Reporting » Barton, ACT - of Defence. The duties of an APS 6 Financial AdvisorFinancial Reporting occupation in Defence include the following... : Monitoring of monthly financial performance against costings and budget forecasts for SEA2273; Developing and maintaining... • Mon, 04 MarDefence Australia$88175 - 100724 per year
Senior Finance Advisor , Premier and Cabinet » Brisbane, QLD - Join our dynamic team as an AO6 Senior Finance Advisor and drive positive outcomes in a rewarding role in the Finance... and Performance team at DPC. The Senior Finance Advisor plays a key role in providing client-focused finance advice and guidance... • Mon, 04 MarQueensland Government
Advisor Business Services , Queensland Corrective Services » Queensland - Contact person Gemma Taihuka-Reece Contact details Phone: 07 3909 1366 Access the The Advisor Business Services is responsible... and monitor the trust account and accounts payable functions of the Centre. Monitor the financial performance of the Centre... • Mon, 04 MarQueensland Government
Personal Banking Advisor » Cooma, NSW - their needs. The role of Personal Banking Advisor is a key customer facing position in our branch network as you will have quality... relationships and then manage them for the long-term. And any business or financial know-how will definitely be an advantage in... • Mon, 04 MarWestpac
Finance Advisor » Adelaide, SA - opportunity As our Finance Advisor you'll advise and support our client- serving engagement teams to make the best use of EY... from a financial perspective. Facilitate training for client serving teams on Mercury and effective financial management practices... • Mon, 04 MarEY
AML/CTF Control Assurance Advisor » Brisbane, QLD - Reporting to the Manager, Controls & Reporting, the AML/CTF Control Assurance Advisor will deliver control testing... alignment with Financial Accountability Regime (FAR) accountabilities. Identify, prioritise, and coordinate automation... • Mon, 04 MarSuncorp
Senior Finance Advisor » Australia - Business Performance Services; Land Transport Safety and Regulation; Customer Services Safety & Regulation; Brisbane CBD We are seeking an experienced Senior Finance Advisor to join our Business Performance Services team in Brisbane. Job details Position status Position status Fixed Term Temporary Position type Position type Flexible full-time Occupational group Occupational group Accounting and Finance Classification Classification AO6 Workplace Location Job ad reference Job ad reference QLD/548959/24 Closing date 15-Mar-2024 Yearly salary Fortnightly salary Total remuneration Salary Other Job duration Job duration ASAP to 30.06.2024 with possibility of extension The role of Senior Advisor (Finance) has key responsibilities in the management and critical analysis of the financial performance and governance of Land Transport Safety and Regulation (LTSR), Maritime Safety Queensland (MSQ), Digital Licence Program (DPL) and Office of Deputy Director General (ODDG). Some of your responsibilities will include: • Contribute as an active team member • Provide support and advice to business areas • Proactively develop and manage delivery of financial planning, budgeting, financial management and financial system solutions • Provide high level financial expertise and services in the following areas but not limited to: • Budget coordination and reporting • Financial performance and sustainability • Financial compliance requirements • Financial administration To be successful in the role will need to: • Communicate in a clear, succinct and deliberate manner, adjusting the message so that it resonates with different stakeholders. • Contribute to the development of team objectives and recognises own role in achieving results. • Demonstrate respect and appreciation for legislation and policy frameworks by consistently operating to key standards. • Uphold integrity through responsible management and use of processes and resources. • Analyse information to proactively identify risks to the team's planned activities. • Demonstrate high level skill and experience in financial and management accounting. Disciplined in maintaining a high standard of practice. High level financial systems skills including SAP and Excel. For more information on this exciting opportunity please read the Role Description with the Applicant Guide. We strongly encourage applicants from all life experiences and backgrounds to apply. Please tell us about any additional support or adjustments, such as interpreting services, physical requirements, or assistive technologies, that will better enable you to shine during the recruitment process. Should you have any questions regarding this role please contact Dell Blackmore on (07) 3066 3957. Applications will remain current for 12 months. Further information We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity . Please ensure you download all attachments and follow the instructions on how to apply. Documents Before applying for this vacancy please ensure you read the documents below. Keyword Please use for wildcard searches. Location Hold down the control (Ctrl) button and use your computer mouse to select multiple options Occupational group Hold down the control (Ctrl) button and use your computer mouse to select multiple options Salary (yearly) Leave blank if you are searching for casual jobs Minimum Maximum Total Remuneration Only used for Senior Medical or Executive positions Minimum Maximum Department or organisation Position status Hold down the control (Ctrl) button and use your computer mouse to select multiple options Position type Hold down the control (Ctrl) button and use your computer mouse to select multiple options (Position Type Tips) Classification Hold down the control (Ctrl) button and use your computer mouse to select multiple options Date advertised Refine your search Location: Occupational group: Keywords: (optional) Username: Password: Forgotten your password? ( https://smartjobs.qld.gov.au/jobtools/jncustomlogin.JobSeekerToolBoxAction?in_organId14904&in_send_pwd_buttonSend%20Password ) Need help? Contact us If you have any questions about your account or accessing this website, please contact our helpdesk . Inclusion and diversity We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity , including making any reasonable adjustments to support you through the recruitment process. This recruitment portal is your gateway to a wide range of graduate program positions on offer in the Queensland Government. How satisfied are you with your experience today? Neither satisfied or dissatisfied (3) Satisfied (4) Very satisfied (5) Comments Please leave this blank (this helps us identify automatic spam) J-18808-Ljbffr • Mon, 04 MarThe State of Queensland
Financial Adviser (Retirement Planning) » Australia - To apply please email your resume to chrissuperguy.com.au Why Do We Need You? Our advice firm Toro Wealth specialises in retirement planning advice for 55-65 year-olds, providing strategic guidance with minimal product recommendations. Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team. What You’ll Get in Return The opportunity to work with the founders to build a culture where everyone has the opportunity to do meaningful work and be recognised for their efforts. Plus, you’ll get: A fun and supportive work environment A competitive salary (based on experience) Opportunities to collaborate with a team of knowledgeable and high-achieving professionals Regular company events and social gatherings The chance to be a part of a rapidly growing business with numerous opportunities for advancement What’s the Role? Your role will include: Working full-time from our Gold Coast office. Providing comprehensive independent financial planning advice over a 4-meeting engagement process All leads being generated for you Not having to manage client portfolios and share markets Independent product advice largely comprising of industry fund comparisons No ongoing client management Meetings being held on Zoom Fully supported role with administration and paraplanning Who Are You? Are you a confident, educated and knowledgeable individual who thrives in providing honest and conflict-free advice? If so, we want to hear from you We are accepting applications from financial advisers who: Are ASIC registered. Have a minimum of 3 years’ experience as a practicing financial adviser (paraplanning experience an advantage). Have a relevant university degree qualification (post-graduate will be an advantage). Have excellent knowledge in the areas of superannuation, retirement planning and SMSFs, as well as good knowledge of estate planning, trusts, and companies. Have excellent interpersonal and communication skills, and the ability to build rapport with clients. Are highly-organised and process-driven. Can provide exceptional customer service & experience. All applications will remain strictly confidential. Please note that we will only be responding to applicants who meet the above criteria. To apply please email your resume to chrissuperguy.com.au J-18808-Ljbffr • Mon, 04 MarZero Gravity Media Pty
Finance Advisor » Melbourne CBD, Melbourne - Would you like to have the chance to build a career as unique as you are? At EY we believe that whoever you are, your uniqueness helps us stand apart. We bring together extraordinary people, like you, to build a better working world. The opportunity As our Finance Advisor you'll advise and support our client- serving engagement teams to make the best use of Mercury and its processes in order to effectively manage their projects with EY's external clients. All while you maintain work life balance through hybrid working. Providing end-to-end opportunity and engagement lifecycle advice to client engagement teams. Review open queries from client servers, prioritize follow up activities and schedule engagement team meetings for the week. Ensuring engagement teams are properly prepared for client negotiations from a financial perspective. Facilitate training for client serving teams on Mercury and effective financial management practices Full-time is preferable, but we will consider part-time applicants (a minimum of 4 days/week). What we're looking for? Here's our 'wish list' but don't worry if you don't tick all the boxes. We're interested in your strengths, what you want to learn, and how far you want to go. Two years' experience in a professional services environment in a financial/business capacity. A Bachelor of Business, TAFE Diploma in Accounting or equivalent qualification is desirable but not essential. Management accounting experience desirable but not essential. Intermediate proficiency in MS Excel, Word, PowerPoint, Outlook and Internet Explorer A fluent and effective communication style in English What we can offer you Explore how a career at EY is yours to build at www.ey.com/au/careerdevelopment Discover how, when and where you can work at www.ey.com/au/flexibility Learn about our commitment to DE&I at www.ey.com/au/diversity-inclusiveness Understand how our benefits can support you at www.ey.com/au/benefits Acknowledgement of Country EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders - past, present, and emerging. Find out more about our vision for reconciliation at www.ey.com/au/reconciliation Apply now… we're over 9,000 perspectives in Australia and we're ready to welcome yours. At EY, we take inclusivity seriously, and we're committed to removing barriers and improving the employment prospects of people with disability or long-term health conditions. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at contactrecruitmentau.ey.com or 61 3 8650 7788 (option 2). Anything you tell us will be kept completely confidential. The exceptional EY experience. It's yours to build. Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider. EY | Building a better working world Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider. • Sun, 03 MarErnst & Young LLP
