. Well established and highly regarded firm is expanding it's sales team in The Gold Coast and Brisbane. . If you have a transferrable client base and at least 2 years experience dealing with clients in equities/options and/or managed funds then you are the Private Wealth Adviser that they are looking for. . Financial Planners should also apply as they are looking to recruit a team of planners as well.. Contact Richard Twitchen in strict confidence on 0432 693 307.. . .

Highly competitive commission structure Established business that is steadily expanding its product offering On going support and development What's in it for you?. Opportunity to join an established and successful firm that will pay you handsomely for your achievements. They are happy to give you complete autonomy to run your business but will - provide support and a team environment to work within.. . What will you be doing? - . Maximising opportunities from your existing client portfolio backed by market leading research and a wide range of service offerings.. . Who will you be doing it for?. You will be working for a successful organisation in the heart of the City. This organisation has experienced steady - growth and are - looking for - experienced individuals - to join them. They are particulary interested in Advisers who have experience outside of Equities as they believe in a diverse product offering. . . To apply for this role you must have: . A reputation for professionalism & offering outstanding advice A passion for the markets , trading strategies and being successful! Experience of - a combination of Australian & International Equities , CFD's , Commodities , ETO's etc An existing portfolio of clients Experience in Corporate sales and transactions would be highly regarded All you have to do to apply for this role is submit your CV to Mark Woolford via the 'Apply Now' button below. Send your CV asap as I will be screening applicants for this role immediately. If however you would like to have a confidential discussion about this or other sales roles - feel free to call me on 02 8918 4000.. . Only successful applicants will be contacted.

Due to internal promotions and growth this leading wealth manager is looking for a client service consultant. The consultant will be responsible for ensuring that all clients receive exceptional service with respect to queries. The queries will revolve around account and product information on superannuation , managed funds , investments , margin loans and equities. You will be provided with an in depth training programme and will work in a vibrant and energetic team with fantastic progression opportunities.. Key Responsibilities:. Provide exceptional client experience when receiving and / or initiating calls to advisers or clients Respond promptly in providing information to enquiries regarding investment products including managed funds , margin loans and equities. Identify leads , value adds and solutions for our advisers and clients Take ownership of client issues and work closely with other teams within the division to identify solutions. Liaise with stakeholders to proactively escalate any non standard account activity Identifying missing , fraudulent or incorrect information in account requests Provide feedback around process improvement and increasing the service offering to advisers and clients Conduct risk management follow ups as identified by the risk management team Accurately record information for transactions in customer relationship management systems Key Requirements:. Previous client service/customer service experience and a proven track record of relationship building Previous phone based experience is essential for this role Previous experience in superannuation , pensions and general investments is ideal Degree / SIA desirable If you are RG146 compliant it will be highly regarded Outstanding verbal and written communication skills Ability to build strong relationships with both internal and external contacts Ability to take ownership of your work and the ability to meet numerous deadlines throughout the day Excellent work ethic Good listener Well organised This is an excellent role within a leading wealth manager in Australia. The company offers great career progression and training to move up within the company.. To apply for this outstanding role please contact Stuart Dixon in the Robert Walters Brisbane office on 07 3032 2221 or click on the apply button below..

Join a well established organisation within funds management. The team has extensive funds under management across Australian equities , Asian & Emerging markets , Global resources as well as several other funds. Responsibilities:Accounting processes and operating procedures for the fund Compliance with ASX requirements Calculating the net asset value surrounding investment funds Processing payments and other transactions Collaboration with auditors and other advisors Preparing annual reports , statutory , regulatory and Tax reporting Management Reporting Share Register Preparing half yearly financial statements Adhering to AIFRS/IFRSPreparing quarterly BAS returns Analysing and continually improving current operating procedures To be successful you will need to demonstrate extensive funds management in similar organisations , as well as having relevant CA/CPA qualifications. Coming from Big 4 or Mid Tier Audit is preferred.. It is very important that you are able to utilize excellent verbal and written communications due to the stakeholder contact involved in this role. Benefits Salary Package Available Immediately Mentoring Role If you are able to demonstrate the desired experience please APPLY.

