14 jobs found in Braeside, Victoria

Company Overview This highly successful boutique financial planning firm is seeking an experienced customer service and administration professional to join their friendly team based in the CBD. This role will see you utilise your strong administration skills as well as your professional client facing skills to manage all client enquiries, update and maintain records via XPLAN and assist with reviews and reporting. This is a truly unique opportunity for you to take the next step in your career. Key ResponsibilitiesHandle client enquiries providing superior service via phone and emailMaintain and update client records through XPLANSchedule client meetings and manage portfolios to ensure all information is up to datePreparation of investment review reportsManage and improve task threads and templatesAssist with statements/records of adviceLiaise with internal and external stakeholders building strong working relationshipsPrepare up to date market material and communicate with clientsAssist with distribution of client mail outsGeneral administrative duties as required Key RequirementsOne years’ plus experience working in financial services High level of attention to detail and accuracyIntermediate MS office skillsWell presented with excellent written and verbal communication skills To Apply Please click on the apply button to be considered for this exciting opportunity or contact Hannah Ebers for confidential discussion. 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.

Do you want to be a part of the change? Our client is bringing back relationship banking, to transform banking for Australia’s small and medium enterprises. They have built them selves from the ground up, and have established a name for themselves as a genuine alternative for SMEs looking to secure the funding they need, and the service they deserve. They use a 'High-touch, High-tech" approach, which sets them apart in their industry. As a Settlements Officer, you can be a part of the change. Day to day this role will have you:Managing daily loan files, from funding to settlementAssisting with general administrative function in relations to settlements and dischargesEnsuring compliance of a loan is in line with bank policyProblem solving files and ensuring we meet settlement deadlinesProviding excellent customer service to business partners and internal teamsWorking within a vibrant, social and collaborative team environmentWho ARE you? You are confident in your skills, and able to take initative to probelm solve You are flexible and agile, and can adapt as policies change and the business growsYou have great communication skills, both written and verbal You possess excellent interpersonal and relationship building skillsWhat's on offer?Opportunites for career progression and growth, and opportunity to be a part of a bank that challenges the status quo6 weeks annual leave $750 annual bonus to spend on anything other than bills! That's right, a happy bonus.Flexible WFH/Office arrangement In order to be successful in the position, you will be/have:Previous Settlement and Administrative expirienceExpirience working in the financial services industry Discharge and PEXA expirience (not essential but desirable) Australian Working Rights If this sounds like a role for you, please APPLY NOW or send your CV directly to daria.savic@randstad.com.au for a confidential chat. This is an opportunity not to be missed! 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.

Partnership Manager Leading Life Insurance Business Team EnvironmentWFH / Office Options The Company This is one of the premier financial services organisations in Australia . They provide fantastic career growth opportunities internally and are a leading product provider to aligned dealer groups as well as IFA’s. They have a strong reputation in the market for their customer service and strong relationships within the financial planning community Their philosophies and processes give them a competitive advantage within the marketplace.The RoleThis role will see you maintaining and developing relationships with a panel of IFA’s providing them with a great value proposition and product education. Given the current landscape you will be engaging with clients through virtual meetings and progress face to face when need be. This is a great relationship based role where you will be helping grow the brand through professional development days, conferences and industry events.You will be generating sales and new accounts through relationship building with existing and non aligned IFS’s. The role distributes a very attractive platform which is very popular in the market. The company has plenty of career options for internal movement and is one of the most prestigious brands in the industry. Your ExperienceYou must have a minimum of 5 years experience in the financial services industryRG-146 ComplianceSound Knowledge of Life InsuranceExperience with the advice process and advisor networks 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.

Business Development Associate - FX Great platform to start your financial market sales careerCBD Based - Beautiful officesGlobal LeaderThe Company This business is a global brand that rewards its employees with many lifestyle benefits. They have a collaborative culture where people help each other and sales roles are well supported with administration and client service staff. They are a leading company in the Financial Services industry and have many different business units including Financial Planning, Insurance and Superannuation. The Role This is a great role with a lot of variety where you will get given the opportunity to develop at the pace you would like. Given unlimited resources and being put in a team environment, you will be given full training in the fx product suite and will be contacted by existing warm and new clients to use this company's fx platform. The role is predominantly phone based where you will be developing new clients and getting new ones. Your clients will be companies that have international payment needs and helping them through this process. You will also move slowly into deepening relationships with your clients with face to face meetings. Your Experience You have worked in a phone based environment before.Warm Calling and Cold Calling ExperienceExperience reaching out to company directors and decision makersFinancial Services Industry experience highly advantageous as well as RG-146To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on Scott.Sherwood@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.

