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      • sydney, new south wales
      • permanent
      • full-time
      Analyst, Onboarding Customer Due DiligenceSydney based roleFull time, Permanent opportunity Candidates must be an Australian Citizen or Permanent ResidentThe roleAs the Client Delivery Specialist, you will form part of the Integrated Middle Office (“IMO”) with a key focus to ensure all client CDD records are compliant with internal and regulatory standards, and will ensure high quality and timely completion of all requirements at the time of on-boarding and renewal of client relationships. Improve the TAT of time to execution and Due Diligence reviews, enhancing client experience, becoming a trusted partner to GAMs and their clientsPerform client on-boarding processes related Client Due Diligence (CDD) and account opening (AO) activities Identify and escalate blockages in the on-boarding and review processesKey Responsibilities Client On boarding, Client Due Diligence and Account OpeningPerform all relevant onboarding processesCreation of CDD for New Clients and Review of CDD for Existing Clients and perform regulatory onboarding (e.g. FATCA, CRS) activitiesFollow-up and collect documents from client (depending on client sensitivities) ensuring the “Once to Client” rule is adhered to as much as is practicalReview documentation received from Client/RM to ensure documentation “correctness” (i.e. that the document is “true”/ accurate and conforming to relevant standards) and “completeness” (i.e. that all documents required for CDD/AO have been obtained and all required fields in AO form are filled in)Inform product partners on completion of CDD to commence downstream implementation of facilitie accounts, track progress/ completion and report status to interested partiesPerform relevant static data maintenance and offboarding activities including raising of SDM and offboarding requests in the systemSupport network account opening related process as appropriateProvide insight and suggestions to improving processes, identifying opportunities to streamline and automate. Looks at ways to promote standard work and best practices.Manage document inventory and enable retrieval of CDD and AO documentsRisk Management and Governance Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role remitComply with applicable Money Laundering Prevention Procedures and report any suspicious activity to the operational risk team and Line ManagerEnsure a clear and uniform approach towards implementation of the global operating model for allEnsure strong due diligence on document safekeeping and data confidentialityEnsure correctness of documentation prior to any dispensation from the BankSkills and Qualification requiredStrong ability to positively influence stakeholders across value chain to both orchestrate and execute onprocesses and deliver exceptional client service and experience2-3 years expereince in an Onboarding, CDD or KYC roleAbility to positively engage and build rapport with clientsStrong writing and presenting skills in EnglishProblem solver; looks for solutions and finds ways to progress despite blockagesStrong drive to deliverHas a clear understanding of the client needs being servicedAbility to work independently without direct supervision and able to cope with pressures from tightdeadlinesA team player with good interpersonal skillsAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.For further information, please email charlotte.keilbart@randstad.com.au or apply directly.
      Analyst, Onboarding Customer Due DiligenceSydney based roleFull time, Permanent opportunity Candidates must be an Australian Citizen or Permanent ResidentThe roleAs the Client Delivery Specialist, you will form part of the Integrated Middle Office (“IMO”) with a key focus to ensure all client CDD records are compliant with internal and regulatory standards, and will ensure high quality and timely completion of all requirements at the time of on-boarding and renewal of client relationships. Improve the TAT of time to execution and Due Diligence reviews, enhancing client experience, becoming a trusted partner to GAMs and their clientsPerform client on-boarding processes related Client Due Diligence (CDD) and account opening (AO) activities Identify and escalate blockages in the on-boarding and review processesKey Responsibilities Client On boarding, Client Due Diligence and Account OpeningPerform all relevant onboarding processesCreation of CDD for New Clients and Review of CDD for Existing Clients and perform regulatory onboarding (e.g. FATCA, CRS) activitiesFollow-up and collect documents from client (depending on client sensitivities) ensuring the “Once to Client” rule is adhered to as much as is practicalReview documentation received from Client/RM to ensure documentation “correctness” (i.e. that the document is “true”/ accurate and conforming to relevant standards) and “completeness” (i.e. that all documents required for CDD/AO have been obtained and all required fields in AO form are filled in)Inform product partners on completion of CDD to commence downstream implementation of facilitie accounts, track progress/ completion and report status to interested partiesPerform relevant static data maintenance and offboarding activities including raising of SDM and offboarding requests in the systemSupport network account opening related process as appropriateProvide insight and suggestions to improving processes, identifying opportunities to streamline and automate. Looks at ways to promote standard work and best practices.Manage document inventory and enable retrieval of CDD and AO documentsRisk Management and Governance Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role remitComply with applicable Money Laundering Prevention Procedures and report any suspicious activity to the operational risk team and Line ManagerEnsure a clear and uniform approach towards implementation of the global operating model for allEnsure strong due diligence on document safekeeping and data confidentialityEnsure correctness of documentation prior to any dispensation from the BankSkills and Qualification requiredStrong ability to positively influence stakeholders across value chain to both orchestrate and execute onprocesses and deliver exceptional client service and experience2-3 years expereince in an Onboarding, CDD or KYC roleAbility to positively engage and build rapport with clientsStrong writing and presenting skills in EnglishProblem solver; looks for solutions and finds ways to progress despite blockagesStrong drive to deliverHas a clear understanding of the client needs being servicedAbility to work independently without direct supervision and able to cope with pressures from tightdeadlinesA team player with good interpersonal skillsAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.For further information, please email charlotte.keilbart@randstad.com.au or apply directly.
