This organisation need no introduction, it has offices across australia and asia pacific. This financial planning powerhouse has grown significantly over the last 4 years and has gone from strength to strength.  The role will see you being a senior paraplanner within their centralised teams within luxury offices in the CBD. You will be in charge of all high level strategies and tasked with the challenge of mentoring more junior members of staff.  The person required will have strong experience with writing high level strategic SOAs and the ability to mentor younger members of staff within this busy team. You will be a minimum of ADFP qualified and have strong Xplan experience.  If you are up for the challenge of working in this strategic team then you will be rewarded with a strong salary package and be part of a friendly and dedicated team.  In the first instance please apply now, or if you would like a confidential chat please call James on  0481 165 690.   Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.

Opportunity to make a difference Hands on role About our Client My client is a boutique investment manager with a head office in Bendigo, northern Victoria. They actively develop investment projects focused on sustainable investment in rural land and water assets targeted at the institutional and corporate investment community. The finance team currently works in close proximity with the investor clients' finance teams, and with more investment opportunities on the horizon, a need has arisen for an experienced Bookkeeper/Company Accountant to help manage the transactional and accounting functions which drive projects. Job Description Working alongside the Business Finance Manager, this role will see you initially take full ownership of all bookkeeping requirements such as processing operational AP/AR, invoicing, reimbursement claims to be sent to the investor, and payroll. In time, the core responsibilities will additionally include management reporting and analysis, budgeting, forecasting, month end procedures, inventory valuation, audit, tax and compliance and management of the GL. The Successful Applicant To be considered for this unique opportunity, we are seeking candidates who have gained a minimum 3-4 years hands on experience and exposure to managing a GL in a similar role for an SME. In addition, you must be degree qualified, and CA/CPA studies are preferred but not essential. Strong bookkeeping and AP/AR skills are a must. Attention to detail and sharp thinking are non-negotiable as well as strong communication skills, and the willingness to commit to a great long term opportunity. MS Excel and MYOB experience will be highly regarded. What's on Offer This is a standout opportunity to join a group of inspiring and highly experienced professionals in a boutique fund manager that is underpinned by a core sustainable investment philosophy. Your willingness to make a difference and take full control of this role will provide a real opportunity to make a tangible impact on sustainable natural resource management in Australia. You will also be well remunerated and given scope to grow your career.   To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Diana Seno quoting reference number A107283081 on +61 3 9607 5623.

A fantastic career opportunity for a highly skilled Credit Assessment Officer to join a renowned company within the Banking and Finance Industry, working in their CBD corporate office. As a Credit Assessment Officer, reporting through to the Customer Service Team leader, you will manage of a portfolio of loans for customers, ensuring compliance with the home loan approval and settlement process, relevant legislative requirements and providing a high level of customer service. You will be collectively accountable for decision making about applications for credit efficiently whilst at the same time ensuring that appropriate decisions are made in terms of mortgage insurance, compliance requirements & customer service. Role responsibilities: Assist with building a customer centric culture in Credit Operations Partner with Sales to ensure customer expectations are met Assist the sales team to structure deals to acheive best customer outcomes Contribute to the productivity of the team by meeting Credit Operations SLA's Provide a high level of customer service Your proactive nature will ensure timely execution of work, and your strong relationship management will ensure that relationships with both internal and external stakeholders and customers continue to grow and develop. The successful applicant will have a track record in meeting and exceeding key performance indicators, and is able to work to tight deadlines and schedules. You will have a strong commitment to service delivery and demonstrate strong organisational, decision making and problem solving skills and be able to think outside the square when the situation requires. Lending and credit assessment experience essential to be successful in this role. In return the successful candidate will be offered a full time permanent role starting as soon as possible, working in a great team environment, attractive benefits and monthly RDO's! If you feel you would be suitable for this role and have the skills and ability, then please feel free to call Natalie Cooksey-Allan on 03 9252 7862 for a confidential discussion or alternatively click on apply now

