Senior Financial Adviser Lead: High-Value Clients & Team Growth
Senior Financial Adviser ManagerAn exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.Lead an Established Advice Team | High-Quality Client …
Head of Operations - Senior Financial Adviser
Senior Financial Adviser ManagerAn exciting opportunity exists for an experienced and commercially minded Senior Financial Adviser Manager to join a well-established and growing financial planning business.Lead an Established Advice Team | High-Quality Client …
Paraplanner
Base Pay Range$90,000.00/yr – $110,000.00/yrLocationNewcastle, New South Wales, AustraliaOur client is a respected financial advice firm with a substantial fee‐for‐service client base, specialising in retirement, superannuation and strategic advice.They …
Paraplanner - Retirement Strategy & SOA Expert
A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy …
Client Services Officer
Senior Client Service Officer / Senior AdministratorLocation: Newcastle NSW – Office‐basedEmployment: Full‐Time (full or part time or flexible options available)Salary: A$85,000.00/yr – A$90,000.00/yrAbout the RoleThis is a senior, hands‐on position …
Paraplanning Manager
An exciting opportunity for an experienced Paraplanning Manager to take the lead in a growing financial planning team based in Hawthorn.This role is ideal for a highly experienced paraplanner who enjoys mentoring, managing workflow and supporting a high-perfor…