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.

Group 5078 (7)

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Junior Paraplanner
$70k + Super
New South Wales Permanent / Full Time

An experienced financial professional with a proven track record, this candidate excels in supporting Financial Advisors, analysing client funds, and making strategic recommendations. With expertise in property investments, superannuation, tax planning, accounting, life insurance, and estate planning, they bring a comprehensive approach to financial management. Having successfully managed a portfolio valued at over $50 million, they demonstrate their ability to handle significant assets with precision and deliver optimal results.

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"The candidate possesses an impressive background within the financial sector, showcasing their expertise and dedication to the industry. Currently, they hold a pivotal role working closely with a highly skilled Financial Advisor, where they play a crucial role in supporting the advisor's operations. Their responsibilities include organising and participating in client meetings, ensuring a seamless flow of communication and efficient coordination between the advisor and their clients. One of the candidate's notable strengths lies in their exceptional ability to analyse client funds and formulate well-informed strategies. They possess a keen eye for detail and are skilled at examining financial data, identifying trends, and evaluating investment opportunities. Leveraging their comprehensive knowledge of the financial landscape, they assist in making sound recommendations to clients, helping them make informed decisions and achieve their financial goals. The candidate's broad range of expertise extends across various domains, making them a well-rounded professional. They possess considerable experience in property investments, enabling them to navigate the complexities of the real estate market and identify profitable opportunities. Additionally, their familiarity with superannuation ensures that they can offer valuable insights into retirement planning, helping clients optimise their financial well-being for the long term. Their proficiency in tax planning and accounting further strengthens their capabilities, allowing them to provide comprehensive financial advice that considers the tax implications of various financial strategies. Moreover, their understanding of life insurance and estate planning ensures that clients receive holistic guidance, addressing their long-term financial security and legacy planning needs. A noteworthy accomplishment of the candidate is their successful management of a portfolio valued at over $50 million, working collaboratively with Financial Advisors. This impressive achievement highlights their ability to handle significant financial assets and showcases their competence in managing diverse investments. Their expertise in portfolio management encompasses strategic asset allocation, risk assessment, and performance evaluation, ensuring optimal results for their clients. In summary, the candidate brings a wealth of experience, extensive knowledge, and exceptional analytical skills to the financial industry. Their ability to support and collaborate with Financial Advisors, coupled with their proficiency in analysing client funds and recommending strategies, make them an invaluable asset to any financial team. With their diverse expertise across various financial domains, they are well-equipped to provide comprehensive financial advice to clients and effectively manage substantial portfolios."
Head of Investment
$300k + Super
New South Wales Permanent / Full Time

Experienced head of investments with a proven track record in delivering increased returns. Skilled in assessing financial risks and developing effective strategies. Strong relationship builder with a focus on client satisfaction. Responsible for implementing investment policies and strategies.

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"With over 7 years of experience as the head of investments, this candidate has a proven track record of success in the field. They have consistently delivered increased returns on investments by employing sound investment strategies and carefully assessing financial risks. Their ability to develop effective strategies to mitigate risks sets them apart in the industry. In addition to their financial acumen, this candidate excels in building and maintaining strong relationships with clients. Their exceptional interpersonal skills enable them to understand clients' needs and provide tailored investment solutions. By fostering trust and credibility, they have consistently attracted and retained clients, driving business growth. As the head of investments, this candidate takes on the responsibility of overseeing the implementation of investment policies and strategies. They ensure that the investment portfolio aligns with the organisation's goals and objectives. With their keen eye for market trends and their ability to adapt to changing economic conditions, they are able to make informed decisions and optimise investment performance."
Mortgage Broker
$100k + Super + Coms
Queensland Permanent / Full Time

With over 5 years of experience in the finance industry, this candidate excels as a Senior Case Analyst and Personal Finance Manager. They independently process a significant number of residential loan applications each week, catering to first home buyers or clients looking to refinance. Their exceptional performance is demonstrated by settling an average of approximately $5 million per month, exceeding all KPIs. They possess strong skills in document preparation, conducting background checks, and efficiently lodging applications.

