- Our client is an established Wealth Management company seeking an experienced paraplanner to join their team and assume a leadership role within the paraplanning department. The primary objective of this position is to support the firm's Advisers in delivering strategic advice to clients within specified time frames, as well as overseeing the preparation of advisory documentation.Position Details:Type: Permanent positionLocation: East Melbourne with hybridOur client is an established Wealth Management company seeking an experienced paraplanner to join their team and assume a leadership role within the paraplanning department. The primary objective of this position is to support the firm's Advisers in delivering strategic advice to clients within specified time frames, as well as overseeing the preparation of advisory documentation.Position Details:Type: Permanent positionLocation: East Melbourne with hybrid
- Senior Financial Planner – Industry FundCBD BasedUp to 150K package All appointments booked for youThe CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.The RoleThis role will see youSenior Financial Planner – Industry FundCBD BasedUp to 150K package All appointments booked for youThe CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff.The RoleThis role will see you
- Client Service Manager – CBD Based - Investment / Wealth Reputable organisation with career progressionSupportive team environment CBD Based (Hybrid Role) The Company Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and “Client Service Manager – CBD Based - Investment / Wealth Reputable organisation with career progressionSupportive team environment CBD Based (Hybrid Role) The Company Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and “
- Client Service Manager – CBD Based - Investment / Wealth Reputable organisation with career progressionSupportive team environment CBD Based (Hybrid Role) The Company Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and “Client Service Manager – CBD Based - Investment / Wealth Reputable organisation with career progressionSupportive team environment CBD Based (Hybrid Role) The Company Leading financial advice group that specialises in Personal Advice, Member Services as well as Mortgage Broking. Good size business with a great culture and diverse staff. They fully support flexible working and are great to deal with. They are located in the CBD. They deal with HNW and “
