Positions Available

An opportunity has arisen for a self-motivated and highly organised leader to join our dynamic team in the capacity of Conferences and Events Manager. Reporting to the Group General Manager - Advice you will lead an enthusiastic team of four. The main focus of this role is to create, plan and lead the facilitation of our conferences, networking activities and professional development days.

This is a high profile and autonomous role managing a key component of the overall business and influencing the delivery of products and services both externally and internally.

Key responsibilities
• Develop an annual events calendar for the company
• Oversee and manage the day-to-day delivery of internal and external events
• Plan and oversee the annual group conferences
• Review and negotiate service agreements with suppliers
• Oversee the travel booking arrangements for the business
• Liaise with key business functions on the delivery of professional development days including facilities, catering and format

Selection criteria
• Expound a strong service culture and professional manner
• Demonstrate exceptional organisational skills with a focus on detail
• Be passionate about conferences and events

Benefits
• Competitive remuneration with opportunities to travel
• High profile role based on the Gold Coast
• Autonomous role with key business influence

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please email your cover letter and CV or resume to hr@profinvest.com.au.

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

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

Contact: Damian Tarry      Email: hr@profinvest.com.au     

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

Working in a focused team, this role is responsible for regulatory auditing, report compilation, follow-up, training and guidance for our Authorised Representatives throughout Australia in accordance with our high standard of internal compliance.This position will also be expected to respond to adviser queries related to compliance activities.

Role Requirements

• Compliance Audits of Professional Investment Services Authorised Representatives
• Mentoring and training where necessary of Authorised Representatives
• Preparation and delivery of professional development presentations when required
• Provide advice on breaches or potential breaches
• Liaise with the State Distribution teams to improve overall service delivery and business coaching
• Maintain own audit documentation on compliance systems
• Handle varied compliance enquiries from Authorised Representatives and their staff
• Identify any potential systemic issues and training requirements related to compliance activities
• Administration duties as required within the department

Selection Criteria

• RG146 compliant
• High standard of professionalism, presentation and friendly nature
• Excellent organisation and time management skills
• Must be computer literate with intermediate working knowledge of MS Suite
• Excellent communication skills and high attention to detail
• Desire to mentor and educate Financial Planners and Accountants
• Reliable, efficient, team oriented, willing to learn and share knowledge
• Willingness to travel and work as part of a close knit team
• Previous experience in compliance or financial planning is preferred but not essential

To apply in confidence, please email your cover letter and resume or CV to hr@profinvest.com.au.

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: Kayleigh Chiswell      Email: hr@profinvest.com.au     

Salary: Circa $140,000 + bonuses

An opportunity has arisen for the right candidate to join our energetic team in the capacity of Regional Manager - Risk. Based in Victoria this position will provide support to our top Risk Practices throughout VIC, SA and WA. In this role, you would report directly to the Head of Risk based in Queensland, working autonomously with the benefit of an established clientele and strong support through the local Advice team.

Role requirements

 Grow our network of risk specialists by marketing our exciting proposition
 Add value to our existing advisers by using a variety of proven tools / models to increase the profitability of their businesses
 Conduct client seminars and training sessions
 Provide business coaching, technical and selling expertise
 Support and develop a portfolio of new and existing clients
 Establish mutually beneficial relationships amongst risk specialists and referral partners through your extensive knowledge and contacts.

Selection criteria

 Proven experience and knowledge relating to life insurance advice and products
 Established connections and relationships in the IFA market
 Diploma of Financial Services and RG146 compliant
 Driven service and sales ethic with excellent communication skills
 Creativity and will to succeed personally and in a team environment
 Demonstrated success in business growth


Professional Investment Services (PIS) is Australia's leading independently-owned network of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please submit your cover letter and resume or CV to hr@profinvest.com.au

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

Contact: Marie Cowling      Email: hr@profinvest.com.au     

Salary: $50,000 to $60,000 + super

We are seeking a motivated and energetic individual to join the Client Concerns team on the Gold Coast. This role reports to the Client Concerns Case Manager, with the main focus on providing assistance to internal and external clients on complaint and financial planning matters. The successful applicant will enjoy a fast paced, results driven environment with excellent career progression opportunities available.

