Senior Investment Advisor

Job SummaryWe are seeking an experienced investment professional to execute equity transactions and provide strategic advisory services for clients.The ideal candidate will be proactive in client acquisition, relationship management, and trade execution while delivering insightful market analysis.

Unlock Your Potential in Corporate Financial StrategyThe Opportunity: Build a Legacy of SuccessA dynamic Senior Financial Advisor is sought to spearhead Corporate Solutions activities, offering entrepreneurial freedom and the backing of a leading insurer. The role focuses on crafting bespoke financial solutions for high-value corporate clients and addressing...

Job OverviewWe are seeking a skilled professional to assist with financial planning, servicing clients across Australia.ResponsibilitiesMonitor client investment portfolios to ensure they remain aligned with recommended asset allocation strategies.Prepare recommendations for the adviser on any changes required and maintain records of advice provided.Develop...

Financial Planning Expert NeededWe are looking for an experienced and skilled Paraplanner to support our financial planning team.Prepare comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs).Conduct product comparisons and strategy modelling for superannuation, insurance, and pension products.Assist in the setup and structuring of...

The Role of a ParaplannerAs a Paraplanner, you will play a pivotal role in the development and implementation of comprehensive financial plans for clients. This involves collaborating closely with advisors to prepare and analyze financial needs analysis reports.Responsibilities:Assist advisors in creating detailed financial plans tailored to individual...

Get AI-powered advice on this job and more exclusive features. We are seeking an experienced and detail-oriented Senior CPA to join our team. In this role, you will lead complex accounting functions, oversee financial reporting and compliance, and provide strategic insights that drive sound business decisions. You will serve as a key advisor internally and...

Job Title: Senior Financial Planning AnalystGartner is seeking an experienced FP&A analyst to provide research and advisory services to global clients.The ideal candidate will have extensive experience in leveraging technology to enhance financial planning processes.About the RoleCollaborate with a team of seasoned analysts to develop authoritative research...

Job OverviewThe role of a financial market professional involves managing and executing transactions for clients, including buying and selling stocks and securities. This position also provides strategic guidance and advisory support to clients, helping them make informed investment decisions.Key ResponsibilitiesDevelop strong relationships with...

Mortgage professionals with a knack for strategy and analytical skills are invited to join our team in an exciting role as Mortgage Support Specialist. As a full-time remote employee, you will be hired by the client as a strategic support partner, providing evidence, data, and research to enable efficient delivery of advisory work.The ideal candidate will...

Job OpportunityWe are seeking a skilled and motivated individual to fill the role of Senior Consultant.This exciting position offers the chance to work with clients on projects across the Asia-Pacific region, utilizing our flagship delivery tools and methods to solve complex challenges and drive meaningful change.Key skills required include strong analytical...