      • melbourne, victoria
      • permanent
      • AU$85,000 - AU$100,000, per year, Attractive Package
      • full-time
      Senior Intra Fund Financial Advisor CBD Based / WFH Up to 100KLeading Industry Fund The CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff. The Role This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals. Your advice will centre around strategies invoicing retirement planning, superannuation optimisation and personal insurances. This team will be expanding and this will be an excellent opportunity to mentor and lead more junior staff as the team grows. Experience with helping implement new systems and processes will be highly advantageous. You will also be responsible for annual reviews for your clients Your ExperienceMinimum of 3 years in similar roleMinimum ADFP CompleteFasea Exam Completed / Passed To apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Senior Intra Fund Financial Advisor CBD Based / WFH Up to 100KLeading Industry Fund The CompanyLeading Financial Services provider with offices nationally. They have won numerous awards in the Advice industry due to their excellent client care and way of tailoring advice to the best needs of the client. Great collaborative culture and friendly satisfying place to work. They encourage development of their staff. The Role This is a unique opportunity to join a leading industry fund in a member servicing intra fund financial advisor role. The purpose of the role is to give tailored financial advice to their members and help them reach their retirement goals. Your advice will centre around strategies invoicing retirement planning, superannuation optimisation and personal insurances. This team will be expanding and this will be an excellent opportunity to mentor and lead more junior staff as the team grows. Experience with helping implement new systems and processes will be highly advantageous. You will also be responsible for annual reviews for your clients Your ExperienceMinimum of 3 years in similar roleMinimum ADFP CompleteFasea Exam Completed / Passed To apply online, please click on the appropriate link. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • permanent
      • AU$80,000 - AU$90,000 per year
      • full-time
      An award winning mortgage broker is seeking an experienced broker to join their growing business. You will inherit a large book of existing clients and focus on managing all the client relationships, workshopping deals and post-settlement care. In this role you will also receive significant administrative support allowing you to focus on what you're good at - finding home loan solutions for your clients! This role can be worked remotely. Headoffice is based in Sydney CBD. About the role:Respond to and capture all leads generated by the businessContinue to strengthen client relationships and build businessManage the customer relationship and home loan process from initial contactProvide an exceptional customer experienceAdhere to all responsible lending frameworks, policies and company protocolsAbout You:4 + years experience as a mortgage brokerMust have a Cert IV in Finance & Mortgage BrokingResilience, positive attitude towards workSuperior communication skillsWhat is in it for you?!Salaried permanent role + uncapped earning potentialJoin a supportive, collaborative and award winning teamAdministrative supportWork from home and achieve a work-life balance!If you are interested please apply today as this role won’t last long! Not ready to apply? Contact Anita Ivanoski at anita.ivanoski@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      An award winning mortgage broker is seeking an experienced broker to join their growing business. You will inherit a large book of existing clients and focus on managing all the client relationships, workshopping deals and post-settlement care. In this role you will also receive significant administrative support allowing you to focus on what you're good at - finding home loan solutions for your clients! This role can be worked remotely. Headoffice is based in Sydney CBD. About the role:Respond to and capture all leads generated by the businessContinue to strengthen client relationships and build businessManage the customer relationship and home loan process from initial contactProvide an exceptional customer experienceAdhere to all responsible lending frameworks, policies and company protocolsAbout You:4 + years experience as a mortgage brokerMust have a Cert IV in Finance & Mortgage BrokingResilience, positive attitude towards workSuperior communication skillsWhat is in it for you?!Salaried permanent role + uncapped earning potentialJoin a supportive, collaborative and award winning teamAdministrative supportWork from home and achieve a work-life balance!If you are interested please apply today as this role won’t last long! Not ready to apply? Contact Anita Ivanoski at anita.ivanoski@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • geelong, victoria
      • permanent
      • AU$80,000 - AU$120,000, per year, uncapped commissions
      • full-time
