Senior Financial Adviser

About the Role:We are seeking a dynamic Senior Financial Adviser to join our integrated Financial Services business. As a key member of our team, you will excel at meeting new clients and enjoy the initial discovery phase.Key Responsibilities:Meet and engage with new clients, understanding their financial needs and goals.Manage the client advice process from...

Top Tier Private Clients Group OpportunityThis esteemed private clients group boasts an impressive track record of delivering exceptional client service, despite challenging global financial market conditions. Their commitment to strong client values has enabled them to maintain excellent growth, making them a leading force in the industry.As a seasoned...

Senior Associate Adviser Role OverviewWe are seeking a skilled Senior Associate Adviser to join our team and contribute to the delivery of exceptional client service and advice. As a Senior Associate Adviser, you will play a crucial role in managing client relationships, providing high-quality advice, and supporting the growth of our business.Key...

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...

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...

Overview of Comcare and the Legal GroupComcare is a statutory body established under the Safety, Rehabilitation and Compensation Act 1988 (SRC Act), focusing on participation and productivity through healthy and safe workplaces.The Legal Group provides legal services and support to Comcare to perform these functions, based in Canberra and Melbourne.The work...

Job DescriptionWe are seeking an experienced Senior Financial Planning and Analysis Expert to join our team at Financial-Advisor in Southbank. This is a fantastic opportunity for a skilled professional to oversee the compilation and accuracy of budgeting and forecasting processes, month end analysis, and monthly/weekly reporting and analysis.About the...

Job DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Goldman Sachs.About the RoleThis is an exciting opportunity to work on some of the most complex financial challenges and transactions in the market today. As a Senior Financial Strategist, you will be part of a dynamic team that advises clients on mergers, acquisitions,...

Be part of a dynamic team at Benneaux as a Senior Financial Accountant, supporting the company's private family office and property interests.Estimated Salary: $120,000 - $180,000 per annum, depending on experience.About the RoleThis is an exceptional opportunity to join our tight-knit team as a Senior Financial Accountant, working closely with the CFO to...

Senior Associate Adviser RoleWe are seeking an experienced Senior Associate Adviser to join our team at Shadforth, a leading Australian Wealth Management business. In this influential role, you will play a critical part in managing the advice needs of our existing clients and supporting our growth journey through new clients.About the OpportunityThis is an...

Our client is a pioneering law firm that sets the benchmark in financial services and regulatory developments.As a key member of the Financial Services/Regulatory team, you'll thrive on representing Blue-Chip clients in complex financial regulatory matters.Advise on AML/CTF Act, National Consumer Credit Protection Act, Banking Act, Banking Code of Practice,...

At AFL Recruitment, we are seeking a skilled Senior Financial Regulatory Specialist to join our team.This is an exciting opportunity to work with a reputable international law firm in Melbourne, Australia.The successful candidate will have a minimum of 5-10 years post-admission experience as a lawyer, specifically in anti-money laundering/counter-terrorism...

Exclusive Senior Wealth Adviser OpportunityThis esteemed Top Tier Private Clients Group boasts an impressive track record of delivering exceptional client service in challenging global financial market conditions.As a Senior Wealth Adviser, you will be responsible for managing a book of high net worth clients and providing holistic advice through ongoing...

About the RoleWe are seeking a highly skilled Financial Planning Consultant to join our team in Ballarat. As a key member of our Advice Team, you will be responsible for managing the advice needs of our existing clients and supporting our growth journey through new clients.The ideal candidate will have a strong understanding of tax, superannuation,...

About Australian Retirement TrustWe're a leading provider of retirement solutions, dedicated to helping our members achieve their financial goals. As a key member of our Practice Management and Adviser Growth team, you'll play a vital role in supporting the growth and success of our business.**Job Summary**We're seeking an experienced Client Relationship...

Are you looking to take your career in a new and exciting direction?A career as a Senior Financial Adviser at Findex offers the perfect opportunity to do so.We're seeking a dynamic and driven individual who is passionate about meeting new clients and helping them achieve financial success.As a Senior Financial Adviser, you will be responsible for managing...

About UsMaxiMax Education and Migration Services, with branches in Australia and overseas, provides migration and education advice and services to individuals worldwide.Job OverviewWe are seeking an experienced Senior Financial Operations Manager to lead our financial operations within the education and migration service sector.Key...

We are seeking a seasoned Senior Wealth Adviser to join our esteemed client's team. As a trusted advisor, you will be responsible for managing a high net worth client base and providing strategic holistic financial advice to ensure their long-term growth and success.Our client is a leading private wealth management firm with an impressive track record of...

Job Description:The Senior Associate Adviser plays a pivotal role in managing the advice needs of existing clients and contributing to the growth of new clients. This position is an essential element of our service delivery strategy, setting a high standard for advice, client service, and personal integrity.Key Responsibilities:Deliver high-quality wealth...

About the OpportunityWe are seeking a highly experienced Chief Marketing Director to lead our adviser segment growth initiatives. As a key member of our marketing team, you will be responsible for developing and executing strategies that drive significant growth within this segment.Key Responsibilities:Lead and Manage the Team: You will oversee a team of...