Financial Services Professional
2 days ago
Join us at Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life, where we offer a unique opportunity for a Financial Services Professional to excel in a dynamic and supportive environment.
Job OverviewThis entry-level role involves working closely with clients to understand their financial needs and provide expert advice on life insurance solutions. The ideal candidate will possess strong communication skills, be able to work independently, and have a passion for delivering exceptional customer service.
- Assess client financial situations to identify potential risks and opportunities
- Develop and recommend customized life insurance solutions to meet client objectives
- Maintain accurate records and communicate effectively with clients and internal stakeholders
- Participate in ongoing training and professional development to stay up-to-date with industry trends and best practices
A Bachelor's degree in Finance, Economics, or related field is required, along with excellent analytical and problem-solving skills.
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Financial Services Professional
7 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeAt Liberty Financial Pty Ltd, we are seeking a skilled Loss Mitigation Officer to join our team. This role is ideal for business, banking, or finance graduates who are passionate about helping customers and making a difference.About the JobThe successful candidate will work with clients to assist and resolve financial hardship, assessing requests for...
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Financial Services Advisor
3 days ago
Melbourne, Victoria, Australia Forbes Fava Financial Planning Full timeAbout UsForbes Fava Financial Planning is a dynamic and client-focused financial planning firm committed to delivering tailored financial solutions that help our clients achieve their financial goals. We pride ourselves on building long-term relationships and providing expert financial advice with integrity and professionalism.We are seeking highly motivated...
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Melbourne, Victoria, Australia Frontier Financial Group Full timeQualifications and ExperienceTo be successful in this role, you will require:Experience working within a similar role in a financial services companyExcellent communication and organisational skillsA solid understanding of financial planning advice strategiesOutstanding systems, time management, and attention to detailYou will also need to possess a passion...
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Financial Services Coordinator
7 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeJob Category: Banking and Financial Services, Call Centre and Customer ServiceAbout Liberty Financial Pty Ltd:We are a dynamic organization dedicated to helping people achieve their financial goals. Our team of passionate professionals is committed to delivering exceptional customer experiences.Job DescriptionThe Opportunity:We are seeking a talented...
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Melbourne, Victoria, Australia Bevel Financial Full timeBevel Financial is a multinational dairy processor with a longstanding history of excellence. We're a talented and caring team committed to upholding our tradition of care, quality, and passion through food. Our employees are dedicated to fostering an environment where we can all make contributions that matter.We're currently seeking an experienced Senior...
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Melbourne, Victoria, Australia Allens Corporate Services Full timeAbout the RoleWe are looking for an experienced Investment Lawyer to join our team. As an investment lawyer, you will work closely with our Partners and the wider team to advise clients on their investments. You will have the opportunity to gain exposure to complex and interesting transactions, and to develop your expertise in a range of areas, including...
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Graduate Role in Financial Services
7 days ago
Melbourne, Victoria, Australia Liberty Financial Pty Ltd Full timeWe are seeking a highly motivated and organized Loss Mitigation Officer to join our team at Liberty Financial Pty Ltd. In this role, you will work with clients to resolve financial hardship and provide tailored solutions.About the JobThe successful candidate will have a strong understanding of the banking and finance industry, excellent communication skills,...
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Financial Services Professional
7 days ago
Melbourne, Victoria, Australia Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a leader in the industry, we provide innovative financial services and guidance to individuals, families, and institutions worldwide. Our commitment to service, expertise, and integrity has enabled us to maintain our position as a...
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Senior Financial Services Professional
1 day ago
Melbourne, Victoria, Australia UFinancial Full timeUfinancial is a dynamic and growing firm dedicated to delivering innovative financial solutions. As a senior financial services professional, you'll be part of a collaborative team environment that fosters growth, development, and mutual respect.ResponsibilitiesConduct thorough financial assessments and create comprehensive plansBuild strong relationships...
