Financial Planning Recruitment

With 8 years of experience in banking and lending, including 5 years in mortgage broking writing $3m per month, this expert has experience across residential, commercial, and SMSF loans, supported by a Bachelor of Science (Honours) in Technology Management and Computing.

With 30+ years in customer service and financial services, this expert excels in diverse mortgage products, high-volume call management, and cultivating key business relationships.

Successfully led a team of 20 in loan packaging and settlement, with expertise in regulatory compliance, fund manager relationships, and proficiency in Microsoft Office, CRM, Oracle Banking, SAP, and PEXA.

With 6+ years in financial planning, specialising in SMSF and insurance, this professional holds a Bachelor of Finance and a Master of Financial Planning, and is skilled in XPLAN, Trello, and advanced financial management.

With 10+ years in financial services, this expert excels in client services, operations management, and technical support, with proven success in implementing quality frameworks and managing vendor transitions, supported by advanced qualifications in Finance and Financial Planning.

With 10+ years of experience in financial services, this expert excels in client management, financial planning, and sales leadership, consistently driving high revenue, and managing 170+ client portfolios, with an award-winning performance.

With 10+ years in auditing experience, including senior roles and team management, this CPA with advanced degrees excels in financial reporting, risk identification, and proficiency with XERO, MYOB, QuickBooks, and Microsoft Dynamics.

With 6+ years in customer service and 5 years in management, including leading a team of 10, this candidate combines strong leadership, a Diploma in Finance and Mortgage Broking Management, and exceptional client relationship skills.

30 years of comprehensive experience in lending across both public and private sectors, 10+ years in management, expert in lead generation, and dedicated to outstanding customer service.

10+ years of expertise in customer service and 5+ years of specialised experience in the insurance industry, skilled in tech-driven processes and overcoming challenges.

30+ years in customer service and financial services, specialising in diverse mortgage products, high-volume call management, and stakeholder relationship building.

Proficient candidate in senior financial services roles, skilled in managing complex transactions, regulatory compliance, developing training programs, and leading automation and system migration projects.

This candidate is an expert in superannuation and insurance with extensive experience in RFI/RFP processes, strategic fund management, insurance testing, and regulatory compliance.

With 30+ years of experience, this finance expert has managed a $40m-$50m portfolio, overseen 4-5 senior roles, and specialised in investment-grade finance strategies.

5+ years of experience, skilled in SOAs, ROAs, financial modelling, and using XPlan and Xtools+, holding a Graduate Diploma in Financial Planning, a Master’s in Finance, a Bachelor’s in Statistics, and completed CFA levels.

Experienced in financial services with 9 years in mortgage broking, this candidate holds a Bachelor of Business Administration and a Certificate IV in Finance and Mortgage Broking, skilled in loan applications and liaising with key stakeholders.

With 18+ years in superannuation and insurance, this candidate excels in managing compliance projects, streamlining business processes, and effectively communicating with stakeholders.

12 years of experience in financial planning, this candidate is highly skilled in tailored financial plans, SOAs, and client service, with entrepreneurial leadership and business development skills.

10+ years in financial analysis, skilled in using Xplan and Coin, achieving 100% KPIs, mentoring juniors, and handling complex financial models like SMSFs and LRBA.

7+ years in roles like Associate Advisor and Client Relationship Manager, skilled in client management and compliance checks, and proficient in SAP, Oracle, Swift, Xplan, Excel, Word, and PowerPoint.

Experienced bookkeeper with 20+ years in accounting, skilled in payroll, BAS, accounts, and proficient in MYOB, Xero, and QuickBooks.

Experienced in investment sales, client management, and finance, adept at capital raises, IPOs, client needs analysis, objection handling, and regulatory compliance.

Experienced financial services leader with 15+ years’ expertise in banking, superannuation, investment management, team leadership, and KPI-driven operations.

Experienced Brazilian Financial Advisor transitioning to Australia, skilled in retirement planning, estate planning, investment advice, and tax strategies.

Experienced senior marketer with 25+ years in banking and financial services, including leadership roles at Big 4 banks and large insurance firms, managing teams of 30+.

Experienced in bookkeeping, Accounts Payable, Accounts Receivable, Fixed Asset Register maintenance, and adept with Xero, MYOB, and Netsuite.

Experienced Business Development professional in financial services with a proven track record in sales and stakeholder management.

Versatile Associate Advisor with strong financial analysis, audit, project management, and sales skills, backed by a Bachelor of Accounting in Financial Planning and Taxation.

Experienced broker assistant adept at managing diverse loan portfolios, preparing applications, conducting research, negotiating finance products, and liaising with financial institutions.

With over 8 years of seasoned experience in the Finance industry, specialising in Home loans and Insurance, backed by a Bachelor of Business Administration and Certificate IV in Finance and Mortgage Broking.

With over 15 years of financial planning experience, including leadership roles at Minas Financial Group, this candidate excels in delivering evidence-based advice, cultivating client relationships, and fostering high-performing teams.

Decade of Superannuation and Financial Advice expertise, coupled with academic achievements, ready to drive innovation in your organisation.

Experienced advisor with over two decades of unparalleled expertise in Holistic and Risk Advice, offering comprehensive guidance and strong compliance background.

Experienced Financial Planner with a decade of proven revenue generation exceeding $150k and proficiency in client service, paraplanning, and business development.

Queensland University of Technology Bachelor of Business in Economics graduate with hands-on experience as a Business Consultant for South Bank Corporation and Financial Assistant in China.

Experienced in customer service and sales at Telstra, with a track record of excelling in target-driven environments, complemented by a degree in Applied Finance and Marketing from Western Sydney University, eager to transition into Wealth Management.

High-achieving individual with an outstanding ATAR score and successful tenure as an Account Coordinator at Madden Assoc., showcasing dedication to excellence and multiple university awards, eager to transition into the Wealth Management Industry.

Expected 2024 graduate with experience as a Consultant in Governance, Risk, and Compliance at KPMG and Customer Service Officer at Link Group, bringing a diverse skill set in Finance and Chemistry.

University of NSW Master of Marketing graduate with hands-on internship experience in marketing operations and human resources, coupled with community involvement.

Deakin University MBA International (Finance) graduate with finance experience at NAB and KPMG, coupled with a Bachelor of Commerce in Marketing, bringing a blend of financial expertise and strategic marketing acumen.

Highly skilled Bachelor of Commerce graduate with internship experience at Castrol and extensive tutoring background in statistics.

Bachelor of Commerce graduate specialising in Management and Finance from the University of Melbourne, showcasing sales expertise and professionalism honed through roles at Target and Reading Cinemas.

Bachelor of Commerce graduate from Macquarie University with diverse experience in delivery, cashiering, and food service roles, showcasing adaptability, resilience, and strong communication skills, eager to transition into insurance and wealth management.

Master of Finance holder from the University of Tasmania with extensive experience as a Financial Controller and successful ventures in Stock Trading, offering diverse financial expertise and entrepreneurial acumen.

A driven Bachelor of Commerce graduate with Account Manager experience at Vodafone, showcasing strong presentation and communication skills.

With a Bachelor of Commerce in International Business from Macquarie University, customer service roles at YOCHI and Yayoi, and internship at Fintax Group, this candidate offers a diverse skill set and practical experience.

With a Bachelor of Commerce from Monash University, internship experience at AETOS Capital Group, and volunteering as an investment analyst for the Monash Student Managed Fund, this candidate brings a well-rounded background in finance.

With a Bachelor of Commerce from Monash University and current employment at Siemens Healthineers as a Data Analyst, this candidate brings analytical prowess, polished communication, and industry experience.

With a Bachelor of Commerce in Finance and Marketing from Melbourne University, this candidate brings a unique blend of financial acumen, marketing expertise, and articulate communication skills honed through 4 years of customer service roles.

Experienced professional in broking, lending, and real estate, settling 4-5 million monthly in residential home loans, adept at communication, relationship-building, and sales.

Experienced financial services professional with 11 years in Financial Planning, Paraplanning, and Client Service.

Experienced NAB Complex Lending team member adept at managing 15 weekly applications, with expertise in diverse loan structures and stakeholder engagement.

Experienced Executive Assistant with 5 years of experience and 3 years in project management, skilled in business processes, finance management, and stakeholder engagement.

Bachelor of Commerce graduate with 7+ years in customer service and expertise in financial planning, offering analytical prowess, polished communication, and a proven track record.

Melbourne University Bachelor of Commerce graduate with 4 years of customer service experience, well-prepared for roles requiring financial acumen, marketing insights, and strong communication abilities.

Monash University Bachelor of Business in Banking and Finance candidate, expecting graduation July 2024, with 3 years of customer service managerial experience.

RMIT Diploma of Business graduate, currently completing a Bachelor of Financial Planning and Accounting at Swinburne University, with 8 years of customer service, including 1 year in a managerial position.

RMIT Bachelor of Commerce in Economics and Finance graduate with 1 year of administrator experience.

RMIT Bachelor of Business in Economics and Finance graduate with 3+ years of tax advisory experience, eager to transition into financial planning, bringing a strong work ethic and commitment to continuous improvement.