Role Requirements
 Review and manage client complaints
 Provide assistance to advisers on complaint matters
 Liaise with internal and external stakeholders
 Work to resolve and respond to escalated complaints

Selection Criteria
 Diploma of Financial Services or other relevant qualification
 RG146 compliant
 Demonstrated negotiation/mediation skills
 Strong written and verbal communication skills
 High standard of professionalism
 Excellent time management skills
 Must be computer literate with intermediate working knowledge of MS suite

Benefits
 Excellent Bundall office with ocean views
 Career progression available
 Friendly, fast paced and professional work environment

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please submit your cover letter and resume or CV to hr@profinvest.com.au

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

Contact: Marie Cowling      Email: hr@profinvest.com.au     

We are seeking a motivated and energetic individual to join the Professional Standards team on the Gold Coast. The successful applicant will enjoy a fast paced environment, with excellent career progression opportunities available. This role will provide support on initial enquiries to the team.

Role Requirements

• Manage general enquiries to the team via phone, email and in person
• Communicate professionally and courteously with all internal and external clients
• Monitor and manage electronic filing system
• Word processing, data entry and formatting of documents
• Any other administrative duties as required.

Selection Criteria

• A relevant financial services qualification (e.g. Diploma of Financial Service) or relevant experience within the financial services industry
• Reliable, efficient, team oriented and willing to learn
• High standard of professionalism, presentation and friendly nature
• Good time management and communication skills
• High level computer skills including experience in the Microsoft Office suite

Benefits

• Excellent Bundall office with ocean views
• Career progression opportunities available
• Friendly, fast paced and professional work environment

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please submit your cover letter and resume or CV by following the link below.

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

Contact: Marie Cowling      Email: hr@profinvest.com.au     

Reporting directly to the State Manager – NSW the focus of this position is to develop and implement strategies to assist Financial Planners and Accountants in building their business and achieving goals. The successful applicant will be responsible for forming positive business relationships with clients and providing necessary support and guidance. This is an excellent opportunity to enjoy a fast paced work environment, attractive income and contribute to the overall success of the business.

Role requirements
• Responsible for recruitment of planners and accountants through networking and attending industry events
• Provide a high standards of day to day support to the state network
• Schedule regular appointments with clients to discuss business practices and direction
• Actively report on recruitment and maintenance within the network
• Monitor client compliance in conjunction with the professional standards team

Selection criteria
• Previous experience in financial services, funds management and business development
• Diploma of Financial Services and RG146 compliant
* Demonstrated ability to achieve and exceed sales targets and positively add to the growth of the business
• Excellent communication, networking and team building skills
• Possesses an innovative approach to business planning and an understanding of legislative requirements.

Benefits
• Active internal promotion and professional development strategy
• Opportunities to travel
• Opportunity to join a friendly, energetic team

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

Salary: Base circa $110,000 + Super

To apply in confidence, please submit your cover letter and resume or CV by following the link below.

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

Contact: Marie Cowling      Email: hr@profinvest.com.au     

An exciting full-time opportunity exists for a dedicated and positive individual to join our team in the capacity of .Net Developer. Reporting directly to the Manager – Multimedia and Web Development, this position will develop custom Dynamics CRM components including module creation, interface layout and workflow. The successful candidate will enjoy a fast paced work environment, opportunities to develop and contribute to the overall success of the business.

Role requirements
• Develop CRM components to specification including module creation, interface layout and workflow
• Create custom reporting utilising Microsoft SQL Reporting Services
• Develop custom .Net components to extend the Dynamics CRM beyond its in-built functionality
• Develop custom MSSQL components including stored procedures and triggers to automate processes and expose CRM data to external systems
• Assist the IT Helpdesk by providing Tier-two support to end users

Selection criteria
• Degree in Information System Development or related subject area
• Proficiency in .Net and MSSQL
• Experience in information systems security
• Experience in JavaScript
• Excellent verbal and written communication skills
• Demonstrated ability to show initiative in identifying and solving problems
• Knowledge of PHP or Adobe Creative Suite is highly regarded

Based in Bundall, Professional Investment Services Pty Ltd (PIS) is Australia's leading independently-owned network of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers and accountants who share our values and commitment to providing clients with professional, quality financial advice.

To apply in confidence, please email your cover letter and resume or CV to hr@profinvest.com.au

For further information regarding the Professional Investment Services Pty Ltd, visit www.profinvest.com.au.

