Available Candidates
See a selection of our candidates currently looking for work. Updated frequently, so check regularly if you’re in need of top talent for your business.
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Financial Planner
$120k + Super + Bonus
Melbourne
Permanent / Full Time
A seasoned professional with 19 years of financial services experience, advising 150+ clients, excelling in holistic financial services, and possessing deep expertise in XPLAN.
With over 19 years of experience in the financial services industry, encompassing roles as both a Financial Adviser and Paraplanner, this candidate is a seasoned professional poised to make a significant impact in your organisation.
Currently, they are advising a substantial portfolio of over 150 clients as a National Advice and Paraplanning Manager. Their competence extends across providing holistic advice, covering areas such as Insurance, Superannuation, and Retirement Planning. Furthermore, their extensive experience of 18 years with XPLAN, from solution design to consulting and business analytics, showcases their mastery of essential tools in the industry.
What truly sets them apart is their well-developed communication and interpersonal skills, enabling them to effectively address client queries, explain complex financial concepts, and build trust-based relationships.
With their wealth of knowledge and client-centric approach, this candidate is well-prepared to contribute to your team's success and ensure the financial well-being of your clients.
Administrator
$65k + Super
Victoria
Permanent / Full Time
An 18-year financial services veteran with 15 years in South African brokering, offering strong industry knowledge and exceptional client relationship-building skills.
With an impressive 18 years of experience in the financial services industry, including 15 years in the Broking Industry in South Africa, this candidate brings a wealth of knowledge and expertise to the table.
Their extensive background is matched by a well-presented and highly personable demeanor that makes them a standout choice. What truly sets this candidate apart is their exceptional ability to engage with clients and build strong, lasting relationships.
Their interpersonal skills, combined with their deep industry knowledge, make them an ideal candidate to represent your organisation and serve as a trusted advisor to clients.
With their years of experience and client-centric approach, they are well-equipped to contribute to your team's success and help foster meaningful client connections.
Financial Advisor
$120k + Super + Commissions
Melbourne
Permanent / Full Time
A 19-year financial services veteran, including 6 years as an Authorised Representative and Financial Advisor, skilled in superannuation, investments, and client relationship management.
Bringing over 19 years of expertise in the financial services industry, with 6 years dedicated to providing authoritative guidance as an Authorised Representative and Financial Advisor, this candidate is a seasoned professional you'll want on your team.
Their proficiency extends across a wide spectrum, encompassing superannuation, retirement planning, investments, personal insurance, and social security advice. Their adeptness in offering limited Self-Managed Superannuation Fund (SMSF) advice, conducting comprehensive needs analyses, and delivering appropriate recommendations sets them apart.
What truly sets them apart is their proven ability to establish and nurture client relationships, currently overseeing a portfolio of over 30 clients at Obelisk, with net worths ranging from $100k to $1.5 million.
With their wealth of knowledge and exceptional client management skills, this candidate is well-equipped to contribute significantly to your financial services team, ensuring the financial well-being and prosperity of your clients.
Graduate in Financial Planning
$60k + Super
Brisbane
Permanent / Full Time
An experienced candidate with 17+ years in law firm practice and office management, excelling in team leadership and financial acumen.
With over 17 years of experience in law firm practice and office management, this exceptional candidate possesses a remarkable skill set that is sure to be a valuable asset to your team.
They have a proven track record of successfully overseeing the day-to-day administrative, office, and financial operations of a medium-sized legal firm spanning three locations. Their leadership capabilities shine through as they expertly supervised and coordinated a team of seven administrative staff, which included one direct report.
Their financial acumen is second to none, encompassing tasks such as managing accounts payable and receivable, processing fortnightly staff payroll for a team of 20, monitoring cash flow and workflow, efficiently managing debtors, preparing annual budgets, meticulously handling trust accounts, and compiling weekly, monthly, and year-end financial statements, including BAS/GST, PAYG, and FBT.
This candidate's commitment to ongoing education, exemplified by their pursuit of a Graduate Certificate in Financial Planning, complements their reputation for effective communication and rapport-building, making them a well-rounded and invaluable addition to your team.
Senior Financial Adviser
$135k + Super
Queensland
Permanent / Full Time
Experienced Senior Financial Adviser with a strong track record in client management, financial modeling, and holistic strategies.
With 16 years of extensive financial services expertise, this job seeker brings a wealth of knowledge and experience to your organisation.
As a Senior Financial Adviser, they currently manage a substantial client portfolio of 70-80 individuals, specialising in pre-retirees and retirees while consistently onboarding new clients. Their track record demonstrates a proven ability to provide tailored, holistic advice that caters to a diverse range of clients and strategies.
They have mastered the full spectrum of financial advisory responsibilities, from initial client meetings and fact-finding to strategy development, implementation, and delivery of advice.
Their proficiency extends to drafting Statement of Advice (SOA) documents, conducting complex financial modeling, and generating comprehensive reports.
With a remarkable capability to manage Self-Managed Superannuation Funds (SMSF) and work with trusts, investments, superannuation, pensions, insurances, and estate planning, this job seeker is primed to be a valuable asset to your team, ensuring the financial well-being of your clients and the growth of your business.
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