Positions Available

We are Australian Loan Company (ALCo), a subsidiary Company of Professional Investment Services, one of Australia’s largest financial services organisations, and we are seeking a Branch Support Officer to join our rapidly growing Mortgage Aggregation Company based on the Gold Coast.

In the role, you will be assisting our clients who are mortgage brokers to grow and improve their businesses. You will be involved in answering client queries, coordinating seminars and other functions, promoting the services and products of the Group and making all appointments on behalf of the Business Development Managers.

Working closely with and acting as support to our two Development Managers in Queensland, you will be the main point of contact for our clients. As a result you will gain extensive hands on industry experience.

To be considered you will have excellent communication skills, some exposure to lending, strong administrative and computer skills, attention to detail and experience in the financial services industry is preferred.

To pursue this opportunity please send your resume with cover letter to hr@profinvest.com.au.

For further information please visit: www.ausloanco.com.au

For more information about this position, please contact us using the details below:

Contact: Cherie Painter      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

Professional Investment Services is at the forefront of dealer services around the globe and with a newly re-defined compliance regime, now is the time to join us in this role and be a key driver in re-shaping and strengthening our position in the financial services arena.

We are seeking an experienced compliance professional to be based at our corporate head office on the Gold Coast who has solid experience in building and managing effective monitoring and supervision programs in the Australian regulatory environment coupled with RG146 and a degree in a relevant discipline.

Your key accountabilities will be
•Plan, manage and oversee the audit team and program and develop targeted audit programs as part of the remedial action process.
•Identify systemic issues and create action plans, involving key stakeholders for the rectification of issues.
•Identify & help develop training campaigns in accordance with legislative changes to present to the wider adviser audience.
•Manage and report all breaches in accordance with stated policy.
•Manage and review conflicts of interest in line with stated policy
•Participate as a member of the Professional Standards Council and Services Leadership Team.

To be successful in this role, it is necessary you possess the following key attributes:
•Excellent time management, planning and prioritisation skills
•High level computer skills
•Excellent communication skills to enable effective liaison with people from various backgrounds
•Ability to complete projects from commencement through to conclusion in accordance with stated target timeframes
•Strong ability to build and maintain relationships
•Ability to identify and resolve issues in an appropriate and timely manner
•Able to manage teams and individual staff members appropriately and build an effective and inclusive team culture

To apply for this role, please forward your resume and cover letter outlining your current circumstances and preferences, to hr@profinvest.com.au or call Cherie Painter, National Manager – Human Resources on 07 5574 0244.

For more information about this position, please contact us using the details below:

Contact: Cherie Painter      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

Professional Investment Services is well known in the financial services arena as a Company that continues to re-invent itself to suit the challenges and demands of this competitive and complex environment in which we work – today is no different. We are seeking a qualified person to join us in this National Management role based on the Gold Coast. This is a fantastic and exciting opportunity as this role has overall responsibility for our entire suite of continuing professional development programs, initial accreditation and appointment process, compliance communication and para-planning service.

To work well in this role, you are required to have RG146 accreditation coupled with a degree in business/commerce or equivalent and have demonstrated experience in the financial planning industry in planning roles.

An outline of the key role accountabilities include:
•Overseeing the entire suite of ongoing education programs for advisers, practice staff and accountants including the coordination and delivery of these programs
•Managing the status of adviser continuing professional development
•Overseeing the end-to-end appointment and accreditation process
•Developing and leading the in-house para-planning service
•Openly and effectively communicate on compliance related issues with Advisers and their teams
•Managing key stakeholder relationships
•Working closely with our top practices with respect to key areas of accountability

To discuss this role in confidence, please contact Cherie Painter, National Manager – Human Resources and to apply, please forward a cover letter outlining your interest in this role and your current circumstances, together with your resume by Friday the 29th January 2010.

For further information on the Professional Investment Services Group of Companies, please visit www.profinvest.com.au.

For more information about this position, please contact us using the details below:

Contact: Cherie Painter      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

Professional Investment Services is one of the largest Dealer Groups in Australia. We have claimed this through our commitment to providing extensive, quality services to our network members and maintaining strong strategic relationships with our product providers. We continue our success through creative and targeted growth strategies – always re-inventing and developing new revenue sources for the market we work within. Report directly to the Group General Manager – Advice in this new position created to define and focus our core capabilities for the future.

This role is pivotal to the sustained future growth of the Company and requires the successful appointment to drive the advice team to deliver recruitment and growth goals through promoting the unique PIS business methodology and culture. This role requires continued development, enhancement and promotion of the business proposition to professional bodies to ensure the continuation of our market leading position.

