Financial Relationship Developer

Financial Planning Assistant**The opportunity**As 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...

">About the PositionSeeking a professional relationship developer to excel in our business environment.A collaborative team setting with owner-managed operations in Cleveland, Queensland.A full-time opportunity with easy access to public transport or free parking on site.Your Key Responsibilities:

Financial Planning Assistant**Location**:Brisbane, QLD, AU, 4000**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 Queen St, Brisbane Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms...

Let's talk about the roleDo you have a drive for success? Are you excited by a fast-paced role? And do you have a competitive streak you are looking to unleash? Then look no furtherWith Consumer Asset and Personal Loans a huge area of growth for Latitude Financial, we are continuing to grow our 3rd party broker channel rapidly and introduce new products and...

About the role Join the growing team at Virtual Financial Group Pty Ltd as a Financial Adviser based in our Brisbane CBD office. As a Financial Adviser, you will play a key role in providing strategic financial advice to our clients, helping them achieve their financial goals. This is a full-time, permanent position located in our centrally located Brisbane...

About This RoleAn accomplished Client Portfolio Manager is required to oversee a portfolio of health customers.The role involves originating, retaining and managing clients, driving the direction and performance of the portfolio, client acquisition, volume/margin targets, and maintaining primary client relationships and customer satisfaction.The successful...

Role OverviewThe role involves delivering a seamless banking experience to customers, primarily through in-depth conversations and problem-solving. The ideal candidate will have excellent communication skills, experience in customer-facing roles, and a genuine interest in building a career with the organization.Key responsibilities include having...

Job Title:Broker Relationship DeveloperRole Overview:This key position focuses on cultivating strong broker relationships to drive growth and revenue. The ideal candidate will possess excellent communication skills, a deep understanding of financial markets, and the ability to navigate complex business challenges.Main Responsibilities:Identify and onboard...

As a skilled professional in commercial lending, you will be part of a high-performing team dedicated to supporting the financial wellbeing of Australian small businesses. Our team is passionate about understanding the unique needs and goals of business owners and providing tailored financial solutions to help them succeed.We are seeking an experienced...

Be part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Queen St, Brisbane – Permanent Full Time Opportunity.Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs...