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- $80,000 + Super + Car
- Well renowned company
- Great company support
With the continued growth of the financial planning business, our client has an opportunity for an enthusiastic, relationship focused Client Services Manager.
The Role
The focus of the role will be working very closely with a regional Financial Planner to build very strong relationships to ensure that clients needs are met in a way that improves customer satisfaction which in turn contributes towards the goals of the company
Duties and Responsibilities
- Maintaining and building client relationships through quality advice and regular contact
- Providing ongoing service to clients
- Training seminars so that clients receive maximum benefit from the range of products
- Conduc...- Location :
- Australian Capital Territory, Australian areas, Australia
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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One of the leading names in the financial services sector is looking for several customer service professionals who bring with them proven customer service skills, an affinity for helping people and an interest in joining or developing in the exciting world of superannuation and investments.
There will be a comprehensive training program of 4-6 weeks wiull be provided which will ensure your success!
Once you have learned the responsibilities of this role, you will become the integral link between the company and its clients, providing an end to end solution in regards to superannuation and investment queries via the telephone and email communications whilst delivering the outstanding quality customer service that this brand is known for.
This is a team orientated environment w...- Location :
- Australian Capital Territory, Australian areas, Australia
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Excellent career opportunity!
-Competitive Salary
-Reputable financial services firm
-Versatile role
Are you looking for an opportunity to further develop your career leading up to 2012?
If you have Corporate Superannuation and Defined Benefits administration experience an opportunity exists to work for a key player within the financial services industry.
If successful you will be:
-Completing end to end Corporate Superannuation administration
-Administering a portfolio of HNW clients
-Carrying out system and Manual calculations
-Delivering first class customer service
-Working off queue and complete administrative duties in a professional and timely manner
To be considered you must:
-Experience in handling complex Superannuation administration
-Excelle...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Boutique Company
-Competitive Remuneration Package
-CBD Location
Want to make the next step in your financial services career? Looking to join an established financial planning business with a holistic approach to financial advice? A Junior Paraplanner role has become available supporting Financial Advisors in this boutique advisory firm. The organisation has established itself as a respected name in full service financial advice and management.
This position will entail all aspects of Paraplanning and is a great entry level position within Financial Services.
As the successful applicant you will possess the following:
-Tertiary Degree in Business Discipline
-Excellent interpersonal and communication skills
-Attention to detail
-Possession of or studying towards RG146...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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Leaders in the financial services industry, this global company enjoys an outstanding reputation in the market, and is known for recognising and rewarding its staff. With continued growth over the last few years they have outperformed all competitors and are now looking to consolidate this growth by ensuring they recruit the best of the best. An opportunity now exists for an experienced Assistant Accountnt who has specialised in Settlement Reconciliations to complete a minimum 6 month maternity role with the potential of extension.
Reporting to the Senior Manager for Financial Reporting, your responsibilities will include settlement reconciliations, bank reconciliations, credit card chargebacks, intercompany reconciliations and balance sheet reconciliations.
Ideally you will be deg...- Location :
- North Sydney (New South Wales, Australian areas, Australia)
- Salary :
- $28 hr+Super
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Temporary Jobs
- Posted :
- 06/02/2012
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-Southside Location
-Excellent Career Opportunity
-Great Team Environment
This boutique Insurance Brokerage specializes in offering tailored services and advice to professional associations and they are looking for a Qualified Commercial Broker to join the team. Work in a great team environment that offers support and the opportunity for professional development.
In this role you will:
-Service an existing book of Business
-Manage and further develop Client Relationships
-Develop and Pursue New Business Opportunities
-Assist the team to achieve and exceed budget revenues
To be successful you will need:
-PS146/Tier 1 (Broking) Qualification
-Strong Insurance Broking/Business Development experience
-Excellent negotiation and influencing skills
-Strong organsationa...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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Our leading financial services client seeks a Credit Administrator to join a high performing team. You will work closely with the business whilst utilizing your proven statistical and financial analysis skills.
Reporting to the Credit Reporting Manager your key responsibilities will be:
-Report credit risk based information on a monthly basis to business and executives.
-Review Credit Documentation Files.
-Maintenance of loan portfolios
-Maintenance of all deal tickets and rollovers
-Assist in the development of new processes for accurate credit risk reporting.
-Reconciliation of Bank Accounts and preparation of month end quarterly reports.
Essential knowledge and skills needed;
Proven experience within Loan/Credit Administration within financial services
Loan administratio...- Location :
- Other (Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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Re-inventing the financial services industry, this global company has allowed merchants from every corner of the globe the accessibility to process payments quickly and efficiently. With continued growth over the last few years they have outperformed all other competitors. They are looking to consolidate this growth by ensuring a consistent approach, with processes being developed and clearly documented to ensure outstanding service. A Rostering and Reporting Analyst is required to join their team due to maternity leave.