The successful appointment will be able to demonstrate exceptional relationship management at all levels, have the ability to conduct high level mediation processes and resolve conflict to the satisfactory outcome of all parties. With this, it is imperative that you have practiced in the banking, finance and/or funds management industry and relevant industry qualifications. Your experience in a senior practice management role will make you the ideal candidate for this role.

To apply, please forward your application complete with cover letter, resume and qualifications to hr@profinvest.com.au. Applications should be received by Friday the 12th February 2010. To discuss in complete confidence, please contact Cherie Painter – National Manager – Human Resources on 07 5574 0244.

For more information about this position, please contact us using the details below:

Contact: Cherie Painter      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

As a leading and progressive Financial Services Group, we are seeking an experienced Branch Support/Administrator Officer to support our Branch Development team by offering our Financial Planners a personalised and committed service.

In the role, your duties will include:

• Event Coordination including the organisation of functions and seminars
• Assisting our clients who are Financial Planners and Accountants in growing and improving their businesses
• Compiling agreements and other documentation packs
• Answering client queries in a pleasant manner
• Promoting the extensive range of services and products of the Group
• Making appointments and diary management on behalf of the Branch Development Managers

The successful applicant will have excellent communication and organisational skills, customer focus, professional presentation, strong computer skills and attention to detail. Experience in the financial services industry is preferred but not required. You will also have a keen interest in studying for a Diploma of Financial Services.

You will report to the State Manager and Branch Development Managers and will be the main point of contact for our clients. In return for your hard work this his role offers you the opportunity to work with a growing organisation in a friendly team environment.

If you are looking for a great career growth opportunity, apply to join us NOW!

For more information about this position, please contact us using the details below:

Contact: Cherie Painter, National Manager - Human Resources      Email: cheriep@profinvest.com.au      Telephone: 07 5574 0244

We have become one of the largest global financial services groups through our ability to continually strengthen our superior dealer services and maintain our growth by understanding the environmental complexities and changes in the industry. Our current long standing State Manager is moving on and it is time for us to bring a new leader to the plate to manage our Queensland advice team.

Reporting directly to the National Manager of Advice, your focus will be to;

• Oversee and manage the day-to-day operations of the State Office


• Monitor financial and state activity targets and motivate the team to achieve this


• Develop internal relationships and leverage cross-business unit successes for the attainment of Group objectives


• Lead and coach a team of Business Development Managers and Business Support Officers and promote a positive team environment


• Engage and assist our clients to grow and improve their businesses


• Deliver the full PIS business development framework to the network


• Keep abreast of all industry commentary, products and changes

You will have a keen ability to engage people and demonstrate your comprehensive knowledge of business management processes and initiatives. You must have RG 146 compliance as a minimum, coupled with a degree in Business/Commerce. You should be able to demonstrate at least 10 years within the Financial Services arena and have exceptional leadership, relationship and presentation skills. Demonstrating your ability to deliver new initiatives to business development practices would be a distinct advantage.

To apply, please email your application to Professional Investment Services, Human Resources: hr@profinvest.com.au inclusive of your cover letter outlining your current circumstances, current resume and address and attach your responses to the required selection criteria (click here to download selection criteria). Please call Cherie Painter, Human Resources Manager on 07 5574 0244 to discuss in confidence. Applications close Friday 29th January 2010.

For more information about this position, please contact us using the details below:

Contact: Human Resources      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

About US!
Due to anticipated growth & opportunities our company is in need of a pro-active & mature minded financial planning assistant to support a team of financial planners.

We are a boutique financial planning company based on the lower North Shore at Willoughby North close to public transport.
Our company offers high level advice across Investments, Superannuation/Risk and SMSF.
We are also a part of Australia's largest dealer group, Professional Investment Services.

About YOU!
Working as part of a small but growing team of friendly professionals the role will suit an individual who is interested in financial planning administration.

As the sole financial planning assistant you will be responsible for:
-Act as a support person to the Financial Planning team
-Providing assistance in pre- and post-planning duties - including plan implementation
-Maintaining and updating client files using Xplan software
-Respond to client queries, online, by phone
-Generation insurance quotes
-General Administration duties including meet and greet, answering phones and some diary management.

