Why work with us?


We have a strong culture driven by ownership of and adherence to our values and behaviours which include mutual respect, integrity, accountability, team based success, open communication, understanding and leadership.

We appreciate that our people are our most valuable resource and have a commitment to making an investment in professional development and technical training. A clear framework for career advancement offers team members opportunity for progression within the firm.

We are looking for passionate people who have a commitment to creating value for our clients by thinking outside the square to offer them innovative, tailored solutions. If you would like to work with like-minded people also attracted to our firm, clients and work, we'd love to hear from you at hr@obbc.com.au.

Paraplanner

Are you progressive in your thinking?

Are you looking to be part of a firm that:

  • Works hard to engage its team
  • Is innovative in its thinking
  • Has a collaborative approach
  • Mentors, leads and empowers their people

We are looking for someone who values these attributes and is willing to deliver exceptional outcomes with a can do attitude for our clients.

Are you well organised with the ability to manage multiple tasks, have excellent communication skills and are able to work both autonomously and as part of a busy team.

You have a passion for finding a better way of doing things, delivering exceptional outcomes and have a can do attitude.

To be successful in this opportunity you will need to have:

  • Minimum 3 years experience in a Paraplanning role
  • Excellent technical skills with a high level of attention to detail
  • A strong focus on internal compliance requirements and current legislation
  • Passion for quality advice

To express your interest please apply by forwarding your resume and covering letter for consideration to hr@obbc.com.au

Please note, only successful candidates will be contacted for the next stage in the recruitment process. Thank you for your understanding.

Client Services Officer - Financial Planning

Are you progressive in your thinking?

Are you looking to be part of a firm that:

  • Works hard to engage its team
  • Is innovative in its thinking
  • Has a collaborative approach
  • Mentors, leads and empowers their people

We are looking for someone who values these attributes and is willing to deliver exceptional outcomes with a can do attitude for our clients.

Are you well organised with the ability to manage multiple tasks, have excellent communication skills and are able to work both autonomously and as part of a busy team.

You have a passion for finding a better way of doing things, delivering exceptional outcomes and have a can do attitude.

To provide clerical support to the Financial Planning Business Unit. This role will enable the professional staff to focus on Financial Planning services and reduce the time spent on administrative tasks.

You will demonstrate an ability to work independently to tight deadlines with attention to detail. With strong initiative and problem solving skills you have a personable manner and can do attitude.

For a position description or to apply please contact hr@obbc.com.au

Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330