Senior Financial Planner – Industry Fund CBD BasedUp to 135KAll appointments booked for youThe Company Leading 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 role will see you working in a collaborative team environment but still have control of your own destiny. Most clients will be “mom and dad” clients and strategies will be mainly retirement focused. You will have up to 6 client meetings a week all put in your calendar for you so you will be able to focus on the relationship side of the process. Your SOA’s and administration is all done for you so you can focus on your clients. Your Experience 3 + Years as a financial plannerDegree qualified and minimum of ADFPTo 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.

Work for one of the best banks in AustraliaManage and build a portfolio of high networth clienteleBuild your personal brand as a reputable high-end lender Are you ready to build your personal brand as a premium relationship manager, and work with an exciting array of clients that are high networth? Then this is the role for you! If you are a residential lender, either in branch or mobile lending for home loans, and you are wanting to develop your reputation and personal brand, this is the role for you! About the BrandWork for one of the most prestigous banks in Australia, which prides itself in catering to clientele on a bespoke and tailored basis. If you are wanting to join a team of high performing relationship managers, to learn and grow with and be able to build your personal brand with this well known prestigious banking brand behind you.About YouYou will be required to manage an existing client portfolio of high networth clientele, ranging from white collar professionals through to other high income earning clients, to build their wealth and manage their lending needs. You will be well polished, with excellent communication and client service acumen, who prides yourself in delivering the best possible service to your clientele. You may be a residential lender either in branch or a mobile lender wanting to move into a more challenging role, and want to build your client portfolio to be more personalised and relationship oriented rather than transactional. Or you will be an existing premium relationship manager, private banker or business banker wanting to look at something new with a prestigious bank and brand. To Be Successful in This RoleIdeally you will already be an experience Relationship Manager or have an excellent track record in managing your clientele and have exposure to working with high networth clientele. The Relationship Manager role is the key relationship point for customers and is responsible for providing an exceptional client experience. The key is to develop, retain and grow a portfolio of high net worth client relationships. Your Skill Set Should IncludeStrong working knowledge of residential credit scenariosStrong client service management skills, exceeding expecationsAttention to detailClient retention skills and ability to build relationshipsProven track record to meet and exceed targets from previous lending rolesPolished commercial acumen and excellent communication skillsSome level of a network or circle of influenceStrong organisation and time management skills If this is a position you are eager to explore, and believe you have the professional acumen to be able to cater to a high networth clientele and build your personal brand in a prestigious organisation, apply now or email kasey.casal@randstad.com.au to schedule a conversation today.Alternatively, if you believe this is a role you would like to work towards, but want to build up your skill set and experience, you may still email and apply, and we can discuss alternative or similar roles to this that you may be suited for, and work alongside you to build your dream career. 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.

Work for one of the best banks in AustraliaManage and build a portfolio of high networth clienteleBuild your personal brand as a reputable high-end lender Are you ready to build your personal brand as a premium relationship manager, and work with an exciting array of clients that are high networth? Then this is the role for you! If you are a residential lender, either in branch or mobile lending for home loans, and you are wanting to develop your reputation and personal brand, this is the role for you! About the BrandWork for one of the most prestigous banks in Australia, which prides itself in catering to clientele on a bespoke and tailored basis. If you are wanting to join a team of high performing relationship managers, to learn and grow with and be able to build your personal brand with this well known prestigious banking brand behind you.About YouYou will be required to manage an existing client portfolio of high networth clientele, ranging from white collar professionals through to other high income earning clients, to build their wealth and manage their lending needs. You will be well polished, with excellent communication and client service acumen, who prides yourself in delivering the best possible service to your clientele. You may be a residential lender either in branch or a mobile lender wanting to move into a more challenging role, and want to build your client portfolio to be more personalised and relationship oriented rather than transactional. Or you will be an existing premium relationship manager, private banker or business banker wanting to look at something new with a prestigious bank and brand. To Be Successful in This RoleIdeally you will already be an experience Relationship Manager or have an excellent track record in managing your clientele and have exposure to working with high networth clientele. The Relationship Manager role is the key relationship point for customers and is responsible for providing an exceptional client experience. The key is to develop, retain and grow a portfolio of high net worth client relationships. Your Skill Set Should IncludeStrong working knowledge of residential credit scenariosStrong client service management skills, exceeding expecationsAttention to detailClient retention skills and ability to build relationshipsProven track record to meet and exceed targets from previous lending rolesPolished commercial acumen and excellent communication skillsSome level of a network or circle of influenceStrong organisation and time management skills If this is a position you are eager to explore, and believe you have the professional acumen to be able to cater to a high networth clientele and build your personal brand in a prestigious organisation, apply now or email kasey.casal@randstad.com.au to schedule a conversation today.Alternatively, if you believe this is a role you would like to work towards, but want to build up your skill set and experience, you may still email and apply, and we can discuss alternative or similar roles to this that you may be suited for, and work alongside you to build your dream career. 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.