To be successful in this role you must have:
-2-3 years experience as an Administrator/ Client Service Officer in Financial Planning
-RG146 compliant (desirable)
-Excellent communication skills both written and verbal (be fluent in English)
-Strong customer service skills
-Excellent attention to detail and exceptional organisational skills
-Microsoft suite (inc excel, word, power-point, and outlook
-Xplan knowledge (desirable)

This is a fantastic opportunity for someone who wants to join a family friendly company who is flexible yet success driven but most of all FUN!

Don’t miss out! Apply NOW!
Please ensure you include a covering letter with your C.V on application.

At apply please email Izabella Hyde at ihyde@bluechipwealth.com.au

Previous applicants need not apply

For more information about this position, please contact us using the details below:

Contact: Izaballa Hyde      Email: ihyde@bluechipwealth.com.au     

This special purpose funds management business has an established FUM base and as part of a significant financial services player - is growing rapidly. Our existing small team is an exceptional, ambitious and talented group of people with a solid breadth of experience and expertise.

This role, reporting to the Head of Operations, is responsible for various funds operation activities and client service.

Your key accountabilities will be:

• Manage client enquiries in a courteous and professional manner
• Manage relationships with outsourced service providers including adhoc queries from Investment Managers and Custodians
• Daily unit pricing and performance checks
• Monthly and ad hoc reporting to clients and management
• Quarterly tax calculations and income distributions
• Annual financial statements preparation
• Operational oversight of the development of new investment products
• Continual development of Operations manual and documented processes
• Support senior management as required
• Development of other members of the team
• Update web content and sales support material as required

The successful candidate will have a Finance / Accounting degree with solid academic results and a minimum of 3-4 years Client Service/Operations experience in the finance industry. You will display commitment, resourcefulness, integrity and the ability to handle people at various levels.

You will also be able to demonstrate the following key skills:

• Good numerical ability and strong Excel skills
• Attention to detail
• Good communication skills and the ability to work independently with internal and external stakeholders in a confident manner
• A real interest in financial markets
• Well organised, able to work to tight deadlines and manage a range of competing priorities
• Experience in developing investment operations and implementing processes
• Strongly developed business analysis skills including an understanding of investment and pricing profitability.

An attractive salary package and career potential will be offered to the successful candidate.

To apply, please forward your cover letter and resume to hr@profinvest.com.au. For further information on our Company - please visit www.allstarfunds.com.au.

For more information about this position, please contact us using the details below:

Contact: Cherie Painter, Human Resources Manager      Email: cheriep@profinvest.com.au      Telephone: 07 5574 0244

We are one of Australia’s Largest Financial Services Group’s seeking a competent individual to fill the role of Client Relations Officer in our Legal department located in Head Office on the Gold Coast.

To be considered for this role you need to have the following key attributes;
- Financial Planning Knowledge
- Eye for Detail
- Excellent communication skills
- Time management
- Ability to manage multiple issues and priorities
- Ability to meet timelines

Key responsibilities of the role include;
- Management of end to end client complaints
- Providing assistance to advisers, clients and other departments within the company on complaints and financial planning matters
- Communication of information in a professional and cooperative manner
- Continual improvement of systems and procedures
- Maintaining appropriate standard of training and personal development
- Liaison with external disputes resolution managers

The successful applicant will ideally have 2-5 years relevant experience in the financial services industry with RG146 or equivalent qualifications preferable.

This is a great opportunity to gain a secure role in a rewarding environment for a company with a unique culture and great team environment. You should be professionally presented with strong negotiation and mediation skills and a ‘can-do’ attitude.

We offer a great career opportunity for those with dedication and a drive to succeed.

To express your interest in this role – Apply now by sending your resume with accompanying cover letter to; hr@profinvest.com.au

For more information about this position, please contact us using the details below:

Contact: Kendyl Vickerman      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

We are one of the world’s leading financial planning organisations, having a global presence with offices in Australia, Hong Kong, Malaysia, New Zealand and Singapore. Our affiliated financial planning and accounting practices are given the best of breed when it comes to product choice to provide quality advice to their clients.

Replacing our long-standing Research Manager in this Gold Coast based role, we are seeking a research professional who possesses an Advanced Diploma of Financial planning coupled with at least 5 years research experience within the Dealership environment.

In the role, you will oversee the research team which has responsibility for:
•Researching products to be approved and placed on the APL
•Managing the ongoing review process of current products
•Providing comprehensive risk analyses and recommendations to the Investment Committee
•Liaison with Research Houses
•Presentation and development of educational programs for Advisers and Accountants and associated training materials
•Liaison with the Responsible Entity on legislative changes, product enhancements, new initiatives and changes in product status
•Reviewing tax effective projects and rulings
•Working with partners to develop joint venture products in response to network and client demands.

