Invest Blue is a dynamic and growing business and there are always opportunities to join our team.
At the moment we are specifically looking for:
A Financial Planner’s role is to demonstrate Invest Blue’s point of difference by understanding our clients’ needs, challenging them to articulate their goals, informing them of considered strategies, empowering them to take action and supporting them to achieve their goals, and reviewing their situation to help keep them on track.
The Compliance Officer is responsible for promoting ethical conduct and compliance with rules, regulations and processes that govern how Invest Blue should conduct business. The role involves actively staying on top of the latest laws, regulations and business trends and being able to translate these into requirements for the operation of Invest Blue. The role covers (but not limited to) Corporate Compliance, Advice Compliance, Complaints & Claims management, Compliance register management, licensee policy & procedure management.
This is a secondment role for the length of 12 months, with the possibility of a permanent part-time position after 12 months.
The Client Support Manager provides comprehensive support to the Clients and Advisers of Invest Blue to ensure that an exceptional level of service and consistent client experience is delivered at all times.
The Client Support Manager (Direct) provides comprehensive support to the Clients and Advisers of Invest Blue to ensure that an exceptional level of service and consistent client experience is delivered at all times.
If you have a passion for helping people and being part of a highly motivated team, we would like to hear from you.