Positions Available

• Work with quality, professional risk specialists
• Annual and quarterly incentives
• Located on St Kilda Rd with convenient car parking

Work closely with our clients who are specialist risk insurance writers and referral partners to grow and improve their businesses. The aim of this role is to foster growth and productivity whilst upholding best practice advice with our existing specialist risk writers and also recruit new risk specialists to the proven PIS model. To do this, you have at your fingertips, one of the most comprehensive service offerings available in the financial services sector. Combine our size, strength and proven methodology in developing practices, you have a wonderful opportunity to be a part of the wider PIS Group success.

As Australia’s leading independently owned network of financial planners and accountants, we are seeking a dynamic business development professional to join our VIC State Office. You will become an integral part of our National Risk Advice Team and report directly to the State Manager (Advice) and Southern Regional Manager (Risk).

Your focus will be to:

• 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
• Present well and communicate to all levels
• Establish mutually beneficial relationships amongst risk specialists and referral partners through your extensive knowledge and contacts.

As part of the role, you will be eligible to participate in our generous incentive scheme, attend annual conferences, travel, and become a key member in our close-knit team.

Your self-motivation, flexibility and positive team skills will ensure your success in developing a rewarding and long-term career path within the group.

Applications to: hr@profinvest.com.au by Friday 16th July 2010.

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

Contact: Ian Rogers, State Manager - VIC      Email: Ian.Rogers@profinvest.com.au      Telephone: 03 9864 6464

We are a growing Investment and Personal Risk Insurance Financial Planning practice established within a successful accounting practice and we are seeking an experienced Para-planner.

Our business is 12 months old with one of the leading Dealer Groups in Australia.
We are committed to providing our clients with personalised, ethical and professional service today and in the future.


In the role, you will:

Work approximately 20-30 hours per week.
vWork directly with and for the Financial Planner.

Working on strategies, conduct research, financial modelling and projections, superannuation fund comparison and Risk Insurance need analysis.

Produce both Risk Insurance and complex Investment SOA’s

Focus on upholding our high standards of compliance

Developing and monitor workflows for future “Good Practice”

Have mentoring, training and facilitation of your personal development

Applicant with RG146 compliance or currently completing studies preferred - This role is part of a team and previous Investment Paraplanning experience is necessary.

If you are looking for a great career growth opportunity and would like to work closer to home in Toowoomba area, apply to join our growing practice NOW!.

Forward your resume to: wealthinvest@horizongroup.com.au

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

Contact: Leigh Blakeley      Email: wealthinvest@horizongroup.com.au      Telephone: 07 5574 0244

Progressive and Focused Firm based in Mt Barker, Kent Town, Sheidow Park as well as Port Adelaide – own car essential

Commission/Incentive based

Potential Equity Offering after qualifying period

A bit about us:
We are a successful and mature financial planning firm with a flexible, progressive approach and a reputation built on a track-record of assisting its clients achieve their financial goals.

The firm actively seeks to recruit a financial planner to assist with the continuing development of the philosophy and practice. Working with a number of established Accountancy practices as well as Network Groups, including Women’s network associations the majority of referral leads could well be gained via these sources.

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.

What we are looking for:
As a hands on self-starter, you should ideally demonstrate:

Minimum of 3-5 years experience as an established and technically competent planner with either a Risk or Banking background

RG 146 Qualifications

Success at building a client base into a meaningful business

Energy, flexibility and teamwork orientation

Good communication and relationship building skills together with a desire to contribute and take responsibility

Given our networking connections this role would be Ideal for a Female Planner

For a successful, integral and enthusiastic professional, this is an excellent opportunity to join a great team and progressive practice

Please apply in confidence to:Tony Anderson CFP,@ tony@sfps.com.au if you are interested in this opportunity.

For further Company information, visit: www.sfps.com.au

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

Contact: Tony Anderson      Email: tony@sfps.com.au     

We are a well established professional and Platinum Level financial planning and accounting practice located in Northern Gold Coast. We seek an experienced and professional risk specialist to act as Manager of our new Insurance Division.

Your duties will include marketing insurance services to our established Accounting, Superannuation, Financial Planning and Mortgage Broking client bases as well as servicing the needs of our newly acquired insurance division clients, including processing insurance claims and working with underwriters.

You will be supported by a professional accounting and financial planning team including your own paraplanners to deliver statements of advice as required. Relevant qualifications including (as a minimum) RG 146 will be essential to the success of the position.

A competitive salary and profit share with the potential for equity within 12 months will be offered to the right candidate.

Strictly Confidential
Contact: Robert Koschel
Email: r.koschel@ksmgroup.com.au
Fax: 07 5573 7095

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

Contact: Robert Koschel      Email: r.koschel@ksmgroup.com.au      Telephone: 07 5573 7095