Permanent , Full-Time Opportunity Adelaide CBD Office Immediate Opportunity This leading firm that combines Accounting and Wealth Management , located in the CBD, develops and implements comprehensive strategies to a diverse client base. With additional plans for growth , this is an opportunity for a Senior Para Planner to join an established business. As a Senior Para Planner you are highly experienced in the preparation of complex financial strategies and documentation , providing technical support to financial advisors and strong compliance knowledge. As an experience Para Planner , you will be proficient in a variety of strategies with a background in SMSF's , direct equities and risk. You will be detail driven with superior time management skills and have a drive for continual development. Proficient in financial planning software , your ability to think laterally and a diploma in financial planning will ensure your success. With the ability to think strategically you will be experienced with a drive for continual development and success. This firm have strong principles and standards that are balanced with a fully supported team and light hearted environment. This is an opportunity to join a reputable employer that offers a vibrant working environment , training and development , career progression and a competitive salary..

Immediate Opportunity Permanent , Full-Time Opportunity Adelaide CBD Office This leading firm that combines Accounting and Wealth Management , located in the CBD, develops and implements comprehensive strategies to a diverse client base. With additional plans for growth , this is an opportunity for a Senior Para Planner to join an established business. As a Senior Para Planner you are highly experienced in the preparation of complex financial strategies and documentation , providing technical support to financial advisors and strong compliance knowledge. As an experience Para Planner , you will be proficient in a variety of strategies with a background in SMSF's , direct equities and risk. You will be detail driven with superior time management skills and have a drive for continual development. Proficient in financial planning software , your ability to think laterally and a diploma in financial planning will ensure your success. With the ability to think strategically you will be experienced with a drive for continual development and success. This firm have strong principles and standards that are balanced with a fully supported team and light hearted environment. This is an opportunity to join a reputable employer that offers a vibrant working environment , training and development , career progression and a competitive salary. For a confidential discussion please contact Ashlee Thackeray on (08) 8410 8533 or ashlee.thackeray@hays.com.au.

Excellent commission structure Dynamic and Fast-Paced Environment Global Presence A leading Financial Institution with an established International presence has an opportunity for an experienced Private Wealth Advisor to join their expanding team. The role is based in the Perth CBD. You will be working in a fast-paced environment with uncapped earning potential. The Role You will be advising Private Clients on Global Equities , Funds Management and other Investment vehicles. This role will have a particular focus on FX and CFDs and experience with these products is essential. Ideally you will have an existing client base. You will be provided with extensive research support. This is a full-commission role with a small retainer to ensure you receive the benefits of being a permanent employee of the business. The Person Experience in Financial Markets essential RG146 compliant Clean compliance record Proven ability to exceed targets Strong Relationship management skills Ability to back yourself in a commission-only role Apply via the link below or for a confidential discussion contact Enda at (08) 6466 3800.For other opportunities in Financial markets , Financial Planning , Paraplanning , Vetting & Compliance please visit our website at www.qpl.com.au

Build the foundations of a successful career at this Top 10 firm where you will be guided by industry experts. Develop relationships with high profile clients while enjoying diverse work at this internationally recognised firm. Your specialist team of 8 will provide solutions to clients regarding: Investment portfolios Direct equities portfolios SMSF SMA's Corporate Superannuation Move ahead of others at your level with valuable experience in value added work , such as budgeting , forecasting and structuring. Interested? Click the "APPLY" button below and I will get back to you in confidence. _________________________________ Not Interested? Some roles are just not what people are looking for. We have roles varying from Big 4 to Boutique Practices that may be of more interest to you. If there was something better out there , wouldn`t you like to know about it? So give me a call to find out more or even for a confidential chat about the market. Artemis Paniaras - Accounting Specialist (07) 3218 2707 0433 108 - 485 - (All hours) Artemis@Accountant Jobs.com.au There is only one Accountant Jobs.com.au If you haven’t applied…..why not?