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"The candidate has accumulated over 5 years of experience in the finance industry, predominantly working as a Senior Case Analyst and Personal Finance Manager. In their most recent role, they independently handle 12 to 16 applications per week for residential loans. Their clients primarily consist of first home buyers or clients refinancing their properties. Their exceptional performance is demonstrated by consistently settling an average of around $5 million per month, exceeding all KPIs, including financial targets. They demonstrate a strong work ethic and a commitment to achieving outstanding results for their clients. The candidate possesses a comprehensive understanding of the entire loan application process. They are proficient in document preparation, conducting thorough background checks, and efficiently lodging applications. By paying meticulous attention to detail, they ensure that all necessary documentation is properly compiled and submitted, streamlining the application process for their clients. In summary, the candidate brings over 5 years of experience in the finance industry, specialising in roles such as a Senior Case Analyst and Personal Finance Manager. In their current position, they handle a substantial workload, processing numerous residential loan applications each week. Their clientele primarily includes first home buyers or clients seeking to refinance their properties. Their exceptional performance is reflected in their ability to settle an average of approximately $5 million per month, consistently exceeding all KPIs. They possess strong skills in document preparation, conducting background checks, and efficiently lodging applications."
Mortgage Broker
$80k + Super + Coms
Victoria Permanent / Full Time

This candidate excels in residential home loans, specifically working with high-net-worth clients. They possess the skills to source leads, convert them into sales through cold calling, and utilise the Connective aggregator. With their end-to-end mortgage application processing abilities and friendly demeanor, they provide exceptional service to clients.

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"The candidate is proficient in handling residential home loans, specifically working with high-net-worth clients. They are comfortable sourcing their own leads and engaging in cold calling to convert these leads into sales. They utilise the Connective aggregator, a platform that provides resources and support for their mortgage broking activities. With their expertise, the candidate is able to process mortgage applications from start to finish. They possess the necessary skills to gather relevant information, assess client needs, conduct comprehensive financial analyses, and recommend suitable loan options. Their knowledge and experience enable them to guide clients through the complexities of the mortgage process, ensuring a seamless and efficient application experience. In addition to their professional skills, the candidate is highly personable and friendly. They excel at building rapport with clients, fostering trust, and establishing positive relationships. Their interpersonal abilities contribute to a client-centric approach, allowing them to understand clients' unique needs and deliver tailored solutions. Overall, the candidate brings a strong skill set in residential home loans, particularly for high-net-worth clients. They have experience in sourcing their own leads and converting them into sales through cold calling efforts. Utilising the Connective aggregator, they have access to valuable resources and support. Their ability to process mortgage applications end-to-end, coupled with their personable nature, makes them a valuable asset to any mortgage broking team."
Claims Adjuster
$70k+ Super
Victoria Permanent / Full Time

With 18 years of customer service experience and 1 year in insurance, this candidate is skilled in assessing CAT claims and managing up to 100 claims simultaneously. They hold a delegated authority limit of up to $250K and excel in providing exceptional service to clients. A highly organised and detail-oriented professional, they are well-suited for roles in claims management.

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"The candidate possesses 18 years of extensive customer service experience, showcasing their commitment to delivering exceptional service to clients. They have also gained valuable experience in the insurance industry, specifically in assessing CAT (catastrophe) claims for a period of 1 year. This experience has equipped them with the skills and knowledge required to effectively evaluate and process claims related to significant events. Furthermore, the candidate currently holds a delegated authority limit of up to $250K, demonstrating their ability to make decisions and approve claims within this financial threshold. This authority limit showcases their trustworthiness and proficiency in managing claims autonomously, ensuring timely resolutions for clients. The candidate has proven their ability to handle a high volume of claims, as they have successfully managed up to 100 claims simultaneously. This requires strong organisational skills, attention to detail, and the ability to prioritise tasks effectively. Their track record of managing a large caseload while maintaining accuracy and meeting deadlines reflects their exceptional multitasking and time management abilities. With their extensive customer service background, insurance expertise, delegated authority, and proven ability to manage a significant number of claims, this candidate is well-equipped to contribute to the success of any insurance company or claims department."

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