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This is a featured job
Featured

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
This is a featured job
Featured

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
Listed three days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
3d ago
Listed four days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
4d ago
Listed twelve days ago

Financial Planning & Analysis Manager

at Shellharbour City Council

This is a Full time job

Shellharbour, Wollongong, Illawarra & South Coast NSW
Excellent permanent full time opportunity!
subClassification: Financial Managers & Controllers
Financial Managers & Controllers
classification: Accounting
(Accounting)
  • Looking for an opportunity in Local Gov with great culture & work/life balance?
  • Join a high performing and sustainable organisation
Are you looking for a new challenge and opportunity within Local Government?
12d ago
Listed eleven days ago

Financial Adviser - Existing Book

at CANDOR Recruitment

This is a Full time job

Sydney NSW
Above market remuneration
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Established medium sized firm
  • Full back-office support provided
  • Join a professional award winning firm
We are looking for a qualified Financial Adviser to join a medium sized financial planning firm to look after an existing book with full support.
11d ago
Listed six days ago

Financial Planner

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$110,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
6d ago
Listed fourteen 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!
14d ago
Listed four days ago

Advice Associate

at AIA Australia Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
  • Flexible working + 4 extra re-charge days per year + AIA Vitality membership
  • Unique benefits to help you live well and enjoy life at work and at home
BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�
4d ago
Listed nine days ago

Adviser (or Senior Adviser)

at Up Wealth Management

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be great people around you and great process.
9d ago
Listed seventeen days ago

Client Services Officer

at BespokeHR

This is a Full time job

Adelaide SA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award winning and leading Financial Planning Company - based in the CBD
  • Flexible working hours and competitive salary
  • You bring the drive - Pride Avice will bring the training
Kickstart your career in the financial planning sector, be supported in your development by an innovative and supportive team!
17d ago
Listed seventeen days ago

Financial Controller | Strategic Role | Global Brand | National Remit

at Bridgestone Mining Solutions Australia Pty Ltd

This is a Full time job

Sydney Olympic Park, Sydney NSW
Base+Super+Benefits+Career Progression
subClassification: Financial Managers & Controllers
Financial Managers & Controllers
classification: Accounting
(Accounting)
  • Career development | Future director level opportunities
  • Global Brand | Australia-wide remit
  • State of the art offices & amenities with parking supplied
Guide your teams across Financial Planning/Analysis, Financial Accounting, Payroll and Procurement. Potential for future director level opportunity.
17d ago
Listed seven days ago

Private Client Adviser

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
7d ago
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