The business Tax Help Accounting located in Adelaide, is seeking to for a Finance Broker immediately which is a full-time position.<br2><h6>Benefits</h6>Salary Range: $60,000.00 – $80,000.00 per year plus Superannuation<br2><h6>Task & Responsibilities</h6><ul><li>Meet clients to learn about their financial goals and needs.</li><li>Offer advice on suitable loan and finance options.</li><li>Research and compare loan products from different lenders.</li><li>Recommend the best loan options based on the client’s situation.</li><li>Help clients complete loan applications and gather the necessary documents.</li><li>Submit applications to lenders and follow up on progress.</li><li>Work with lenders to secure the best terms and interest rates for clients.&nbsp;</li><li>Advocate for the client during the loan approval process.</li><li>Ensure clients understand loan terms, repayment plans, and fees.</li><li>Answer questions and address any concerns.</li><li>Make sure all processes follow financial regulations and legal requirements.</li><li>Keep accurate and secure records of client information.</li><li>Maintain strong relationships with clients, lenders, and other industry professionals.</li><li>Offer ongoing support to clients, including help with refinancing or future loans.</li><li>Keep up with the latest financial products and market trends.</li><li>Learn about changes in loan policies and regulations.</li><li>Help clients understand their financial options and responsibilities.</li><li>Provide tips for managing loans and repayments effectively</li></ul><br2><h6>Qualification & Experience</h6><ul><li>The ideal candidate should have relevant qualifications, preferably a MBA, and a minimum of two years of work experience.</li><li>Fluency in English is essential.</li></ul>

Banking & Financial Services

Annual

Do you have at least 2 years of work experience as a Finance Broker?

Embrace the chance to excel as a Finance Broker, using your expertise to provide financial solutions for a diverse and dynamic client base.

Finance Broker

Full time

&nbsp;Working as a Finance Broker with our Finance, you will be joining a diverse team of Brokers in an experienced Asset Finance Brokerage. In this role, will be assisting customers from your established network of introducers, referrals &amp; direct customers! inquiries, to obtain finance from our extensive panel of lenders. You will have a customer-centric approach to sales, servicing dynamic finance inquiries including vehicles, leisure, equipment, personal loans and more. Additional responsibilities include:•&nbsp; Prepare for success by prioritising and multitasking to ensure timely and quality handling of all customer enquiries. Be the first point of contact for new finance inquiries via phone, online &amp; referral•&nbsp; Be an expert in finance lending options to provide customers with the best solution from our extensive lender panel, Prepare, review and submit finance applications on your customers’ behalf•&nbsp; Be the MVP between multiple stakeholders including lenders, vehicle sellers, and settlements to facilitate a smooth customer experience all finance applications are compliant with industry regulations, company policies, and guidelines.•&nbsp;The ability to communicate fluently and accurately with clients in both Mandarin Chinese and English, along with proficiency in commonly used office software and relevant financial software.•&nbsp; A bachelor’s degree or higher in Finance, Economics, or a related field, with at least one year of experience as a Finance Broker or in a similar financial services sales role. Candidates with a Certificate IV or above in Finance and Mortgage Broking will be given preference.•&nbsp;Preference will also be given to candidates who have obtained a Finance Broker skills assessment.•&nbsp; A business development mindset.•&nbsp; A commitment to continuously exceed results and set new benchmarks.•&nbsp; A resilient and positive attitude, while maintaining a strong customer-centric approach.•&nbsp; A strong determination to learn, develop, and grow.

Although we are a young finance brokerage company, we are not the traditional, conservative type of finance broker.

