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    In excess of 20 years’ specialist recruitment experience

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Wealth Management

The Wealth Management division at Porterallen comprises an established team of experienced consultants who specialise in the recruitment of professionals for the Superannuation, Investments and Advice industries. With access to a significant pool of both passive and active candidates, our business has a track record with Retail, Private, Industry and Investment firms as well as key dealer groups and reputable boutique practices across Australia.

Superannuation

Areas of Specialisations

  • Service, Operations and & Administration
  • Product Management & Development
  • Sales & Distribution - Business Development/Relationship Management
  • Marketing & Communications
  • Risk & Compliance

Recent Placements

  • Head of Corporate Super
  • Head of Product
  • General Manager, Client Services
  • Head of Sales & Distribution
  • Head of Risk & Compliance
  • Product Development Manager
  • Product Manager
  • Business Development ManagerRelationship Manager
  • Risk & Compliance Manager
  • Operations & Client Service

Investment (Wrap / Platforms)

Areas of Specialisations

  • Sales & Distribution
  • Marketing & Communications
  • Product Management
  • Risk Management & Compliance
  • Service, Operations & Administration
  • Strategy
  • Research

Recent Placements

  • Head of Distribution
  • Head of Sales, Platforms
  • Head of Product & Platforms
  • Portfolio Director, Investment Platforms
  • Head of Product Development
  • Head of Strategy & Risk
  • Senior Manager, Risk & Compliance
  • Product Development Manager
  • Key Account Manager
  • Business Development Manager
  • Operations
  • Research Manager

Advice

Areas of Specialisations

  • Financial Planning
  • Paraplanning
  • Technical Services and Compliance
  • Education and Professional Development
  • Practice Management
  • Service, Operations & Administration
  • Research

Recent Placements

  • Senior Financial Advisors
  • Senior Financial Planners
  • Associate Advisor
  • Senior Paraplanner Sales Consultant-General Advice Licensee Obligations Manager
  • Associate Advisors
  • Paraplanner
  • Adviser Support Officers

Meet the team

Actively looking for a new job? Do you want an informal discussion about the market you operate in? Are you looking to hire? Do you want advice on the market?

We'd love to hear from you.

Keiron Smith | Senior Relationship Manager

Keiron Smith

Wealth Management, NSW/ACT, QLD, NT

Prashant Iyer | Relationship Manager

Prashant Iyer

Insurance & Superannuation, VIC, SA, TAS, WA

Melissa Wight | Relationship Manager

Melissa Wight

Wealth Management & Advice, VIC, SA, TAS, WA

Claudia Foecking | Assistant Relationship Manager

Claudia Foecking

Wealth Management & Advice, VIC, SA, TAS, WA

Ciara Ryan | Assistant Relationship Manager

Ciara Ryan

Wealth Management, NSW/ACT, QLD, NT

Samantha Bainbridge | Relationship Manager

Samantha Bainbridge

Wealth Management - VIC

James Sheppard | Relationship Manager

James Sheppard

Wealth Management - NSW

 

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