      In these salaried loan writer roles, you will be responsible for lead generation, new business acquisition, loan packaging and processing through to settlement. You`ll need to have a thorough understanding of the end-to-end loan application process for residential lending in Australia.These roles will be ideal for those who have an affluent network and circle of influence that you can leverage on to generate your own business. This will suit a lender who wants to work in a strong brand name with higher commission structures or a branch / mobile lender who is wanting to earn commission outside of the bank, with uncapped earning potential.Ideally, you will need to have at least 2-3 years of background in processing home loans, whether you are a loan writer, loan processor or analyst that wants to step into a sales-based role.Understanding the 4c’s is essential and local credit consumer laws. You will also have a strong knowledge of products in the market and offerings in the home lending sector then be able to tailor to your client's needs. A strong working knowledge of the credit decision process will be advantageous as it will assist you in not only being highly compliant but also that applications are processed smoothly.There will be exposure to complex lending scenarios given the portfolio consists of commercial and residential lending clients. For more information about this and some of the other great opportunities, don't hesitate to get in touchjarrad.penley@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      In these salaried loan writer roles, you will be responsible for lead generation, new business acquisition, loan packaging and processing through to settlement. You`ll need to have a thorough understanding of the end-to-end loan application process for residential lending in Australia.These roles will be ideal for those who have an affluent network and circle of influence that you can leverage on to generate your own business. This will suit a lender who wants to work in a strong brand name with higher commission structures or a branch / mobile lender who is wanting to earn commission outside of the bank, with uncapped earning potential.Ideally, you will need to have at least 2-3 years of background in processing home loans, whether you are a loan writer, loan processor or analyst that wants to step into a sales-based role.Understanding the 4c’s is essential and local credit consumer laws. You will also have a strong knowledge of products in the market and offerings in the home lending sector then be able to tailor to your client's needs. A strong working knowledge of the credit decision process will be advantageous as it will assist you in not only being highly compliant but also that applications are processed smoothly.There will be exposure to complex lending scenarios given the portfolio consists of commercial and residential lending clients. For more information about this and some of the other great opportunities, don't hesitate to get in touchjarrad.penley@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • melbourne, victoria
      • permanent
      • AU$60,000 - AU$75,000 per year
      • full-time
      Company OverviewThis is a truly unique opportunity to join an industry fund Bank which has recently gone through an acquisition and is looking to expand their Deposit Lending Operations team. This role will see you exposed to various areas of the Bank including but not limited to assisting with customer onboarding, KYC/AML, payments, fraud monitoring and disputes management. This role will suit a self starter, who is motivated to grow and learn as this company starts the next chapter of their exciting journey.Key ResponsibilitiesManage account opening across consumer lendingCheck and follow up on AML/CTF documentsPortfolio management of new, prospect and existing customersHandle client enquiries and manage escalationsProcessing of money movement and authorising transactionsManaging reconciliationsContribute to continuous improvement across processes and proceduresLiaising with front office and other internal business units with account related matters Key RequirementsPrevious experience in a similar role in retail banking across banking operations teamsKnowledge of term deposits Ability to be proactive and adaptive to different situations and work in an agile environmentTech savvy with intermediate Excel skillsExcellent written and verbal communication skillsRelevant tertiary studies wil be highly regarded To ApplyIf you meet the above criteria and are looking for the next step in your career please follow the links to apply online. For further queries please contact hannah.ebers@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Company OverviewThis is a truly unique opportunity to join an industry fund Bank which has recently gone through an acquisition and is looking to expand their Deposit Lending Operations team. This role will see you exposed to various areas of the Bank including but not limited to assisting with customer onboarding, KYC/AML, payments, fraud monitoring and disputes management. This role will suit a self starter, who is motivated to grow and learn as this company starts the next chapter of their exciting journey.Key ResponsibilitiesManage account opening across consumer lendingCheck and follow up on AML/CTF documentsPortfolio management of new, prospect and existing customersHandle client enquiries and manage escalationsProcessing of money movement and authorising transactionsManaging reconciliationsContribute to continuous improvement across processes and proceduresLiaising with front office and other internal business units with account related matters Key RequirementsPrevious experience in a similar role in retail banking across banking operations teamsKnowledge of term deposits Ability to be proactive and adaptive to different situations and work in an agile environmentTech savvy with intermediate Excel skillsExcellent written and verbal communication skillsRelevant tertiary studies wil be highly regarded To ApplyIf you meet the above criteria and are looking for the next step in your career please follow the links to apply online. For further queries please contact hannah.ebers@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • geelong, victoria
      • contract
      • part-time
