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Kaizen Recruitment Appoints Simon Gvalda To Lead Wealth Management Recruitment
Kaizen Recruitment welcomes Simon Gvalda who is responsible for leading the wealth management recruitment function at the firm. Simon holds a Bachelor of Commerce, with majors in finance and economics from Deakin University and an Advanced Diploma of Financial Planning through Kaplan. He has over 8 years’ experience across financial planning roles including client services,…
Read MoreFinancial Advisor Salary Guide Australia
Financial advisor bonuses There has been a shift away from revenue-only linked bonuses to a balanced scorecard method which involves advisors being assessed on both financial and non-financial performance metrics which is likely to include compliance ratings, teamwork, new revenue, client satisfaction and client retention. The change in bonus structure is attributed to the Royal…
Read MoreParaplanners Are In High Demand – Get Great Qualifications And A Competitive Salary!
Seldom do good paraplanners stay in their role for a long period of time; most consider it as a stepping stone in their careers to move onto other roles with higher salary and bigger challenges. Recent trends demonstrate that most people take on the paraplanning role to create a strong foundation in the financial planning…
Read MoreKaizen Attends Remote Workforce Management Event Hosted By AIST
Kaizen Recruitment attended the Working and Managing a Remote Workforce webinar hosted by Australian Institute of Superannuation Trustees (AIST). Chris Goulas from Kaizen Recruitment, Sarah Guthleben from Equipsuper and Renee Curtiss from HESTA shared their insights into how they have equipped their workforces with the technical and emotional support to operate effectively from home, while…
Read MoreNew World Busier Than Ever For Funds Management Business Development Managers
After canvassing dozens of business development managers across funds management about how COVID-19 has changed the way they do business, I am happy to report that even though BDMs have had to dramatically adapt from face-to-face selling styles, the overall sentiment is positive and optimistic. While some BDMs are actively unlocking new business, others are…
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