Retail lending operations Financial Planning Jobs in All Melbourne VIC

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Listed five days ago

Client Services Officer

at Dillon Clyne Pty Ltd

This is a Full time job

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Your role will be working hand in hand with our advisor to help drive growth in our firm.

5d ago

Listed one day ago

Client Services Officer/ Associate Advisor- $70,000 - $80,000 + super

at FS Recruitment Solutions

This is a Full time job

Malvern, Melbourne VIC

$70,000 - $80,000 per year + super

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Well established financial planning business with a high net worth sophisticated client base. A strong focus on team moral- great culture!

1d ago

Listed seven days ago

Chief Operating Officer - Financial Planning

at FS Recruitment Solutions

This is a Full time job

$280,000 – $350,000 Inc Super

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Multi-disciplined Financial Services firm (predominantly Financial Planning), Melbourne CBD, lead operations, report to the CEO, growth culture!

7d ago

Listed fifteen 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 PlanningFinancial 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.

15d ago

Listed twelve days ago

Client Services Officer - Part Time - Richmond - Financial Planning

at FS Recruitment Solutions

This is a Part time job

Richmond, Melbourne VIC

$75,000 – $85,000FTE per year + superannuation

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Richmond location close to public transport, Approx 30 hours per week. Mix of wholesale and retail clients. WHF options also

12d ago

Listed thirteen days ago

Associate Adviser - $100,000-$120,000 + super

at FS Recruitment Solutions

This is a Full time job

$100,000 – $120,000 + Super + Bonus + Equity

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Work with UHNW client, a mix of retail and wholesale. Opportunity to take over a portfolio of clients in the next 12 months. Some WFH and flex hrs

13d ago

Listed twenty one days ago

CSO / PARAPLANNER

at Jones Louros & Associates

This is a Full time job

Essendon, Melbourne VIC

$80,000 – $90,000 per year

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Flexible working hours
Rewards & Incentives
Coffee Machine & Fruit

“Join us and be the change in our clients’ financial journeys. Your impact awaits!” 🌟

21d ago

Listed fourteen days ago

Senior Manager, Client Service

This is a Full time job

subClassification: Financial PlanningFinancial 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

14d ago

Listed fifteen days ago

Client Services Manager - $80k-90k+

at Ivy Recruitment Partners

This is a Full time job

$75,000 – $95,000 per year

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Outstanding opportunity for experienced CSM to join high end city fringe firm. Excellent culture, flexibility + career path on offer.

15d ago

Listed twenty two days ago

Associate Advisor

This is a Full time job

West Melbourne, Melbourne VIC

$85,000 – $105,000 per year

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

This role is a great accelerator for your professional success in the Financial Planning industry to achieve career best performance.

22d ago

Listed twenty three days ago

Client Services Manager

at Robert Walters

This is a Full time job

$90k - $100k p.a. + yearly bonus

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Join a growing financial planning firm located in the CBD
Support experienced Financial Advisors in implementing advice
Particular focus on superannuation administration and SMSF

Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.

23d ago

Listed nineteen days ago

Client Services Manager

at Independent Wealth Partners

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

If you love working with great clients and want to play an integral role in the office you work in, this role is for you :)

19d ago

Listed twenty three days ago

Client Services Manager ~$80,000-$90,000 + super

at FS Recruitment Solutions

This is a Full time job

Notting Hill, Melbourne VIC

$80,000 – $90,000 per year + super

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

23d ago

Listed twenty three days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

Hawthorn East, Melbourne VIC

$80-85k + Super + Bonus

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

A friendly HNW independent is looking for an experienced CSM based in Hawthorn East. Work from home options available.

23d ago

Listed twenty two days ago

Client Services Officer - Part Time 15-25 hours (you decide!)

at FS Recruitment Solutions

This is a Part time job

$75,000 – $85,000 per year + super FTE

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Low volume of clients, high level of service. Suitable for career CSO, or progress to Associate Advisor over time

22d ago

Listed twenty nine days ago

Client Services Officer $75,000-85,000 + Super

at FS Recruitment Solutions

This is a Full time job

$77,000 – $85,000 Plus super

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

An award-winning integrated financial services business looking for a passionate CSO. CBD, WFH 2 days/ week!

29d ago

Listed twenty six days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 package

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

26d ago

Listed twenty nine days ago

Associate Adviser - $85,000-95,000 + super

at FS Recruitment Solutions

This is a Full time job

$85,000 - $95,000 per year + super

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Start your PY in 6-12 months and move to an Adviser in 18-24 months. Build your career with the best in the industry.

29d ago

Listed one day ago

Client Service Officer - Part time

This is a Full time job

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

The Client Service Officer acts as the intermediary between Mercer Financial Advice clients and Financial Advisers. The primary focus of this role ...

1d ago

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