      Our client is looking for multiple casual Personal Banking Advisors to join the branch team in Geelong and Torquay. The role is the key customer facing position within the branch network, and is responsible for assisting customers with their general banking needs. This is a great opportunity for someone with previous customer service expirience looking to kickstart their career in the banking industry. Full training and support is provided across all systems and processes. Your responsibilities will include:Proactively welcoming customers as they visit the branch.Quickly, accurately and efficiently processing customer transactional banking needs.Provide general information and provide banking solutions to all branch customersInteract and work seamlessly with business partners to deliver more complex solutions.Educating customers on new technologies to enhance their banking expiriencesDrive customer advocacy by understanding and anticipating customer needs and providing professional advice to meet their financial needs.About you: Previous expirience working in a customer service role.Flexible with working requirements A strong attention to detail and willingess to learnAbility to build rapport and take a customer centric approach to your worAbility to adapt and absorb information quickly including learning new technologiesAbility to manage time ffectively and strong organisational skillsWhat's in it for you:Industry exposure working for one of the four leading banks in AustraliaCasual working optionsAward winning rates If this sounds like you, please apply now or send your current CV to daria.savic@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Our client is looking for multiple casual Personal Banking Advisors to join the branch team in Geelong and Torquay. The role is the key customer facing position within the branch network, and is responsible for assisting customers with their general banking needs. This is a great opportunity for someone with previous customer service expirience looking to kickstart their career in the banking industry. Full training and support is provided across all systems and processes. Your responsibilities will include:Proactively welcoming customers as they visit the branch.Quickly, accurately and efficiently processing customer transactional banking needs.Provide general information and provide banking solutions to all branch customersInteract and work seamlessly with business partners to deliver more complex solutions.Educating customers on new technologies to enhance their banking expiriencesDrive customer advocacy by understanding and anticipating customer needs and providing professional advice to meet their financial needs.About you: Previous expirience working in a customer service role.Flexible with working requirements A strong attention to detail and willingess to learnAbility to build rapport and take a customer centric approach to your worAbility to adapt and absorb information quickly including learning new technologiesAbility to manage time ffectively and strong organisational skillsWhat's in it for you:Industry exposure working for one of the four leading banks in AustraliaCasual working optionsAward winning rates If this sounds like you, please apply now or send your current CV to daria.savic@randstad.com.auAt Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • berri, south australia
      • permanent
      • AU$115,000 - AU$135,000 per year
      • full-time
      Fantastic opportunity to develop your relationship skills within Agribusiness Banking in a team with strong culture in Murraylands. - Big-4 Bank - Agribusiness focus- Competitive package and tool of trade vehicle- Strong team environment and career growth, well-supportedSkills required:Strong relationship skills, customer and stakeholder management are a must for this. Along with being able to interpret financial data, deliver outcomes and a supportive and developing environment.You will manage an existing customer base but also be required to use your local network to develop the portfolio and bring on new-to-Bank connections.Having worked in agri or strong knowledge of the sector/sub-industries local to Berri, you will bring specialist knowledge to the table.This role will have the ability to put you in good stead for succession planning in the team and coach an up-and-coming Banker, or have an experienced Banker in to settle-in well.If you are passionate about agri and rural customers, want to make a difference and apply your professional services or ideally agribusiness banking skills to this role, please contact Chris Gatley on 0402177849/Chris.Gatley@randstad.com.au to discuss further with your CV.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Fantastic opportunity to develop your relationship skills within Agribusiness Banking in a team with strong culture in Murraylands. - Big-4 Bank - Agribusiness focus- Competitive package and tool of trade vehicle- Strong team environment and career growth, well-supportedSkills required:Strong relationship skills, customer and stakeholder management are a must for this. Along with being able to interpret financial data, deliver outcomes and a supportive and developing environment.You will manage an existing customer base but also be required to use your local network to develop the portfolio and bring on new-to-Bank connections.Having worked in agri or strong knowledge of the sector/sub-industries local to Berri, you will bring specialist knowledge to the table.This role will have the ability to put you in good stead for succession planning in the team and coach an up-and-coming Banker, or have an experienced Banker in to settle-in well.If you are passionate about agri and rural customers, want to make a difference and apply your professional services or ideally agribusiness banking skills to this role, please contact Chris Gatley on 0402177849/Chris.Gatley@randstad.com.au to discuss further with your CV.At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • contract
      • AU$300 - AU$400 per day
      • full-time