Financial Adviser » Kialla, Shepparton - Shepparton, Shepparton & Goulburn Valley VIC Full time $110,000 – $120,000 per year Superannuation Are you an experienced Financial Advisor seeking a role where you can leverage your expertise to serve existing clients without the pressure of generating new business? Are you feeling restricted in your career growth or craving more autonomy in your role? Our client is a thriving, privately owned Financial Planning practice located in Shepparton, with a rich 40-year history. An exciting opportunity exists for a Financial Advisor looking to step into a role offering significant autonomy, with a strong focus on providing tailored financial advice to an existing group of clients. This position allows for the freedom to make a substantial impact while leveraging your expertise to serve a loyal client group. Role Overview: As an Experienced Financial Advisor, you'll step into a role where you can focus exclusively on servicing an existing client group, allowing you to dedicate your time and energy to delivering holistic wealth management solutions and building lasting relationships. With no new business required, you'll have the freedom to dive deep into client needs, craft comprehensive financial plans, and lead with confidence. Key Responsibilities: Take ownership of an established client base, providing personalised financial advice and support. Lead the ongoing review of client portfolios, ensuring alignment with their financial goals and objectives. Proactively identify opportunities to enhance client wealth and mitigate risks through strategic planning and asset allocation. Serve as a trusted advisor and primary point of contact for all client inquiries and concerns. Collaborate with internal teams to deliver seamless service and exceed client expectations. Qualifications and Experience: Minimum of 2 to 3 years of experience as a Financial Advisor. Hold a FASEA qualification. Deep understanding of investment products, financial planning strategies, and regulatory requirements. Excellent communication, interpersonal, and problem-solving skills. Ready to take your career to new heights? For a confidential chat, phone Nancy on 0424141001 or Apply Now in confidence. Report this job advert Don’t provide your bank or credit card details when applying for jobs. J-18808-Ljbffr • Sun, 03 MarMint People
Financial Adviser - Reputable CBD Firm » Australia - Incredible permanent opportunity has arisen for a highly ethical and experienced Financial Adviser to join one of Brisbane's most prestigious privately owned firms with stunning offices based in the heart of Brisbane CBD. Interviews taking place immediately. If you are driven and motivated to continue developing your financial planning knowledge working closely with the Partners then I would love to hear from you. Specialising in tailored and holistic advice across investments, superannuation, and insurance. The Financial Adviser will be responsible for providing holistic financial advice to an established book of clients as well as growing the book. You will receive continuous mentoring and professional development from the Senior Advisors and the Partners. If you enjoy a fun thriving high performing culture then I encourage you to find out more. My client's team puts their clients first and are passionate about helping people and showing them real value. Strong systems and processes, including digital engagement, enable the highly experienced administration team to allow advisors to focus on the value-add tasks for their clients. Tasks & Responsibilities: Managing and providing holistic advice to HNW clients (majority of clients being medical professionals). Continuously looking for ways to improve client experiences and adding value Successfully develop and maintain client relationships Conduct regular client meetings face to face as well as via phone / zoom Onboard new clients Prepare and make recommendations for client financial plans Delegation of non-advisory follow up work to the client services team Provide strategic, investment and protection advice to an existing set of high-net worth clients Engage with new referrals to establish their financial needs and offer wealth management support Work collaboratively with colleagues to investigate suitable client strategies and recommendations Uphold high professional standards About You: You’re a self-driven Financial Advisor looking for that opportunity to be rewarded in a long-standing firm with the view to setting yourself up financially. Hold appropriate financial planning qualifications and working toward FASEA education requirements, including FASEA exam and TPB requirements Be able to conduct robust goals-based conversations with clients Excellent fact finding, listening and questioning skills Be able to work remotely as part of a team providing a consistent quality client experience Have an excellent compliance and record keeping approach to financial planning Display a strong understanding of the technical aspects of wealth and insurance strategies Have a passion for wanting to help improve the lives of our clients Trust me this is truly a unique and one of a kind opportunities in the market. Please note this is not a senior level role and is more suited to an Adviser seeking further development and growth. To find out more about this very rewarding opportunity please click the apply button to forward your resume. Alternatively feel free to contact Toby Walsh from Talent Wealth Recruitment on 0404971247 or email [email protected] Please note all applications will be treated in strictest confidence. About the recruiter Your application will include the following questions: Which of the following statements best describes your right to work in Australia? Report this job advert Don’t provide your bank or credit card details when applying for jobs. Thinking about a career as a Financial Adviser? Explore job and salary trends, in-demand skills and role reviews. J-18808-Ljbffr • Sun, 03 MarTalent Wealth Pty Ltd
Principal Finance Advisor - Financial Advisory Services » Queensland, Australia - Principal Finance Advisor - Financial Advisory Services Education (Organisation site ) Financial Services Branch, Finance, Procurement and Facilities Division An exciting temporary full-time opportunity exists to join the Central QLD Financial Advisory Services team as an A07 Principal Finance Business Partner. This role can be based in either the Gladstone, Rockhampton or Mackay Regional Office and is from 1 April 2024 to7 July 2024 (Term 2), unless otherwise determined. Job details Position status Position status Fixed Term Temporary Position type Position type Full-time Occupational group Occupational group Accounting and Finance Classification Classification AO7 Workplace Location Workplace Location Mackay region,Rockhampton region Job ad reference Job ad reference QLD/CO547359/24T Closing date 11-Mar-2024 Yearly salary Yearly salary $127264 - $136293 Fortnightly salary Fortnightly salary $4878.00 - $5224.10 Job duration Job duration A period of 3 months unless otherwise determined The Department of Education are dedicated to building an inclusive and diverse workforce that reflects the community and schools we support by treating everyone with respect and dignity. This starts with recruitment and selection. The methods of assessing suitability in the recruitment process may vary. This includes making reasonable adjustments to support applicants at all stages of the process and employee lifecycle. About the Role The successful applicant will undertake the following tasks: Intensive financial case management, including strategy development and implementation with schools. Answer challenging and high level queries around policy and system areas that have been escalated beyond standard school support. Proactively identify opportunities for improved service to schools by undertaking comprehensive data analysis. Provide high quality strategic advice to schools around investment decisions. Coach, support and work closely with Senior Finance Business Partners to ensure they are providing high quality services to their school clients. Collaboratively work with other Principal Finance Business Partners to address identified priority issues and deliver improvement initiatives across the state. To be considered for the role, you must be able to demonstrate: Strong understanding of finance in a school environment is highly desirable, including interpretation of policy and procedures and answering complex financial system queries (Agresso, School Budget Solutions). Proven ability to deliver timely and high quality advice on challenging financial matters Experience in complex and detailed data analysis, including demonstratable system skills (Microsoft Excel, Power BI, OneNote etc). Exceptional relationship building skills and ability to work with a diverse range of clients with varying levels of skills and experience. Provision of face to face (cluster) and MS Teams (region and statewide) group training and capability development with Principals and Business, as well as one to one support. How to Apply Please attach a brief resume including contact details for 2 referees (referees should have an understanding of your relevant previous work history); and A 1-pg written statement in response to the attached role description. We welcome all applicants to share any support needed to ensure our recruitment process is inclusive. Applications remain current for 12 months from the closing date and may be considered for appointment to identical or similar vacancies within the Department. Applications from recruitment agencies will not be accepted. When working in regulated employment an employee must have a current Working with Children Clearance (blue card) issued by Blue Card Services. Salary rate shown is reflective of full-time (1.0 FTE). We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity . For a full list of the position responsibilities and mandatory requirements, please ensure you download the attached role description and candidate information fact sheet and follow the instructions. Documents Before applying for this vacancy please ensure you read the documents below. Keyword Please use for wildcard searches. Location Hold down the control (Ctrl) button and use your computer mouse to select multiple options Occupational group Hold down the control (Ctrl) button and use your computer mouse to select multiple options Salary (yearly) Leave blank if you are searching for casual jobs Minimum Maximum Total Remuneration Only used for Senior Medical or Executive positions We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity , including making any reasonable adjustments to support you through the recruitment process. J-18808-Ljbffr • Sun, 03 MarThe State of Queensland
Service Advisor » Mildura, VIC - Service Advisor Description Service Advisor Mildura We are looking for an experienced Service Advisor... Relevant background as a service advisor within a similar industry is highly regarded Ability to build strong customer... • Sun, 03 MarCummins
Environment & Community Advisor » Ulan, NSW - Environment & Community Advisor About the Business We are Australia's largest pure-play coal producer generating... insurance for you and your family Financial assistance and study leave for relevant qualifications 18 weeks paid parental... • Sat, 02 MarYancoal
Health and Safety Advisor » Sydney, NSW - Due to business growth, we are looking for an experienced, Safety Advisor to join our NSW Safety Team in Sydney. The... of all employees and contractors on our sites. The client has 500 dwellings secured to be delivered this financial year Role... • Sat, 02 MarCGC Recruitment
Senior Tax Advisor » Melbourne, VIC - and we are looking for our newest team member: a talented and driven Senior Tax Advisor. If you’re an established Big 4 Senior Analyst or Junior Manager... of companies (tax effect accounting, financial reporting, income tax, FBT and BAS reviews) is completed accurately and in a timely... • Sat, 02 MarCAR Group
Finance Advisor » Melbourne, Melbourne Region - Would you like to have the chance to build a career as unique as you are? At EY we believe that whoever you are, your uniqueness helps us stand apart. We bring together extraordinary people, like you, to build a better working world. The opportunity As our Finance Advisor you’ll advise and support our client- serving engagement teams to make the best use of Mercury and its processes in order to effectively manage their projects with EY’s external clients. All while you maintain work life balance through hybrid working. Providing end-to-end opportunity and engagement lifecycle advice to client engagement teams. Review open queries from client servers, prioritize follow up activities and schedule engagement team meetings for the week. Ensuring engagement teams are properly prepared for client negotiations from a financial perspective. Facilitate training for client serving teams on Mercury and effective financial management practices Full-time is preferable, but we will consider part-time applicants (a minimum of 4 days/week). What we’re looking for? Here’s our ‘wish list’ but don’t worry if you don’t tick all the boxes. We’re interested in your strengths, what you want to learn, and how far you want to go. Two years’ experience in a professional services environment in a financial/business capacity. A Bachelor of Business, TAFE Diploma in Accounting or equivalent qualification is desirable but not essential. Management accounting experience desirable but not essential. Intermediate proficiency in MS Excel, Word, PowerPoint, Outlook and Internet Explorer A fluent and effective communication style in English What we can offer you Explore how a career at EY is yours to build at www.ey.com/au/careerdevelopment Discover how, when and where you can work at www.ey.com/au/flexibility Learn about our commitment to DE&I at www.ey.com/au/diversity-inclusiveness Understand how our benefits can support you at www.ey.com/au/benefits Acknowledgement of Country EY acknowledges the Traditional Owners and Custodians of the lands on which EY offices are located around Australia. We pay our respects to their cultures, and to their Elders — past, present, and emerging. Find out more about our vision for reconciliation at www.ey.com/au/reconciliation Apply now… we’re over 9,000 perspectives in Australia and we’re ready to welcome yours. At EY, we take inclusivity seriously, and we’re committed to removing barriers and improving the employment prospects of people with disability or long-term health conditions. We encourage you to share any support and adjustments you need to be your best and participate equitably in our recruitment process. We understand sharing your needs with us can be daunting, so if you have questions before or during your application, we welcome you to get in touch at contactrecruitmentau.ey.com or 61 3 8650 7788 (option 2). Anything you tell us will be kept completely confidential. The exceptional EY experience. It’s yours to build. Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider. EY | Building a better working world Our preferred applicant will be required to undertake employment screening by EY or our external third-party provider. • Sat, 02 MarEY
