Talent Search
Find the ideal financial services and wealth management professionals for your business from the vetted candidates within our talent pool
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Location
Category
Work Type
Client Services & Paraplanner
- Client Service Officer/Paraplanner
- End-to-end implementation
- Technical mindset
- Desire to progress to an Associate
Paraplanner
- 5+ years experience
- Running client meetings
- Complex strategies
- Technical paraplanning
Senior Associate Adviser
- Deep industry knowledge
- HNW clients
- Experience with varied and complex strategies
Client Services
- Administration
- Client service
- Advice implementation
- 8 years experience in CSO role
Client Services
- 8+ years client service experience
- Implementation-focus
- Client relationship management
- Xplan-proficient
Financial Adviser
- Financial adviser
- Retiree/pre-retiree clients,
- FASEA-qualified
Fund Operations
- 20+ years of financial services experience
- Data-driven process improvement
- Domestic & global equity funds
Advice Operations
- Paraplanning
- UHNW/HNW client experience
- Xplan
- Wealthsolver
- Data analysis & project Integration
Client Services
- Portfolio Knowledge – shares, digital assets & real estate
- 5 years of financial services experience
- Relationship management
Risk Analyst
- Product management
- Compliance
- Corporate governance – policies & procedures
Executive
- Seeking interim management positions
- Experienced in strategic plan implementation
- Commercial mindset
Investment Analyst
- Investment management
- CFA charter holder
- SMA’s,
- All asset classes
- 8+ years experience
We provide specialist financial sector insights, as well as an extensive network of industry professionals.
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Latest news
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