
Financial Services Professional
1 week ago
Our team is seeking a customer service professional to work in our Perth branch. This is a permanent position that offers the opportunity to develop your skills and build relationships with local customers.
**Key Responsibilities:**
You will be the face of our organization, working in-branch to provide exceptional customer service and help customers achieve their financial goals. To do this, you will need to understand their individual needs and circumstances, and deliver tailored solutions that offer the most value for them. Along the way, you will use your business skills to identify new leads across various products, including wealth management, insurance, home loans, and small business lending.
**What's in it for You?**
We want you to love what you do, and where you do it. As a valued member of our team, you will be rewarded fairly, and have opportunities to grow your career through online learning, training, and career planning tools. Our comprehensive benefits package includes generous paid and unpaid parental leave for nominated primary and support carers, as well as paid volunteer leave and secondments.
**Requirements:**
To succeed in this role, you will need experience in customer service, a solid track record of meeting sales targets, and strong communication skills. You will also need to be able to work effectively in a team environment, fostering great relationships with colleagues and customers alike.
**Work Environment:**
We pride ourselves on creating an inclusive and supportive workplace culture that values diversity and flexibility. Our aim is to provide one big, supportive team that helps us achieve our purpose of creating better futures together.
**Accessibility:**
We are committed to providing a supportive culture and creating inclusive and accessible workplaces, branches, products, and services for our customers, employees, and community.
-
Associate Financial Advisor
6 days ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Associate Financial Advisor
1 week ago
Perth, Western Australia Interwest Financial Services Full timeInterwest Financial Services is a well-established, privately owned, and self-licensed financial advisory firm. We are committed to delivering exceptional quality, personalised, and holistic financial planning solutions to clients. As we continue to grow, we are seeking a dedicated and professional Associate Financial Adviser to join our dynamic team in...
-
Financial Services Professional
1 week ago
Perth, Western Australia beBeeFinancial Full time $120,000 - $180,000Financial Services ProfessionalWe are seeking a talented individual to fill the role of Financial Services Professional. The successful candidate will have a strong understanding of financial markets and instruments, with excellent analytical and problem-solving skills.Key Responsibilities:
-
Financial Services Professional
7 days ago
Perth, Western Australia beBeeAccountant Full time $110,000 - $150,000Management Accountant RoleWe are seeking a highly skilled professional to join our growing finance team.This is an excellent opportunity for career growth within the financial services industry.About Our NeedsThis organisation operates within the financial services industry, delivering robust and innovative solutions to its clients. With a focus on...
-
Senior Financial Planner
3 weeks ago
Perth, Western Australia Randstad - Banking & Financial Services Full timeExisting book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...
-
Senior Financial Planner
3 weeks ago
Perth, Western Australia Randstad - Banking & Financial Services Full timeExisting book of clientsPurchased BookPure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the...
-
Financial Planning Assistant
2 weeks ago
Perth, Western Australia Insignia Financial Full time1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...
-
Financial Planning Assistant
2 weeks ago
Perth, Western Australia Insignia Financial Full time1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...
-
Financial Services Professional
2 weeks ago
Perth, Western Australia beBeeAccountant Full time $120,000 - $150,000Job OpportunityWe are seeking an experienced Management Accountant to join our Finance team.Responsibilities include the preparation of monthly management accounts, including profit and loss, balance sheet, cash flow forecasts, variance analysis and commentary.The successful candidate will also prepare the yearly budget, reforecasting and analysing actual vs...