Finance Advisor, Operations » Bruce, Belconnen Area - Collaborate effectively with team members to meet daily deadlines and accomplish shared finance objectives in this dynamic opportunity. UC Level 6, Salary Range $88,414 pa - $95,175 pa 17% Super Part Time, Continuing Opportunity (3 days per week) About Us: Join us here at University of Canberra where we walk together to foster an inclusive and empowered community. Together, we endeavour to empower, connect, and exchange knowledge with our diverse people, cultures, and environments. We stand firm and dedicated to upholding fundamental values such as inclusivity, honouring Indigenous cultures (Nurragunnawali), driving positive change, nurturing curiosity, and promoting collaborative efforts. We are committed to leading the national education sector in championing equity, diversity, inclusion, and accessibility via Connected – A Decadal Strategy 2023-2032. About the opportunity: Under the guidance of the Senior Finance Advisor, the Finance Operations Specialist will play a crucial role in ensuring the accurate and timely processing and recording of financial transactions. This position will involve not only executing day-to-day financial tasks but also contributing to the development and enhancement of finance procedures to enhance efficiency and effectiveness. Key responsibilities include overseeing accounts payable, staff travel and payments, payroll and taxes, corporate credit cards, payment of non-taxable stipends, cash control, banking activities, and maintaining general ledger accounts. If you hold a degree or diploma in a relevant field, have demonstrated experience in Finance Operations, and thrive in a busy environment where meeting daily deadlines is a challenge you enjoy, all while embracing a collaborative working approach, we encourage you to apply. Offerings/ Benefits/ Culture: The University offers excellent conditions and benefits such as: Flexible working arrangements Family-friendly policies On campus Gym, Medical services, Cafes, Post office, Supermarket and Childcare facilities. Professional Development offerings (study assistance, corporate programs and discounts) Innovative work environment with a diverse and inclusive culture Access to Employee Assistance Program and a corporate private Health Plan (Bupa) We warmly welcome Aboriginal and Torres Strait Islander heritage, persons with disabilities, and those representing culturally diverse backgrounds to join us in creating a brighter, more inclusive future for all. What we need from you: To be considered for this position, we only require your CV; no additional documents are necessary. SUBMIT your CV through the “Apply Now” tab. We kindly ask that you take this opportunity to align your CV with the Position Description , ensuring that your skills and experience are clearly articulated in connection with the specific requirements of the role. If you are initially shortlisted, you may be asked to complete an online one-way video interview. There will be a list of pre-set questions that will need to be answered within a stipulated time. Working Rights: Applicants who wish to apply for this position should have valid working rights at the time of submission. For job specific information: please contact Ms Sandy Francis, Team Leader, Financial Operations on 02 6201 2064 or email Sandy.Franciscanberra.edu.au Recruitment and application questions: please contact the Talent Acquisition team on 02 6206 3867 or email uctalentcanberra.edu.au Closing Date: 11.55pm, Sunday 17th March 2024 • Sat, 02 MarUniversity of Canberra
Finance Advisor, Operations » City, North Canberra - Collaborate effectively with team members to meet daily deadlines and accomplish shared finance objectives in this dynamic opportunity. UC Level 6, Salary Range $88,414 pa - $95,175 pa 17% Super Part Time, Continuing Opportunity (3 days per week) About Us: Join us here at University of Canberra where we walk together to foster an inclusive and empowered community. Together, we endeavour to empower, connect, and exchange knowledge with our diverse people, cultures, and environments. We stand firm and dedicated to upholding fundamental values such as inclusivity, honouring Indigenous cultures (Nurragunnawali), driving positive change, nurturing curiosity, and promoting collaborative efforts. We are committed to leading the national education sector in championing equity, diversity, inclusion, and accessibility via Connected – A Decadal Strategy 2023-2032 . About the opportunity: Under the guidance of the Senior Finance Advisor, the Finance Operations Specialist will play a crucial role in ensuring the accurate and timely processing and recording of financial transactions. This position will involve not only executing day-to-day financial tasks but also contributing to the development and enhancement of finance procedures to enhance efficiency and effectiveness. Key responsibilities include overseeing accounts payable, staff travel and payments, payroll and taxes, corporate credit cards, payment of non-taxable stipends, cash control, banking activities, and maintaining general ledger accounts. If you hold a degree or diploma in a relevant field, have demonstrated experience in Finance Operations, and thrive in a busy environment where meeting daily deadlines is a challenge you enjoy, all while embracing a collaborative working approach, we encourage you to apply. Offerings/ Benefits/ Culture: The University offers excellent conditions and benefits such as: Flexible working arrangements Family-friendly policies On campus Gym, Medical services, Cafes, Post office, Supermarket and Childcare facilities. Professional Development offerings (study assistance, corporate programs and discounts) Innovative work environment with a diverse and inclusive culture Access to Employee Assistance Program and a corporate private Health Plan (Bupa) We warmly welcome Aboriginal and Torres Strait Islander heritage, persons with disabilities, and those representing culturally diverse backgrounds to join us in creating a brighter, more inclusive future for all. What we need from you: To be considered for this position, we only require your CV; no additional documents are necessary. SUBMIT your CV through the “Apply Now” tab. We kindly ask that you take this opportunity to align your CV with the Position Description, ensuring that your skills and experience are clearly articulated in connection with the specific requirements of the role. If you are initially shortlisted, you may be asked to complete an online one-way video interview. There will be a list of pre-set questions that will need to be answered within a stipulated time. Working Rights: Applicants who wish to apply for this position should have valid working rights at the time of submission. For job specific information: please contact Ms Sandy Francis, Team Leader, Financial Operations on 02 6201 2064 or email Sandy.Franciscanberra.edu.au Recruitment and application questions: please contact the Talent Acquisition team on 02 6206 3867 or email uctalentcanberra.edu.au Closing Date: 11.55pm, Sunday 17 th March 2024 • Sat, 02 MarUniversity of Canberra
Customer Advisor - SSC » Armidale, NSW - Customer Advisor (SSC) Located at our Armidale Head Office Full time or part time appointments... to work in, providing an excellent start for those looking to expand their career opportunities within financial services... • Sat, 02 MarRegional Australia Bank
Financial Adviser » Murray Bridge East, Murray Bridge Area - Description FINANCIAL ADVISER About us Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisers who hold an Australian Financial Services Licence. Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements. • Exceptional income potential - we offer up to $150,000 per annum. • We have a strong focus on maintaining a healthy work/life balance for our team; we understand that we all have lives outside of work. • We are an extremely successful firm, with a large and high-quality customer base. This enables us to provide direct referrals from our accounting customer-base. About the role We have a great new opportunity for a passionate and highly driven Financial Adviser with direct equities investment and SMSF experience, to join our team. The successful candidate can work out of any one of our three full time offices; Murray Bridge, Bordertown or Naracoorte. Our support team for Financial Planning are in Naracoorte. All induction and training will be conducted from this office. The successful candidate would need to work from this location for induction, to establish rapport and strong working relationships and complete familiarisation with systems and processes. Ongoing travel will be required to cover our client base in the South East, Murraylands and Western Victoria, collegiately with other internal Advisers. You are not required to bring new clients, but to succeed in the role, you will have the ability to source new clients. Key Responsibilities • Collaborate with financial planning and accounting teams to identify opportunities and provide holistic wealth advice to clients with a variety of wealth needs • Undertake quality consultative conversations with clients to understand their needs and provide personalised financial advice • Assist clients with often complex decisions around the best way to protect and grow their wealth and structure their investments • Active involvement in business development and new opportunity identification by prospecting internal and external networks to grow new business • Strict adherence to Risk, Compliance and Advice processes and protocols About you Minimum educational requirements • Undergraduate or postgraduate degree qualification that meets the requirement of FASEA Practical experience • Minimum 3 years of financial planner experience providing holistic advice to clients (face-to-face) • Experience with SMSF and direct equities investments would be an advantage but not essential Knowledge and skill • Solid understanding of tax, superannuation, retirement income streams, investments and social security • Good knowledge of retirement strategies, direct equities, managed investments and personal risk/insurance advice • Excellent interpersonal and communication skills, including the ability to communicate complex scenarios in a manner that is engaging and allows for the client to get it • Specialist qualifications in SMSF's would be an advantage • Previous experience with Xplan financial planning software preferred but not essential To make confidential enquiries call Tony Bedworth on (08) 8765 7777 Role Type Pay Rate 120000 AUD - 150000 AUD (Hour) Company Overview Murray Nankivell is a privately owned and run business in Regional SA. Murray Nankivell provides a broad range of professional services across Accounting, Business Consulting and Financial Planning. We are an Authorised Representative of the Consultum Financial Advisors who hold an Australian Financial Services Licence. Murray Nankivell are committed to forming close partnerships with our clients, enabling us to understand their unique situation and customise the assistance we provide to suit their requirements. J-18808-Ljbffr • Fri, 01 MarMurray Nankivell