Monash University Bachelor of Commerce and Finance graduate with 3 months of Paraplanner experience, demonstrating strong communication skills, and hands-on expertise in financial modeling, equities, and investment analysis.

With 17+ years in law firm Practice and Office Management, this candidate excels in overseeing legal operations, financial accounting, and staff supervision, currently enhancing their skill set with ongoing education in paraplanning and financial planning.

University of Technology Sydney Bachelor of Business graduate with a Certificate IV in Finance and Mortgage Broking from Monarch Institute, offering 4 years of hands-on financial services experience.

Macquarie University Bachelor of Commerce in Finance graduate currently pursuing a Master of Financial Planning through Kaplan Professional, with 5 years of finance experience, excelling in continuous learning, effective communication, and strong interpersonal skills.

University of Technology Sydney Master of Finance, Master of Professional Accounting, and Bachelor of Business Administration graduate with 3+ years of professional services industry experience.

University of Wollongong Bachelor of Commerce graduate with 7 years of customer service experience, including 11 months in a client services/paraplanning role at a financial planning firm.

Monash University Bachelor of Banking and Finance graduate with 9 years of customer service experience, excelling in effective and concise verbal communication, and proven time management skills.

Monash University Bachelor of Business and Bachelor of Banking and Finance candidate, graduating November 2024, with 6 years of customer service experience, technological literacy, and proficiency in MS Suite.

Upcoming Bachelor of Commerce graduate in Finance from Monash, complemented by a Certificate IV in Leadership and Management, recognised for dedication, reliability, and strong communication skills, primed to excel in roles requiring financial expertise, leadership, and interpersonal finesse.

Business and Economics student at QUT, adept in merging theory with practice, showcasing strong presentation skills, technical proficiency in statistical analysis, and a holistic grasp of finance and marketing principles.

Commerce graduate excelling in finance and analytics, distinguished by top marks in key subjects, paired with strong communication, technical proficiency, and sharp critical thinking.

Finance and Economics graduate with hands-on internship experience, known for financial acumen, exceptional communication, and a thirst for learning.

Superannuation veteran of over 20 years, excels in relationship building from payroll to CEOs, showcases expertise in team leadership, process optimisation, regulatory compliance, and impactful seminars.

Experienced underwriting professional with London expertise, legal business development skills, and exceptional communication talents, ready to excel in insurance, team leadership, and business development.

Decades-experienced financial planning expert renowned for cultivating enduring client relationships, entrepreneurial innovation in fee models, and a diverse skill set, offering invaluable adaptability and client-centric expertise to any team.

Seasoned Home Lending Manager and Mortgage Broker with 18+ years’ expertise, consistently delivering $2 million monthly settlements through strategic lead generation and exceptional proficiency in handling diverse residential loan portfolios.

2+ years broking experience managing diverse insurances for 13,000 clients, adept in premiums ($300-$15k), renewals, certificates, and prompt client communication under high volume.

30 years in reinsurance broking, expert in insurance nuances, strategic counsel, fostering internal synergy, and delivering industry foresight.

Experienced leader in workers’ compensation, adept at managing diverse teams across locations, fostering talent, and cultivating strategic partnerships.

8 years in financial services as a Marketing Specialist, excelling in diverse campaigns, platforms, and tools for impactful initiatives in insurance and finance.

Seasoned marketer with 8 years’ expertise in real estate and insurance, excelling in diverse digital strategies, content creation, and collaborative campaign execution for impactful audience engagement.

Seasoned overseer with 7 years in Corporate Health and Life Insurance, excelling in operations, claims, and fostering strong stakeholder relationships.

25+ years’ senior marketing and communications expertise in global finance, with proven leadership at Big 4 banks, adept at driving impactful projects and teams.

With more than 20 years of experience in the superannuation sector, this candidate brings a wealth of expertise to the field.

With 7 years of experience in high-risk sales environments and 5 months of specific exposure to superannuation, this candidate has honed the ability to proactively engage with potential clients.

With more than 4 years of administrative and customer service experience, this candidate has developed a strong attention to detail, enabling them to handle sensitive issues with care and precision.

With over 3 years of customer service experience spanning life insurance, superannuation, and banking, this candidate has developed a robust skill set.

With nearly 22 years of experience in the Financial Services industry, this candidate has held roles with notable expertise.

With 14 years of experience in the banking and finance industry, this candidate has dedicated a significant portion of their career to the Financial Planning and Wealth Management sectors.

With over 20 years of experience in the banking and finance sector, this candidate has a notable 13-year tenure managing a thriving Mortgage Broking business.