      About the companyThis role sits under the investment support arm of an established company, which is known for supporting the delivery of positive investment outcomes for their clients and producing strong returns across relevant time periods. Due to growth, their team is looking for an Investment Analyst to join them and be based either in Sydney, Melbourne or Brisbane.About the roleIn this role you will be supporting the development of tools, systems and processes for performance and portfolio analysis. You will work alongside a successful team of professionals and conduct investment analysis, as well as data extraction and reconciliation. This technical role starts as a 3 month contract with the opportunity to extend or become permanent.Demonstrated skillsExperience working in an analysis or data related role in the financial services industryStrong analytical and numerical skillsStrong time management skillsUnderstanding of the investment industryTertiary degree is preferredBenefitsOpportunity to boost your career and join a reputable brandPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the companyThis role sits under the investment support arm of an established company, which is known for supporting the delivery of positive investment outcomes for their clients and producing strong returns across relevant time periods. Due to growth, their team is looking for an Investment Analyst to join them and be based either in Sydney, Melbourne or Brisbane.About the roleIn this role you will be supporting the development of tools, systems and processes for performance and portfolio analysis. You will work alongside a successful team of professionals and conduct investment analysis, as well as data extraction and reconciliation. This technical role starts as a 3 month contract with the opportunity to extend or become permanent.Demonstrated skillsExperience working in an analysis or data related role in the financial services industryStrong analytical and numerical skillsStrong time management skillsUnderstanding of the investment industryTertiary degree is preferredBenefitsOpportunity to boost your career and join a reputable brandPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • north sydney, new south wales
      • permanent
      • AU$90,000 - AU$120,000, per year, attractive package
      • full-time
      About the company This highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to recent growth, they are looking for a Strategic Paraplanner/Associate Advisor to join their team. About the role In this role you will provide high end support to the Senior Financial Planner. You will be a main point of contact for their HNW clients and will be responsible for developing technical strategies as well as writing the advice documents (SOAs). The scope of advice will be holistic with a strong focus on investments. You will have the opportunity to sit in on meetings with the adviser and the clients. This role will suit experienced Paraplanners who want to take a step up and work in a more strategic role where they can think outside the box and develop their experience in the investment world, dealing with HNW & wholesale clients. Demonstrated skills Extensive experience working as a ParaplannerAbility to build strong relationships with HNW and wholesale clientsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationBenefits Very attractive salary packageOpportunity to work in an independent advice businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the company This highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to recent growth, they are looking for a Strategic Paraplanner/Associate Advisor to join their team. About the role In this role you will provide high end support to the Senior Financial Planner. You will be a main point of contact for their HNW clients and will be responsible for developing technical strategies as well as writing the advice documents (SOAs). The scope of advice will be holistic with a strong focus on investments. You will have the opportunity to sit in on meetings with the adviser and the clients. This role will suit experienced Paraplanners who want to take a step up and work in a more strategic role where they can think outside the box and develop their experience in the investment world, dealing with HNW & wholesale clients. Demonstrated skills Extensive experience working as a ParaplannerAbility to build strong relationships with HNW and wholesale clientsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationBenefits Very attractive salary packageOpportunity to work in an independent advice businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • north sydney, new south wales
      • permanent
      • AU$120,000 - AU$130,000, per year, attractive package
      • full-time
      About the company This highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to recent growth, they are looking for an experienced Financial Planner to join their team. About the role In this Private Wealth Adviser role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from wholesale to high net worth individuals. You will have paraplanning and administrative support and your focus will be on minding the book and building strong relationships. This role will suit experienced Private Wealth Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships. Demonstrated skills Extensive experience working as a Financial PlannerStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirements Benefits Very attractive salary packageOpportunity to work in an independent advice businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the company This highly regarded and well established independent advice firm based in North Sydney has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding holistic financial advice to a wide range of wholesale and High Net Worth clients. Due to recent growth, they are looking for an experienced Financial Planner to join their team. About the role In this Private Wealth Adviser role you will be responsible for providing strategic holistic advice to an existing book of clients, ranging from wholesale to high net worth individuals. You will have paraplanning and administrative support and your focus will be on minding the book and building strong relationships. This role will suit experienced Private Wealth Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships. Demonstrated skills Extensive experience working as a Financial PlannerStrong business acumen and the ability to build strong relationshipGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirements Benefits Very attractive salary packageOpportunity to work in an independent advice businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunitiesFun social events To apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • wollongong, new south wales
