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Cartwright Jones jobs

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SENIOR FINANCIAL ADVISER - EXISTING BOOK

Provide holistic strategic to an established book of HNW and UHNW clients with an average of 1-2m FUM. Adhere to Compliance frameworks. Work closely with support staff to execute advice. Maintain a constant learning and developmen...

CompanyCartwright Jones
AddressSydney, NSW
CategoryAccounting & Finance
Salary$160,000 - $200,000 a year
Job typeFull time
Date Posted 7 days ago See detail

Senior Financial Adviser - Existing Book

Cartwright Jones

Sydney, NSW

$160,000 - $200,000 a year

Provide holistic strategic to an established book of HNW and UHNW clients with an average of 1-2m FUM. Adhere to Compliance frameworks. Work closely with support staff to execute advice. Maintain a constant learning and developmen...

7 days ago seen See more...

Graduate Financial Planning Assistant - Sutherland

Cartwright Jones

Sydney, NSW

$60,000 - $70,000 a year

Career Growth. Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Implementation of Adviser recommendations including liaising directly with...

3 weeks ago seen See more...

Senior Associate Financial Adviser

Cartwright Jones

Sydney, NSW

$100,000 - $120,000 a year

Providing high quality support and technical assistance to the Principal Adviser. Working alongside the Principal Adviser in meetings, liaising between paraplanning and administration. Strategy Development: discussion with Adviser...

3 weeks ago seen See more...

Senior Risk Adviser - Remote Work From Home or Hybrid

Cartwright Jones

Brisbane, QLD

$160,000 - $180,000 a year

Inherit a book of existing HNW risk clients. Strong referral system in place - receive warm client leads. Flexible working arrangements and Work From Home policy. Regular social events and functions. Excellent salary package + Bon...

a month ago seen See more...

Senior Risk Adviser - Remote Work From Home or Hybrid

Cartwright Jones

Melbourne, VIC

$160,000 - $180,000 a year

Inherit a book of existing HNW risk clients. Strong referral system in place - receive warm client leads. Flexible working arrangements and Work From Home policy. Regular social events and functions. Excellent salary package + Bon...

a month ago seen See more...

Client Service Manager - Sutherland

Cartwright Jones

Sydney, NSW

$75,000 - $85,000 a year

Career Growth. Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Salary $75-85k + Super. Implementation of Adviser recommendations includin...

a month ago seen See more...

Graduate Portfolio Administrator

Cartwright Jones

Sydney, NSW

$60,000 - $70,000 a year

The review and preparation of quarterly performance and investment reports for allocated clients. Supporting the Relationship Managers in all aspects of data management and administration of asset values for allocated client portf...

a month ago seen See more...

Senior Client Service Manager

Cartwright Jones

Sydney, NSW

$80,000 - $105,000 a year

Engaging with clients and delivering exceptional service. Preparing paperwork and documentation for client meetings. Managing client files and submissions. Coordinating with third parties regarding client matters. Checking, submit...

a month ago seen See more...

Senior Financial Adviser - $170k-180k + super

Cartwright Jones

Sydney, NSW

$170,000 - $185,000 a year

Manage and service an existing book of HNW clients. Provide holistic and detailed strategic solutions. Manage client portfolios, predominantly individually managed accounts of direct shares and managed funds. Be a team player an...

a month ago seen See more...

Senior Risk Adviser - Pathway to equity

Cartwright Jones

Melbourne, VIC

$130,000 - $160,000 a year

Inheriting a book of existing High Net Worth (HNW) risk clients. Strong referral system with warm client leads. Flexible working arrangements and work-from-home policy. Regular social events and functions. Excellent salary package...

a month ago seen See more...

Client Service Manager - National Corporate

Cartwright Jones

Sydney, NSW

$75,000 - $85,000 a year

Liaising with clients to collect required information, provideprogress updatesand respond to general queries. Liaising with product providers and other third parties. Arranging client appointments. Preparing files for client me...

a month ago seen See more...