Reporting to the Business Process and Reporting Manager, day to day you will be responsible for:-
* Rostering and forecasting for a 24x7 multi-skilled Contact Centre
* Provide daily, weekly and monthly reporting on agent performance and telephony for the Contact...- Location :
- North Sydney (New South Wales, Australian areas, Australia)
- Salary :
- $52,400 + super
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Contract Jobs
- Posted :
- 03/02/2012
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-Large Investment Bank
-Exceptional Career Progression
-CBD Location
An ENTRY level position has become available for an individual seeking to start their career within a fast paced and well known organisation.
You will be responsible for:
-Providing excellent Customer Service
-Respond to calls from clients and advisers
-High attention to detail
-Liaise with other department when and where necessary
To be successful, you must possess:
-Excellent communication skills.
-Great time management skills
-Tertiary qualifications are essential
-RG 146 is desirable.
Our client is a leading financial services organisation who is leading the way with their product diversity, professionalism and culture which makes them an employer of choice.
For more information on...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Gold Coast Location
-Negotiable Salary & Equity Share
-Fantastic Incentives
Our client is looking for a motivated, highly energetic person that will hit the ground running. The right candidate will be able to tap into a large client base to generate new business. The company have just moved into the financial planning and will be looking for an experience individual to lead the department.
To be considered for this role You Must:
-Have excellent communication skills
-Be a fantastic finder of business
-Highly motivated
-RG146 Compliant
-Minimum of 3 years experience
If you feel you are suitable for this role please apply now. Alternatively if you would like to discuss the role further Stephane Mehmet on #
-QPL is your specialist Recruitment and HR Advisory services...- Location :
- Other (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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I am currently recruiting a contractor for one of Sydney's top Financial Services providers! $20-$23p/h 6- 8 weeks before and after the Christmas period.
It is essential that you have experience in account opening in ideally Corporate Banking. My client would also consider somebody who has experience with account opening from a retail back ground also.
Advanced Microsoft Office, Data Entry skills and strong written and oral communication skills are also highly regarded along with your corporate presentation and previous experience.
If you are flexible, committed, motivated and possess a "can-do" attitude, you are in great demand!!!!
*****Candidates must be permanent residents******
To apply online, please click on the appropriate link below. Alternatively, for a confidenti...- Location :
- Other (Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Multinational Banking Organisation
-Excellent Career Opportunities
-Permanent full time positions
This leading multinational banking organisation is one of the biggest names in the Australian market and is leading the way with their product diversity, professionalism and culture. They are now looking for individuals who have exceptional phone manner and have a genuine passion for customer service.
The Role
-Answer banking queries from customers
-Provide exceptional customer service
-Be able to investigate fraudulent, incorrect or missing information
-Liaise with stakeholders and take ownership of calls to resolve issues and provide solutions
The Person
-Immaculate presentation skills
-Excellent written and verbal communication skills
-Professional approach and go...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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# ,000 Package
-HNW Client Base
-Great Commission Incentives
Are you looking for a chance to be apart of a dynamic team servicing high net worth clients. This opportunity is with a leading organisation that thrives on giving excellent holistic advise. You will need to be able to work well in a team environment and have good knowledge of the financial products available in the market.
To be considered for this role you must have:
-An Advanced Diploma in Financial Planning - Essential
-5 years of financial planning experience
-The ability to maintain a high net worth portfolio and create new business
-To have excellent negotiation skills
Desired:
-Tertiary and CFP accreditation
If you feel that you meet the requirements of this role Stephane on #
QPL is your speci...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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# ,000 - $90,000 Base Salary
-Leading Financial Institution
-Great Commission Incentives
Are you looking to join a leading organisation in the finance industry? Well look no further, a fantastic opportunity for a motivated Financial Planner to work with a high achieving team. This is a chance to take advantage of the support and training system put in place to ensure success.
This role will involve Investment, Risk and Superannuation.
You must have:
- Minimum 2 years experience
- An Advanced Diploma in Financial Planning (1-8)
- Excellent Verbal skills
- Be able to work autonomously and be apart of a team environment.
Desired:
- CFP
- Tertiary Qualifications
If you feel that you fit the requirement for this role Stephane on (07) #
QPL is your speciali...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Opportunity to work closer to home
-Immediate Start
-Great Team Environment
This established Broking Firm on the Gold Coast is looking for a qualified Insurance Office Manager/Broker to join their friendly team of professionals. Work in a great team environment that offers support and the opportunity to still utilise your Commercial Broking skills and your Office Management skills. We are looking for a very organised individual who wants to work in a role "outside the box". Please note: This is a 12 month, fixed term contract.
The key responsibilities will be:
-General Office & Staff Management
-Training of Junior Account Executives
-General/Domestic Quoting of business
-Liaising with clients/customers
-Processing of excess work
-General Administration duties
Skills requ...- Location :
- Other (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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This Worldwide Bank is a market leader within banking, financial advisory, investments and fund management services. They seeking career orientated individual to develop their knowledge and skill set within the Private Banking team. This position would suit somebody who comes from a custodian and enjoys daily operations.
As an Investment Operations Associate your responsibilities will include, but not be limited to:
-End to end notification and processing of all corporate actions
-Processing and reconciling portfolio income.