With over 10 years of experience in finance and mortgages, this candidate excels in conducting comprehensive credit assessments, assisting clients in securing home loans, and managing end-to-end application processes, from initial submission to successful settlement.

This candidate holds extensive knowledge and hands-on experience in a range of financial areas, including retail banking products, financial markets, and personal and mortgage lending.

With over 11 years of asset broking experience at Collective Financial, Nation Finance and Loans, Stratton Finance, and various automotive dealerships, this candidate has established a well-rounded career.

With a proven track record in managing operations departments, this candidate has overseen Sales Support and Settlements teams.

With over 10 years of experience in the mortgage industry, this candidate has established a solid track record and developed expertise in various aspects of lending.

With over 4 years of experience in settling Asset Loans, this candidate consistently settles an average of 25 loans per month, primarily focused on cars but also including caravan, motorbike, and truck loans.

Experienced Sales Manager with a 10+ year track record, including Mortgage Broker accreditation and expertise in fuel product transactions, capable of driving business growth and fostering lasting partnerships.

A proficient loan processor supporting a Senior Mortgage Broker with a monthly settlement average of $12 million and strong compliance knowledge.

Experienced in finance and property management, excelling in supporting a Mortgage Broker, with a monthly settlement average of $4 million and a strong ability to manage diverse loans.

A 23-year Mortgage Broking veteran with a successful track record, including 34% business sales growth and leadership experience with a team of 25 senior brokers.

A Mortgage Broker Franchisee with 20+ years of experience, exceptional track record, and a Certificate IV in Finance and Mortgage Broking.

A seasoned professional with 19 years of financial services experience, advising 150+ clients, excelling in holistic financial services, and possessing deep expertise in XPLAN.

An 18-year financial services veteran with 15 years in South African brokering, offering strong industry knowledge and exceptional client relationship-building skills.

A 19-year financial services veteran, including 6 years as an Authorised Representative and Financial Advisor, skilled in superannuation, investments, and client relationship management.

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

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

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

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.

With 4 years of experience in Mortgage Broking, this candidate stands out for their exceptional loan processing abilities, settling an impressive volume of loans worth $10 million monthly. Their expertise encompasses various loan types, including refinance, investments, construction, and more. Skilled in stakeholder management, they effectively liaise with lenders, solicitors, banks, and builders to facilitate a seamless loan process.

An experienced financial professional with a proven track record, this candidate excels in supporting Financial Advisors, analysing client funds, and making strategic recommendations. With expertise in property investments, superannuation, tax planning, accounting, life insurance, and estate planning, they bring a comprehensive approach to financial management. Having successfully managed a portfolio valued at over $50 million, they demonstrate their ability to handle significant assets with precision and deliver optimal results.

Experienced head of investments with a proven track record in delivering increased returns. Skilled in assessing financial risks and developing effective strategies. Strong relationship builder with a focus on client satisfaction. Responsible for implementing investment policies and strategies.

With over 5 years of experience in the finance industry, this candidate excels as a Senior Case Analyst and Personal Finance Manager. They independently process a significant number of residential loan applications each week, catering to first home buyers or clients looking to refinance. Their exceptional performance is demonstrated by settling an average of approximately $5 million per month, exceeding all KPIs. They possess strong skills in document preparation, conducting background checks, and efficiently lodging applications.

This candidate excels in residential home loans, specifically working with high-net-worth clients. They possess the skills to source leads, convert them into sales through cold calling, and utilise the Connective aggregator. With their end-to-end mortgage application processing abilities and friendly demeanor, they provide exceptional service to clients.

With over 25 years of experience in the finance industry, this candidate has a strong track record of success. They have managed a high-value client base, achieved exceptional client retention rates, and played a pivotal role in driving business growth. Their expertise extends to mentoring and coaching advisers, contributing to the development of their team. They have significantly increased business revenue across various sectors, demonstrating their ability to deliver exceptional results.

With approximately 5 years of experience in client service and administration, this candidate supports Advisors in delivering holistic advice and ensures smooth implementation of clients’ strategies. They excel in managing diaries, upholding compliance standards, and implementing strategies across multiple providers and platforms.

A Financial Adviser with expertise in providing holistic advice and undertaking paraplanning tasks, this candidate has a strong foundational understanding of Adviser processes. With experience managing client portfolios, conducting meetings, and preparing advice documents, they possess a comprehensive skill set. Their technical knowledge encompasses SMSFs, trusts, investments, superannuation, pensions, insurances, and estate planning, enabling them to offer informed recommendations to clients.