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4 Permanent Banking & financial services jobs found in North Sydney

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    • north sydney, new south wales
    • permanent
    • AU$60,000 - AU$75,000 per year
    • full-time
    My client is now seeking a loan writer to join their expanding team in North Sydney. In short, as a loan writer, you will assist the company’s clients to match their mortgage needs with a tailored solution for their individual requirements. Ideally, you will have 2+ years of experience meaning you have a strong understanding of the mortgage process from A - Z already as well as being familiar with the lenders/banks that are available to the market. The Role: Liaise with clients to gather information and documentation needed for their loan application to be successfulIdentify the appropriate lender options and present the appropriate lending solutionsAdhere to and maintaining all compliance and service levels Collect and prepare all necessary documentation for the loan packaging to settlement About You:Excellent written and verbal Mandarin communicationStrong skills within CRMs, lodgement tools, Microsoft, diary managementAttention to detail and enjoy scrutinising all documents related to loan applications and ensuring loans and processes meet compliance standards and ensuring efficient approvals What’s in it for you? Receive PAYG income while you build your knowledge and skillsWork in a young vibrant award winning environmentLearn from one the best in the best - both in mortgage broking and processing skills Get experience across all stakeholders (clients, lenders, solicitors, accountants etc.) to process the application to settlement Opportunity to develop your credit and lending skills to become more senior within Take your next step and hit the APPLY button. After receiving your application I will get in touch with you to discuss your next steps.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.
    My client is now seeking a loan writer to join their expanding team in North Sydney. In short, as a loan writer, you will assist the company’s clients to match their mortgage needs with a tailored solution for their individual requirements. Ideally, you will have 2+ years of experience meaning you have a strong understanding of the mortgage process from A - Z already as well as being familiar with the lenders/banks that are available to the market. The Role: Liaise with clients to gather information and documentation needed for their loan application to be successfulIdentify the appropriate lender options and present the appropriate lending solutionsAdhere to and maintaining all compliance and service levels Collect and prepare all necessary documentation for the loan packaging to settlement About You:Excellent written and verbal Mandarin communicationStrong skills within CRMs, lodgement tools, Microsoft, diary managementAttention to detail and enjoy scrutinising all documents related to loan applications and ensuring loans and processes meet compliance standards and ensuring efficient approvals What’s in it for you? Receive PAYG income while you build your knowledge and skillsWork in a young vibrant award winning environmentLearn from one the best in the best - both in mortgage broking and processing skills Get experience across all stakeholders (clients, lenders, solicitors, accountants etc.) to process the application to settlement Opportunity to develop your credit and lending skills to become more senior within Take your next step and hit the APPLY button. After receiving your application I will get in touch with you to discuss your next steps.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
    • full-time
    About the companyThis growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. Due to recent growth, they are looking for an experienced Associate Adviser and Paraplaner to join their journey and play a key part in their long term success.About the roleIn this role you will be supporting the Senior Financial Planner and will be a first point of contact for their clients. You will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will also attend client meetings with the Senior Financial Planner to present strategies and maintain strong relationships with the clients. This is an exciting opportunity for an experienced Paraplanner or Associate Adviser to join a successful and fun business that provides great flexibility and career development. Demonstrated skills3+ years experience working in Paraplanning or as Associate AdviserRG146 qualifications Understanding of compliance frameworks in the advice industryStrong attention to detail and strong communication skills BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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 growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals. Due to recent growth, they are looking for an experienced Associate Adviser and Paraplaner to join their journey and play a key part in their long term success.About the roleIn this role you will be supporting the Senior Financial Planner and will be a first point of contact for their clients. You will be responsible for writing accurate strategic and compliant financial Statement of Advice and Records of Advice. You will also attend client meetings with the Senior Financial Planner to present strategies and maintain strong relationships with the clients. This is an exciting opportunity for an experienced Paraplanner or Associate Adviser to join a successful and fun business that provides great flexibility and career development. Demonstrated skills3+ years experience working in Paraplanning or as Associate AdviserRG146 qualifications Understanding of compliance frameworks in the advice industryStrong attention to detail and strong communication skills BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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
    • full-time
    About the companyThis growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.Following a recent platform acquisition, they are looking for an experienced Client Service Manager to join their journey and play a key part in their long term success.About the roleIn this Client Service Manager role you will be supporting 2 Senior Financial Planners and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an experienced Financial Planning Assistant or Client Service Officer/Manager, to join a successful and fun business that provides great work life balance and career development. Demonstrated skills2+ years experience working in Financial Planning as an Assistant or Client ServiceRG146 qualifications Understanding of compliance frameworks in the advice industryStrong attention to detail and strong communication skills BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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 growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.Following a recent platform acquisition, they are looking for an experienced Client Service Manager to join their journey and play a key part in their long term success.About the roleIn this Client Service Manager role you will be supporting 2 Senior Financial Planners and will be a first point of contact for their clients. Your responsibilities will include but won’t be limited to implementation of advice, administrative duties, XPlan tasks management, liaising with fund providers and client greetings and follow ups. This is an exciting opportunity for an experienced Financial Planning Assistant or Client Service Officer/Manager, to join a successful and fun business that provides great work life balance and career development. Demonstrated skills2+ years experience working in Financial Planning as an Assistant or Client ServiceRG146 qualifications Understanding of compliance frameworks in the advice industryStrong attention to detail and strong communication skills BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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$130,000 - AU$140,000, per year, Very attractive package
    • full-time
    About the companyThis growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.Following a recent platform acquisition, they are looking for an experienced Financial Planner to join their journey and play a key part in their long term success.About the roleIn this Financial Planner role you will service a small book of clients and continue to grow the business by looking after very warm leads coming from the Corporate Super division, Mortgage Broking division and recently acquired platform.You will have full paraplanning and administrative support and your focus will be on building strong relationships and providing high level strategic adviceThis is an amazing role for an experienced Financial Planner looking for a stable and long term environment with the opportunity to grow into a leadership role in the future. All this while having fun on the way!Demonstrated skills5+ years experience working as qualified Financial PlannerAbility to build strong relationships with clients Great understanding of compliance frameworks in the advice industryFASEA education requirements BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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 growing financial advice business based in North Sydney has developed a great name and brand over the years. Constantly striving for perfection, the team is known for providing outstanding financial advice to a wide range of loyal clients from wealth accumulators, mum and dads, to corporate and High Net Worth individuals.Following a recent platform acquisition, they are looking for an experienced Financial Planner to join their journey and play a key part in their long term success.About the roleIn this Financial Planner role you will service a small book of clients and continue to grow the business by looking after very warm leads coming from the Corporate Super division, Mortgage Broking division and recently acquired platform.You will have full paraplanning and administrative support and your focus will be on building strong relationships and providing high level strategic adviceThis is an amazing role for an experienced Financial Planner looking for a stable and long term environment with the opportunity to grow into a leadership role in the future. All this while having fun on the way!Demonstrated skills5+ years experience working as qualified Financial PlannerAbility to build strong relationships with clients Great understanding of compliance frameworks in the advice industryFASEA education requirements BenefitsAttractive salary packageOpportunity to work in a successful and fun businessPositive work/life balance encouraged with potential flexible working arrangementsGreat career development opportunities Fun 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.

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Explore over 4 jobs in North Sydney

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