A fantastic career opportunity for a highly skilled Loan Assessor to join a renowned company within the Banking and Finance Industry, working in their CBD corporate office. As a Loan Assessor, reporting through to the Customer Service Team leader, you will manage of a portfolio of loans for customers, ensuring compliance with the home loan approval and settlement process, relevant legislative requirements and providing a high level of customer service. You will be collectively accountable for decision making about applications for credit efficiently whilst at the same time ensuring that appropriate decisions are made in terms of mortgage insurance, compliance requirements & customer service. Role responsibilities: Assist with building a customer centric culture in Credit Operations Partner with Sales to ensure customer expectations are met Assist the sales team to structure deals to acheive best customer outcomes Contribute to the productivity of the team by meeting Credit Operations SLA's Provide a high level of customer service Your proactive nature will ensure timely execution of work, and your strong relationship management will ensure that relationships with both internal and external stakeholders and customers continue to grow and develop. The successful applicant will have a track record in meeting and exceeding key performance indicators, and is able to work to tight deadlines and schedules. You will have a strong commitment to service delivery and demonstrate strong organisational, decision making and problem solving skills and be able to think outside the square when the situation requires. Lending and credit assessment experience essential to be successful in this role. In return the successful candidate will be offered a full time permanent role starting as soon as possible, working in a great team environment, attractive benefits and monthly RDO's! If you feel you would be suitable for this role and have the skills and ability, then please feel free to call Natalie Cooksey-Allan on 03 9252 7862 for a confidential discussion or alternatively click on apply now

Fantastic Big Four Bank! Strong Career Progression! Attractive Salary Package! This market leading financial institution is one of Australia's top providers for corporate and wealth management customers. With this prominent institution going through a period of growth, a position has opened for a professional and driven Relationship Manager - Corporate Banking. Your passion for sales, with a track record of success as a relationship manager in corporate banking space between $20m and $150m will ensure you achieve targets in maintaining and growing your Relationship Managers portfolio. You will be retaining and growing the corporate portfolio and through business meetings you will have a strong understanding of your clients business needs, providing solutions where need be, growing existing relationships and building on new ones through referrals and other strategies. You will also be providing financial solutions to ensure the client's continued success. As our successful candidate you will have a proven successful track record in a corporate banking environment within the emerging corporate or corporate market and be able to source trading business clients with turnover between $20m and $150m. You will bring with you your expertise in relationship banking within the corporate banking space with a positive network that has become accustom to your more than superior service levels. Your exceptional communication skills and client focus will allow you strengthen relationships. Working within this successful team your will bring build existing relationships and also bring in new business into this portfolio. In return this well renowned organisation will offer you and outstanding career development and above average remuneration will be awarded. To apply for this exceptional opportunity apply below, email Charmaine.Thum@hays.com.au OR call 0396049651

Leads provided! Northern Suburbs and South Eastern Suburbs Location! Competitive Commission Structure! This leading Australian Organisation offers a full range of specialised products by providing superior service and tailored finance solutions with a focus on home loans. Due to significant growth, they seek an experienced Broker to join their team and immediately add value to their business. Based in Melbourne, you will provide timely support and service to customers, effectively handling all new and existing enquiries. You will be proactive in generating new business and proficient in the preparation of documentation for home, commercial and vehicle finance. Utilising your ability to assess all situations, you will identify the customer's needs while providing end to end service on the most appropriate solutions in all financial aspects. With strong compliance knowledge, you will have a proven history of achieving monthly targets. Professionally presented, you will utilise your exceptional time management skills to ensure quality and service standards are met. With high attention to detail, strong communication skills and the ability to build and maintain relationships, you will thrive in a fast paced environment. Ideally you will be MFAA qualified or have lending experience within a bank. Align yourself with an established brand that offers a vibrant team environment, training and development opportunities, a generous commission structure and leads. For a confidential discussion please contact Charmaine Thum on 03 9604 9651 or email Charmaine.Thum@hays.com.au alternatively apply online.