Business Development Associate - FX Great platform to start your financial market sales careerCBD Based - Beautiful officesGlobal LeaderThe Company This business is a global brand that rewards its employees with many lifestyle benefits. They have a collaborative culture where people help each other and sales roles are well supported with administration and client service staff. They are a leading company in the Financial Services industry and have many different business units including Financial Planning, Insurance and Superannuation. The Role This is a great role with a lot of variety where you will get given the opportunity to develop at the pace you would like. Given unlimited resources and being put in a team environment, you will be given full training in the fx product suite and will be contacted by existing warm and new clients to use this company's fx platform. The role is predominantly phone based where you will be developing new clients and getting new ones. Your clients will be companies that have international payment needs and helping them through this process. You will also move slowly into deepening relationships with your clients with face to face meetings. Your Experience You have worked in a phone based environment before.Warm Calling and Cold Calling ExperienceExperience reaching out to company directors and decision makersFinancial Services Industry experience highly advantageous as well as RG-146To apply online, please click on the appropriate link. Alternatively, please contact Scott Sherwood on Scott.Sherwood@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 Role This is a great opportunity for an emerging and ambitious broker, to grow within a rapidly expanding broker firm in Victoria with a high base salary and commission structure rewarding you for your hard work. Be part of a team that is high performing, that is emerging as one of the leading millennial broker firms. Develop your skills and knowledge as a broker with a strong team who will mentor you to grow into a high performing finance professional, where you can also build your personal brand and reputation. About You You will be a fully licenced broker, and may have experience in working with FLEX or under aggregator AFG. You could be working for a similar firm or franchise, and may want to find a better fit culture where you are able to maximise your earning potential Otherwise, you will be a newly registered broker with 1-2 years experience as a sole trading broker, and someone who is now wanting to join a firm with a solid base salary that wants to grow with other like minded professionals to increase your market value and service to your clients. To be able to be successful in this role you should be able to demonstrate: strong product knowledge of various lenders and residential loan structure (you must also be willing to learn the various loan options and products that are on offer through this finance firm)strong relationship management and relationship building skillsproven network or circle of influencestrong communication skills and ability to naturally influence clients in purchasing loan optionssolid finance skills and understanding of credit policyability to work well with others and be part of a strong tight knit culture and teambe hungry to make good commission earningsbe able to take direction and training for knowledge and expertise as neededdesire to grow your career and personal brand in an affluent broker rolestrong attitude to succeed and can-do attitude proven figures of your draw downs and commissions as a broker Requirements for the role also include: Certificate IV in Finance and Mortgage Broking (FNS40815)Diploma of Finance and Mortgage Broking Management (FNS50315)Licensed broker, preferably with AFG and experience in FLEX but not essential2+ years experience working either as an sole trading broker or within a similar firmHas a solid existing referral base and networkThis role is paying a base salary of $80K + super + commission earnings, with OTE in your first year which can exceed $100k + if you hit your targets draw-downs per month. If you are interested in the progressive and dynamic role, and ready to make a footprint in your reputation as a high performing broker in your community with a very supportive firm, apply now or email kasey.casal@randstad.com.au today. Let us help you make your mark in developing your affluent career! 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.

