Paraplanning Team Leader, Wealth Management Specialist

Perpetual is a leading provider of investment, wealth and fund management services in Australia. We're seeking an experienced Strategic Paraplanning Leader to join our team.About the RoleWe offer a highly competitive salary package including a base salary of $120,000 - $180,000 per annum, depending on experience. This role involves providing strategic advice...

We are seeking an experienced Team Leader to join our Paraplanning team at Perpetual Wealth Management.About the RoleAs a Team Leader, you will be responsible for providing quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients. Assist the Senior Manager, National Paraplanning with the management of...

About the OpportunityWe are seeking a seasoned paraplanning professional to take on a leadership role within our wealth management team. As a Senior Paraplanning Business Leader, you will be responsible for providing strategic advice and support to senior advisers, trust managers, and clients.Key ResponsibilitiesAssist in the management of the national...

Job DescriptionWe are seeking a skilled Paraplanning Team Lead to join our Perpetual Wealth Management team. As a key member of the team, you will be responsible for providing quality, compliant and timely paraplanning services and strategic advice support to Advisers, Partners and clients.About the Role Assist the Senior Manager, National Paraplanning in...

About the RoleWe are seeking a skilled Paraplanning Team Lead to join our Wealth and Asset Management team at Perpetual. As a key member of our team, you will be responsible for providing high-quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key ResponsibilitiesLead the management of the National Paraplanning team...

About the RoleWe are seeking an experienced Strategic Paraplanning Lead to join our team at Perpetual Wealth Management. This is a key leadership role that will provide quality, compliant and timely paraplanning services & strategic advice support to Advisers, Partners and clients.Key ResponsibilitiesAssist the Senior Manager, National Paraplanning with the...

About the RoleAs a Team Leader within the Paraplanning team at Perpetual Wealth Management, you will play a pivotal role in delivering quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Manage the National Paraplanning team to ensure effective and consistent support to Senior Advisers, Trust...

About Equity TrusteesEstablished in 1888, Equity Trustees is one of Australia's largest specialist trustee companies. Our mission is to help our clients grow, manage and protect their wealth now and for generations to come.Job SummaryWe are seeking a highly skilled Business Paraplanning Specialist to join our team. As a key member of our financial planning...

About the RoleWe are seeking an experienced Paraplanning Team Leader to join our team in Wealth Management. As a key member of our team, you will play a crucial role in providing quality paraplanning services and strategic advice support to Advisers, Partners, and clients.Key Responsibilities:Assist the Senior Manager, National Paraplanning with the...

About the RoleAs a Paraplanning Financial Planning Specialist at Equity Trustees, you will play a crucial business support role in providing high-quality services to our team of financial advisers. With your expertise in financial planning and paraplanning, you will be responsible for creating Statements of Advice and Record of Advice Documents.Key...

Financial Planning Support RoleWe are seeking a detail-oriented and highly motivated individual to support our financial advisors in delivering exceptional financial advisory services to valued clients.Key Responsibilities:Assist financial advisors in preparing detailed financial plans and recommendations for clients.Conduct thorough research and analysis on...

Job Title: Wealth Management SpecialistAbout the Role: We are seeking a skilled Wealth Management Specialist to join our team at Anton Murray Consulting. As a Wealth Management Specialist, you will be responsible for managing client accounts, maintaining data integrity, and ensuring excellent service for internal and external clients.Key...

About the RoleWe are seeking an experienced Financial Planning Professional to join our team as an Investment Portfolio Specialist. This is a fantastic opportunity to leverage your skills and knowledge in financial planning, paraplanning, and investment analysis to support our clients.Key Responsibilities:Develop and implement comprehensive financial...

Job OverviewAn exciting opportunity has arisen for an experienced Operations Specialist to join our team in Melbourne, supporting the Transaction Services operations team of a leading global wealth management firm.

Job Title: Wealth ManagerAt Independent Resourcing Consultancy Ltd, we are seeking a highly motivated and experienced Wealth Manager to join our team in Melbourne, Australia.About the Role:We are looking for a skilled and results-driven Wealth Manager to provide tailored financial advice and wealth management solutions to high-net-worth individuals and...

We are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. In this role, you will have the opportunity to leverage your expertise in financial planning and investment portfolio management to drive business growth and success.About the RolePrepare high-quality financial planning documents, including Statements of Advice...

Role SummaryWe are seeking a highly skilled Private Wealth Specialist to join our team at Anton Murray Consulting. As a key member of our Client Reporting Team, you will be responsible for reconciling and analysing Private Wealth Management Client Accounts.Key ResponsibilitiesReconcile client investment data across systems.Reconstruct clients' cost...

Job Title:Wealth Management Specialist">About the Role:This prestigious role involves delivering bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.You will manage an existing portfolio of Private Clients, providing holistic and detailed strategic solutions while promoting Equity Trustees' renowned Private...

We are seeking a highly skilled professional to join our Client Service team at Mercer. Based in Melbourne, this role is a hybrid opportunity that requires working at least three days a week in the office.About the RoleThis Senior Client Service Officer will act as a critical link between clients and financial advisors, managing various client service tasks...

Company Overview">Wealth management firms like our client are key players in the financial services industry, providing comprehensive wealth management solutions to high net worth individuals and families. As a leading full-service firm, our client offers a range of services including portfolio administration, investment advice, and tax planning.">Estimated...