Financial Adviser » Australia - About the company : There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices on the Sunshine Coast. Our client specialises in superannuation, insurance and investment advice. This opportunity is well suited to an adviser with 2 years of experience that is looking to develop their career with a dynamic business that is going through an exciting period of growth. Benefits: Existing clients and new client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Earn excellent bonuses - OTE $180k after first year Fun and social team culture Half day every Friday Duties and Responsibilities: You will be provided with existing clients, and new client leads to onboard Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses Provide an excellent level of client service Work collaboratively with in-house paraplanning and admin staff About you: Passed FASEA exam and completed FASEA educational requirements 2 years experience as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments Confident handling leads and onboarding new clients Well presented and excellent communication skills Able to work in a fast paced environment Salary is circa $100,000 super quarterly bonuses - OTE $180,000 plus after first year. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at benbentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs J-18808-Ljbffr • Fri, 01 MarBentley Recruitment
Independent Financial Advisor - Sydney, Australia » The Rocks, Sydney - Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney, Australia We are representing an International leading Wealth Management firm in Australia, looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their financial goals and secure their financial futures. Requirements: - A minimum of 5 years of experience as a Financial Advisor in the wealth management industry - Industry leading qualifications such as CFP, CFA, or other relevant certifications - Transferable client base and AUM - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Ability to work independently and as part of a team Responsibilities: - Build and maintain relationships with clients, providing them with expert financial advice and guidance - Conduct thorough financial assessments of clients' current financial situations and future goals - Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies - Monitor clients' financial progress and adjust plans as necessary - Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients Offering a competitive package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to mariaircfs.com with the subject line "696OZ Independent Financial Advisor – Australia or click to apply today. J-18808-Ljbffr • Fri, 01 MarIndependent Resourcing Consultancy Ltd
Financial Advisor » Australia - Corbel are an established and well-regarded Independent Financial Advice practice based in Warrington, with their sights set on growth, they are looking for high-calibre Self-Employed Financial Advisors to join their team. The support on offer to their Financial Advisors is unrivalled and consists of ongoing mentorship and business planning to ensure you achieve your goals. Corbel have a track record of transforming the way their Advisors do business, meaning you are in the right hands if you want to take your business to the next level or develop your specific area of interest further. Their commission split is negotiable depending on your current trail What's on offer Self-Employed Financial Advisor role Directly Authorised Firm Remote / Flexible working Whole of market access On-going business support, development, and mentoring Access to their Marketing and Compliance departments to use as your own Access to Paraplanning support on a menu basis Streamlined on-boarding and client integration processes Retirement/buy out options What They are Looking For? An experienced Advisor who can bring across a client bank A trail income of c. £75,000 2 years experience Key words IFA / Independent Financial Advisor / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Strategic Financial Advice / Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options (phone number removed) Amy Harris Supporting IFA s and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role J-18808-Ljbffr • Fri, 01 MarIntegro Partners
Senior Financial Advisor and State Manager » Western Australia, Australia - Senior Financial Advisor and State Manager FS Recruitment Solutions South Perth, Perth WA Full time $170-200,000Superbonus (depending on experience) This distinguished Wealth Management company, known for delivering quality services and innovative solutions, is seeking an accomplished individual to join their growing team. This role is for a dynamic individual with a track record of successful client acquisition through exceptional client experiences and professional networks. You will be tasked with providing comprehensive advice to a small portfolio of ongoing advice clients, whilst also managing a team of 2 other Advisors and a team of 3 support staff. You will be provide the full support of a 100 person firm based in Melbourne, and be able to take advantage of all National referral and joint venture relationships they have established. Your responsibilities will include, but are not limited to: Business Growth & Development Lead and support the execution of business and growth plans for the Western Australian office. Drive prospecting activities and convert leads into new business. Foster cross-sell and referral opportunities within the broader company. Build strong internal networks and cross-functional relationships. Client Service: Develop and implement client retention and acquisition strategies. Provide exceptional service to the existing client base. Coaching and Development: Support the development of a high-performing team, focusing on attraction, engagement, development, succession, and talent management. Supervise an Associate Advisor during their professional year. Facilitate knowledge sharing within the team and across the company. Operations & Innovation: Collaborate on managing WA operations with our Operations Managers. Drive process improvements for efficiency and identify relevant tools for the client segment. Lead effective risk and compliance management, ensuring corporate and regulatory compliance. Team Culture: Provide strategic insights to the leadership team. Identify opportunities for cross-team operational performance enhancements. Contribute positively to the culture of the company and its core values. To be successful in this role, you must meet the following educational and experience requirements: FASEA relevant degree or working towards a FASEA approved pathway. Completed FASEA CPD training & development each year. Over 10 years' experience in financial services. Minimum 5 years in financial planning. Proven experience in coaching and developing Financial Advisors and Associate Financial Advisors. Business development skills with strong networks. Strategic financial planning/advisory skills (technical and strategic competency). Strong working knowledge of financial services and the financial planning market. Excellent written and verbal communication skills. Strong prioritizing, time management skills, and the ability to work to deadlines. In return, you will be working in a professional team environment and be offered accelerated training and development, all within excellent office facilities and with a strong sense of social networking. If you enjoy a fast-paced, client-focused environment and would like to advance your career with this amazing opportunity, please apply now. For more information, please contact: FS Recruitment Solutions Financial Services Specialists Your application will include the following questions: Which of the following statements best describes your right to work in Australia? Report this job advert Don’t provide your bank or credit card details when applying for jobs. J-18808-Ljbffr • Fri, 01 MarFS Recruitment Solutions
SUN LIFE FINANCIAL ADVISOR » Mackay Region, Queensland - SUN LIFE FINANCIAL ADVISOR page is loaded SUN LIFE FINANCIAL ADVISOR Apply locations Victoria, British Columbia time type Full time posted on Posted 30 Days Ago job requisition id JR00034425 You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world. Job Description: ReqJR00034425 FC009Victoria What’s holding you back from building your own business? Take control of your life and determine your own success. Enjoy financial independence and work life balance. As a Sun Life advisor, you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. Let’s talk. This could be the start of something great What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and head office specialists Great peer-to-peer networking, educational and training opportunities Industry leading technology and business services National advertising and personalized marketing collateral An innovative ‘level commission’ structure that can provide you with an ongoing stream of income, right from day one Access to group savings, stock ownership program and benefits plans What you’ll do: Grow your business by prospecting within your network and in your community Meet with prospects and Clients to review their goals Provide trusted advice about the right life and health insurance products to protect against risk Deliver personalized, ongoing financial solutions to help clients work toward their long-term investment and retirement goals Build and grow your business through referrals What we’re looking for: Self-motivated, highly driven and entrepreneurial Goal-oriented with a strong work ethic Continuous learner with a deep interest in client needs Ability to develop and maintain relationships Excellent communication skills Persuasive, able to motivate others to action Business development and prospecting skills Strong sales orientation and a passion for putting clients first As this position is posted in several locations, we specify that bilingualism (French, English, both oral and written) is required for Quebec only to answer calls from English and French-speaking Clients across Canada or worldwide. We want to hear from you Learn more and APPLY at www.sunlife.ca/becomeanadvisor To be contracted as a Sun Life advisor, you must be legally entitled to work in Canada. Sun Life will not sponsor your application for authorization to work in Canada, including for a work permit or permanent residency. The Sun Life advisor role is 100% commission-based. The possible salary disclosure provided by this job board does not apply. LI-GJ1 Job Category: Sales - Direct Posting End Date: Shine together At Sun Life, you can be your most brilliant self. Our supportive, flexible, and inclusive work environment is one where you – and your career – can thrive. Whatever your aspirations, collaborative leaders and colleagues are ready to help you learn, grow, and succeed. We’re a global company with a passion for people. Our purpose is to help Clients achieve lifetime financial security and live healthier lives. As a team of 30,000 across 26 countries, our impact is far-reaching, and locally relevant There’s power in numbers. As part of Sun Life’s growing team, you have an impact on people in your community and around the world. Shape the future With an optimistic eye on a brighter future, we drive to innovate. Be part of leading change, push boundaries and try new ways of working. Use data to drive bold actions. Be agile and pivot as we test and learn. At Sun Life, we’re driving transformation, sustainability and innovation for our Clients, employees, partners, and communities. Join us. Together, we can make the future brighter. J-18808-Ljbffr • Fri, 01 MarSun Life Financial
Financial Adviser » Australia - About the company : There is an excellent opportunity for an experienced financial adviser to join one of the fastest growing practices in Brisbane. Our client is based on Brisbane's city fringe. This opportunity is well suited to an adviser with 2 years of experience that is looking to develop their career with a dynamic business that is going through an exciting period of growth. Benefits: Existing clients and new client leads provided Join a business that is growing and acquiring books Streamlined processes and full back office support provided Earn excellent bonuses - OTE $180k Fun and social team culture Half day every Friday Duties and Responsibilities: You will be provided with existing clients, and new client leads to onboard Manage a book of ongoing service clients with a focus on superannuation, personal insurance and investment advice Continue to grow your client base - clients will be allocated to you as the firm continues to acquire businesses Provide an excellent level of client service Work collaboratively with in-house paraplanning and admin staff About you: Passed FASEA exam and completed FASEA educational requirements 2 years experience as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments Confident handling leads and onboarding new clients Well presented and excellent communication skills Able to work in a fast paced environment Salary is $100,000 super quarterly bonuses - OTE $180,000 to $200,000 after first year. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann at benbentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs J-18808-Ljbffr • Fri, 01 MarBentley Recruitment
