Financial Services Associate
3 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.
Key Responsibilities- Attend and actively participate in client meetings to support the provision of a highly personal and compelling client experience.
- Arrange and coordinate documentation for client meetings, ensuring all necessary information is gathered and presented in a clear and concise manner.
- Oversee the preparation of annual review and new business plans, including the development of draft strategies, financial modeling, and completion of fact-find data.
- Manage workflow to deliver to client needs, maintaining an understanding of operational processes for other teams, including para-planning and operations.
- Contribute to effective risk and compliance management by ensuring appropriate measures, controls, and activities are taken to fulfill corporate and regulatory compliance.
- Minimum 2-3 years' experience in paraplanning or related financial services experience.
- Experience with Xplan is desirable.
- Experience in a client-facing role.
- Working knowledge of investments and advice strategies, including superannuation consolidation, retirement, personal insurance, structures, taxation, income streams, and cash flow modeling.
- Working knowledge of estate planning, philanthropy, aged care, and debt management strategies is desirable.
- A dynamic and supportive work environment.
- Opportunities for professional development and growth.
- A competitive salary and benefits package.
- The chance to work with a leading financial services company and make a real difference in the lives of our clients.
Perpetual Limited is a diversified financial services company with a long history of serving clients. We pride ourselves on our long-standing client relationships and our commitment to providing exceptional service and support.
-
Financial Services Associate
1 week ago
Brisbane, Queensland, Australia Minter Ellison Full timeAbout the RoleWe are seeking a talented Financial Services Associate to join our Brisbane team. As a key member of our Corporate and Capital Markets group, you will be involved in a broad mix of financial services, funds management, and retail credit matters for a blue chip client portfolio.Your Key ResponsibilitiesWork closely with experienced senior legal...
-
Financial Services Associate
2 weeks ago
Brisbane, Queensland, Australia Perpetual Limited Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key ResponsibilitiesAttend and actively participate in...
-
Financial Services Associate
1 week ago
Brisbane, Queensland, Australia Perpetual Limited Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Your primary responsibilities will include attending...
-
Financial Services Associate
3 weeks ago
Brisbane, Queensland, Australia Perpetual Limited Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual Limited. As a key member of our Wealth Management division, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key ResponsibilitiesAttend and actively participate in...
-
Financial Services Associate
7 days ago
Brisbane, Queensland, Australia Minter Ellison Full timeAbout the RoleWe are seeking a highly skilled and motivated lawyer to join our Brisbane Financial Services and Funds team as an Associate. The successful candidate will be involved in a broad mix of financial services, funds management and retail credit matters for a blue chip client portfolio.As part of our close-knit team, you will be working closely with...
-
Financial Services Associate
3 weeks ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client...
-
Financial Services Associate
2 weeks ago
Brisbane, Queensland, Australia Perpetual Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Services Associate to join our team at Perpetual. As a key member of our Wealth Management team, you will play a critical role in providing exceptional client service and support to our Financial Advisers and Partners.Key Responsibilities:Attend and actively participate in client...
-
Financial Management Associate
24 hours ago
Brisbane, Queensland, Australia The Palladium Group Full timeFinancial Management AssociateThis is an exciting opportunity to join The Palladium Group as a Financial Management Associate, supporting the APAC region in financial systems updates, budget and forecast development, project setup, reporting, and tender submissions.Key Responsibilities:Assist in developing and implementing Revenue Schedules to improve...
-
Financial Planning Associate
2 weeks ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time{"About the Role": "Paraplanner / Associate AdviserWe are seeking a skilled Paraplanner / Associate Adviser to join our team at Zanetti Recruitment & Consulting. As a key member of our wealth management team, you will be responsible for developing advice strategies for clients and assisting advisers with their financial affairs.", "Key Responsibilities":...
-
Financial Management Associate
5 days ago
Brisbane, Queensland, Australia The Palladium Group Full timeFinancial Management AssociateThis is an exciting opportunity to join our team at The Palladium Group as a Financial Management Associate. In this role, you will provide critical support to the APAC region by updating financial systems, developing budgets and forecasts, and ensuring accurate project setup and reporting.Key Responsibilities:Assist with the...
-
Financial Planning Assistant
2 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at Shadforth Financial Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering...
-
Financial Management Associate
4 days ago
Brisbane, Queensland, Australia The Palladium Group Full timeFinancial Management AssociateThis is an exciting opportunity to join The Palladium Group as a Financial Management Associate, supporting the APAC region in financial systems updates, budget and forecast development, project setup, reporting, and tender submissions.Key Responsibilities:Assist in the development and implementation of Revenue Schedules to...
-
Financial Management Associate
6 days ago
Brisbane, Queensland, Australia The Palladium Group Full timeFinancial Management AssociateThis is an exciting opportunity to join our team at The Palladium Group as a Financial Management Associate. In this role, you will provide critical support to the APAC region by updating financial systems, developing budgets and forecasts, and ensuring accurate project setup and reporting.Key Responsibilities:Assist with the...
-
Financial Planning Assistant
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at Shadforth Financial Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering...
-
Financial Planning Assistant
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at Shadforth Financial Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering...
-
Financial Planning Coordinator
3 weeks ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team at Insignia Financial. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesClient Engagement: Engage with clients, providing exceptional...
-
Financial Planning Assistant
5 days ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at Shadforth Financial Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering...
-
Financial Services Associate
3 weeks ago
Brisbane, Queensland, Australia Minter Ellison Full timeAbout Minter EllisonMinter Ellison is one of Australia's largest and most respected law firms, with a rich history of providing excellence to clients, nurturing our people, and giving back to the communities in which we live and work.Our PurposeWe create sustainable value with our clients, people, and communities. Our purpose is built on three core values:...
-
Financial Services Associate
2 weeks ago
Brisbane, Queensland, Australia Minter Ellison Full timeAbout Minter EllisonMinter Ellison is one of Australia's largest law firms, with nearly 200 years of business history.We're known for our legal and consulting expertise - and for our inclusive and authentic character.Our PurposeWe create sustainable value with our clients, people, and communities.This means we have a proud history of providing excellence to...
-
Associate Adviser
3 weeks ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Adviser to join our team at Zanetti Recruitment & Consulting. As an Associate Adviser, you will play a key role in delivering strategic advice to high net worth clients, working closely with our Senior Advisers.Key Responsibilities:Support Senior Advisers in formulating strategies and...