Based in the corporate Head Office on the Gold Coast, this role will provide you the best of the best when it comes to professionalism and work/life benefits.

To discuss in confidence, please contact Mark Teale, National Manager – Product Development on 07 5574 0244 or submit your application inclusive of your current resume and cover letter to: hr@profinvest.com.au by Friday the 29th January 2010.

For more information about this position, please contact us using the details below:

Contact: Mark Teale      Email: hr@profinvest.com.au      Telephone: 07 5574 0244

* Large Diverse Financial Planning Practice
* Attractive Salary Package
* Significant Company Growth & Opportunities

As a result of significant growth we seek an experienced Para-planner, with the possibility of becoming a Financial Planner, who will continue to build our reputation by offering clients a personalised and committed service.

The successful individual will work directly with and support the Financial Planners who will mentor and facilitate personal development throughout all aspects of financial planning, management of clients and their portfolios. The position is focused on research, compliance and the timely production of Statements of Advice that meet the requirements of the dealer group.

You will have comprehensive computer skills in Excel and Word, with a sound working knowledge of financial planning and modelling software, preferably Xplan.

You will need to be experienced in a previous Para-planning role and preferably have completed your Diploma of Financial Services and studying towards your Advanced Diploma. As such, salary will be competitive and commensurate with experience.

Please contact our Office Manager, Ian Woodland, on 07 4124 2499 or invest@proinvest.info for further information or if you would like to apply, please forward your cover letter with resume to: Professional Investment Services, PO Box 353, Hervey Bay Qld 4655.

For more information about this position, please contact us using the details below:

Contact: Ian Woodland      Email: invest@proinvest.info      Telephone: 07 4124 2499

PG&A Financial Solutions is a well established financial planning practice that provides Financial Planning, Investment, Superannuation and Lending Advice to a wide range of clients.

Working as part of a small but growing team of friendly professionals the role will suit an individual who is interested in financial planning administration. The successful person will be involved in ongoing client support, financial planner support and general office administration functions, with support and training from a highly regarded team.

In this role you will primarily be responsible for:
* Preparation of client investment reports
* Upholding our high standards of compliance
* Assist in producing SoA’s for new and existing clients
* Providing assistance in pre and post planning duties - including plan implementation
* Preparing for client meetings
* Answering client queries
* Administering all electronic and paper filing systems
* Maintaining and updating client files using Xplan software
* All other general administration duties as required

To be successful in this role you must have:
* Minimum 2 years experience as an Administrator/Client Service Officer in a Financial Planning office
* Knowledge of Xplan would be highly regarded
* Completion of RG146 would be highly regarded
* Statement of Advice experience would be highly regarded but not essential
* Excellent attention to detail and exceptional organisational skills
* A strong work ethic and good time management skills
* Sound knowledge in Microsoft word and excel
* Strong customer service skills
* Excellent communication skills, both verbal and written

This is a great opportunity for a friendly professional person with energy, drive and enthusiasm.

To be considered for this role please email your cover letter and resume to:
Claire Kemm at Claire@pgafs.com.au

All submissions are held with absolute discretion.

For more information about this position, please contact us using the details below:

Contact: Claire Kemm      Email: claire@pgafs.com.au     

Pointons is a progressive group providing accounting, financial planning and loans & leasing services to our clients. We are situated on Adelaide Road, Gawler. The financial planning arm of the group, which holds its own AFSL license, specialises in providing clients with highly proactive, client-focused financial services. These services include the creation and provision of tailored financial solutions to meet client needs and the provision of risk insurance products.

Your work will involve all aspects of delivering high standards of progressive financial advice to clients whilst adhering to sound standards of integrity and compliance.

Due to the plans for future growth we currently require the services of a qualified Financial Planner. The person we are seeking will have the ability to assume responsibility for the existing portfolio of financial planning clients. The ability to market our services to both our current accounting clients as well as the public at large would be highly desirable.

The successful applicant will have excellent communication and relationship building skills, the ability to empathise with clients and satisfy their needs, have energy, flexibility and be teamwork orientated and have a determination to meet all deadlines.

We require a person holding the necessary qualifications to provide unlimited financial services to clients with the CFP designation being highly regarded.

Please forward your resumes to:
Mrs Chris Pointon
Pointons
PO Box 137, Gawler SA 5118

For more information about this position, please contact us using the details below:

Contact: Chris Pointon      Email: chris@pointons.com