Adviser Support

vor 2 Monaten

Melbourne, Österreich National Australia Bank Vollzeit

Adviser Support - Strategic Financial Planning SpecialistJob number: 795040
Work type: Permanent Full time
Primary position location: 405 Bourke St, Melbourne, VIC

At JBWere, our heart might be over 180-years-old, but our head is in the 21st century and we are committed to supporting your talent and skills throughout your career.

JBWere is one of Australia's leading providers of wealth management services.
We work with Australia's most successful families, corporates and for-purpose organisations to help them protect and grow their wealth, and to realise their legacies.

We are seeking someone who can support our Melbourne based Advice teams.
Each day, these teams make it their business to provide the best wealth management and investment advice to their ultra-high net worth clients.
Through this, they aim to give their clients the confidence to do what matters.

In this busy and varied role, Advisers will need support to make sure the workflow around giving advice runs efficiently and smoothly.
You will assist them as they manage and grow their business and provide a high level of client service, comprehensive reporting and process support.

You will need to be proactive, have an eye for detail, be a quick learner and work well to the firm deadlines that impact our clients.

Above all, your support will help ensure we remain leaders in advice who put our clients first.

To be successful in this role, you need to demonstrate current or recent experience, skills and attributes, in the following key areas: An interest or strong desire to be involved in strategic financial planning.SMSF specialist desirable.
Understanding superannuation strategies is a must, including SMSFs.Sound knowledge of the structures that apply to complex strategic advice and a working knowledge of associated tax issues.An understanding of cashflow modelling and debt structuring along with entity and personal succession planning.Ideally accounting qualified.Previous experience in a similar role.Can demonstrate:
- experience in SOA and ROA writing
- financial modelling and strategic analysis, ability to think critically and be able to develop strategies for financial independence for HNW clients.Understanding of the industry, including compliance obligations and differences between Retail and Wholesale advice, including superannuation product advice. A diverse and inclusive workplace works better for everyone

We know that our people make us who we are.
That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves.
In partnership with our multiple Employee Resource Groups (ERGs) we continue to foster an inclusive environment, where all NAB colleagues' unique backgrounds and identities are understood, respected and celebrated.

Build your career with NAB

At NAB, we encourage our colleagues to invest in their skills, experiences and careers.
To put your best application forward, we recommend firstly reviewing the job advertisement and the Role Purpose Statement (also known as the position description - this is linked to the job advert).
This will give you a clear idea of what the role entails.
If the opportunity excites you and aligns with your career aspirations, you should seek your People Leader's endorsement and apply.

If you think this role is the right fit for you, we would love to hear from you.
Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
Unsolicited CVs from agencies will not be accepted.

Advertised: 31 Jul 2024 6:00 AM AUS Eastern Standard Time
Closing: 30 Oct 2024 11:55 PM AUS Eastern Daylight Time #J-18808-Ljbffr

  • Strategic Adviser, Communications

    vor 1 Monat

    Melbourne, Österreich This Is An It Support Group Vollzeit

    About the role:The Strategic Advisor leads a small team responsible for providing high level executive advice and support to the Chief Communications Officer (CCO) on a broad range of issues and projects. The role provides strategic and operational supports to the CCO, the Executive team and broader branch.This is a fast paced and varied role, requiring...

  • Adviser Assistant

    vor 3 Wochen

    Melbourne, Österreich FourQuarters Recruitment Vollzeit

    Dynamic Job Title: Adviser Assistant Location: Melbourne, Australia Company Overview: Join our dynamic and reputable financial advisory firm based in the heart of Melbourne.They specialize in providing personalized financial advice and investment solutions to their ultra high net worth clientele.As they continue to expand our team, they are seeking a...

  • Tax Adviser

    vor 2 Monaten

    Melbourne, Österreich Study Select Vollzeit

    How to Become a Tax Adviser in AustraliaA career as a Tax Adviser offers a unique opportunity to engage with the intricate world of taxation while providing invaluable support to individuals and businesses alike.Tax Advisers play a crucial role in helping clients navigate the complexities of tax laws and regulations, ensuring compliance while optimising...

  • Travel Adviser

    vor 2 Monaten

    Melbourne, Österreich Study Select Vollzeit

    How to Become a Travel Adviser in Australia: careers in TourismThe role of a Travel Adviser is both dynamic and rewarding, offering individuals the opportunity to immerse themselves in the world of travel while helping clients create unforgettable experiences.Travel Advisers are responsible for planning and organising travel arrangements, including...

  • Adviser

    Vor 4 Tagen

    Melbourne, Österreich State Government Of Victoria, Australia Vollzeit

    Organisation: Department of Jobs, Skills, Industry and RegionsOccupation: Consulting and StrategyReference: VG/101258AThe Department of Jobs, Skills, Industry and Regions is focused on growing Victoria's prosperity, building the productive capacity of our economy and increasing participation – by creating more opportunities for people through skills and...

  • Trainee Mortgage Adviser

    vor 1 Monat

    Melbourne, Österreich The New Homes Group Vollzeit

    Job Title: Trainee Mortgage Adviser. With 2024 almost over we have recently promoted a number of our current Trainee Mortgage Advisers who have now taken up there new roles as full time home based Mortgage Advisers and we are now seeking our next intake of candidates looking for an outstanding opportunity to become a fully CeMAP qualified Mortgage and...

  • Adviser & Licensee Operations Consultant

    vor 3 Wochen

    Melbourne, Österreich Unisuper Vollzeit

    Bring your operations & relationship management expertise to shape a new teamCareer-accelerating opportunity with one of Australia's leading superannuation fundsMust be available to start in March 2025About UsWe're passionate about delivering great retirement outcomes for our members. UniSuper is a purpose-driven organisation committed to supporting...

