$60K to $75k + 11% Super + up to 20% bonus City Fringe Location Leading Financial Services Organisation Our client is one of Australia's top national financial services companies and right now they are going through a period of growth and have positions available for experienced paraplanners to join their team. This is an ideal opportunity for you to use your previous paraplanning experience and your mentoring and coaching ability in a senior role . With a self managed super fund and gearing advice specialisation, this is a role that has much to offer. Along side flexible working hours, there is an competitive remuneration structure on offer, including a higher than average superannuation component as well as up to 20% bonus potential. These positions will see you providing high quality & compliant paraplanning services, including complex SOA creation, to a network of planners across a variety of brands. As a senior member of the team, you will have influence over the development of best practice systems, continuous improvement of procedures and the training of less experienced team members. This is a role with real scope. Your responsibilities will include; Provide sound advice to clients that identifies their needs and applies the appropriate strategies required Utilize feedback from adviser networks and customers to track the performance of the paraplanning team Analyse improvement strategies to find methods for the paraplanning team to better meet client needs Assist with the development of the current SOA work-flow & templates and financial planning software skills To be considered for this role you will need; A minimum of 3 years experience in Paraplanning Advanced Diploma of Financial Services as well as SMSF qualifications SMSF & Gearing Advice is highly sought after Familiarity with COIN or another financial Planning software program Experience with coaching and Training If this fits with your career goals & you can see yourself being a part of a well respected, successful team, contact Jarrad Baker on 08 7002 5900 or Apply via the link below.

Entry-Level positions through to Senior roles Various locations Register your interest today QPL is a specialist within Financial Services recruitment, working alongside the industry's most reputable Financial Planning organisations, both locally and nationally. QPL frequently have opportunities for Paraplanners in various capacities, from entry-level roles through to senior career postings. If you are an experienced Paraplanner and are interested in hearing about opportunities, we want to hear from you. You will be appropriately qualified (minimum completion of DFP with view to continue through to ADFP) and have a strong compliance focus. Your high level of organisation and strong time management will compliment your strong written and verbal communication skills. Opportunities also exist for professionally presented individuals looking for opportunities to break into Paraplanning. You will have strong experience in an administrative function within a related field, or have completed relevant studies (Financial Planning, Corporate Finance or similar) and are open to undertaking further industry specific study. You too will have strong written and verbal communication skills, and will have specific ambitions to develop a successful career within Paraplanning or Financial Planning. Whether you are actively seeking a Paraplanning role or are simply interested in hearing more about opportunities that arise, we welcome your inquiry. Interested applicants are encouraged to apply via the link below. Alternatively, for a confidential discussion in regards to your career options contact Jarrad Baker on 08 7002 5900. QPL is your specialist Recruitment and HR Advisory services provider with proven expertise in delivering quality outcomes within Banking, Insurance, Wealth Management, Financial Markets, Accounting, ICT and Business Support. With dedicated industry specialists located in Sydney, Melbourne, Brisbane, Adelaide and Perth, QPL's capability is to assist organisations and individuals with a range of temporary, contract and permanent resourcing and career solutions. For a list of current vacancies, please visit our website: www.qpl.com.au

Leading Financial Services Organisation CBD Location Attractive salary package. An opportunity for an experienced Service Administrator has opened up at a leading financial institution in their Asset Maintenance Department. This is a national company with a newly available, dynamic role in which you will be calculating, loading and maintaining capital gains tax records for assets, provide administrative service to assist the operations department and working with deceased estates, superannuation and investment portfolio accounts. You will be rewarded with an attractive salary package and a challenging role in a progressive team environment. For this role, you will be working closely with both the maintenance and reconciliation teams when required to complete a large variety of duties that include but are not limited to; Creating asset numbers in Tact & SV11. Running reports on Asset Creation & Pricing Exceptions. Record various assets in Investment Portfolios and Estate Accounts. Administer the re-construction of Capital Gains Tax records. Updating accounts that have had assets transferred off market. Other administration tasks as required The successful candidate will need to demonstrate excellent time management, high order communication skills and strong analytical skills as well as having an eye for detail. Experience in the capital gains tax, managed funds or income transactions is highly regarded for this role. So if this sounds like the opportunity for you, please contact Liza Zerwick on 08 7002 5900 or hit the Apply Button below to send your application.

Up to $75k + super City Fringe Location Leading Financial Services Company Our client is a market leading Financial Services company that is looking for the right person to take on their recently available team leader position. Based just outside the CBD, you will be responsible for leading and motivating a team of six looking after both the mortgage processing and credit functions for wholesale funding. . This is a rare opportunity to join an established team and work within a highly successful model. This national brand have opportunity for growth and training and this role gives you a chance to work on the end to end mortgage process. They also have excellent remuneration on offer for the right candidate. Your key responsibilities Include: Managing work flow for all mortgages from initial application through to underwriting, Leading and motivating a team of processing and credit staff, Gaining excellent results by achieving key SLA targets, Facilitating relationships with external clients and staff, Overseeing a change management process in a mortgage processing environment. To be a success in this role you will ideally have; Significant experience within a mortgage processing environment, Proven experience in managing a mortgage operations teams, The ability to demonstrate leadership skills in a high work flow environment. A residential DLA. If this type of opportunity sounds like something you may be interested in, please contact Liza Zerwick on 08 7002 5900 for more information or please hit the Apply Now Button below to submit your resume.

Client Focused Competitive Salary Training & Development Opportunities A thriving financial planning firm located on the outskirts of the CBD is focused on their people and delivering a valued service.  This opportunity would suit an analytical, driven professional with a desire to develop your career and lead the way in the wealth market.  Ongoing demand for their service has lead to an opportunity for a Client Service Officer to join the firm.   As a first point of contact for clients, you will support an experienced Client Service Manager be experienced in daily functions including; client management, client enquiries, applications, rollovers, new business, implementation and compliance. Experience with SOA’s, review preparation and research will be highly regarded.   A ‘can-do’ approach will provide you with the opportunity to develop through the firm.  With high attention to detail, strong communication skills and the ability to build and maintain relationships, you will thrive in a fast paced environment.    In return for your dedication, you’ll be provided with training and development opportunities, competitive salary and a cohesive working environment.

Leading Financial Services Organisation CBD Location Fixed Term Contact Role (12 Months) Our client is one of Australia's leading financial services companies with a national brand and they currently have an opportunity for a Service Administrator in their Unlisted Assets & Compliance Department. This role's main focus is to support the department with reconciliation and processing services as well as provide prompt and professional responses to Australian Executor Trustees departments as well as a large variety clients and advisors. This is a highly varied role with a variety of responsibilities that include: Ensuring all aspects of Wholesale & Retail Funds are processed in a timely & efficient manner. Processing instructions for term deposits including Applications, Rollovers & Redemptions. Reconcile the above processing with corresponding financial institutions. Provide support to clients with any quires with the Application & Redemptions processes Various administrative duties. To be considered for this position you will need to be able to hit the ground running with a good understanding of Investment Administration and some experience in a similar role. The ability to work effectively in a team environment is essential as well as being able to demonstrate a high level of productivity and work flow management. If your looking to work in a dynamic and professional team environment with a high profile organisation, hit the apply button below or contact Liza Zerwick on 08 7002 5900