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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Customer Service Support
$65k + Super
Victoria
Permanent / Full Time
30+ years in customer service and financial services, specialising in diverse mortgage products, high-volume call management, and stakeholder relationship building.
With 30+ years of experience in customer service and financial services, this candidate brings a wealth of expertise in diverse mortgage products, including first home buyers, construction loans, debt consolidation, and refinancing.
They excel in managing high-volume call environments, consistently exceeding KPIs while delivering exceptional customer experiences.
Their proficiency in handling complex mortgage scenarios is matched by their success in cultivating strong business relationships with stakeholders and third-party groups.
This candidate’s extensive background ensures they bring both strategic insight and operational excellence, making them a valuable asset for organisations seeking to enhance customer satisfaction and drive business growth in the financial sector.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Superannuation Specialist
$80k + Super
New South Wales
Permanent / Full Time
Proficient candidate in senior financial services roles, skilled in managing complex transactions, regulatory compliance, developing training programs, and leading automation and system migration projects.
This candidate is highly proficient in senior financial services roles and adept at managing complex transactions, claims assessment, and ensuring regulatory compliance.
They have a proven track record of developing comprehensive training programs, procedural manuals, and quality assurance measures to enhance operational efficiency and consistency.
Their experience includes successfully implementing automation initiatives and leading significant projects such as system migrations, showcasing their capability in driving technological advancements and process improvements. They excel in stakeholder management, offering expert advice on insurance claims and policies, and building strong professional relationships.
Their blend of technical skills, strategic project management, and expertise in financial services position them as a valuable asset for organisations looking to optimise operations, enhance compliance, and achieve superior stakeholder engagement.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Super and Retail Insurance Product Analyst
$115k + Super
New South Wales
Permanent / Full Time
This candidate is an expert in superannuation and insurance with extensive experience in RFI/RFP processes, strategic fund management, insurance testing, and regulatory compliance.
With extensive experience in superannuation and insurance, this candidate stands out as a subject matter expert in RFI and RFP processes.
They have developed strategic approaches for managing superannuation funds, including creating best practice process maps and supporting recruitment and training initiatives.
Their expertise extends to executing rigorous testing protocols for insurance products, ensuring pricing accuracy, and mitigating fraud through detailed claim reviews. They have overseen fund administration, maintaining strict compliance with regulatory standards and acting as a key project stakeholder.
Their comprehensive knowledge and strategic approach make them a valuable asset for organisations seeking to enhance their superannuation and insurance operations while ensuring regulatory adherence and operational excellence.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Mortgage Broker
$95k + Super + Comms
Victoria
Permanent / Full Time
With 30+ years of experience, this finance expert has managed a $40m-$50m portfolio, overseen 4-5 senior roles, and specialised in investment-grade finance strategies.
With 30+ years of expertise in finance, this candidate has demonstrated exceptional proficiency in managing a portfolio valued at $40m-$50m annually.
Their extensive experience includes overseeing 4-5 positions leading into senior business management roles, highlighting their leadership capabilities and strategic oversight.
Specialising in investment-grade finance strategies, they bring a deep understanding of sophisticated financial planning and asset management. This candidate's proven track record in managing high-value portfolios and driving business success through strategic financial planning makes them a highly valuable asset to any organisation.
Their wealth of experience and focus on investment-grade finance ensure they are well-equipped to contribute significantly to organisational growth and financial stability.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
Paraplanner
$90k + Super
Victoria
Permanent / Full Time
5+ years of experience, skilled in SOAs, ROAs, financial modelling, and using XPlan and Xtools+, holding a Graduate Diploma in Financial Planning, a Master’s in Finance, a Bachelor’s in Statistics, and completed CFA levels.
With 5+ years of experience as a Paraplanner, this candidate excels in financial coaching and senior research analysis.
They are highly proficient in preparing detailed statements of advice and records of advice, conducting financial modelling, and analysing investment portfolios. Their expertise extends to using financial planning software such as XPlan and Xtools+, where they excel in complex financial analyses and scenario modelling.
Holding a Graduate Diploma of Financial Planning, a Master’s in Management Studies (Finance), a Bachelor’s in Statistics, and having completed all 3 levels of the CFA program, they bring a solid educational background and a deep understanding of financial planning.
This combination of extensive experience and advanced qualifications makes them a highly capable professional, well-suited to deliver exceptional results in any financial planning role.
If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034.
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