Independent Financial Advisor » The Rocks, Sydney - Job Advertisement: Independent Financial Advisor for Leading Wealth Management Firm in Sydney A leading wealth management firm in Sydney, represented by IRC Independent Resourcing Consultancy are looking for an experienced and qualified Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will be responsible for providing expert financial advice to our clients, helping them to achieve their financial goals and secure their financial futures. Requirements: - A minimum of 5 years of experience as a Financial Advisor in the wealth management industry - Industry leading qualifications such as CFP, CFA, or other relevant certifications - Transferable client base and AUM - Excellent communication and interpersonal skills - Strong analytical and problem-solving abilities - Ability to work independently and as part of a team Responsibilities: - Build and maintain relationships with clients, providing them with expert financial advice and guidance - Conduct thorough financial assessments of clients' current financial situations and future goals - Develop and implement personalized financial plans for clients, including investment, retirement, and tax planning strategies - Monitor clients' financial progress and adjust plans as necessary - Keep up-to-date with industry trends and regulations to ensure compliance and provide the best possible service to clients Offering a competitive salary and benefits package, as well as a supportive and collaborative work environment. If you meet the above requirements and are passionate about helping clients achieve their financial goals, we encourage you to apply for this exciting opportunity. Please submit your resume and cover letter to IRC independent resourcing consultancy at mariaircfs.com with the subject line "704 Independent Financial Advisor - Sydney" or click to apply today. J-18808-Ljbffr • Fri, 01 MarIndependent Resourcing Consultancy Ltd
Finance Advisor » Perth CBD, Perth - You will be involved in: A variety of activities including Value/Risk such as control frameworks concerns, performance management system issues, large investments, complex contracts) depending on the requirements, of the specific activity Responsible for the delivery of Finance capability required to support a set of clearly defined business outcomes across multiple activities/assets Examples of scope of work: Setup and change management of new and existing finance processes to incorporate the project and other backfill projects, ie multi-venture cost sharing and inventory management Continuous improvement projects on the near term forecasting process Review of material capitalisations and supporting documentation Finance input to material and complex contracts J-18808-Ljbffr • Fri, 01 MarBrunel GmbH
Finance Advisor » Australia - A Finance Advisor Internship is available with a Tier 1 Financial Advisory firm specialising in financial planning and advice for retirees. This Finance Advisor internship opportunity provides you the opportunity to join a small to medium size firm offering an internship in Financial Advisory services. If you’re a detail-oriented Finance graduate with a passion for investment strategy, portfolio analysis, and client services, this internship in finance will suit you. Finance Advisor Internship Roles and Responsibilities Perform financial modelling and forecasting of financial statements. Valuing companies and/or assets. Preparing marketing materials for a client pitch to promote investment strategies suited to their needs. Assisting with finance deals and interacting with clients. Checking compliance for each financial plan developed. What you will learn on the Finance Advisor Internship? Comprehensive training that helps develop your technical knowledge in financial planning and advisory services. Analysing real-world financial data and using it effectively. Preparing financial statements, trend analysis and forecasting. How to apply for the Finance Advisor Internship position? To be considered for this finance internship, you need to be a member of the CSA Internship Academy. To learn more about our Finance Internships and to book a free Career Counselling and Internships phone consultation , click the button below. Career Training, Mentoring & Internship Program Management fees apply to become a member of the CSA Internship Academy. Click Apply to get started. J-18808-Ljbffr • Fri, 01 MarCareer Success Australia
Finance Advisor » Perth CBD, Perth - Location Perth, Western Australia, Australia Industry Oil & Gas - Offshore Gas Job Type Contract Date Added January 11, 2024 Our Energy client is hiring a Finance Advisor to work within their facilities in Perth, WA on an initial of 6-months casual contract role. Position: Finance Advisor Duration: 6 months contract Location: Perth, WA Schedule: 5/2 & 8 hours per day Finance Advisors serve as the face of Finance for opportunities or challenges prioritised based on value and risk. They are involved in a broad range of business activities for performance unit, to develop opportunities to improve performance and manage risk primarily over the current year and the 3-year outlook. They are responsible for the delivery of Finance capability required to support a set of clearly defined business outcomes across multiple activities/assets. Accountabilities: This role forms part of the Finance Team, who collectively manage finance activities. Over the coming years the integration of facility is under development, requiring significant change to business and finance processes to accommodate multiple fields and multiple JVs gas resources to be processed on the facility, in addition to the major construction project to be managed. This role will include a variety of activities/opportunities assigned to them by the Pool (Finance) Manager based on Value/Risk. Some specific examples include; Setup and change management of new and existing finance processes and supporting documentation to incorporate (ie. multi venture cost sharing and inventory management) Continuous improvement projects on the near-term forecasting process Skills & Requirements: The ability to partner and quickly build trust with various stakeholders. You will be able to rapidly develop understanding of the specific business context to propose solutions. Excellent communication skills, both verbal and written, and the ability to construct high quality professional process documentation. Project management skills and flexibility given the support across multiple activities/assets.The ability to self-manage and prioritise accordingly. Significant financial modelling experience (including the ability to design and develop processes and tools with minimal supervision) Extensive experience of planning & forecasting (particularly in a Capital Project context) Commercial awareness and experience of working with Joint Venture Partners Continuous Improvement experience an advantage SAP and Power BI experience an advantage If you would like to be considered for the position, please apply direct to thisadvertisement with your CV & contact details. Or send the same to noor.ameliaairswift.com Don’t see a job for you? Register for our candidate portal Sign in or register for Airswift Digital to stay updated with recommended jobs. J-18808-Ljbffr • Fri, 01 MarAirswift
Financial Advisor Australia » The Rocks, Sydney - [fvplayer id"16"] Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you looking for an environment ready to match your ambitions? Do you want to join a team of experienced licensed professionals with a strong work ethic utilizing cutting edge analysis tools and client management systems? As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers. As a result of continued growth they are extending their team of experienced Financial Advisers based in Sydney, where they offer services for the large and affluent expatriate communities in Australia. We are looking for highly motivated, successful Independent Financial Advisers already living on location or ready to relocate. Do you want to move your career to a company that will: Recognize your efforts with excellent potential earnings Give you access to a vast market ensuring excellent earning potential Share ongoing fees Provide you with qualified online leads and back office assistance Provide continuous first class business development and financial training Their financial advisers are committed to providing our clients with a first class experience. You will assess their needs regarding financial planning and wealth management issues, advise on appropriate products from top global financial institutions and offer tailored solutions. Through face to face meetings you will help our clients realise their financial goals. My client expects the very best from their advisers and they know that to be successful with then you will: Pride yourself on your track record of achieving and exceeding targets in the financial services sector Use your excellent communication skills to listen to, assess and connect to clients Thrive in a challenging role using your drive and determination to personally succeed Use your experience, maturity and wisdom to ensure client commitment and lasting relationships SKILLS REQUIRED: Proven ability to work closely with HNI people remotely Can generate business Can deal with problems and challenges while staying calm Relevant IFA qualifications are strongly preferred, but not essential if the candidate can clearly demonstrate the desire and ability gain their qualifications in a timely manner. IDEAL CANDIDATE: Financial Advisors with experience in advising UK expatriates Has built or grown business by their own efforts Worked under sales pressure Provided complex financial advice Enjoys a challenge Has ability to deal with business risk Has been recognized for achievements in business growth / sales Can identify things they have done Can turn data into a sales story Can understand complex financial information Consistent drive to move things forward Please note: This position would typically suit experienced Australian resident investment advisory candidates with QROPS experience as most of the consumers served by my client are typical AU and Western expats with UK pensions. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience. UK level 4 CISI financial services qualifications or AU equivalent preferable. [mailerlite_form form_id2] Sponsored by: https://www.onpassive.fun Tagged as: Australia , Financial Adviser , Financial Advisor , IFA Jobs , International IFA , Sydney , UK Pensions , Wealth Management , Wealth Management Advisor J-18808-Ljbffr • Fri, 01 MarPrestige IFA Jobs
Financial Adviser - Aged Care Specialist » Australia - Our client is a dynamic financial planning firm located central Gold Coast that is going through a period of growth. They specialise in aged care advice and have a linked retirement planning business. The team prides themselves on providing conflict free advice. Due to growth and a continual flow of new client leads, they are looking to hire a qualified financial adviser. Benefits: Highly qualified leads provided - no need to do your own business development Paraplanning and admin support Regular staff lunches and social events 5 weeks of leave per year Flexible working arrangements Base salary bonus Tasks and responsibilities: Handle qualified client leads coming in to the business Meet with clients and provide aged care financial advice Provide an excellent level of client service Work collaboratively with in house paraplanning and admin support Help to drive business growth About you: 3 years of experience as an authorised financial adviser providingaged care advice Completed relevant degree and FASEA exam Experienced at onboarding new clients and handling leads Personable and empathetic Excellent communication skills Salary is flexible depending on experience, $110,000 - $130,000 super bonus. To apply: If you're interested please apply via this ad or send your CV to Ben Sultmann atbenbentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs J-18808-Ljbffr • Fri, 01 MarBentley Recruitment
Personal finance advisors » Dunnstown, Moorabool Area - Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Curabitur aliquet quam id dui posuere blandit. Nulla porttitor accumsan tincidunt. Donec rutrum congue leo eget malesuada. Pellentesque in ipsum id orci porta dapibus. Donec sollicitudin molestie malesuada. Vivamus magna justo, lacinia eget consectetur sed, convallis at tellus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Praesent sapien massa, convallis a pellentesque nec. Curabitur non nulla sit amet nisl tempus convallis quis ac lectus. Mauris blandit aliquet elit, eget tincidunt nibh pulvinar a. Praesent sapien massa, convallis a pellentesque nec, egestas non nisi. Curabitur aliquet quam id dui posuere blandit. Nulla porttitor accumsan tincidunt. Donec rutrum congue leo eget malesuada. Pellentesque in ipsum id orci porta dapibus. Donec sollicitudin molestie malesuada. Vivamus magna justo, lacinia eget consectetur sed, convallis at tellus. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. Quis suspendisse ultrices gravida. modo viverra mae. Duis aute irure dolor in reprehenderit in voluptate velit esse cillum dolore eu fugiat nulla pariatur. Duis aute irure dolor in in voluptate velit esse cillum dolore eu fugiat nulla pariatur. J-18808-Ljbffr • Fri, 01 MarTrueCoverage, LLC.