  • Senior Financial Adviser

    vor 2 Wochen

    Melbourne, Österreich Catalina Consultants Vollzeit

    Full timeAdd expected salary to your profile for insightsABOUTOur client is a growth-focused and diversified financial services firm based in Camberwell, Melbourne.They bring together a talented team of industry experts across specialty areas, including accounting, wealth management, financial planning, insurance, and retirement planning.Committed to...

  • Health & Safety Adviser

    vor 1 Monat

    Melbourne, Österreich Suburban Rail Loop Authority Vollzeit

    About the OpportunityThe Health and Safety Adviser will work under the guidance of the Senior Safety Adviser, Capability & Innovation.This position will provide the successful candidate with an opportunity to shape the health & safety future and culture of the Suburban Rail Loop Authority Project and its growing workforce, whilst simultaneously providing a...

  • Full Stack Developer

    vor 1 Monat

    Melbourne, Österreich Bond Adviser Vollzeit

    BondAdviser is a leading research, analytics, and information services company that services the Wealth and Asset Management sector.We empower our clients with actionable and timely insights, leveraging an expansive range of global public and private debt capital markets data.Our advanced analytics capabilities, powered by proprietary algorithms, provide...

  • Adviser & Licensee Operations Consultant

    vor 3 Wochen

    Melbourne, Österreich Unisuper Vollzeit

    Bring your operations & relationship management expertise to shape a new team Career-accelerating opportunity with one of Australia's leading superannuation funds Must be available to start in March 2025 About UsWe're passionate about delivering great retirement outcomes for our members.UniSuper is a purpose-driven organisation committed to supporting...

  • Perpetual Limited | Associate, Adviser Support

    vor 4 Wochen

    Melbourne, Österreich Buscojobs Vollzeit

    Associate, Adviser Support - Perpetual Wealth ManagementLocation : SydneyTime Type : Full timePosted on : Posted 5 Days AgoJob Requisition ID : R7455 Based in Sydney CBD - Hybrid working arrangementOpportunity to grow your career within a collaborative and supportive teamAn attractive salary packagePerpetual Group is an ASX-listed company (ASX : PPT)...

  • Policy Adviser

    vor 2 Wochen

    Melbourne, Österreich State Government Of Victoria, Australia Vollzeit

    Organisation: Department of Premier and CabinetOccupation: PolicyReference: VG/1822233AAn exciting opportunity exists for an experienced and highly motivated individual to join the Infrastructure, Planning and Major Projects Branch as a Policy Adviser at the Department of Premier and Cabinet.The Policy Adviser position sits within the Infrastructure,...

  • Policy Adviser

    vor 2 Wochen

    Melbourne, Österreich Department Of Premier And Cabinet (Vic) Vollzeit

    An exciting opportunity exists for an experienced and highly motivated individual to join the Infrastructure, Planning and Major Projects Branch as a Policy Adviser at the Department of Premier and Cabinet.The Policy Adviser position sits within the Infrastructure, Planning and Major Projects Branch, which comprises the Transport, and Planning and Precincts...

  • Policy Adviser

    vor 2 Wochen

    Melbourne, Österreich State Government Of Victoria, Australia Vollzeit

    Organisation: Department of Premier and CabinetOccupation: PolicyReference: VG/1822233AAn exciting opportunity exists for an experienced and highly motivated individual to join the Infrastructure, Planning and Major Projects Branch as a Policy Adviser at the Department of Premier and Cabinet.The Policy Adviser position sits within the Infrastructure,...

  • Adviser & Licensee Operations Consultant | Melbourne, Au

    vor 3 Wochen

    Melbourne, Österreich Efinancialcareers Ltd. Vollzeit

    Adviser & Licensee Operations ConsultantUniSuper Melbourne, AustraliaJob Description Bring your operations & relationship management expertise to shape a new teamCareer-accelerating opportunity with one of Australia's leading superannuation fundsMust be available to start in March 2025About UsWe're passionate about delivering great retirement outcomes for...

  • Adviser & Licensee Operations Consultant | Melbourne, Au

    vor 3 Wochen

    Melbourne, Österreich Efinancialcareers Ltd. Vollzeit

    Adviser & Licensee Operations ConsultantUniSuper Melbourne, AustraliaJob DescriptionBring your operations & relationship management expertise to shape a new teamCareer-accelerating opportunity with one of Australia's leading superannuation fundsMust be available to start in March 2025About UsWe're passionate about delivering great retirement outcomes for our...

  • Retirement Adviser

    vor 4 Wochen

    Melbourne, Österreich Cbus Super Fund Vollzeit

    About CbusCreated by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've been recognised for the benefits...

  • Adviser & Licensee Operations Consultant | Melbourne, Au

    vor 3 Wochen

    Melbourne, Österreich Efinancialcareers Ltd. Vollzeit

    Adviser & Licensee Operations ConsultantUniSuper Melbourne, AustraliaJob Description Bring your operations & relationship management expertise to shape a new teamCareer-accelerating opportunity with one of Australia's leading superannuation fundsMust be available to start in March 2025 About UsWe're passionate about delivering great retirement outcomes for...

  • P&C Adviser

    vor 1 Monat

    Melbourne, Österreich Buscojobs Vollzeit

    We are seeking an experienced People & Culture Advisor to join our team in Brisbane to provide HR advice and support to our national practice.Our Role We are seeking a highly motivated HR generalist to join our People & Culture team.Our team is a high performing and collaborative group that delivers exceptional service for our people, through the delivery of...