![Perigon Group](https://media.trabajo.org/img/noimg.jpg)
Assistant - Financial Advice
1 week ago
- Future study support within the field, training and mentoring
- Work in a boutique specialist team with established clients
They provide their investors access to markets with a range of investment options, providing comprehensive financial advice to an impressive portfolio of clients.
With a stable, high performing team, they are well positioned to add a new team member as anAdviser Assistant. You will report to and support a leading team of experienced Financial Planners and Advisers within their Brisbane office. They enjoy working in a professional, high performing, and easy-going work culture that has experienced positive organic growth.
The responsibilities of the role will include:
- Assisting with client liaison
- Establishing and maintaining client accounts and updating client profiles
- Prepare client letters, reports, research or any other written communications
- Administration to support the Advisors data entry, mail merges, reporting in excel, diary management, faxing, photocopying, printing, and filing of documentation
- Assist in the preparation of Statements of Advice
- Participate in the preparation of monthly and quarterly complaint reviews
-
Financial Planning Assistant
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeFinancial Planning AssistantThe opportunityAs a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and...
-
Financial Planning Graduates
1 week ago
Brisbane, Queensland, Australia Superannuation Advice Australia Full timeRecruiting Now for April 2023 IntakeAbout the job: Committed to building a better future for our community, clients and staff ISO 9001 Certified, recognising the quality of our business practices ABA 100 The Australian Business Awards Community Contribution Winner for 2022 – Recognising Australia's Business, Innovation & Technology Leaders Who we are:...
-
Advice Support Officer
2 weeks ago
Brisbane, Queensland, Australia Perigon Group Full timeFull time, permanent role. CBD Location. Competitive remuneration.The CompanyOne of Australia's longest running and most trusted superannuation funds help members from all industries across Australia with market-leading investment products, as well as insurance and advice. They are currently experiencing an exciting period of change and growth and are...
-
Systems Support
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeSystems Support Be part of a team where everyone belongs, and individuality is celebrated. Contribute to the financial wellbeing of our 2 million+ clients across Australia. We support flexibility and hybrid working.The OpportunityReporting to the Systems Support Team Leader, this role sits within a close-knot team who are passionate and focussed on...
-
Systems Support
2 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeBe part of a team where everyone belongs, and individuality is celebrated. Contribute to the financial wellbeing of our 2 million+ clients across Australia. We support flexibility and hybrid working.The OpportunityReporting to the Systems Support Team Leader, this role sits within a close-knot team who are passionate and focussed on delivering technical...
-
Client Services Officer
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeClient Services OfficerThe opportunityJoining Bridges as a Client Services Officer means diving into a multifaceted role that involves crafting information, assembling meeting packs, updating records, and overseeing the execution of financial advice prescribed by our advisors to our valued clients. Beyond these responsibilities, you'll take charge of...
-
Customer Service Officer
2 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the opportunityReporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and outbound calls, scheduling client...
-
Financial Adviser
2 weeks ago
Brisbane, Queensland, Australia Australian Retirement Trust Full timeA fantastic opportunity exists to join our Advice Delivery team as a Financial Adviser - Intrafund We now have multiple fulltime permanent vacanciesWhy join us? State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage collaborative...
-
Financial Adviser
1 week ago
Brisbane, Queensland, Australia Australian Retirement Trust Full timeWe are now looking for multiple Financial Advisers in Brisbane, Sydney and Melbourne to join our wonderful Advice and Guidance team**Why join us? We're hybrid by default with a mature outlook on flexible work arrangements so you can truly balance work and whatever else is important to you. When you are in one of our brandnew offices, you can take full...
-
Financial Adviser
2 weeks ago
Brisbane, Queensland, Australia UniSuper Full timeAbout USUniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia's largest super funds, the work you'll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you.The opportunityIn this amazing internal opportunity based in Brisbane, you will assist existing clients...
-
Financial Planner
1 week ago
Brisbane, Queensland, Australia Recruitment Alternative Full timeSecure employment in a well-established financial planning firm:- Varied & diverse role:- Friendly & dynamic team environmentAbout the RoleOur client has been providing high-level, sought-after financial advice and tax services for over 20 years. They are seeking an experiencedFinancial Planning Assistant to join their growing team of dedicated and motivated...
-
Financial Specialist
1 week ago
Brisbane, Queensland, Australia Tourism and Events Queensland Full timeKey duties Coordinate, prepare and analyse the annual statutory financial statements and associated notes ensuring accuracy and compliance. Ensure compliance with the Financial Accountability Act and subordinate legislation and standards, and other relevant legislation, guidelines and directives. Review work completed by and provide guidance and feedback to...
-
Financial Adviser
1 week ago
Brisbane, Queensland, Australia UniSuper Full timeAbout US UniSuper is the custodian of our members' life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you're in the right place. The Member and Advice team provide end to end...
-
Financial Adviser
2 weeks ago
Brisbane, Queensland, Australia UniSuper Full timeAbout USUniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's largest super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members.You will be empowered to grow your career and contribute from day one in an organisation that supports...
-
Principal Financial Analyst
1 week ago
Brisbane, Queensland, Australia Communities, Housing and Digital Economy Full timeYou will provide accurate financial analysis, modelling and advice in relation to Queensland community housing providers, councils and market proponents as they make proposals to develop, construct, acquire/deliver additional social & affordable housing supply into Queensland by: Provide financial advice and recommendations regarding market proposals for the...
-
Financial Adviser
1 week ago
Brisbane, Queensland, Australia Fuse Recruitment Full timeBrisbane QLD$ $140000 per annum, Benefits: + super + commisisonsFull timeAre you a Financial Planner looking for your next career opportunity with a business that genuinely cares about partnering with you and servicing its clients?Join a boutique self-licenced financial service firm located in Brisbane's CBD who are innovative in their approach, Fintech...
-
Investment Advice Support Officer
2 weeks ago
Brisbane, Queensland, Australia National Australia Bank Full timeInvestment Advice Support Officer (QLD)Investment Advice Support Officer (QLD)Job no: 793634Business unit: Business and PrivatePrimary position location: 259 Queen St, Brisbane City, QLDWork type: Fixed term Full timeRegion: QLD- Brisbane inner12-month fixed term contract Adviser Support in Wealth Management Permanent fulltime position Role based in the...
-
Head Of Cyber Security Engineering
2 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeSecurity (Information & Communication Technology)Building a Stronghold: Lead Insignia Financials Security Engineering Team Insignia Financial is investing in a new era of cyber security.With an engaged Board of Directors and Executive team, led by our CISO, James Ng, we're looking for a leader to head our Cyber Security Engineering team.We're investing in a...
-
Investment Advice Support Officer
1 week ago
Brisbane, Queensland, Australia National Australia Bank Full timeInvestment Advice Support OfficerInvestment Advice Support OfficerJob no: 792931Work type: Permanent Full timePrimary position location: 259 Queen St, Brisbane City, QLDJBWere is one of Australia's leading providers of investment management services. We work with Australia and New Zealand's most successful families, corporates and for-purpose organisations...
-
Financial Assessment Officer
1 week ago
Brisbane, Queensland, Australia Queensland Building and Construction Commission Full timeDetails About QBCC: The Queensland Building and Construction Commission (QBCC) is a government body responsible for regulating the building and construction industry in the state of Queensland, Australia.Responsibilities include: Assess and prioritise complaints and referrals; Liaise with complainants, licensees, accountants and internal and external...