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
With 30+ years in customer service and financial services, this expert excels in diverse mortgage products, high-volume call management, and cultivating key business relationships.
With 30+ years of experience in customer service and financial services, this professional brings unparalleled expertise in a wide range of mortgage products, including first home buyers, construction loans, debt consolidation, and refinancing.
Their extensive background equips them with the skills to manage high-volume call environments effectively, consistently exceeding KPIs and delivering exceptional customer experiences.
They have a record of cultivating strong business relationships with stakeholders and third-party groups, showcasing their ability to build and maintain valuable connections that drive business success.
Their deep knowledge of diverse mortgage products, combined with their adeptness at managing customer interactions and fostering professional relationships, positions them as a highly experienced and capable candidate ready to contribute significantly to any organisation.
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.
Credit Analyst
$95k + Super
Victoria
Permanent / Full Time
Successfully led a team of 20 in loan packaging and settlement, with expertise in regulatory compliance, fund manager relationships, and proficiency in Microsoft Office, CRM, Oracle Banking, SAP, and PEXA.
This professional has demonstrated exceptional leadership by successfully managing a team of 20, and overseeing critical functions such as loan packaging, remediation, and settlement.
Their expertise extends to the meticulous completion of disclosure documents and ensuring rigorous regulatory compliance, reflecting their commitment to upholding industry standards. They have effectively managed relationships with fund managers, executed strategic marketing initiatives, and provided comprehensive investor updates, showcasing their ability to enhance stakeholder engagement and drive business growth.
Proficient in a diverse range of tools including Microsoft Office Suite, CRM, Oracle Banking Platform, SAP, ApplyOnline, ZicroData, and PEXA, they bring a well-rounded skill set to the table.
This combination of leadership, regulatory knowledge, relationship management, and technical proficiency positions them as a highly capable candidate, adept at navigating complex financial processes and contributing to organisational success.
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
$95k + Super
Victoria
Permanent / Full Time
With 6+ years in financial planning, specialising in SMSF and insurance, this professional holds a Bachelor of Finance and a Master of Financial Planning, and is skilled in XPLAN, Trello, and advanced financial management.
With 6+ years of experience in financial planning, this professional has advanced from a CSO to a Paraplanner, specialising in SMSF.
Their academic credentials, including a Bachelor of Finance and a Master of Financial Planning, underscore their deep industry knowledge and commitment to ongoing development. They possess extensive experience in workflow tracking using Trello, client services, SOA/ROA reviews, and strategic financial management, as well as advising and BAS report setup.
Proficient in XPLAN, Microsoft Suite, and Bloomberg, they bring advanced expertise in specific XPLAN modules, ensuring precise and effective financial solutions.
This combination of practical experience, advanced qualifications, and technical skills makes them a highly capable professional, ready to deliver exceptional results and drive success in complex financial environments.
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.
Senior Client Officer
$90k + Super
Victoria
Permanent / Full Time
With 10+ years in financial services, this expert excels in client services, operations management, and technical support, with proven success in implementing quality frameworks and managing vendor transitions, supported by advanced qualifications in Finance and Financial Planning.
With 10+ years of experience in financial services, operations management, and technical support, this candidate brings a wealth of expertise across client services.
They have successfully implemented a quality assurance framework, managed vendor transitions, and led numerous efficiency projects, demonstrating their ability to drive operational excellence and enhance service delivery. Their skill set includes exceptional client relationship management and comprehensive operations oversight in superannuation, managed funds, and investments.
Their academic credentials, including a Bachelor’s degree in Finance, an Advanced Diploma in Financial Planning, and a Graduate Certificate in Applied Finance, underscore their commitment to professional growth and depth of knowledge.
This combination of hands-on experience and advanced qualifications positions them as a highly capable professional, adept at improving processes and fostering strong client relationships in complex financial environments.
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.
Senior Financial Planner
$150k + Super
Victoria
Permanent / Full Time
With 10+ years of experience in financial services, this expert excels in client management, financial planning, and sales leadership, consistently driving high revenue, and managing 170+ client portfolios, with an award-winning performance.
With 10+ years of experience in financial services, this professional has excelled in key roles spanning client management, financial planning, business development, and sales leadership.
They have a proven track record of consistently generating high revenue, managing portfolios of over 170 clients, and rapidly increasing funds under management. Their strong educational foundation in financial planning, coupled with ongoing professional development, highlights their commitment to staying at the forefront of the industry.
Awarded Best Growth Driver and recognised for consistently exceeding KPIs, they possess a remarkable ability in client advisory, portfolio management, asset allocation, and regulatory compliance.
This blend of experience, achievement, and expertise positions them as a highly capable individual who can drive significant business growth and deliver exceptional results in dynamic financial environments.
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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