Financial Adviser Assistant
2 weeks ago
**About the Company**:
We are looking for an adviser assistant to support two financial advisers. Our clients have They provide the opportunity for clients who lack strategy to plan and grow their wealth in the most effective way. They are passionate about providing great client service, with high value and high touch focus. This is an ideal position for you if you enjoy supporting advisers or if you are looking for career progression into an adviser in the future
**The Role**:
- Working with Financial Planners on strategy development and research for clients
- Provide financial advisers with technical support within a changing legislative landscape
- Manage and respond to client queries within specific time frames
- Preparation and implementation of statements of Advice (SOA) and Records of Advice (ROA)
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Maintain client interactions, files and database records (XPLAN)
- Work collaboratively in a team to improve various business processes
**Skills & Experience**:
- Must have experience in the Financial Planning Industry supporting a Financial Advisor
- XPLAN experience preferred
- Strong attention to detail
- Excellent written and verbal communication skills
- Ability to work autonomously and as part of a team
- Must have a can-do attitude
-
Financial Sales Consultant
1 month ago
Maroochydore, Australia Financial Advisers Australia Group Full timeFAA Consulting is part of the FAA Group comprising of FAA Accounting, FAA Insurance and Investments, FAA Property, FAA Payroll and Admin Services, FAA Finance and FAA Salary Packaging. The FAA Group has been operating for over 30 years servicing over 20,000 clients. We provide a wide range of financial services and products to a range of clients in both the...
-
Financial Planning Assistant
4 weeks ago
Maroochydore, Australia Ellerfield Full time**Financial Planning Assistant/Associate** Great opportunity to join the head office of a reputable Financial Planning Group with multiple locations. The team at Ellerfield deliver financial confidence and comfort to a retail clients helping them achieve their financial goals and quality lifestyle. With continuous growth we are seeking to appoint a new...
-
Property Manager
1 month ago
Maroochydore, Australia Financial Advisers Australia Group Full time**The Firm**: The FAA Property is part of the FAA Group comprising of FAA Accounting, FAA Insurance and Investments, FAA Consulting, FAA Payroll and Admin Services, FAA Finance and FAA Salary Packaging. The FAA Group has been operating for over 30 years servicing over 20,000 clients. We provide a wide range of financial services and products to a wide range...
-
Receptionist
1 month ago
Maroochydore, Australia Financial Advisers Australia Group Full time**The Firm** The FAA Group comprises of FAA Accounting, FAA Consulting, FAA Insurance and Investments, FAA Property, FAA Payroll and Admin Services, FAA Lending and FAA Salary Packaging. The Group has been operating for over 30 years servicing over 20,000 clients. We provide a wide range of financial services and products to clients in both the government...
-
Administration Support
1 month ago
Maroochydore, Australia Financial Advisers Australia Group Full timeThe FAA Group has been operating for over 30 years servicing over 20,000 clients. We provide a wide range of financial services and products to a range of clients in both the government and private sectors. Based on the Sunshine Coast, we are in a substantial growth phase; as such we have a unique opportunity for Administration Support to join our...
-
Chiropractic Assistant
4 weeks ago
Maroochydore, Australia Chiropractic Life Full timeChiropractic Life are a fun filled, growing and dedicated team that spans nationally. We are passionate about Chiropractic and making a difference everywhere we go! We are currently looking for a dedicated Chiropractic Assistant to work between our **Chiropractic Life Maroochydore & Alexandra Headland** practices on a casual basis. Day to day roles and...
-
Chiropractic Assistant
1 month ago
Maroochydore, Australia Chiropractic Life Full time**Chiropractic Life** Maroochydore are a fun filled, growing and dedicated team that spans nationally. We are passionate about Chiropractic and making a difference everywhere we go! We are looking for a casual CA to join our Maroochydore team, with potentially 10 - 15 hours a week on offer. **Availability across Monday to Thursday**, with shifts spanning...
-
Business Advisor
1 month ago
Maroochydore, Australia Enterprise & Training Company Limited Full timeDo you want to work for an organisation with a positive work culture where you will be part of a team supporting and inspiring you to achieve your best? Do you want to use your experience in running a small business to help others and be rewarded with more than just your pay? At **Enterprise & Training Company (ETC)** we take care of our people and offer...
-
Assistant in Nursing-ft
1 month ago
Maroochydore, Australia Let's Talk Recruitment Full time**What Is The Opportunity?** We have multiple Aged Care Facilities seeking great and passionate Assistant In Nursing (AIN's) to join their team on a Permanent Full Time and Part Time basis, working across a range of shifts in the morning, afternoon and evening. As a AIN, you will make a positive impact on the lives of our residents with your compassionate...
-
Assistant in Nursing
4 weeks ago
Maroochydore, Australia Let's Talk Recruitment Full time**What Is The Opportunity?** We have multiple Aged Care Facilities seeking great and passionate Assistant In Nursing (AINs) to join their team on a Permanent Full Time and Part Time basis, working across a range of shifts in the morning, afternoon, and evening. As an AIN, you will make a positive impact on the lives of our residents with your compassionate...
-
Infrastructure Advisory Lead
4 weeks ago
Maroochydore, Australia Unitywater Full timeBe involved in the planning & development of major infrastructure projects - Flexible work arrangements, working from home and any of our offices - Be part of a proudly inclusive and innovative water & sewerage service provider **About us**: At Unitywater, we operate in a diverse and inclusive environment where no two days are the same. We provide essential...
-
Advice Support and Administration
1 month ago
Maroochydore, Australia Ellerfield Full time**Advice Support & Administration** Great opportunity to join the head office of a reputable Financial Planning Group with multiple locations. The team at Ellerfield deliver financial confidence and comfort to retail clients helping them achieve their financial goals and quality lifestyle. With continuous growth, we are seeking to appoint a new financial...
-
Lending Specialist
1 month ago
Maroochydore, Australia Heritage Bank Full timeOn 1 March 2023, two of Australia’s most successful member-owned banking organisations merged to form Heritage and People’s Choice - Australia’s leading mutual banking organisation. - We have dual head offices in Toowoomba and Adelaide, and 95 branches across South Australia, Victoria, New South Wales, Queensland and the Northern Territory, trading...
-
Ibms Coordinator Sales Support
4 weeks ago
Maroochydore, Australia Seven West Media Full timeJoin the dynamic landscape of Seven Network, a prominent entity within Seven West Media. Seven is where you come to make a difference - in your career, in our company, and in the lives of millions of Australians. As a key player in the Australian media scene, we're committed to creating and sustaining meaningful Australian engagement across diverse...
-
Retail Manager
2 weeks ago
Maroochydore, Australia Lendlease Full timeWe are looking for an enthusiastic and experienced Retail Manager to join us on a permanent basis. In this role you will be managing the relationship and delivery of outcomes for our retailers, from beginning to end. This is a significant growth opportunity, at a key major asset where you’ll develop a sound understanding of the Centre operations and...
-
Customer Value Specialist
4 weeks ago
Maroochydore, Australia Bupa Full time**_A career at Bupa is more than just a job. At Bupa we believe in being good people and helping others whenever we can. This includes our customers, communities and our people. Joining Bupa you can be sure we’ll have your back. We support our employees to be the best version of themselves, physically and mentally so they can be the best support for our...