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Financial Services Professional
14 hours ago
Melbourne, Victoria, Australia Netwealth - See Wealth Differently (ASX:NWL) Full timeAbout UsAt Netwealth, we are more than just a company – we are a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved.With over 20 years of experience, we have established ourselves as a leading provider of innovative and award-winning wealth management solutions.Our NextGen superannuation and investment...
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Financial Services Sales Professional
3 days ago
Melbourne, Victoria, Australia Lightspeed Full timeLightspeed is looking for a seasoned Financial Services Sales Professional to join our Capital Sales Team. This individual will be responsible for selling our financial services offerings to existing customers, identifying new business opportunities, and delivering exceptional customer experiences.The successful candidate will have a proven track record in...
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Melbourne, Victoria, Australia IOOF Holdings Limited Full timeAt Shadforth Financial Group, we are building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures. We are currently seeking a skilled Financial Planning Assistant to join our team and provide professional administrative support to our wealth management activities.As a member of our team, you...
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Financial Services Professional
5 days ago
Melbourne, Victoria, Australia Macquarie Group Full timeAbout Macquarie GroupMacquarie Group is a global financial services leader operating in 34 markets.We believe in delivering exceptional home loan experiences through our credit assessment team in Banking and Financial Services.
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Financial Services Professional
5 days ago
Melbourne, Victoria, Australia Presentail SA Full timeAt FIS Global, we believe in building an inclusive and just employment ecosystem that supports individuals from all walks of life.About the JobType: Full-time position for experienced professionalsWe are seeking a highly motivated and forward-thinking individual to join our team as a Senior Credit Assessment Consultant. In this role, you will have the...
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Financial Services Professional
4 hours ago
Melbourne, Victoria, Australia HUB24 Group Full timeHUB24 Group transforms the financial services industry by developing cutting-edge platforms that make financial advice more accessible and affordable for Australians. As a Senior Business Analyst, you will play a pivotal role in our product development and delivery, leveraging your expertise in investment portfolio analysis, reporting, and administration.Key...
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Financial Services Sales Professional
3 days ago
Melbourne, Victoria, Australia TMGM Full timeTMGM is a leading company in the financial services industry, providing a range of over 12,000 tradeable products, including Forex, CFDs, equities, and bonds. We are committed to streamlining and simplifying processes to meet our client's needs with exceptional efficiency.This role requires a driven and results-oriented individual who can assist in driving...
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Credit Management Professional
5 days ago
Melbourne, Victoria, Australia Financial Staffing Solutions Full timeWe are seeking a Credit Management Professional to join our team at Financial Staffing Solutions. The successful candidate will be responsible for managing the company's credit operations and ensuring effective credit management practices.Main Responsibilities:Developing and implementing credit policies and proceduresManaging credit risk and mitigating...
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Financial Services Professional Training
7 days ago
Melbourne, Victoria, Australia Macquarie Bank Limited Full timeTake Your Career to the Next LevelWe are seeking talented students and women to join our Winter Development Program, an exciting opportunity to gain hands-on experience in the finance sector and take your career to the next level.You will work closely with experienced professionals and have the chance to contribute to real projects and transactions. Our...
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Financial Controller Specialist
5 days ago
Melbourne, Victoria, Australia Financial Staffing Solutions Full timeFinancial Staffing Solutions seeks a Financial Controller Specialist to support its sales and finance team. Reporting to the Credit Manager, you will be responsible for chasing outstanding invoices and play a vital role in the company's cash-flow.Key Responsibilities:Chasing debt by telephone and emailAllocating payments in accordance with customer...
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Financial Services Professional
7 days ago
Melbourne, Victoria, Australia SandS Australia Full timeAt SandS Australia, we deliver outstanding long-term results for businesses. Our team of problem solvers is dedicated to helping Australian businesses reach their fullest potential.Job OverviewWe are looking for a skilled professional to manage our Accounts Receivable (AR) and Accounts Payable (AP). The ideal candidate will have extensive experience in...