Financial Adviser Assistant Wholesale Clients

**About the Company**: Our client is a leading investment advice firm that focus on intergenerational wealth planning, investment strategy, tailored portfolio construction and investment management. They are looking for an adviser assistant passionate on investments and looking to progress into an adviser in the next 3+ years. They support with studies and...

High performing team with reputation for superior client service - Opportunity to join this well regarded business. Stable team with HNW clients. - Generous salary negotiable for experience ($80-110kpackage) + career development A fantastic opportunity has just become available for an Associate Adviser / Client Relationship Manager to join the Wealth...

FINANCIAL ADVISERAbout usMurray 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...

**Your new company** This is an exciting new opportunity within a holistic boutique financial advice firm located in North Sydney. This organisation are dedicated to offering tailored financial solutions to their high net wealth clients. They are looking for an Associate Adviser to join their team and support the Senior Advisers. **Your new role** As the...

Fast-paced client focussed role that will put you on a pathway to one day, becoming an Adviser. Findex is building a workplace that is unrestrained by geography and hierarchy. A workplace that is connected through technology. A workplace that values your needs and allows you to be the best version of yourself. **We are on the lookout to find someone who...

ResponsibilitiesThe Senior Business Development Manager will be responsible for building and maintaining relationships with wholesale intermediaries and financial advisers. They will promote the company's private equity solutions to meet client investment goals and develop and execute a strategic sales plan to achieve revenue and growth targets. The role...

Working From Home - Established book of clients ready to maintain - Working with renowned Senior Advisers Financial Adviser (Servicing) Excellent opportunity to join a boutique firm with an established book of clients. You will be working with some Senior Advisers who have extensive experience within the industry to lean on. This opportunity would suit...

**Job **Title: Experienced Financial Adviser x 2** Are you an experienced and passionate Financial Adviser looking for a rewarding career opportunity? A leading Financial Planning firm located in the vibrant heart of North Sydney, we are seeking two experienced Financial Advisers to provide expert guidance and personalized financial solutions to our...

Based in the western Suburbs our client is a growing dynamic Accounting group that is growing their advice division. Taking over and building on a existing advice client book your role will be to drive the financial advice business forward and help develop the organisations financial advice business. You will have access to back office support including...

An excellent opportunity has arisen for an experienced Private Wealth adviser join a leading Australian Private Bank. You will also work with an affluent existing client base and work closely with the Senior Private Wealth Adviser servicing holistic and wholesale advice. This role is a rare opportunity to work alongside a strong back office team along with...

A new adventure awaits- At Zurich we’re on a journey, even though we are 150 years young, we are lighting the way to a brighter future. A brighter future for you - focused on your career, your wellbeing and your community - as well as our customers and the planet.- This exciting adventure will drive positive impact. So, if you want to be part of a values...

**Associate Adviser** **What can you expect?** - To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support. **What is in it for you?** At Mercer, we recognize that our most important asset is our people. We offer...

Work-from-home flexibility - Office based at Parramatta - Focus on work/life balance - Reimbursement for any relevant future study Our client is a global organisation that partners with financial market participants (equities, pension, superannuation, investments, property, etc.) to deliver services and solutions that enhance the user experience and make...

Truly positive culture, busy team environment - Career Advancement Opportunities - Globally recognised premium brand **Wholesale Officer** **The role**: Liaise with Dealers, Manufacturers, other Financiers and internal stakeholders to ensure efficient management of stock and payment of invoices, internal and external transfers, acquisitions and...

Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

ING's Wholesale Bank is looking for a highly experienced Wholesale Banking Specialist to join our Real Estate Sector Coverage team in Australia. As a Wholesale Banking Specialist, you will be responsible for originating, structuring, and executing lending transactions for institutional real estate clients.The Real Estate Sector Coverage team is a global...

**EARN up to $83,000 pa + Super | Negotiable Based on Experience**: - **Successful, Privately Owned Non-Bank Aligned Financial Services Firm**: - **Full-time Role | Ongoing Training & Career Development Opportunities**: **About The Company**: Our client is a leading, privately-owned financial advisory firm providing excellent services to their clients...

Australia - Client advisory / Relationship management - Asset Management **Job Reference #** - 283761BR **City** - Sydney **Job Type** - Full Time **Your role** - Do you prosper in a client-focused role that works with the wholesale business? - Are you at your best when providing high quality services to clients and intermediaries problem solving with...

Job OverviewWe are seeking a highly motivated and detail-oriented Financial Management Adviser to join our team. As a key member of the Financial Management Legislation, Policy and Assurance Branch, you will play a critical role in developing policies and guidance that meet the needs of the NSW public sector.About the RoleDevelop and implement policies,...

Great office culture based in Sydney CBD - Attractive base salary with flexibility to WFH - A varied, dynamic role within a well-established private wealth firm - All warms leads and clients provided **Company Overview** The opportunity to join a leading Wealth & Advisory Firm as a go-to Lending Adviser for all mortgage lending needs. Due to growth and...