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Featured

Advice Support Officer - Support Principal Financial Advisor

at MJGM Pty Ltd

This is a Full time job

Graceville, Brisbane QLD
$80,000 – $90,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Positive team culture.
  • Long established ethical business.
  • Firm has high levels of client satisfaction and is well regarded in the area.
Established financial planning firm based in Graceville is seeking an experienced Advice Manager / CSO.
Listed two days ago

Financial Adviser - Phone Based Advice

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
$130,000 – $140,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with a solid business with a great culture
  • WFH Flexibility
  • Full back office support from CSO's and paraplanning
Join this highly regarded business and service existing clients. Flexible work environment and dedicated CSM support.
2d ago
Listed twenty hours ago

Advice Support Officer - Support Principal Financial Advisor

at MJGM Pty Ltd

This is a Full time job

Graceville, Brisbane QLD
$80,000 – $90,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Positive team culture.
  • Long established ethical business.
  • Firm has high levels of client satisfaction and is well regarded in the area.
Established financial planning firm based in Graceville is seeking an experienced Advice Manager / CSO.
20h ago
Listed twelve days ago

Client Services Officer

at Zanetti Recruitment & Consulting

This is a Full time job

Brisbane QLD
Package of up to $85,000 + Benefits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work directly with advisers throughout the client process
  • A remuneration package of up to $85,000 inc. superannuation
  • Based in Fortitude Valley, with 1 day per week WFH
Provide professional support to the financial advice team and their clients. Part of the wealth team in a large professional services business
12d ago
Listed two days ago

Client Service Officer - Gold Coast - $80,000 plus super

at Advance Recruitment Partners

This is a Full time job

Gold Coast QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a Business that truly cares about their clients
  • Join a supportive and social team that values its staff
  • Experienced CSO with the opportunity to build a career
This business is a highly respected and diversified organisation with a great reputation, supportive team environment & flexible working arrangements
2d ago
Listed three days 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.
3d ago
Listed one day ago

Customer Service Officer (CSO)

at Goals & Dreams Financial Planning Pty Ltd

This is a Full time job

Chermside, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive and professional work environment with caring culture
  • Successful brand and ongoing retained clients
  • Opportunities for learning and growth
Can you support a dynamic, highly skilled and successful Financial Planning team? Would you like to be based northside + dedicated parking?
1d ago
Listed twenty six days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
26d ago
Listed four days 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!
4d ago
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