Build the foundations of a successful career at this Top 10 firm where you will be guided by industry experts. Develop relationships with high profile clients while enjoying diverse work at this internationally recognised firm. Your specialist team of 8 will provide solutions to clients regarding: Investment portfolios Direct equities portfolios SMSF SMA's Corporate Superannuation Move ahead of others at your level with valuable experience in value added work , such as budgeting , forecasting and structuring. CONVINCED? Hit the ""APPLY"" button below and I will come back to you in confidence prior to approaching the client. NOT QUITE CONVINCED? That's okay , I can still help. If you are unsure about the economic timing of your next career move. I have valuable knowledge of the Accounting industry that can give you advice , solid choices or the confidence to ensure your next move is a strategic one. Whether you are ready to move now , want to gain a better understanding of the current market or interested to know what your potential options are , as the leading Accounting Recruitment Specialists in Australia. Mariam - Accounting Specialist Mariam@Accountant Jobs.com.au - 0424 522 052 (All hours) 1300 883 211 - There is only one Accountant Jobs.com.au If you haven’t applied…..why not?

Our Client is a highly respected broker based in the heart of the CBD. They currently have a fantastic new opportunity for a Senior Account Services officer.. Initially a 3 month contract position with view to extend , the role will see you responsible for quality control of all tasks performed within the account services team. You will be tasked with ensuring a reduction on error rates and complaints due to errors.. As the subject matter expert on the team you will provide support to team members alongside managing stakeholder relationships within the business. You will have a strong eye for detail and thorough understanding of credit policy and the assessment process.. You will take charge of workflow distribution within the team and ensure processing of account openings across equity and margin lending accounts are completed within agreed service level requirements. You will need a thorough understanding of KYC requirements for new customers and be able to take a hands on role when required.. Key Responsibilities:. Distribute workflow efficiently to ensure all accounts are opened within agreed service levels Reduce errors and recommend process improvement Quality control of account service team processess Coaching and training of staff in SME capacity Accurate data entry of all account openings and amendments Review account application forms and ensure compliant To be considered for the role it is essential that you have 3 + years experience of equities and margin lending products alongside proven experience of working in a high volume deadline driven environment.. You must be able to commence work in April 2013 and be available to complete 3 month contract.. If you are interested in this fantastic opportunity please apply online now or contact Louise Doak on 9220 6900 for a confidential discussion..

Our Client is a highly respected broker based in the heart of the CBD. They currently have a fantastic new opportunity for a Senior Account Services officer.. Initially a 6 month contract position with view to extend , the role will see you responsible for quality control of all tasks performed within the account services team. You will be tasked with ensuring a reduction on error rates and complaints due to errors.. As the subject matter expert on the team you will provide support to team members alongside managing stakeholder relationships within the business. You will have a strong eye for detail and thorough understanding of credit policy and the assessment process.. You will take charge of workflow distribution within the team and ensure processing of account openings across equity and margin lending accounts are completed within agreed service level requirements. You will need a thorough understanding of KYC requirements for new customers and be able to take a hands on role when required.. Key Responsibilities:. Distribute workflow efficiently to ensure all accounts are opened within agreed service levels Reduce errors and recommend process improvement Quality control of account service team processess Coaching and training of staff in SME capacity Accurate data entry of all account openings and amendments Review account application forms and ensure compliant To be considered for the role it is essential that you have 3 + years experience of equities and margin lending products alongside proven experience of working in a high volume deadline driven environment.. You must be able to commence work in early April 2013 and be available to complete 6 month contract.. If you are interested in this fantastic opportunity please apply online now or contact Louise Doak on 9220 6900 for a confidential discussion..

