Careers

Our smartest investment is YOU…

“Why?” is a question we get asked a lot about working at MBA. Our answer, in a nutshell, is that if you’re the type of person who wants to aim high and work hard, then we’ll match your commitment with a stable and challenging career backed up with peer support and mentoring from Managers, Principals and Partners, to support you each step of the way.

When you join our team, we’ll develop a program that recognises your individuality by presenting you with leadership and professional opportunities aligned to your personal goals and aspirations.

Finding good people for our firm takes a lot of time, then only after we’ve hired them do we truly find out if they’re worth it.

That’s why, when we do find good people, we do what we can to hold onto them, reward them, nurture their needs and grow their abilities.

We will work with you to develop your career strategically by exploring what you want to achieve professionally and then customising a training and development program to help you get there.

Follow our Careers page on Instagram to discover more: @careersatmbapartnership

Recruitment process

Step 1
Reach out to us: speak to our HR Manager, submit your Resume on the website or email it to us. You can also apply on social media and seek.
Step 2
We will arrange an initial interview with our HR Manager over the phone or virtual meeting to assess mutual cultural fit.
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Step 3
If we find that we fit, you will proceed to a second interview and would then meet with a Partner and often another team member who works in the workflow team we are recruiting for.
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Step 4
We will conduct reference checks for our preferred candidate.
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Step 5
If you are a successful candidate, you would then be sent an offer.
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Step 6
You would be sent an email invitation to provide your details through Employment Hero which is our online onboarding system.

Current opportunities

At The MBA Partnership, our team is focused on helping our clients to achieve their business and personal goals.  We achieve this as a diverse, dedicated team of qualified professionals across three South East Queensland locations.  Growth and opportunity is our driving force, complimented by the unique capabilities of our team.

We’re proud of our vibrant, inclusive culture and continually find new ways to support our community.

If you are an energetic, motivated and experienced administrator looking for a positive environment, we would love to find out more about you.

We value you and offer:

  • A lively and supportive culture with a Calendar loaded with team, social and charity activities
  • Scheduled learning & development for everyone
  • Flexibility to make the role your own

About you

You’ve been excelling in a similar role and are looking to join a team where you can display your administrative knowledge, client relationship ability and organisational talents. You’re someone with boundless energy, have a keen eye for detail, and you love a busy, dynamic environment!

About the role

This is a highly varied role, with the responsibility of providing an outstanding level of support to our administration function. Your responsibilities include, but are not limited to:

  • Preparing documents, reports and emails for internal or external use
  • Scheduling meetings, note taking and monitoring follow-up actions
  • Analysing data and preparing charts, graphs, etc to highlight key insights
  • Creating presentations and materials to support Management
  • Completing ad hoc business requests
  • Providing back up support to Operations and Administration team

To be considered for this role ahead of other candidates, you will be able to demonstrate:

  • Good listening and interpretation skills
  • Excellent computer skills and tech savvy curiosity
  • Proficiency with Office 365 (e.g. Word, Excel, PowerPoint, Outlook)
  • Good problem solving abilities
  • Eagerness to learn and be challenged
  • Ability to manage multiple tasks while working at a fast pace
  • A positive attitude and that you’re a caring person
  • Experience working with accounting-related software, however this is not essential.

If you’re ready to move to an established business that values its people, send your cover letter and CV to careers@mbapartnership.com.au.

At The MBA Partnership, our team is focused on enabling our clients to achieve their business and personal goals.  We achieve this as a diverse, dedicated team of qualified professionals across three South East Queensland locations.  Growth and opportunity is our driving force complimented by the unique capabilities of our team.

We’re proud of our vibrant, inclusive culture and continually find new ways to support our community.

If you are an energetic, motivated and experienced Receptionist looking for a positive environment and collaborative support, we would love to find out more about you.

