Job offers: Financial adviser

Stirling Andersen

Client Support Officer - Financial Planning - Ref No.ER-CSO16/0216

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

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

Student Adviser / Customer Service Consultant - Ref No.2227907090216

SMAART Recruitment :: Melbourne, Victoria :: over 30 days ago

Currently seeking a customer service focused Student Adviser to join my clients Australian owned Registered Training Organisation (RTO), specialising in registered training for the financial services industry. This dynamic team in South Melbourne is looking for someone almost immediately. Full training will be provided for the right candidate. As ...

Client & Adviser Support | NOT a call centre | Superannuation Industry - Ref No.151031756

Keegan Adams :: Sydney, New South Wales :: over 30 days ago

The Client: Our Client is a boutique Financial Services firm specialising in Superannuation Research and Consulting. Their clients include superannuation members, financial advisers as well as an impressive portfolio of Australia's leading Financial Institutions. They have built an incredibly strong reputation in the Industry for their high ...

Investor & Adviser Services Representative - Ref No.2242353

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

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

Stirling Andersen

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

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

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

Stirling Andersen

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

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

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

Stirling Andersen

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

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

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

Stirling Andersen

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

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

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

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

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

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

Stirling Andersen

Private Wealth Adviser - Ref No.AD11109

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

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

Mortgage Broker | Accounting Firm | Great Culture - Ref No.2194710

Keegan Adams :: Sydney, New South Wales :: over 30 days ago

... for? An opportunity has become available for an experienced mortgage lending adviser looking to advance their career and broaden their experience due to an internal ... - Understand client needs through face to face and phone interviews - Assess financial documents and the clients financial position - Collect and submit all necessary ...

My Client: My client is a prestigious financial services organisation, known for servicing a sophisticated portfolio of clients, typically current or ex-business owners. Due to growth, they have a new mandate to hire a Senior Analyst (Associate Adviser) to join their Private Wealth Management team, providing direct frontline support to the Director. ...

Stirling Andersen

Associate Financial Adviser - Brisbane - Ref No.HMWM1902

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

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

Stirling Andersen

Financial Adviser - Ref No.AD1116

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

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

Financial / Investment Accountant - Ref No.#140610

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

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

Get new jobs for this search to your email for free!

By registering the Job Alert you accept the provisions of our Terms of Use.

Page     1| 2| 3| 4| 5...