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

Contact: Kayleigh Chiswell      Email: hr@profinvest.com.au     

An opportunity has arisen for a self-motivated, professional individual to join our dynamic team in the capacity of Compliance Officer. Reporting directly to the General Manager - ALCo, the main focus of this role is to manage compliance services including the development and ongoing maintenance of advice policies, tools, templates and breach reporting in accordance with the legislative and regulatory requirements.

Role requirements
 Develop and maintain templates, manuals, policies and guidelines related to compliance activities
 Coordinate and conduct regular scheduled audits
 Regularly review licensee audits
 Act as the main point of contact for adviser queries regarding compliance
 Coordinate training sessions for advisers
 Suggest and implement process improvements

Selection criteria
 Demonstrated extensive knowledge of the financial services in Mortgage Broking legislative framework and regulations
 Demonstrated experience in a compliance role
 Excellent written and verbal communication skills
 The ability to form good working relationships with clients

Benefits
 Industry leading organisation
 Located in Sydney
 Opportunities for career progression

Professional Investment Services (PIS) is Australia's leading independently-owned network of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues and lending, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please submit your cover letter and CV to hr@profinvest.com.au.

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

Contact: Marie Cowling      Email: hr@profinvest.com.au     

We are currently seeking an experienced professional to join our Client Concerns team based in either our Gold Coast or Brisbane office as our Claims Manager. Reporting directly to the CEO, this role will oversee and lead a dedicated team of claims specialists to ensure effective resolutions are achieved within our commercial Client Concerns area. This role will coordinate and implement the day to day administration of the complaints management procedures in accordance with relevant published legislation and policy guidelines.

Role Requirements
• Assist in the coordination and development of proactive and claims best practice aimed at timely, sustainable outcomes for clients and minimising premium impact
• Mentor and train Authorised Representatives and staff as required
• Conduct regular internal and external reviews of claims and contribute to reports and recommendations on claims management strategies, information, trending to the Management and Executive Team
• Maintain accurate records of claims correspondence and documentation
• Monitor claims management performance against published legislation and policy guidelines to meet audit requirements and time frames and to ensure delivery of economical and fair settlements
• Provide technical advice, coaching and training in applying legislation affecting claims or potential claims.

Selection Criteria
• Degree qualification in Finance, Law or relevant tertiary qualifications
• Extensive experience and demonstrated success in claims management, administration and processing of financial services claims
• Highly developed negotiation and resolution capability

Benefits
• Friendly, fast paced and professional work environment
• Active internal promotion / transfer strategy
• Opportunities to travel

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please email your cover letter and resume or CV to hr@profinvest.com.au.

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: Damian Tarry      Email: hr@profinvest.com.au     

We are seeking a Manager – Standards, Education & Services to be based at our head office on the Gold Coast to focus on professional development training and compliance. This role will manage a high performing team and have a key role in contributing to the strategic direction of the Professional Standards department.
The core focus of this role is to ensure business compliance with the legislative obligations of the industry.

Role Requirements
• Coordination and development of compliance training activities, professional development day programs and the Adviser Induction program
• Oversee CPD Management
• Manage compliance activity and obligations related to AML/CTF and Credit Licensing
• Strive to achieve best practice Adviser administration and enquiry management
• Identification of training issues and requirements

Selection Criteria
• Diploma of Financial Services (DFS)
• FPA accredited assessor
• Demonstrated experience in the Financial Services industry
• Strong administration/events coordination, communication and relationship skills
• Advanced level of computer skills
• Able to use recognised Financial Planning Software desirable
• Professional presentation ability

Benefits
• Industry leading organisation
• Excellent Bundall location
• Opportunities to travel

Professional Investment Services (PIS) is one of Australia's leading independently-owned networks of financial advisers and accountants. With services ranging across the specialties of financial planning, accounting, superannuation, risk protection, and tax issues, we long ago recognised a demand by Australians for an end-to-end service: one optimised strategy rather than several potentially conflicting ones. We have built a business on developing a network of professional advisers who agree and share our values that focus on clients.

To apply in confidence, please forward your cover letter and CV or resume to hr@profinvest.com.au.

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

Contact: Marie Cowling      Email: hr@profinvest.com.au