Financial Advice Administrator

About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

Risk Manager - Advice - Play a key role in the risk transformation of Insignia Financial - Bring your strong knowledge of risk and compliance principles and frameworks - Permanent, full-time opportunity **The Role** Reporting to the Head of Risk, you will be supporting business units in embedding and operating the frameworks, with a particular focus on the...

About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

Insurance Administrator **Location**:Melbourne, VIC, AU, 3000 - Brisbane, QLD, AU, 4000 - Hobart, TAS, AU, 7000 - Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time- Creating financial wellbeing for every Australian - Permanent full time opportunity. - Location: Agnostic. - Shadforth Financial Group is one of Australia’s leading financial...

Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

Financial Planner - Melbourne Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of...

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...

BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better’ can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important part role to play. If you...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Ballarat, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Collins St, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

About RelatblWe are a dynamic Australian company seeking an experienced Financial Services Administrator to join our team.The ideal candidate will be based in Melbourne or Perth and have the ability to obtain/maintain a Baseline security clearance.The successful candidate will support and prepare financial assessment, corporate governance and risk management...

Advice Operations Consultant If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

About UsAt Insignia Financial, we're dedicated to helping Australians achieve real financial independence. As one of Australia's leading financial wellbeing organisations, we're proud of our 100-year history of building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.With 12 offices across...

If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

Advice Services Consultant **About Cbus** Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've...

Portfolio Administrator - Permanent Position - Melbourne Location - Managed Accounts Services -Distribution **The Role** The purpose of the Portfolio Administrator role is to effectively implement the MPS and SMA operations to the business. This includes but is not limited to new account linking and rebalancing, MPS weekly rebalancing and responding to...

CBD Office with hybrid opportunities - Great team environment - Join Industry Super **About Industry Fund Services (IFS)** IFS are a leading provider of specialist financial products, services and advice to Industry Super. Industry Super Funds are run to benefit members. This means that their profits are returned to members, not big corporate...

About the RoleWe are seeking a highly skilled Financial Transaction Specialist to join our team at Insignia Financial. As a key member of our team, you will be responsible for facilitating financial transactions in a client-centric role.Key Responsibilities:Prepare and ensure accurate net asset value calculation and daily unit prices in line with internal...

**About US** UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia’s leading industry super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members. We are recognised for our performance excellence as we strive to deliver exceptional...

We are seeking a highly organized and proactive Finance Administrator to join our team at Zancott Recruitment. The ideal candidate will have strong numerical skills, a solid understanding of financial processes, and the ability to manage administrative tasks effectively.Key Responsibilities:Financial Administration: Assist in the management of day-to-day...