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Featured

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
Listed twelve hours ago

Financial Planner - Hybrid WFH

at CareSuper

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enhance our member-first culture with your exceptional planning skills.
  • Collaborative, supportive and close-knit team
  • Permanent opportunity with Hybrid working
A dynamic role that aims to enhance the member experience. Utilise strong technical skills to provide impactful solution-based planning and outcomes.
12h ago
Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
1d ago
Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Albury, Albury Area NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
1d ago
Listed one day ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
1d ago
Listed two days ago

Associate

at PSK Business Services

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Study Assistance for eg through Kaplan
  • Mentorship from Private Client Advisors
  • Workplace Benefits through FLARE and our Employee Assistance Program
As an Associate at PSK you will work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
2d ago
Listed nine hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
9h ago
Listed nine hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
9h ago
Listed three days ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC
$85,000 – $115,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great opportunity to develop and grow
  • Easy access, close to shops and onsite basement parking
  • Great Team, Wonderful Clients, Growth business with its own AFSL
Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.
3d ago
Listed one day ago

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
1d ago
Listed one day ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
1d ago
Listed five hours ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
5h ago
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