Paraplanner - Immediate Vacancy

Cartwright Jones

The Rocks, NSW

Crafting complex and strategic SOAs. Conducting thorough research, financial modelling, and projections. Providing administrative and technical support to financial advisers. Ensuring adherence to compliance standards throughout t...

a month ago seen See more...

Financial Advisor - Existing book

Cartwright Jones

Sydney, NSW

$110,000 - $140,000 a year

Manage a book of existing clients. Work closely with Paraplanners to develop strategy. Build new business through existing referral sources and client book. Work within compliance frameworks. Contribute to business culture a...

2 months ago seen See more...

Client Service Officer - Immediate Vacancy

Cartwright Jones

Sydney, NSW

$75,000 - $85,000 a year

Communicating with clients, fund managers and the Senior Financial Adviser to ensure effective and efficient Client Service;. Preparing all documentation including, , Statement of Advice Implementation, Investment, Insurance and C...

2 months ago seen See more...

Financial Planning Assistant

Cartwright Jones

Sydney, NSW

Communicating with clients, fund managers and the Senior Financial Adviser to ensure effective and efficient client service;. Preparing all documentation including, , Statement of Advice Implementation, Investment, Insurance and C...

2 months ago seen See more...

Paraplanner - Immediate Vacancy

Cartwright Jones

New South Wales

Crafting complex and strategic SOAs. Conducting thorough research, financial modelling, and projections. Providing administrative and technical support to financial advisers. Ensuring adherence to compliance standards throughout t...

2 months ago seen See more...

Paraplanner - Part Time

Cartwright Jones

Sydney, NSW

$85,000 - $100,000 a year

Collaborate with financial advisors to gather client information and assess financial goals. Prepare and write accurate and comprehensive SOAs and ROAs. Conduct research on investment products, market trends, and financial regulat...

2 months ago seen See more...

Paraplanner - Immediate Vacancy

Cartwright Jones

North Shore, NSW

$90,000 - $105,000 a year

Crafting complex and strategic SOAs. Conducting thorough research, financial modelling, and projections. Providing administrative and technical support to financial advisers. Ensuring adherence to compliance standards throughout t...

2 months ago seen See more...

Senior Client Service Manager - $100k + Super

Cartwright Jones

Sydney, NSW

Engaging with clients and delivering exceptional service. Preparing paperwork and documentation for client meetings. Managing client files and submissions. Coordinating with third parties regarding client matters. Checking, submit...

2 months ago seen See more...

Client Relationship Manager - Career Progression

Cartwright Jones

Sydney, NSW

$75,000 - $85,000 a year

Develop and nurture strong Client Relationships. Conduct end to end implementation. Work closely with product providers. Collaborate with award-winning advisers. Manage documentation and client files. Attend and contribute to cl...

2 months ago seen See more...

Servicing Financial Adviser - Work From Home

Cartwright Jones

Sydney, NSW

$110,000 - $120,000 a year

Manage a book of existing clients. Provide holistic and compliant advice. Work closely with your support staff in the production of advice. Liaise with accountants / Estate Planning lawyers and other professionals as required....

2 months ago seen See more...

Financial Planning Assistant

Cartwright Jones

The Rocks, NSW

Communicating with clients, fund managers and the Senior Financial Adviser to ensure effective and efficient client service;. Preparing all documentation including, , Statement of Advice Implementation, Investment, Insurance and C...

2 months ago seen See more...

Top Jobs

Senior Client Service Manager, Client Service Manager, Client Service Officer, Operation Manager, Financial Adviser, Client Relationship Manager, Paraplanner,

What companies are hiring for similar jobs Cartwright Jones?

The top companies hiring now for Cartwright Jones similar jobs are AtlamGroup, Gorilla Jobs, Cartwright Jones, Insignia Financial, Bentley Recruitment, DoorDash, Aurex Group, Telstra, Department of Communities and Justice, Queensland Government, Bentley, Voyager Recruitment, Defence Australia, Old Mutual Limited Ltd., Loan Market,

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