We value you and offer:

  • A lively and supportive culture with a Calendar loaded with team, social and charity activities
  • Weekly learning & development available for everyone
  • Flexibility to make the role your own
  • Team recognition and incentives

About you

You’ve been excelling in a similar role and are looking to join a team where you can display your administrative knowledge, client relationship ability and organisational talents. You’re someone with boundless energy, have a keen eye for detail, and you love a busy, dynamic environment!

About the role

This is a highly varied role, with the responsibility of providing an outstanding level of service to our valued clients. Your responsibilities include, but are not limited to:

  • managing a busy switchboard
  • meeting and greeting our clientele
  • coordinating internal and external meetings
  • assisting with accounts payable and banking
  • incoming and outgoing mail, deliveries and office supplies
  • assisting team and special projects and events
  • helping to support Workplace Health & Safety requirements

To be considered for this front of house role ahead of other candidates, you will have:

  • Have a minimum of one years’ experience in a similar role in a professional services firm.
  • Strong skills in Microsoft Excel and Microsoft Office programs
  • A high level of professionalism and attention to detail
  • Be reliable and trustworthy, and take pride in what you do
  • Strong written and interpersonal communication skills
  • The ability to thrive in a professional environment whilst remaining flexible, calm and focused under pressure
  • Initiative to work smarter
  • The ability to work independently with limited supervision and work to specific deadlines
  • A genuine passion to learn and to build a successful career
  • The ability to work as part of a team in a diverse, fast-paced environment
  • Experience working with accounting-related software will be very advantageous, but not essential.

If you’re ready to move to an environment that values its people, press APPLY or send your cover letter and CV to careers@mbapartnership.com.au

About us

The MBA Partnership is one of the largest Accounting and Wealth Management firms on the Gold Coast. Our Wealth Management team is made up of a dedicated group of highly driven professional Advisers supported by a motivated and organised Adviser support team.

Our dynamic, inclusive firm culture is something we’re proud of, and we continually find new ways to support our team and give back for work well done.

We are seeking an experienced Financial Adviser who is looking for a full-time role and is willing to show us that you’ll go the extra mile and have the drive and passion to be a successful professional.

We have a large and loyal client base and we focus on providing high quality holistic advice.

About you

You are currently working as a Financial Adviser or have been working as an Associate Adviser for a number of years.

We are looking for a switched on, self-driven, energetic team player with a love for helping people and a willingness to embrace challenges.

You are going to be interacting with a lot of different people (both fellow team members and clients), so being friendly, outgoing and personable are high on our list of people we want to work with.

We are looking for an individual that can thrive in our highly motivated team and who is looking to advance their career and grow and develop over time.

You will be responsible for:

  • Successfully transition an existing group of clients to be managed by you going forward.
  • Utilise your existing and new external referral networks to enable yourself and the business to assist more clients.
  • Analysing clients’ current financial position and building strategies and advice for our clients across multiple different areas, including wealth building, super, insurance, investments, cash flow and estate planning.
  • Ensure all activity is performed within the bounds of existing regulatory requirements and Licensee standards.
  • Participate in enhancing and building the team culture.
  • Wherever possible, work collaboratively with, mentor and support all of the team members including off-shore staff.
  • Provide regular reporting on your activity and outcomes.

To be successful in this role, you have:

  • A minimum of 5 years’ experience within the Financial Advice industry in a client facing role
  • Fully qualified with FASEA exam completed and passed, and with the intention to complete the relevant education requirements if any.
  • SMSF skills and qualifications desirable
  • Knowledge of Xplan and Astute Wheel preferable
  • Ability to present well, be well spoken and have a professional approach to your work
  • Strong relationship skills essential
  • Extensive experience with a mature client base (transitional and retiree clients) desirable
  • A history of compliant annual audits
  • Passionate about financial advice for all and for providing an exceptional client experience
  • A presentable record of performance
  • Be self-motivated, proactive and have the ability to take ownership of tasks.
  • Be proficient with computer programs and systems, and have the aptitude to learn new systems quickly.

If this sounds like the role for you, apply now! What are you waiting for?

Interested in joining us? Contact us below