      • permanent
      • AU$125,000 - AU$135,000, per year, attractive package
      • full-time
      About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Wollongong team.About the roleIn this Financial Planner role you will be responsible for providing holistic financial advice to existing members of the funds. The advice will be given face to face or virtually, and you will write your own statements of advice.. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working as a Financial PlannerCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsAttractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      About the companyThis highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced Financial Planner to join their Wollongong team.About the roleIn this Financial Planner role you will be responsible for providing holistic financial advice to existing members of the funds. The advice will be given face to face or virtually, and you will write your own statements of advice.. All appointments will be booked for you and you will have full administrative support and no business development targets, allowing you to focus on providing high quality advice. This role will suit experienced Financial Planners with proven results, strong commercial acumen, and the ability to build long term relationships.Demonstrated skillsExtensive experience working as a Financial PlannerCurrent AR status (registered on ASIC)Strong relationship building skillsGreat understanding of compliance frameworks in the advice industryADFP or CFP accreditationTertiary degree aligned with FASEA education requirementsBenefitsAttractive salary packagePositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities with the potential to manage a team in the long termFun social eventsTo apply for this role, click on the 'Apply Now' button or email jeremy.oconnor@randstad.com.au At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      • sydney, new south wales
      • permanent
      • AU$71,000 - AU$72,000, per year, super + loading
      • full-time
      Your new company This organisation is renowned for leading the Australian financial space. They value employee contribution and provide great opportunities to progress and build your professional career. Your new team thrives upon delivering exceptional customer service and continuously implementing improvement strategies. Your new role Monitoring transactions and ensuring settlements go inYou will receive customer queries and interactions over email and phoneWorking from home on a full-time basis, London Shift: 8pm-5am Winter shift and 7pm-4am Summer shiftMaintain up to date knowledge of industry compliance, policyYour skillset and experience Looking for someone who has previously or is currently working night shiftsExperience with fixed income products, EFX space and foreign exchangeMinimum 3 years of banking experienceStrong attention to detail, positive mindset and excellent communicationYour benefits Gain the opportunity to progress within a reputable company. Your new role will provide you with the chance to enhance your skills and develop your knowledge. Your new team is collaborative and engaging, which presents a diverse and positive work culture. Enjoy the convenience of working from home! Your next step To launch your career, click 'apply now' with an updated copy of your CV or contact Sandra Sadaka, on sandra.sadaka@randstad.com.au or 02 8095 1752 to discuss further. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
      Your new company This organisation is renowned for leading the Australian financial space. They value employee contribution and provide great opportunities to progress and build your professional career. Your new team thrives upon delivering exceptional customer service and continuously implementing improvement strategies. Your new role Monitoring transactions and ensuring settlements go inYou will receive customer queries and interactions over email and phoneWorking from home on a full-time basis, London Shift: 8pm-5am Winter shift and 7pm-4am Summer shiftMaintain up to date knowledge of industry compliance, policyYour skillset and experience Looking for someone who has previously or is currently working night shiftsExperience with fixed income products, EFX space and foreign exchangeMinimum 3 years of banking experienceStrong attention to detail, positive mindset and excellent communicationYour benefits Gain the opportunity to progress within a reputable company. Your new role will provide you with the chance to enhance your skills and develop your knowledge. Your new team is collaborative and engaging, which presents a diverse and positive work culture. Enjoy the convenience of working from home! Your next step To launch your career, click 'apply now' with an updated copy of your CV or contact Sandra Sadaka, on sandra.sadaka@randstad.com.au or 02 8095 1752 to discuss further. At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.
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