Financial Adviser - Personal Insurance » Australia - About the company : Our client is a professional services firm offering accounting, financial planning and insurance services to a book of long standing clients. They are situated in Fortitude Valley in modern, spacious offices. There is an exciting opportunity for an experienced risk adviser to join the team and manage a large book of existing insurance clients. Benefits: Existing book of risk clients ready to manage Room for career progression and growth Internal referral sources Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk clients Engage with clients and build rapport Provide tailored personal insurance advice recommendations Drive growth - identify new business leads within the existing book Develop referral relationships with internal teams and external business partners Meet and onboard new risk clients Be proactive and complete your own business development About you: 3 years of experience as an authorised financial adviser - open to holistic advisers with strong risk experience, or risk specialist advisers Strong knowledge of insurance advice and passionate about a specialist role in this area Strong understanding of different insurance products and providers Self-sufficient and able to manage a book of clients Client focused Proactive with a growth mindset Experienced onboarding new clients Xplan experience Salary is flexible depending on experience, circa $100,000 - $140,000 Super. How to apply: If you're interested please apply via this ad or send your CV to Ben Sultmann atbenbentleyrecruitment.com.au If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020. For a full list ofsimilar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs J-18808-Ljbffr • Fri, 01 MarBentley Recruitment
APS 6 - Reporting Advisor » Canberra, ACT - Melbourne, VIC - $88,175 - $100,724 (plus Super) Canberra - ACT; Melbourne CBD - VIC The Role As an APS 6 Reporting Advisor... within the Financial Policy Directorate, you will be responsible for the management of grant data and gifts and benefits data... • Fri, 01 MarDefence Australia$88175 - 100724 per year
Senior Finance Advisor , Transport and Main Roads » Brisbane, QLD - We are seeking an experienced Senior Finance Advisor to join our Business Performance Services team in Brisbane... Contact person Danielle Blackmore Contact details Phone: (07) 3066 3957 Access the The role of Senior Advisor (Finance) has key... • Fri, 01 MarQueensland Government
Personal Banking Advisor » Gosford, NSW - their needs. The role of Personal Banking Advisor is a key customer facing position in our branch network as you will have quality... relationships and then manage them for the long-term. And any business or financial know-how will definitely be an advantage in... • Fri, 01 MarWestpac
Financial Adviser (SMSF Support Specialist) Analyst » New South Wales - Financial Adviser (SMSF Support Specialist), you'll play a crucial role in supporting our team of licensed advisers and helping... clients establish and manage their SMSFs. You'll gain valuable experience in the financial services industry while learning... • Fri, 01 MarFreedom Careers$80000 - 110000 per year
Comprehensive Financial Adviser » Melbourne CBD, Melbourne - Mercer is seeking candidates for the following position based in the Melbourne office: Comprehensive Financial Adviser What can you expect? The Mercer Financial Advice team provides tailored and comprehensive financial advice to a range of individual clients over the phone and in person by developing strategies and plans that meet our client's needs and circumstances. The team comprises fully qualified and accredited financial advisers who are therefore required to meet the appropriate legislative and regulatory requirements applicable to financial advisers, and our licensing conditions What is in it for you? At Mercer, we recognise that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with every opportunity to reach your full potential. We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more Flexible work arrangements Leading training and development program Professional environment where your career path really matters and is supported in our global organisation Great team environment with energetic and supportive colleagues Genuine work life balance We will count on you to: Managing a portfolio of clients and fulfilling the terms of engagement with each client. Developing deeper relationships with clients by offering new and beneficial services that will assist them achieve their financial goals. Ensuring that each client portfolio is administered correctly, and is maintained according to the standards expected of Mercer. Ensures personal advice provided is implemented Producing an individual client and new business development plan to identify opportunities and achieve revenue targets. Encouraging referrals from existing clients using "family and friends" discounts, promotional activities, new services, client seminars. Increasing new appointment levels through outbound calls and receiving inbound calls from clients that may be part of marketing campaigns Mentor members of the team What you need to have: Ideally 2-3 years' financial adviser (FASEA qualified), experience managing and retaining clients Excellent relationship management skills. Relevant financial advice competency with appropriate technical proficiency including the full suite of financial advice services (savings, investments, superannuation, shares, property, debt management, estate planning, and wealth protection). Previous experience in mentoring staff or leading a team Experience with Xplan will be highly regarded. Demonstrated ability to plan, prioritise and schedule work targets / activities with minimal supervision.Excellent verbal and written communication skills. Attention to detail. Strong organisational skills and the ability to work to deadlines. Ability to work with various types of people and clients. Tertiary qualified in business related area with financial advice. Certified Financial Planner certification preferable, or part way through certification process. Diploma in Financial Planning mandatory. Completed FASEA Educational Requirements Advanced Diploma in Financial Planning preferable. Working towards Certified Financial Planning designation. Must meet 40 hours Continuing Professional Development each year. About us: Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 76,000 colleagues and annual revenue of $17 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit https://www.mercer.com/ . Follow Mercer on Twitter Mercer. Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement. Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment. • Fri, 01 MarMarsh & McLennan Companies, Inc.
Senior Advisor Communication and Media , Residential Tenancies Authority » Brisbane, QLD - We are seeking an experienced Senior Advisor Communication and Media to join the Communication and Education team... Ongoing Contact person Gemma Ward Contact details [email protected] | 0439 651 107 Access the The Senior Advisor... • Fri, 01 MarQueensland Government
Advisor - Training » Middlemount, QLD - Join Macmahon as an Experienced Training Advisor supporting the Maintenance Team at the Foxleigh coal project located... - Challenge. Develop. Grow. Dedicated lifestyle, financial and mental health support Salary sacrifice options for flights... • Thu, 29 FebMacmahon$8000 per month
RTW & Safety Advisor » Sydney, NSW - and RTW Advisor to join our team at an exciting time as well re-define safety processes and practices in our Manufacturing... Health benefits is a holistic program that covers Physical, Financial, Emotional and Social health. Our benefits are varied... • Thu, 29 FebKellanova
Clinical Research Advisor » Docklands, VIC - community. We offer our research partners not only financial support but also access to Medibank's expertise and experience in... from participating in relevant studies or trials. As the Clinical Research Advisor you will support Medibank's commitment to research... • Thu, 29 FebMedibank
Remediation Governance Advisor » Australia - Insurance and Commercial & Personal Injury Insurance value chains. The purpose of the Remediation Governance Advisor role... What you'll bring 3+ years' experience in risk or a business analyst related field within financial services 2+ years... • Thu, 29 FebSuncorp
Financial Adviser (SMSF Support Specialist) Analyst » The Rocks, Sydney - Opportunities: Salary Range: $80,000 - $110,000 (Based on experience) Hybrid About the Role As an Australian Financial Adviser (SMSF Support Specialist), you'll play a crucial role in supporting our team of licensed advisers and helping clients establish and manage their SMSFs. You'll gain valuable experience in the financial services industry while learning the intricacies of SMSFs through comprehensive training and mentorship. This exciting opportunity demands a strong work ethic, a keen interest in finance, and a commitment to providing exceptional client service Responsibilities Assist licensed advisers in preparing client onboarding documents and conducting financial needs analyses. Gather and process client information and data related to their SMSFs. Prepare and maintain accurate and up-to-date client records in accordance with regulatory requirements. Assist with research and analysis of investment options and market trends. Communicate effectively with clients, responding to inquiries and addressing their concerns within established protocols. Liaise with external service providers and regulators on behalf of the team. Proactively identify opportunities to improve internal processes and workflows. Continuously learn and expand your knowledge of SMSFs and financial services through training and self-directed study. Key Skills & Qualities Has a strong interest in finance and the financial services industry. Possesses excellent organizational and time management skills. Demonstrates strong communication and interpersonal skills, both written and verbal. Is a team player with a collaborative and helpful attitude. Is a fast learner with a willingness to take initiative and ask questions. Has a keen eye for detail and is highly organized. Enjoys working in a fast-paced and dynamic environment. About us: My SMSF is a Sydney-based accounting firm specializing in Self-Managed Superannuation Funds (SMSFs). We focus on empowering individuals to achieve financial freedom through property investment by providing: Tailored SMSF establishment: We collaborate with you to understand your financial goals and create an SMSF strategy that aligns with your property investment plans. Comprehensive SMSF compliance and administration: We ensure your SMSF adheres to all relevant regulations and handle all administrative tasks, freeing you to focus on growing your investment portfolio. Strategic property investment guidance: Our team offers valuable insights and support throughout the property investment journey, from selection to management. Empowering your financial future At My SMSF, we believe everyone deserves the opportunity to build a secure financial future. We are passionate about helping individuals take control of their finances through personalized guidance and expert SMSF solutions. Please note that while we do not offer advice it is still important to consult with a licensed financial advisor before making any investment decisions related to your SMSF. LI-DNI Forge Your Empire: Unleash Your Inner Warrior with Freedom Careers Forget stale routines and soulless cubicles. At Freedom Careers, we're not just recruiters, we're architects of destinies. We ignite your inner warrior, guiding you towards groundbreaking roles that fuel your career, personal, and financial growth. Imagine: Freedom Property Investors : Build an empire of brick and mortar with, crafting your financial freedom one property at a time. Freedom Investment Lending : Becoming the architect of financial dreams, securing funding for ambitious plans and propelling growth. Australian Property Updates : Shaping the narrative of the property market and, wielding the power of information to empower savvy investors. My SMSF : Securing your future, brick by brick and super strong and taking control of your retirement with expert guidance. These are just a few of the empires you can forge with Freedom Careers. We offer a diverse landscape of opportunities across dynamic, purpose-driven companies. But we're not just about finding you a job. We're about igniting your potential. We believe in: The Warrior Focus: We don't just place you, we equip you with the skills and resources to conquer every challenge. Holistic Evolution: Career success is just the beginning. We nurture your personal and financial wellbeing, crafting a fulfilling life beyond the office. Sisterhood of Success: We're a supportive community of like-minded individuals, pushing each other to climb new heights and build lasting legacies. Ready to unleash your inner warrior and forge your own empire? Powered by JazzHR • Thu, 29 FebFreedom Careers
