The value we provide
to our clients is critical to our success. It defines the compelling reason as
to why our clients buy us and why you should too. It clearly differentiates us
from our competitors.
What makes
MiQ Private different?
In short, it is our
core values and culture:-
* The creation of
something special & unique;
* To have a place
where work is challenging, rewarding and fun;
* A commitment to
innovation and excellence;
* A commitment to
client service excellence
* Honesty, Integrity
& Teamwork
We would love you to
consider being a part of our team as we endeavour to fulfil our aspiration. It
will be an exciting journey.
Founded in 2006 by
four Planners with a passion for helping Australians achieve financial
wellbeing, MiQ Private is now a team of highly trained Planners, Finance
Specialists and Support staff dedicated to providing the most appropriate
financial advice and delivering outstanding client service. Already we
have 5 offices, 30 team members and manage almost $1B in
client funds.
Have a look at our
website and see what our clients say about us (www.miqprivate.com.au).
You’ll also meet the
Group’s Partners & Principals and understand what drives them at work and
what they get up to outside of MiQ.
Our staff
value our culture!
Some of the things
that make us great are our family friendly policies that promote flexibility.
In addition, we’ve built an Employee Share Option Plan (ESOP), provide base
salary increases annually, offer an offsite 5 star conference for you and your
partner each year, conduct an innovative 6 conversation performance and
behaviour review process that promotes innovation, engagement & career advancement.
We also invest in your learning by providing paid study leave and
reimbursement of course costs. In addition, we invest considerably in making
our X plan processes really efficient by providing threads, checklists and an
extensive template library. You can see why we are really different!
What we are
seeking?
- A
proactive Client Service Manager, capable of thinking independently and
working collaboratively, who has good experience in using X
Plan, has been involved in the Financial Planning Industry for 2
years or more and who ideally wants to work a 5 day week - We
would love an eye for detail, a professional, happy, confident,
self-motivated person who wants to be part of a team. - Most
importantly, Outstanding Client Service, with a real focus on a genuine,
passionate desire to help clients above all else - The
capability to grow and learn. RG146 attainment should be a short term
goal. - A hands
on practical person who is not above working hard - An real
interest in Managed Funds, Direct Equities, Portfolio construction,
Corporate Actions and IPO’s would be useful, as would knowledge
and use of MDAs. - This
role is at our Broadbeach office - The
position commences as soon as we find the right person. - The
vacancy exists due to the inability of a team member returning from
maternity leave to work on a full time basis.
If that
sounds like you, please express your interest by submitting an application. If you’d like a Role
Description, we will happily supply it.
Culture is a very
important part of our business. Selecting the right people ultimately
determines our culture, which is why our selection process is a little
different to most:-
- resumes
and cover letters are screened to ensure suitability - 10% of
applicants are provided with a role description and asked to complete a
capability statement - The top
5 candidates are interviewed face to face and back to back by the CEO - The
candidates are then forced ranked and asked to complete an on line
Personality Profile (DiSC) which is provided for perusal - The
best two candidates are then interviewed by the direct reporting Partner
(Luke Jarzynski) - The
successful candidate is informed and a formal offer letter is prepared
after terms have been agreed - All
unsuccessful candidates are informed in a very timely manner
Watts
Chief Executive Officer
MiQ Private Wealth
0409 712 800
