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Listed two days ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
2d ago
Listed two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Growing business | Great team culture | Some WFH available.
  • Larger multi-faceted practice | Growth & development | Fast Paced
  • Implementation Focus | Fun team environment | Immediate Start
Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.
2d ago
Listed two days ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
2d ago
Listed two days ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
2d ago
Listed three days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Workplace Benefits through FLARE and our Employee Assistance Program
  • Paid Parental Leave
  • Located at iconic 25 Martin Place with great amenities and public transport
Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.
3d ago
Listed three days ago

Senior Practice Support Officer

at Insignia Financial Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Make a positive impact in this influential role, whilst growing your career
  • Contribute to the financial wellbeing of our 2 million+ clients across Australia
  • Join a leading Wealth Management, advice-led organisation
Looking for administrative and technical support person to assist our Financial Advice Team
3d ago
Listed six days ago

Client Services - Implementation Officer

at Your Future Strategy

This is a Full time job

Canberra ACT
Competitive Salary based on experience
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Outstanding opportunity in a growing organisation
  • Supportive team environment that champions collaboration and growth
  • Fantastic culture – regular staff social days
Exciting opportunity for an experienced Client Services - Implementation Office to join our growing team.
6d ago
Listed two days ago

Paraplanner | Brisbane | $110k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
$100,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • A fabulous cultured business with an excellent name
  • If you love Paraplanning this is the role for you
This is a career Paraplanning role where you can be an important part of a successful financial planning team.
2d ago
Listed three days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 120000 - 130000 per annum
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid work flexibility and a competitive salary
  • Supportive environment with opportunities for growth and advancement
  • Work with diverse client base, making meaningful impact on financial lives.
Conduct financial assessments, create personalised financial plans, attract new clients through referrals, ensure compliance in advice process.
3d ago
Listed two days ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC
$75,000 – $100,000 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.
2d ago
Listed six days ago

Client Services - Implementation Officer

at Your Future Strategy

This is a Full time job

Surfers Paradise, Gold Coast QLD
Competitive Salary based on experience
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Outstanding opportunity in a growing organisation
  • Supportive team environment that champions collaboration and growth
  • Fantastic culture – regular staff social days
Exciting opportunity for an experienced Client Services - Implementation Office to join our growing team.
6d ago
Listed two days ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work for an industry leader in Fintech
  • Excellent benefits on offer including bonus
  • Flexible hybrid environment - work from home and in our CBD Office
Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels
2d ago
Listed three days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Brisbane QLD
AUD 100000 - 130000 per annum, Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary with bonuses, collaboration with a broader financial team.
  • Dynamic & supportive group of professionals, onsite paraplanning & admin support
  • Team that values your development and well-being.
Manage client relations, offer technical financial/risk advice, deliver excellent customer service, ensure compliance, stay updated on industry trends
3d ago
Listed three 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!
3d ago
Listed three days ago

Associate Adviser

at Mint People

This is a Full time job

Fitzroy North, Melbourne VIC
up to $120,000 per year + Future Equity
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Down-to-earth, collaborative and supportive boutique environment
  • Mentoring and career development to progress into an Advisor role
  • Fantastic culture and work environment
Amazing opportunity for an experienced Associate Adviser to join a firm committed to progressing your career into an Adviser role.
3d ago
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