Midwinter, Sydney NSW, Australia
Established in 2006, Midwinter Financial Services – a Bravura Company, is expanding to be at the forefront of an evolving digital landscape. We develop leading financial planning software solutions that enable financial advisers to provide quality advice to their clients.
Due to market growth, we’re looking for passionate and confident Application Support Specialists to join us to provide front-line support to Midwinter’s retail and corporate clients. You will be working on AdviceOS – an award-winning financial advice tool known for its intuitive interface and market-leading functionality.
Work Type
FlexibleRole Type
AdvisorEmployment Type
Full TimeMore jobs
Evalesco Financial Services, Sydney NSW, Australia
Senior Risk Adviser based in Sydney CBD
We are looking for an experienced and accomplished Senior Risk Adviser to join our team. This role presents an excellent opportunity for an individual with a proven track record in risk advisory to make a significant impact.
Your responsibilities will include:
- Cultivating strong relationships with an existing book of clients, delivering tailored risk advice
- Collaborating with referral sources to introduce new clients to the business
- Working seamlessly within a collaborative team of advisers, associates and admin assistants to ensure an exceptional client experience
- Maintaining regular contact with clients to manage their personal insurance needs and conducting reviews as necessary
Sydney NSW, Australia
Full Time
Flexible
Blueprint Wealth, South Perth
Relationship Manager
South Perth
Full Time
Flexible
Purpose Advisory, Sydney NSW, Australia
Financial Advice Lead (Equity Option) – Holistic Advice – 100% Flexible
Senior Adviser / Financial Advice Leader
- Lead our financial advice process for all one-off & ongoing clients
- Supported by Advice Research / Paraplanner (Cristine) & Implementation / CSM (Shella)
- Additional Admin (Ivy) & Executive Assistant (Aleana) support available
- Receive referrals from our life & business coaching services
- Receive referrals from our existing clients & referral partners
- Engage leads from our marketing efforts
- Grow & improve our advice service and set of tools
Sydney NSW, Australia
Contract
Remote