Are you looking for your next big break in commercial lending? Are you a credit analyst or someone in the lending field who has a strong acumen for reading business financials and statements? If you have lending experience in a bank or financial services, broker, or have a qualification in a Bachelor in Finance, CPA / CA certified, Cert IV in Credit Management or similar this is the role for you!This big 4 bank client is looking for ambitious professionals to join their rapidly growing commercial business unit in a full-time capacity located within the CBD with provision to work from home remotely after training and onboarding.Experience in banking, financial analysis and credit with a passion for delivering exceptional service to customers and internal and external stakeholders is a must to be successful.As a Commercial Credit Assessor, you will primarily be responsible for exercising sound judgement in the assessment of Small Business credit and/or Asset Finance applications. Your focus will be on making timely, accurate and consistent credit decisions for new and increased customer lending requests. You will build your skillset to have the ability to assess a vast array of applications, including Commercial investment proposals, Company Home Loans and Home Loans for Medico clientele. You will also have the opportunity to learn broader skills to support the entire Business Owners customer value chain.To grow and be successful in this role, you will ideally bring the following: Previous exposure and experience in areas such as lending, credit and/or risk.Ability to interpret and analyse financial statements.A commercial acumen that balances the needs of our customers, our people and our stakeholders.Your ability to empathise with our customers and passion for getting things right for them, every time.Enthusiasm to keep your customer value team operationally fit, to ensure we are where our customers need us most.Ability to identify and resolve obstacles, and a curiosity to trial new process or approaches to improve your team’s performance and continuously improve service to our customers.Your ability to work with others to help your team grow.A capacity to work hard and well with others in a manner that is consistent with the orgnasatons purpose and values. In return, you will be remunerated a generous packaged salary with a bonus component with the ability to grow within the firm and the business unit, if you have the desire to build your leadership and management skills. This is for someone who is looking to develop their technical knowledge and expertise in the commercial lending sector, and may be wanting to move one step further in expertise in a top tier major bank in Australia. If you feel you have what it takes to be successful in this role, please apply now or alternatively, contact Dean McIver at dean.mciver@randstad.com.au today. Your success will only be limited by your desire to succeed.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.

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.Ideally, you will need to have at least 2-3 years 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, to understand your clients needs. A working knowledge of credit decisioning is advantageous for the submission process to ensure applications are processed smoothly. If you have a background in complex lending scenarios this is also advantageous as there may be opportunities to work with business owners having intricate structures.For more information about this and some of the other great opportunities, don't hesitate to get in touch jarrad.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.

Fantastic opportunity for someone interested in partnering with small professional services businesses to offer complex solutions. CBD location and Major BankExcellent team culture and leaderKey role for segment The Role:This Big-4 Bank are seeking for a motivated and skilled Relationship Manager to join their high-performing team team. You will provide emplorary service to customers and partner with internal stakeholders such as Credit to assist customers with complex, tailored solutions to assist with all aspects of banking: borrowing/debt facilities, transactional banking needs and day-to-day assistance. About you:You will be an experienced Business Banker or someone who has been in further development and completed secondments or relief work whilst being an Analyst/Associate/Assistant Relationship Manager. You will have high attention to detail, work standards and communication skills. In addition, you will possess strong Credit skills, along with the ability to originate and negotiate. This position will give you the platform to excel, push your career aspirations and growth strategy. For a confidential chat, please contact Chris Gatley (Chris.Gatley@randstad.com.au) with your résumé attached.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 role:Build and maintain strong relationships with internal stakeholders Work with SMEs to understand, translate and document their business requirementsChallenge thinking by prototyping and developing disruptive insights Design and develop insightful reports and dashboards (Power BI) Data analysis to solve business problems and identify opportunities Work with Data Engineers to create data models Validation of data sources, extraction of data, transformation logic and loading of data in the target tables. Improve data reliability, quality and efficiency Prepare data for use in predictive and prescriptive modelling Answer industry and business questionsWhat's in it for you:6 weeks’ annual leaveYearly happiness allowance to spend on your health, family, a charity or whatever makes you happy (not your gas bill!)Education assistanceAnd much, much more!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 role:Build and maintain strong relationships with internal stakeholders Work with SMEs to understand, translate and document their business requirementsChallenge thinking by prototyping and developing disruptive insights Design and develop insightful reports and dashboards (Power BI) Data analysis to solve business problems and identify opportunities Work with Data Engineers to create data models Validation of data sources, extraction of data, transformation logic and loading of data in the target tables. Improve data reliability, quality and efficiency Prepare data for use in predictive and prescriptive modelling Answer industry and business questionsWhat's in it for you:6 weeks’ annual leaveYearly happiness allowance to spend on your health, family, a charity or whatever makes you happy (not your gas bill!)Education assistanceAnd much, much more!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.