Available Candidates

See a selection of our candidates currently looking for work. Updated frequently, so check regularly if you’re in need of top talent for your business.

Group 5078 (7)

  • Classification

  • Location

  • Work type

Graduate in Financial Planning
$60k + Super
Brisbane Permanent / Full Time

An experienced candidate with 17+ years in law firm practice and office management, excelling in team leadership and financial acumen.

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With over 17 years of experience in law firm practice and office management, this exceptional candidate possesses a remarkable skill set that is sure to be a valuable asset to your team. They have a proven track record of successfully overseeing the day-to-day administrative, office, and financial operations of a medium-sized legal firm spanning three locations. Their leadership capabilities shine through as they expertly supervised and coordinated a team of seven administrative staff, which included one direct report. Their financial acumen is second to none, encompassing tasks such as managing accounts payable and receivable, processing fortnightly staff payroll for a team of 20, monitoring cash flow and workflow, efficiently managing debtors, preparing annual budgets, meticulously handling trust accounts, and compiling weekly, monthly, and year-end financial statements, including BAS/GST, PAYG, and FBT. This candidate's commitment to ongoing education, exemplified by their pursuit of a Graduate Certificate in Financial Planning, complements their reputation for effective communication and rapport-building, making them a well-rounded and invaluable addition to your team.
Senior Financial Adviser
$135k + Super
Queensland Permanent / Full Time

Experienced Senior Financial Adviser with a strong track record in client management, financial modeling, and holistic strategies.

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With 16 years of extensive financial services expertise, this job seeker brings a wealth of knowledge and experience to your organisation. As a Senior Financial Adviser, they currently manage a substantial client portfolio of 70-80 individuals, specialising in pre-retirees and retirees while consistently onboarding new clients. Their track record demonstrates a proven ability to provide tailored, holistic advice that caters to a diverse range of clients and strategies. They have mastered the full spectrum of financial advisory responsibilities, from initial client meetings and fact-finding to strategy development, implementation, and delivery of advice. Their proficiency extends to drafting Statement of Advice (SOA) documents, conducting complex financial modeling, and generating comprehensive reports. With a remarkable capability to manage Self-Managed Superannuation Funds (SMSF) and work with trusts, investments, superannuation, pensions, insurances, and estate planning, this job seeker is primed to be a valuable asset to your team, ensuring the financial well-being of your clients and the growth of your business.
Relationship Manager
$80k + Super
New South Wales Permanent / Full Time

With a decade of financial planning experience, including expertise in end-to-end application processing and client financial guidance.

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With a decade of experience in the financial planning industry, including a recent role as a Relationship Manager, this candidate is an invaluable asset. They possess a remarkable proficiency in guiding clients through the end-to-end application process, from submission to settlement, with meticulous attention to detail in collecting and reviewing necessary documents. Their skill extends to assisting clients in comprehending their financial situation and navigating complex financial agreements and terms, ensuring clarity and confidence in their financial decisions. This candidate's professional demeanor, combined with their well-presented and friendly personality, makes them a trusted and approachable advisor. Their adaptability and ease in dynamic environments equip them to handle a variety of situations with grace and expertise, making them an ideal addition to any financial planning team.
Business Development Manager
$200k + Super
New South Wales Permanent / Full Time

With extensive experience in financial services, a deep understanding of markets, and a strong track record at leading firms, this candidate excels in relationship management, investment communication, and strategic planning.

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As a seasoned financial services professional, this candidate brings a wealth of expertise in sales and relationship management to your organisation. With a deep understanding of financial markets, superannuation, investment management processes, and various asset classes, their knowledge is unmatched. Their impressive career journey includes pivotal roles at prominent firms such as Investors Mutual Limited, AMP, Two Degrees Capital, Pepper Investment Management, BNP Paribas Investment Partners, and Mercer Global Investments, reflecting their dedication to the industry. They excel in cultivating relationships with investment teams, crafting investment communications, strategic business planning, and managing client relationships. Notably, their ability to oversee key tasks such as RFPs, ratings, investment process documentation, and sales materials is second to none. With a Bachelor's degree in economics from the University of Sydney, this candidate is primed to make a significant impact, offering a remarkable blend of knowledge, experience, and dedication to your financial services team.
Marketing & Brand Executive
$75k + Super
Melbourne

With over 3 years of experience in Marketing and Brand Management, this candidate is a tech-savvy professional proficient in various essential tools and dedicated to consistently elevating your brand’s engagement and relevance.

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With an impressive track record as a Marketing and Brand Specialist, this candidate brings over three years of hands-on experience to the table. With a keen eye for detail, they excel in managing and maintaining websites, social media platforms, and advertising content, ensuring your brand remains consistently engaging and relevant. Their proficiency extends to an array of essential tools, including Shopify, Meta Business Suite, Google Advertising & Analytics, Klaivyo & Omnisend, Pipedrive CRM system, Canva, and Microsoft Office, equipping them with the necessary skills to drive marketing success. This candidate's unwavering motivation and strong work ethic are the driving forces behind their ability to deliver consistent, high-quality results. By adding this dedicated and tech-savvy professional to your team, you are securing a valuable asset that will help elevate your marketing efforts to new heights.

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