Principal Finance Advisor - Financial Advisory Services » Australia - Job details Position status Fixed Term Temporary Position type Full-time Occupational group Accounting and Finance Classification AO7 Workplace Location Mackay region,Rockhampton region Job ad reference QLD/CO547359/24T Closing date 11-Mar-2024 Yearly salary Fortnightly salary Total remuneration Salary Other Job duration A period of 3 months unless otherwise determined Contact person Jarrod Michell Contact details (07) 4932 4057 Access the National Relay Service About the Department of Education The Department of Education are dedicated to building an inclusive and diverse workforce that reflects the community and schools we support by treating everyone with respect and dignity. This starts with recruitment and selection. The methods of assessing suitability in the recruitment process may vary. This includes making reasonable adjustments to support applicants at all stages of the process and employee lifecycle. About the Role The successful applicant will undertake the following tasks: Intensive financial case management, including strategy development and implementation with schools. Answer challenging and high level queries around policy and system areas that have been escalated beyond standard school support. Proactively identify opportunities for improved service to schools by undertaking comprehensive data analysis. Provide high quality strategic advice to schools around investment decisions. Coach, support and work closely with Senior Finance Business Partners to ensure they are providing high quality services to their school clients. Collaboratively work with other Principal Finance Business Partners to address identified priority issues and deliver improvement initiatives across the state. To be considered for the role, you must be able to demonstrate: Strong understanding of finance in a school environment is highly desirable, including interpretation of policy and procedures and answering complex financial system queries (Agresso, School Budget Solutions). Proven ability to deliver timely and high quality advice on challenging financial matters Experience in complex and detailed data analysis, including demonstratable system skills (Microsoft Excel, Power BI, OneNote etc). Exceptional relationship building skills and ability to work with a diverse range of clients with varying levels of skills and experience. Provision of face to face (cluster) and MS Teams (region and statewide) group training and capability development with Principals and Business, as well as one to one support. How to Apply Please attach a brief resume including contact details for 2 referees (referees should have an understanding of your relevant previous work history); and A 1-pg written statement in response to the attached role description. We welcome all applicants to share any support needed to ensure our recruitment process is inclusive. Applications remain current for 12 months from the closing date and may be considered for appointment to identical or similar vacancies within the Department. Applications from recruitment agencies will not be accepted. When working in regulated employment an employee must have a current Working with Children Clearance (blue card) issued by Blue Card Services. Salary rate shown is reflective of full-time (1.0 FTE). The Department of Education is a family inclusive workplace. Click here to find out more about our Inclusion and Diversity strategies. Further information We are committed to building inclusive cultures in the Queensland public sector that respect and promote human rights and diversity. For a full list of the position responsibilities and mandatory requirements, please ensure you download the attached role description and candidate information fact sheet and follow the instructions. Documents Before applying for this vacancy please ensure you read the documents below. CO547359_24T - Role Description (PDF, 172KB) Role Description Candidate Information Fact Sheet (PDF, 728KB) Information Package for Applicants • Thu, 29 FebQueensland Government
Health and Wellbeing Advisor » Docklands, VIC - markets. About the role As the Health & Wellbeing Advisor, you care passionately for our injured team members by providing... and RTW advice to the team members within the portfolio Reduce the health, social and financial impact of work related... • Wed, 28 FebColes Group
Senior Business Advisor-Finance (Capital and Digital Health Projects) , Queensland Health » Sunshine Coast, QLD - An exciting opportunity exists for a Senior Business Advisor - Finance to provide financial based leadership, advice... Advisor is responsible for the development of regular financial performance management reporting, budgeting, financial... • Wed, 28 FebQueensland Government$117824 - 126212 per year
Travel Advisor - Travel Associates - Kew, VIC » Kew, VIC - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Wed, 28 FebFlight Centre$110000 per year
Senior People & Culture Advisor » Pyrmont, NSW - Qualifications Skills & Experience 4+ years' experience in a People & Culture role, specifically 2+ years in an Advisor capacity... and events supporting your physical, mental, and financial wellbeing. Grow & develop - enjoy extensive L&D opportunities through... • Wed, 28 FebPublicis Groupe
Travel Advisor - Travel Associates - Victoria Point, QLD » Queensland - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Wed, 28 FebFlight Centre$110000 per year
Travel Advisor - Travel Associates - Paradise Point, QLD » Queensland - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Wed, 28 FebFlight Centre$110000 per year
Comprehensive Financial Adviser » Melbourne, VIC - : Comprehensive Financial Adviser What can you expect? The Mercer Financial Advice team provides tailored and comprehensive... financial advice to a range of individual clients over the phone and in person by developing strategies and plans that meet... • Wed, 28 FebMarsh McLennan
Travel Advisor - Travel Associates - Paddington, NSW » New South Wales - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Wed, 28 FebFlight Centre$110000 per year
Financial Adviser - Sunshine Coast » Sunshine Coast Region, Queensland - Pre-retiree client portfolio, review advice with some new business required, join one of the fastest growing firms on the Sunshine Coast The Company A unique firm located on the superb Sunshine Coast has a rare and coveted opportunity for a polished and professional Financial Adviser to join their thriving firm which is in a large state of growth. They offer a family-friendly culture, flexible working conditions and have a spirit of excellence in all things they do. The Position This role will see you servicing an established base of pre-retiree clients who primarily work in the Government and Health industries, whilst there will be some new business by way of new client referrals the role will mostly consist of review advice. You will be supported by a team of administrative and client services professionals to ensure you are well positioned to do what you do best. Desired Experience Ideally at least five years experience as an Adviser Has an interest in goals based Financial Advice Strong knowledge of investments Tertiary education in line with industry requirements Polished personal presentation and exceptional communication skills Benefits Working with highly ranked and multi-award winning Advisers, you will be backed by a strong local support team and will immerse yourself into a family-friendly company culture that recognizes and rewards great work. The salary on offer can be negotiable commensurate with skills and experience and additionally on offer is a lucrative bonus incentive. Contact Daniel Jensen 0401 238 901 danielvoyagerrecruitment.com.au https://voyagerrecruitment.com.au/ • Tue, 27 FebVoyager Recruitment
Advisor, Employee Relations » Sydney, NSW - Create impact as an Employee Relations Advisor Join the largest insurance group in Australia and New Zealand.... YOUR ROLE As an Advisor in our Employee Relations team, you will provide trusted and compliant advice to employees and people... • Tue, 27 FebIAG
Travel Advisor - Travel Associates - Toorak, VIC » Toorak, VIC - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Tue, 27 FebFlight Centre$110000 per year
Product Advisor » Brisbane, QLD - are seeking a first class Product Advisor to join our Consumer Deposits team in Everyday Banking. The successful candidate... and enhancements; deliver enhanced customer value; achieve financial outcomes and growth needs (Balance Sheet and Profit & Loss... • Tue, 27 FebSuncorp
Principal Finance Advisor - Financial Advisory Services , Education » Mackay, QLD - Rockhampton, QLD - An exciting temporary full-time opportunity exists to join the Central QLD Financial Advisory Services team as an A07... Role The successful applicant will undertake the following tasks: Intensive financial case management, including... • Tue, 27 FebQueensland Government
Travel Advisor - Travel Associates - Sandringham, VIC » Sandringham, VIC - itinerary is unique. As a personal Travel Advisor, you will research, design, book and manage every little detail from start... experience: At Travel Associates, experience lies at the heart of everything we do. As our newest Travel Advisor... • Tue, 27 FebFlight Centre$110000 per year
Advisor (Customer Engagement) , Transport and Main Roads » Brisbane, QLD - , complaints, fare adjustments and refunds for the Translink network across Queensland. Key responsibilities The Advisor... and services. The Advisor (Customer Engagement) will apply their analytical skills and detailed understanding of ticketing policies... • Tue, 27 FebQueensland Government
Licensed Australian Financial Adviser (SMSF Specialist) » Sydney, NSW - Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize... financial needs analyses and provide personalized investment recommendations based on market trends and regulations. Guide... • Tue, 27 FebFreedom Property Investors$100000 - 150000 per year
Licensed Australian Financial Adviser (SMSF Specialist) » Sydney, Sydney Region - Opportunities: Salary range: $100,000 - $150,000 (based on experience) Hybrid About the Role As a Licensed Australian Financial Adviser (SMSF Specialist), you'll play a pivotal role in helping clients establish, manage, and optimize their SMSFs. You'll leverage your deep knowledge of SMSF regulations and investment strategies to provide personalized advice tailored to each client's unique needs and goals. This rewarding role requires strong technical expertise, exceptional communication skills, and a commitment to building long-term relationships with clients. Responsibilities Develop and implement comprehensive SMSF strategies aligned with client risk tolerance, investment objectives, and retirement goals. Conduct thorough financial needs analyses and provide personalized investment recommendations based on market trends and regulations. Guide clients through the process of establishing and administering SMSFs, ensuring compliance with all legal and regulatory requirements. Prepare and present clear, concise, and easy-to-understand explanations of financial concepts and investment strategies. Maintain strong working relationships with clients, providing ongoing support and proactively addressing their concerns. Stay up-to-date on the latest SMSF regulations, investment trends, and market developments. Contribute to the growth and success of the team by collaborating with other financial advisers and support staff. Key Skills & Qualities Holds a valid Australian Financial Services (AFS) Licence and SMSF Adviser Specialisation. Possesses 3 years of experience as a Licensed Australian Financial Adviser, preferably with a focus on SMSFs. Demonstrates a strong understanding of SMSF regulations, investment strategies, and tax implications. Has excellent communication and interpersonal skills, able to build rapport with clients of diverse backgrounds. Enjoys building long-term relationships and providing exceptional customer service. Is a problem-solver with a strong analytical mind and attention to detail. Is highly motivated, self-directed, and able to work independently. Has a passion for helping people achieve their financial goals. About us: My SMSF is a Sydney-based accounting firm specializing in Self-Managed Superannuation Funds (SMSFs). We focus on empowering individuals to achieve financial freedom through property investment by providing: Tailored SMSF establishment: We collaborate with you to understand your financial goals and create an SMSF strategy that aligns with your property investment plans. Comprehensive SMSF compliance and administration: We ensure your SMSF adheres to all relevant regulations and handle all administrative tasks, freeing you to focus on growing your investment portfolio. Strategic property investment guidance: Our team offers valuable insights and support throughout the property investment journey, from selection to management. Empowering your financial future At My SMSF, we believe everyone deserves the opportunity to build a secure financial future. We are passionate about helping individuals take control of their finances through personalized guidance and expert SMSF solutions. Please note that while we do not offer advice it is still important to consult with a licensed financial advisor before making any investment decisions related to your SMSF. LI-DNI Forge Your Empire: Unleash Your Inner Warrior with Freedom Careers Forget stale routines and soulless cubicles. At Freedom Careers, we're not just recruiters, we're architects of destinies. We ignite your inner warrior, guiding you towards groundbreaking roles that fuel your career, personal, and financial growth. Imagine: Freedom Property Investors : Build an empire of brick and mortar with, crafting your financial freedom one property at a time. Freedom Investment Lending : Becoming the architect of financial dreams, securing funding for ambitious plans and propelling growth. Australian Property Updates : Shaping the narrative of the property market and, wielding the power of information to empower savvy investors. My SMSF : Securing your future, brick by brick and super strong and taking control of your retirement with expert guidance. These are just a few of the empires you can forge with Freedom Careers. We offer a diverse landscape of opportunities across dynamic, purpose-driven companies. But we're not just about finding you a job. We're about igniting your potential. We believe in: The Warrior Focus: We don't just place you, we equip you with the skills and resources to conquer every challenge. Holistic Evolution: Career success is just the beginning. We nurture your personal and financial wellbeing, crafting a fulfilling life beyond the office. Sisterhood of Success: We're a supportive community of like-minded individuals, pushing each other to climb new heights and build lasting legacies. Ready to unleash your inner warrior and forge your own empire? Powered by JazzHR • Mon, 26 FebFreedom Careers
Site Reliability Engineer Prominent Global Financial MarketMaking Firm » Australia - Location Sydney Australia Our client a leading global financial marketmaking firm is looking for a talented SRE to enhance the reliability stability and scalability of their trading systems and infrastructure Responsibilities UNIXbased co...