It is not too often that a senior career role comes up where you have the opportunity to work for an outstanding brand, an astute leader and where your remit is to unashamedly focus on driving a successful business to new heights. Reporting to the National Head of Product and driving the portfolio team, you will: Contribute to the future direction and strategy of the product portfolio Take ownership for product management, reporting and analysis Develop products that maximise perceived value and deliver customers the promised value proposition from a technical and operational perspective Manage new and existing products through their life cycle Optimize portfolio returns and propose new profitable product changes/enhancements and efficiencies Drive product pricing and design Measure and report on the performance on the portfolio to ensure early identification of issues, risks and market opportunities To excel in this role, you will be a highly experienced product manager with: Demonstrated relationship management skills, balanced with a strong numeric capability A depth of understanding around value creation Strong business acumen coupled with a passion for driving customer value Experience taking ownership of P&L and being accountable for driving market share Tertiary financial, business or marketing qualifications Retail financial services product management experience will be highly regarded. If this sounds like the opportunity you have been waiting for, apply now! For more information you can call Michelle Rubinstein at Talent2 in our Sydney office on (02) 9087 6237 quoting Job Ref 62992 or alternatively, apply online now.

About the company Our Client is one of Australia's leading providers of Salary Packaging, Motor vehicle leasing and insurance services. They are recognised as a leader in their field with a strong and established reputation for delivering workplace benefits solutions to employer clients. About the role The Leasing Settlement Coordinator will be responsible for all aspects of the client relationship post sale, consisting of; generating customer and dealer documentation, checking files, co-coordinating settlement with key financiers and providing support to Leasing Consultants. Duties & responsibilities Processing Processing applicable client, financial, employer documentation in order for settlement, such as; Finance applications Ordering cars Settling client leases Contracting settlements C li e n t Relationship Management/ follow up Guiding client's through the settlement process Managing client and set appropriate expectations Liaising with clients in relation to their proposal and lease documents T hi r d Party Contact/ follow up Dealer Financial institutions Client Employer/ Human Resources Leasing Consultants Qu a li ty Assurance Ensuring all processing/ follow up is carried out to a highest standar Ensuring calls are answered within KPI/ GOS Act in a manner compliant to all (legislation) Skills & experience Minimum 3 years experience in a customer service and/ or sales orientated role Experience working in commerce/ financial services areas Knowledge of salary packaging administration or fleet management highly regarded. Culture & benefits Our client employs over 700 employees. We provide our employees with extensive support & training and foster a culture of ongoing career development.

5 roles available Spencer Street location Exciting opportunity to be apart of Lending Services At NAB, it's all about our people reaching their full potential. An opportunity has arisen within the Lending Services team for a Settlements Services Adviser.  You will actively assist customers in having loans settled in a timely and appropriate manner.  This role will see you engage with a variety of stakeholders such as customers, solicitors, mortgage brokers and other financial institutions. You will work in a professional, but enjoyable working environment with a great team. This is a varied role in a supportive team environment and we are looking for an individual who is happy to take on a variety of tasks encompassing customer service and administration.  As such, previous experience in the mortgage industry will be highly regarded, as will any qualifications in financial services or a mortgage related discipline.  Customer service skills, attention to detail, time management and a mature minded attitude are essential to this position. To be eligible to apply, you must be an Australian / New Zealand citizen or hold permanent residency status in Australia. We embrace diversity of thought, style and working arrangements to ensure our workforce is representative of the community that we serve.

My client has been growing since its creation over 20 years ago. The company has a strong position in the market place, with many of their referrals coming from a building society.    This role will see you writing High level SOAs in Superannuation, TTR and Direct investments. As a experienced paraplanner you will also head up the back office team. You will be supported by two very experienced CSOs and have the full support of a part time Paraplanner.   Ideally you will be DFS qualified and working towards or achieved your ADFS. The person that would fill this role would have a few years experience in a busy financial planning office supporting multiple Advisors. The ideal person will be process driven, detail orientated and looking for good career progression. The office is a warm friendly environment, with a focus on clients. Most of the clientele are "mums and dads".    In the first instance please apply now, or if you would like a confidential chat please call James on  0481 165 690.   Xpert Recruitment assures you a professional environment to discuss your career prospects and future. Any personal detail remains confidential and will not be disclosed to a third party without your consent.