Adviser Assistant jobs in Sydney, NSW

This role will suit an experienced Adviser Assistant / Paraplanner (Insurance Paraplanner) or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Insurance only Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A...

Expression of Interest: Adviser Assistant / Wealth Management Associate Job Openings Expression of Interest: Adviser Assistant / Wealth Management Associate About the job Expression of Interest: Adviser Assistant / Wealth Management Associate This Leading Wealth Management firm is seeking a driven and motivated Adviser Assistant to join their growing business. This role is an excellent...

Our client, a boutique Wealth Management and Corporate Advisory Group is seeking an enthusiastic Desk Assistant to join their growing business. In this role you will be supporting a team of Advisers who provide full-service stockbroking, superannuation, funds management, fixed interest services to their clients. The responsibilities of this role include: Handle all day to day correspondence for...

Adviser Assistant Findex Sydney, Australia Posted 19 days ago • Permanent • Competitive Job Description Searching for an exciting, new challenge? We have an excellent opportunity for an Adviser Assistant to join our leading specialist Risk Insurance team. This is a permanent position, open to being based anywhere in Australia for the right candidate. This is a pivotal position where you will be...

Sydney Wealth Management Permanent Our client provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Adviser Assistants role is the ability to deal confidently with Private Client Advisors and their HNW clients...

Hood Sweeney is a South Australian professional services firm with almost 50 years of experience. Our 140 staff across Adelaide and regional offices in Clare, Port Augusta, Whyalla, and Kadina serve more than 3,000 clients. We provide Accounting & Business Advisory, Financial Planning, Finance, Technology services through Orlo One, and consulting through Blue Jam. Throughout this period, we have...

Are you a talented and passionate individual from the First Nations community? We invite you to join WaterNSW and be part of a thriving, inclusive team that celebrates diversity and values unique perspectives. At WaterNSW, we communicate openly and honestly whilst maintaining respect for one another. We understand everyone is different, and this is what we value as part of our inclusive...

- National Insurance Specialist - High Volume Team Environment - Lead & Mentor Demonstrate your insurance expertise as the Principal Insurance Adviser with this Blue Chip organisation. Drive and lead a team of service focussed professionals delivering great client experience and outcomes. Get your career in Risk advice in the fast lane. Leverage your technical expertise and commercial acumen...

Overview Altus Financial is a mid-tier, AFR Top 50 private client advisory firm with over 30 years’ experience working with SMEs and high net worth individuals. You will be an integral part of a business with numerous awards for our innovative and integrated accounting and financial planning services. Our new Macquarie Park office is the same as our Sydney HQ - interesting and complex private...

Join to apply for the Student Finance Adviser role at UTS College 3 days ago Be among the first 25 applicants Join to apply for the Student Finance Adviser role at UTS College UTS College provides a pathway for students into the University of Technology, Sydney (UTS), one of Australia's leading universities, and it is our vision to actualise potential and enhance lives through the power of...

3 days ago Be among the first 25 applicants About us:Sustainable Life Group is a dynamic and fast-growing general advice licensee that was founded in 2016 with a simple yet ambitious goal; to make life insurance accessible to all Australians, whilst supporting advice practices in navigating the ever-changing landscape of regulation and compliance. Today, we’re in the Top 20 Licensees as...

Company Description Supporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholders Please note Rest does not accept speculative resumes from recruitment agencies Rest will review applications prior to the closing date and may close the role earlier Job Description - Join a Leading Superannuation Fund Provider - Fab...

Work with experienced Private Wealth Advisers and be part of a team that values people Commitment to providing exceptional client services Enjoy a supportive work environment with hybrid and flexible working arrangements available in Sydney Shadforth is one of Australia’s leading financial advisory firms, dedicated to fostering deep, meaningful relationships with clients to ensure their...

A prominent Australian superannuation fund is seeking a Super and Retirement Adviser to provide expert advice on superannuation and assist members in preparing for their financial futures. The ideal candidate will possess a related degree and relevant experience in superannuation advice, alongside a genuine interest in helping clients achieve better retirement outcomes. Join a supportive team...

Sydney Wealth Management Contract or Temporary Our client is a leading Australian stockbroker that provides a full brokerage service to individual clients investing in both domestic and international equities, and wealth management services including financial planning, margin lending and managed funds investments. A key function of the Team Assistants role is the ability to deal confidently...

Ready to make a splash in your career? WaterNSW is seeking an experienced HSE Adviser (FULL-TIME, Permanent) to join our team. This is an opportunity to work with an essential organisation creating a more sustainable future for the state. This role offers the flexibility to work around life, your contribution will be valued, and you’ll be supported to build a rewarding career. Perks and...

A prominent financial advice firm in Sydney is looking for an Adviser Assistant/Paraplanner to support the CEO and financial advisers in client retirement planning and wealth management. Ideal candidates should have 2-3 years of experience in financial advice administration, strong communication skills, and the ability to work in a fast-paced environment. A competitive salary is offered based on...

Sydney Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets Dealers Assistant – Mandarin Speaking in Melbourne or Sydney on an initial 12-month contract. A key function of the role is the ability to deal confidently with Financial Advisors (FAs) and their clients in a high volume, time critical environment. To be...

This role will suit an experienced Adviser Assistant / Paraplanner or administration professional seeking to apply their professional skills in a successful advice firm with offices nationally. - NSW based Adviser (Sydney office) - Comprehensive Financial Advice - Mature Financial Planning business Dynamic, innovative, fast paced business with a market leading management team. A fantastic...

A leading financial advice firm in Sydney is looking for an experienced Adviser Assistant / Paraplanner. You will support life insurance advisers in advising and servicing clients. Ideal candidates have 2-3 years in a similar role, strong communication skills, and are proficient with tools like Xplan and Microsoft Office. This role offers a competitive salary and the potential to work from home...