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Python C Engineer in Data Prominent Global Financial MarketMaking Firm » Australia - Are you interested in working on businesscritical data challenges and optimizing them towards usability Our client a leading global financial marketmaking firm wants to hear from you Responsibilities Develop applications and tools to support a de...
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Financial Adviser - Personal Insurance » Brisbane, QLD - About the company: Our client is a professional services firm offering accounting, financial planning and insurance... Work alongside senior financial advisers Social and interactive team culture The role: Manage a book of existing risk... • Sat, 24 FebBentley Recruitment$100000 - 140000 per year
MFC Salaried Financial Advisor » The Hill, Newcastle Area - Let's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications. Provides advice in line with the customer value proposition & compliance framework. Develops, tracks & reviews business plan to meet individual performance targets. Works in specific allocated markets. Works with a specific range of products. Prospecting is limited. Receives a base salary & bonuses - no commission. Role Description Key / Performance Areas Financial Advice Provides advice in line with the customer value proposition & compliance framework. Works in specific allocated markets. Works with a specific range of products. Personal Effectiveness Accountable for service delivery through own efforts. Individually accountable for managing own time, tasks and output quality for periods of 1 day to a maximum of 3 months. Makes increased contributions by broadening individual skills. Collaborates effectively with others to achieve personal results. Accepts and lives the company values. Relationship Building Establish sound working relationships and maximises opportunities with prospective clients. Uses appropriate interpersonal and communication techniques to gain client acceptance. Sales/ Productivity Develops, tracks & reviews business plan to meet individual performance targets. Engages in limited prospecting. Requirements: Skills, Qualifications and Experience required Grade 12 (Matric). Valid Driver's licence and Own Car FAIS Compliance Clear criminal and credit check Minimum of 3 years working experience (preferably in sales) Computer literacy (MS Word, Powerpoint and Outlook) Excellent communication skills (written and verbal) Presentations skills an added advantage Attributes / Competencies Client Focus Decision Making Planning & Organising Sales Ability Technical Knowledge Tenacity Skills Education Closing Date 31 March 2024 The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual's Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story • Sat, 24 FebOld Mutual Limited Ltd.
Advisor Finance » Brisbane, Brisbane Region - Eden Ritchie is seeking an Advisor Finance who will be responsible for the provision of high-level support and advice in the delivery of the Financial Services and Strategic Sourcing Command whole of Department activities. 6 month contract Brisbane CBD location As the Advisor Finance, your key responsibilities will include: Work collaboratively with the Assistant Commissioner and Senior Leaders to identify risks within the Command, develop risk mitigation strategies, and manage currency of the risk register and subsequent reports. Maintain detailed records of all audit (internal and external) findings, recommendations and implementation plans; monitor implementation plans / practice improvement and report on progress and/or variances as required. Work collaboratively with Senior Leaders to develop operational plans, implementation milestones and/or performance metrics to enable monitoring and reporting of work-to-plan activities or variances. Co-ordinate and quality assure all correspondence including the implementation and maintenance of appropriate policies and procedures. Where relevant and practical, use a continuous improvement approach to enhance service delivery, achieve policy or procedure efficiencies, or similar. Liaise with Command experts to obtain data/information and draft accurate responses to external information requests from Department stakeholders, such as the Ombudsman and Under Treasurer. Update correspondence registers in Mincor and follow up to completions for any requested actions. Undertake budget management and reporting requirements for the Command. Co-ordinate the preparation of annual parliamentary estimates financial data for Department. Participate in the delivery of internal projects and initiatives and help develop progress reports as required. Develop and maintain State-wide relationships to help achieve effective and efficient engagement, integration and co-ordination. The successful applicant will demonstrate: Strong interpersonal skills, and the ability to negotiate and collaborate on sensitive and complex issues, with internal and external stakeholders. Sound research and analytical skills. Understanding and experience in using financial management systems. Organisational skills, such as the ability to set priorities, coordinate activities and meet deadlines in a self-driven, team environment. Report writing capacity to understand context of data or information, identify trends, concerns or errors, and ensure report accuracy for stakeholders and recipients. High level written communication skills, attention to detail, with a proven ability to prepare standard and complex reports and executive documentation to senior levels within a large, diverse organisation. Exposure to or awareness of project management principles, schedules or planning would be an advantage. Exposure to or awareness of risk management frameworks and/or risk matrix protocols, remedies and planning would be an advantage. If this role sounds like you, please APPLY NOW submitting your resume in WORD format. If you would like more information or to discuss the role, please contact Luuk Piet on 07 3230 0028. Job Reference: 597433 • Thu, 22 FebEden Ritchie Recruitment
Financial Adviser » Brisbane, QLD - About the company: Our client is a mid sized financial planning firm who has been in operation for over 13 years...: To keep up with continued business growth, we are seeking an experienced financial adviser to join a supportive team... • Wed, 14 FebBentley Recruitment$120000 per year
Financial Adviser » Parramatta, Parramatta Area - Why Link Group Link Group is a global business connecting millions of people with their assets – safely, securely, and responsibly. We have over 6000 employees across 4 continents and continue to grow every day. Retirement and Superannuation Solutions is the largest business under Link Group and we are the leading administrator for super funds in Australia. Many of our clients are household names. We are well positioned within a growing superannuation industry, combining our rich legacy with a fast-paced environment that enables rapid career growth. We are a diverse team with employees from various cultural and linguistic backgrounds, and we make sure to celebrate the successes of our clients and our people. The Role Link Advice, a specialist provider of financial advice service is looking for passionate Financial Advisers to join our leading telephone based intra-fund Advice Team. As part of the Link Group Retirement and Super Solutions division, Link Advice prides itself on the quality of its advice, support and mature business model. In partnership with some of Australia’s largest Superannuation Funds, and with a focus on providing quality intra-fund advice, you will have the opportunity to help educate and advise Australians on how to make the most of their superannuation savings. This is an ideal position for: An Adviser looking to share their experience with a diverse and enthusiastic team where member centric advice delivery is key to their daily routine enabling a better workplace and life balance. Opportunity to mentor Junior Advisers Someone on a career path looking for the opportunity to build up their experience All Advice appointments are vetted and booked by our Contact Centres Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team Key Accountabilities and main responsibilities To help more Australians to understand their superannuation providing them with simple financial advice by; Understanding their needs Breaking complex concepts down into something they can understand Gathering the client’s circumstances, goals and objectives in an online fact find Providing intra fund advice and retirement advice Maintaining ongoing relationships with existing referral sources Experience & Personal Attributes Minimum 1 – 3 years’ experience in an advice role Meets the minimum education requirements under FASEA Strong technical knowledge across key disciplines of financial advice Near completion or enrolled to meet FASEA educational requirements, includes holding a Relevant degree in Financial Planning/Accounting/Economics Passed the FASEA Standards Authority Ethics Examination, RG146 compliance with evidence of completed CPD, Registered on the ASIC Financial Adviser Register Link Advice is a Professional Partner of the FPA. You must have the right to live and work in Australia to apply for this job Some of our Employment Benefits FlexiWorks – enabling our employees to work in the office and at home Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose. Talent Referral Program Salary Sacrificing via Superannuation Employee Assistance Program Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft Novated Car Leasing Culture Link Group We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities. How to Apply Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role. Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment • Wed, 14 FebLink Group
Financial Adviser - Aged Care Specialist » Gold Coast, QLD - Our client is a dynamic financial planning firm located central Gold Coast that is going through a period of growth... free advice. Due to growth and a continual flow of new client leads, they are looking to hire a qualified financial... • Tue, 13 FebBentley Recruitment$110000 - 130000 per year
Financial Adviser » Sunshine Coast, QLD - About the company: There is an excellent opportunity for an experienced financial adviser to join one of the fastest... as an authorised financial adviser Xplan experience Experience providing advice on superannuation, personal insurance and investments... • Tue, 13 FebBentley Recruitment
Financial Adviser » Sydney, NSW - business is currently seeking an experienced Financial Adviser to join our Private Wealth team. Working within a highly... developments and industry regulations to provide informed and up-to-date advice Support and mentor financial planning staff... • Fri, 09 FebBDO
Financial Adviser - Toowoomba, $145,000 Super » Toowoomba Region, Queensland - Servicing Financial Adviser needed due to the growth of the firm, join a company with a strong local reputation of providing service excellence The Company Our Client is a well-established financial planning firm committed to helping clients achieve their financial goals. With a strong reputation for providing excellent service and personalized financial advice, they are expanding their team and looking for a Financial Adviser to join their organisation. Key Responsibilities: Conduct regular client meetings to review and update financial plans Collaborate with the Technical and Client Services teams to deliver comprehensive financial solutions Stay up-to-date with industry trends, regulations, and market developments Assist clients with financial goal setting, retirement planning, investment strategies, and risk management Qualifications: Relevant financial planning certifications or qualifications A minimum of three of experience in financial planning Strong communication and interpersonal skills Proven ability to build and maintain client relationships Knowledge of financial products, investment strategies, and regulatory requirements. On offer, Competitive salary and performance-based bonuses Opportunities for career advancement and professional development Supportive team culture with a focus on work-life balance Access to cutting-edge financial tools and resources Contribution to meaningful work that positively impacts clients' lives Contact Daniel Jensen 0401 238 901 danielvoyagerrecruitment.com.au https://voyagerrecruitment.com.au/meet-the-team/ • Wed, 07 FebVoyager Recruitment

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