Highly competitive commission structure Established business with strong product offering On going support and development What's in it for you?. Opportunity to join an established and successful firm that rewards - you - for your achievements. They are happy to give you complete autonomy to run your business but will - provide support and a team environment to work within.. . What will you be doing? - . Maximising opportunities from your existing client portfolio backed by market leading research and a wide range of service offerings.. . Who will you be doing it for?. You will be working for a successful organisation in the heart of the City. This organisation has experienced recent - growth and are continuously looking for - experienced individuals and teams to join them. They are particulary interested in Advisors who have experience of a diverse range of products. . . To apply for this role you must have: . A reputation for professionalism & offering outstanding advice A passion for the markets , trading strategies and being successful! Experience of - a combination of Australian & International Equities , CFD's , Commodities , ETO's etc would be beneficial but not essential An existing portfolio of clients Experience in Corporate sales and transactions would be highly regarded All you have to do to apply for this role is submit your CV to Mark Woolford via the 'Apply Now' button below. Send your CV asap as I will be screening applicants for this role immediately. If however you would like to have a confidential discussion about this or other sales roles - feel free to call me on 02 8918 4000.. . Only successful applicants will be contacted.

Build the foundations of a successful career at this Top 10 firm where you will be guided by industry experts. Develop relationships with high profile clients while enjoying diverse work at this internationally recognised firm. Your specialist team of - 10 will provide solutions to clients regarding: Investment portfolios Direct equities portfolios SMSF SMA's Corporate Superannuation Move ahead of others at your level with valuable experience in value added work , such as budgeting , forecasting and structuring. Interested? Click the "APPLY" button below and I will get back to you in confidence. _________________________________ Not Interested? Some roles are just not what people are looking for. We have roles varying from Big 4 to Boutique Practices that may be of more interest to you. If there was something better out there , wouldn`t you like to know about it? So give me a call to find out more or even for a confidential chat about the market. Current Positions Available Business Services Manager: 4 Partner firm , full control of client base , $500K portfolio , Manage team of 4. Business Services Senior: Mid-tier , Join a team of 5 with opportunity to progress to management. Business Services Senior: 2 Partner firm , looking for a talented senior to stream for partnership due to retirements Artemis Paniaras - Accounting Specialist (07) 3218 2707 0433 108 - 485 - (All hours) Email me at Artemis@Accountant Jobs.com.au There is only one Accountant Jobs.com.au If you haven’t applied…..why not?

Fund Manager of the year 2013Employer of choice for women 12 month contract At Perpetual we stand apart for our enduring track record of integrity , performance excellence and focus on our clients. We will empower you to reach your full potential , in an open and honest environment. Our success is based on our people. Perpetual Investments is one of Australia's most highly regarded investment managers offering strong investment capabilities across a range of asset classes including Australian and international equities , property securities , mortgages , fixed income and cash. Investors find us responsive and reliable , trusting our experience to provide the benefits of perspective and vision. We are currently seeking a Business Development Manager - Platforms to establish , build and maintain relationships with advisers of national dealer groups , boutiques , and independent advisers ensuring they recommend Perpetual's Wealth Focus Platform. The role will service advisers across New South Wales , Victoria , Tasmania and Queensland and provide specialist knowledge to the broader Perpetual sales community. Key Responsibilities: Establish , build and maintain relationships with advisers within national adviser groups , boutiques , and independents Achieve fund flow , FUM and revenue targets. Regularly communicate with , and provide feedback to the GM Platforms , on the status of operational plans and any adviser group issues Prepare call reports for all adviser & account meetings for database updating Maintain minimum monthly levels of sales activity Maintain regular contact with the management staff of key accounts to ensure strong relationships with Perpetual Provide sales and marketing support to advisers to add value to their businesses , ensuring that all requests for information or enquiries are followed up in a timely manner Prioritise advisers to be serviced based on rankings and funds flow Deliver presentations and training to advisers at PD days , conferences , and in-house functions as required The successful candidate will have the following skill & attributes: Relevant tertiary or industry qualifications (SIA, DFP) Extensive business development , sales , or investment management experience Existing relationships with national dealer groups , boutiques , and independents preferred Sound understanding of funds management industry , including platforms Proven ability to build customer loyalty Whilst not essential , previous experience in Platforms is a distinct advantage Exceptional written and verbal communication skills To submit your application in strict confidence , please apply on line using the link below or email your resume to cv.perpetual@hudson.com quoting Ref 7M/16271.

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Definitely a clear path to partnership (no blockage)Modern , innovative firm with strong reputation Very neg package for the right individual!

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CBD Based Global Business

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