Finance broker

Sev.en Global Investments Pty Ltd is seeking a highly motivated and experienced professional to join our team as an Investment &nbsp;Manager. This pivotal role requires a strategic thinker with a strong background in investment operations, mergers and acquisitions, and financial management. The successful candidate will lead key initiatives, provide strategic advice, and oversee investment operations while ensuring alignment with the company’s objectives and the directives of our Czech headquarters.<br2><h6>Benefits</h6>Work in a dynamic environment on large scale investments in core industries&nbsp;International experience and educational opportunities<br2><h6>Task & Responsibilities</h6>Responsibilities:<ol><li>Develop and provide strategic advice for operations of Sev.en Global Investments Pty Ltd&nbsp;</li><li>Develop and provide strategic investment advice for key stakeholders during mergers and acquisitions of businesses&nbsp;</li><li>Managing process flow of investment projects, acquisitions and divestments&nbsp;</li><li>Providing analysis and advice on deploying growth capital into selected businesses</li><li>Negotiation with potential target companies about partnerships, proving growth capital, acquiring their shares</li><li>Negotiating with lawyers / investors / target company representatives</li><li>Managing relationships with third-party service providers (banks, legal, financial, accounting and tax advisers)</li><li>Overseeing legal, financial, tax and HR agenda for Sev.en Global Investments Pty Ltd</li><li>Creating and implementing Sev.en Global Investments investment and financial strategy</li><li>Interviewing managers of portfolio companies to monitor company performance and alignment with Sev.en Global Investments strategy</li><li>Asset management - overseeing financial and commercial performance of companies in Sev.en Global Investments Pty Ltd’s ownership</li><li>Performing business valuation of companies in different industrial sectors</li><li>Performing commercial and financial analysis of acquisition target companies</li><li>Preparing performance reports, valuation reports, and market analyses</li><li>Prepare and implement business plans and perform business development activities for Sev.en Global Investments Pty Ltd</li><li>Develop and monitor budgets to ensure budgets are met in line with HQ policy</li><li>Report to Czech Headquarters and board members&nbsp;</li><li>Provide management and supervision to staff to ensure company objectives and targets are met</li><li>Oversee Sev.en Global Investments Pty Ltd’s financial performance and investments</li><li>HQ level supervision of business performance, risks and upsides in acquired companies</li><li>Monitoring and coordination of corporate governance agenda in acquired companies</li><li>Supervision of compliance with rules, regulations and public authorities in acquired companies</li><li>Review of legal and regulatory compliance documents and participation in decision making processes in relation to a portfolio company and its subsidiaries.</li></ol><br2><h6>Qualification & Experience</h6>&nbsp;<ol><li>Masters degree in a relevant field plus minimum 2 years international industry experience</li><li>Strong understanding of business valuations&nbsp;</li><li>Know-how in financial modelling</li><li>Proven track record of business development</li><li>Know-how in financial analysis, planning, KPIs design</li><li>Management experience (leading project teams)</li><li>Governance knowledge (legal, risk management, strategy etc).</li></ol>

Investment manager role at an European family office subsidiary with investments in energy and resources industry

Financial Investment Manager

The purpose of the Planning Manager role is to lead the PTP team in efficiently delivering a program of high-quality strategic investigations and complex planning projects. Specifically, the role of Planning Manager will be responsible for managing team members, helping to develop the pipeline of projects and leading the efficient delivery of modal and integrated multi-modal transport studies. 
 
 Some of your responsibilities will include:
 
<ul> 
 <li>Leading the development, delivery and on-going application of a pipeline of complex strategic passenger transport planning studies and strategies that identify strategic needs and priorities for the development of passenger transport networks across the state.</li> 
 <li>Project leadership and direction across multiple projects or areas of work (involving transport strategy and planning branch and other departmental staff) to effectively coordinate and deliver various project activities on time and within budget.</li> 
 <li>Leading and managing the operation, welfare and technical development of the team, including active participation in performance conversations to build and support a culture of high performance, safety and well-being.</li> 
 <li>Contributing to the delivery of a positive and productive working environment, including actively contributing to the management of the branch and participating in ongoing business improvement initiative and management processes</li> 
 <li>Managing issues and public information about passenger transport planning projects, including the provision of high-level strategic advice, reports and general correspondence to the Director, Executive Director, General Manager, Deputy Director-General, Director-General and the Minister.</li> 
 <li>Providing guidance and advice to colleagues across the Department in passenger transport study methodologies and techniques.</li> 
 <li>Fostering effective working relationships with key stakeholders (consult and negotiate with internal and external agencies), and represent the department at meetings, forums and relevant working groups on strategic transport planning issues.</li> 
</ul> We recognise and celebrate that everyone is unique and seek the applicant best suited to the role. We will assess your experience, knowledge and acquired skills, as well as your potential for development and your personal qualities. To thrive in this role, you will need to demonstrate the following: 
 Mandatory qualifications and conditions 
 
 
<ul> 
 <li>A criminal history check will be undertaken prior to appointment to the role.</li> 
 <li>The successful applicant for this role will possess tertiary qualifications (bachelor or higher), or equivalent experience, in transport or land use planning. Requirements of the role</li> 
 <li>Applicants will be expected to be able to demonstrate:</li> 
 <li>productive, positive team leadership and management skills including demonstrated knowledge and application of Queensland Government public service values.</li> 
 <li>personal accountability, governance and judgement within a public sector and strategic planning context.</li> 
 <li>strategic vision and appreciation of broader purpose of the transport system.</li> 
 <li>a high level of transport planning expertise and knowledge, with experience in public transport planning and/or strategy development.</li> 
 <li>strong project and/or program management skills and experience.</li> 
 <li>The ability to build and sustain relationships that enable the collaborative delivery of customer-focused outcomes.</li> 
 <li>the ability to work constructively within a diverse, social, open-minded and connected team.</li> 
</ul> Please tell us about any additional support or adjustments, such as interpreting services, physical requirements, or assistive technologies, that will better enable you to shine during the recruitment process. 
 Applications to remain current for 12 months.This work is licensed under a Creative Commons Attribution 3.0 Australia License.

The purpose of the Planning Manager role is to lead the PTP team in efficiently delivering a program of high-quality strategic investigations and complex planning projects.

Planning Manager

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4 available jobs

Finance Broker

Finance broker

Financial Investment Manager

Planning Manager