-Liaise with internal and external parties to resolve any issues
-Process settlements, payments and acquisitions/
-Produce and distribute monthly /quarterly portfolio valuations
-Creating and upgrading Excel/Visual Basic macros to improve the efficiency an...- Location :
- Other (Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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# ,000 - # ,000 Base
-CBD Location
-Great Bonus Incentives
Our client is currently in search of a highly ambitious, talented and passionate individual, one that possesses both excellent coaching and Leadership skills. This role is based in the center of the CBD. The role itself is very autonomous one dealing with many direct reports, working with a high performing team that always achieve budget. You will be expected to lead a team of at least 25 members.
You will need to have extensive experience as a Financial Planning Manager within the Banking Industry.
In order to be considered for this role you must:
-The ability to coach and lead others
-3-4 years experience as a Financial Planning Manager
-RG146 compliant.
-Excellent communication skills
-Desired CFP or De...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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# ,000 - # ,000 Salary
-CBD Based
-High Net Worth Clientele
An opportunity has arrived to be apart of a leading institution in the Financial Planning sector. You will work alongside a high performing team, dealing with high net worth clients. The core duties will be to service existing private clients and have extensive knowledge of the market products. This role will include providing holistic advise and complex financial plans.
To be considered for this role you must:
-Have 7-10 years experience as a Financial Planner
-Have completed the Advanced Diploma of Financial Planning
-Have strong communication and negotiation skills
What is in it for you?
-A very competitive salary between $100k - # k base + super.
-A chance to work within a newly furnished corporate envi...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-Large Global Bank
-National and International travel opportunities
-Fluent in Mandarin
As a Relationship Manager for a leading global bank, based in Sydney CBD, you will manage a portfolio of corporate clients and have at least 3 years experience dealing with large financial institutions in Australia and Asia as a Relationship Manager in Corporate Banking. Our client requires a Relationship Manager with corporate flare, who enjoys working in a busy and dynamic workplace who can develop business across Australia and Asia.
The Role
-Manage a portfolio of banks and financial institutions
-Assess the associated credit risk
-Market Financial Institutions products
-Analyse the revenue trends from the portfolio
-Ensure to maintain high standards of service quality to correspon...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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# ,000 - # ,000 Package
-Multiple Locations (CBD, Gold Coast & Sunshine Coast)
-Fantastic Bonus Incentives
Our client is looking for an experienced Financial Planner with a proven track record! You will be working with high performing team within a sound working environment. This is an exciting time for the organisation as they are experiencing rapid growth within the business, and therefore looking to add a new dynamic individual to maintain and expand their client base.
The role will involve servicing existing clients and generating new business.
To be considered for this role you MUST:
-Have excellent communication skills
-Have experience with complex strategies
-Advanced Diploma of Financial Planning
-At least 4 years experience as a Financial Planner
Desire...- Location :
- Brisbane City (Queensland, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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THE COMPANY
You will be working for a long standing Financial Services group, recognised for providing investment, insurance and superannuation solutions to their customers.
THE RESPONSIBILITIES
As a Senior Group Claims Assessor you will be responsible for:
-Effectively managing a portfolio of high value and complex claims
-Assessing claims on a financial, medical, legal, occupational and rehabilitation basis
-Assisting with the development, support and education of Claims Assessors within your own team
-The types of claims administered include Life, Terminal Illness, Trauma, TPD, Income Protection, and Business Overheads
THE IDEAL CANDIDATE
As the ideal candidate you will have:
-Solid group claims experience at a senior level
-Strong written and verbal comm...- Location :
- Other (Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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-'Big 4' Bank - fantastic company culture
-Western Suburbs location - work close to home - good transport links
-New Year start - 3 to 6 month contract - $24 ph + super
Our client, a leading Financial Services organisation, is looking for people with previous superannuation administration experience to join their friendly and supportive New Business team.
Looking after new policies for New Business customers, this is a role for those with high attention to detail, excellent processing skills and strong client servicing skills.
Here you will be responsible for:
-Answering customer queries relating to Superannuation policies
-Processing new policy applications
-Processing contributions
-Allocating funds to member's accounts
-Follow-up calls to members requesting furt...- Location :
- Inner Sydney (New South Wales, Australian areas, Australia)
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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My client is a leading large financial intstitution based a convinient location in Melbourne CBD. They have enjoyed a very successfull 2011 and have a few projects on the horizon in 2012, and so they are looking to increase the capabilities of their Analysis & Modelling teams. Because of this they are now looking to hire 2 Senior SAS Credit Risk Modellers/Analyst's.
This is a true end-to-end credit risk. In this role will be looking at a wide range of Credit Scoring Models as well as other assessment tools and you will be responsible for their development & maintenance in addition to looking at their useage within the wider context of Credit Risk strategies. You will be expected to analyse and manipulate large data to construct mathematical models, perform model validations, ad hoc an...- Location :
- Australian Capital Territory, Australian areas, Australia
- Salary :
- Competitive
- Main Industry :
- Finance, Banking & Insurance Jobs
- Job Type :
- Permanent Jobs
- Posted :
- 08/02/2012
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