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14 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Junior
Junior
Fintech • Payments • Financial Services
The Associate Financial Adviser supports Financial Advisers in client meetings, prepares documentation, conducts insurance analysis, monitors client accounts, and aids in operational processes, ensuring compliance and enhancing performance.
Top Skills: Xplan
19 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Senior level
Senior level
Fintech • Payments • Financial Services
As a Senior Financial Adviser at Jacaranda, you will develop tailored strategies for clients, provide investment advice, conduct financial assessments, and build strong client relationships while ensuring compliance with regulations.
Top Skills: FinanceSuperannuationTax-Efficient StrategiesWealth Management
19 Days AgoSaved
In-Office
Sydney, New South Wales, AUS
Mid level
Mid level
Fintech • Payments • Financial Services
Support corporate governance by managing calendars, preparing agendas, and maintaining statutory records while ensuring compliance with regulatory bodies.
Top Skills: ExcelMicrosoft Word
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