WEALTH management RECRUITMENT

Wealth Management

When it comes to customising optimal solutions for your clients, we understand that there are a lot of moving parts within your business model.  Just as important as it is to create portfolio diversification for your clients to reduce their exposure to risk, the value in diversifying your workforce to uplift capability and maximise outcomes sits inherently beneath that.  In such a competitive industry where change is a constant, it's critical that your business can continue to innovate and differentiate itself in a way that adds value. 


So whether your services range from asset management, financial planning, estate planning or tax accounting, rest assured that we have access to a network of qualified professionals that can add immediate value to your team and your clients.

Hover over the relevant tile below to see what roles we can support you with:

Accounting

Roles we recruit include:

Accountant (Junior, Intermediate & Senior)
Administrator
Business Services & Advisory Consultant
Financial Accountant
Management Accountant
Tax Accountant

Financial Planning

Roles we recruit include:

Adviser Support
Associate Adviser
Client Services Manager
Financial Adviser
Paraplanner
Practice Manager

Trustee & Wealth Services

Roles we recruit include:

Client Services Support
Fund Administrator
Investment Analyst

Accounting

Roles we recruit include:

Accountant (Junior, Intermediate & Senior)
Administrator
Business Services & Advisory Consultant
Financial Accountant
Management Accountant
Tax Accountant

Financial Planning

Roles we recruit include:

Adviser Support
Associate Adviser
Client Services Manager
Financial Adviser
Paraplanner
Practice Manager

Trustee & Wealth Services

Roles we recruit include:

Client Services Support
Fund Administrator
Investment Analyst

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