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This is a featured job
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.
This is a featured job
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 three days ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
3d ago
Listed four days ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
4d ago
Listed four days 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
4d ago
Listed three 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
3d ago
Listed four days 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
4d ago
Listed five days 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.
5d ago
Listed five 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.
5d ago
Listed five days 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.
5d ago
Listed five days ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
5d ago
Listed three 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.
3d ago
Listed three days ago

Servicing Financial Planner - Eastern Suburbs | $$ Commensurate to experience

at Jenner Recruitment Pty Ltd

This is a Full time job

Bayside & Eastern Suburbs, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A salary commensurate to your experience
  • Well established, great cultured business.
  • Work within a team of specialists in a small boutique
This is a professional business that is expanding its advice team of specialists!
3d ago
Listed five days 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!
5d ago
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