Financial planning assistant Jobs in Edgecliff NSW 2027

$70,000 – $80,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Millers Point, Sydney NSW

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 Experience Manager

at Griffin Financial Services

This is a Full time job

$65,000 – $80,000 per year

subClassification: Account & Relationship Management

Account & Relationship Management

classification: Banking & Financial Services

Bondi Junction, Sydney NSW

Flexible, hybrid working environment. Work with a supportive close-knit team. Love working with clients and having a laugh along the way.

Listed sixteen days ago

Financial Planning Assistant

at Valor Private Wealth

This is a Full time job

$75,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Portum Private Wealth Pty Limited

Join a fantastic growing team of professionals

16d ago

Listed four days ago

Client Services Officer/Associate Para-Planner

This is a Full time job

$60,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

An ideal role for someone wanting to learn from experienced mentors and grow in the private wealth and advice industry.

4d ago

Listed four days ago

Financial Planning Assistant

at Forge Wealth Management

This is a Part time job

Cronulla, Sydney NSW

$25 – $31 per hour

subClassification: Client Services

Client Services

classification: Banking & Financial Services

Join our team as a Part-Time Financial Planning Assistant near the beach. Earn $28/hr in a supportive, training-focused environment. 3-4 days/week.

4d ago

Listed eight days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

$70,000 – $80,000 per year

subClassification: Financial Planning

classification: 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.

8d ago

Listed twenty five days ago

Financial Planning Assistant - Immediate Vacancy

at Cartwright Jones Pty Ltd

This is a Full time job

$75-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

at Talent – Specialists in tech, transformation & beyond

National Independent is looking for an ambitious Financial Planning Assistant to join their growing team. PY Year on Offer. Apply Now!

25d ago

Listed one day ago

Financial Planner

This is a Full time job

$90 - $150 p.a. + + super + commission

subClassification: Financial Planning

classification: Banking & Financial Services

Millers Point, Sydney NSW

Newly created role with full book of warm leads
Succession plan in place
Excellent culture and collaboration

Join our growing financial planning client with plenty of warm leads

1d ago

Listed nine days ago

Client Experience Manager

at Griffin Financial Services

This is a Full time job

$65,000 – $80,000 per year

subClassification: Account & Relationship Management

Account & Relationship Management

classification: Banking & Financial Services

Flexible, hybrid working environment. Work with a supportive close-knit team. Love working with clients and having a laugh along the way.

9d ago

Listed three days ago

Junior Financial Adviser

at Kaizen Recruitment

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Keegan Adams Recruitment Pty Ltd

Career Development | Potential for Equity ownership
Flexible working arrangements
Inner North West - Sydney

Are you a Paraplanner or Provisional Adviser ready to take next step in your career becoming a financial planner servicing your own clients?

3d ago

Listed fifteen days ago

Private Wealth Adviser Assistant

This is a Full time job

AUD 75000 - 90000 per annum, Generous base + bonus

subClassification: Financial Planning

classification: Banking & Financial Services

at River Investment Management

Support Senior Advisers to deliver investment advice to HNW clients in an Award winning Private Wealth firm. Employer of choice with great benefits

15d ago

Listed one day ago

Adviser - Private wealth management

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services

Best in category grid package
Access to HNW families, corporates and insititutions
Best of breed assets, access to deal flow and alternatives

Join a growing wealth management team in sydneys eastern suburbs. Nuture and grow your existing book with access to our network of HNW investors.

1d ago

Listed four days ago

Adviser Associate

at Strategic Investor Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Immediate opportunity to be client facing, total autonomy & a say in the firms direction. Genuine equity for the right candidate.

4d ago

Listed twenty nine days ago

Client Services Officer

at Sydney Financial Planning

This is a Full time job

Edgecliff, Sydney NSW

$68,000 – $73,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Family Wealth Advisory Sylvania

Perfect for somebody looking to start their career working with a leading firm within the Financial Advice industry.

29d ago

Listed two days ago

Financial Planning Support - 3 month contract

This is a Casual/Vacation job

Sylvania Waters, Sydney NSW

$30 – $40 per hour

subClassification: Financial Planning

classification: Banking & Financial Services

The position would be suitable for someone that has good personal skills and looking for a position that provides working around school hours.

2d ago

Listed eighteen days ago

Paraplanner/Adviser Assistant

at Zone Financial PTY LTD

This is a Full time job

St Leonards, Sydney NSW

subClassification: Financial Planning

classification: Banking & Financial Services

Work with clients directly | Interesting clients with varied strategies
Attractive salary and benefits
Huge opportunity to develop your career in Financial Planning

Opportunity to make a real difference in client's lives. An established wealth advice business dedicated to supporting your career progression.

18d ago

Listed nine days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

subClassification: Financial Planning

classification: 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.

9d ago

Listed three days ago

Client Services Administrator

at Fiducian

This is a Full time job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.

3d ago

Listed one day ago

Financial Planning Graduate/client services

at Jigsaw Financial Planning

This is a Part time job

Menai, Sydney NSW

subClassification: Financial Planning

classification: Banking & Financial Services

A great supportive team environment where you are truly valued and fully supported in your career ambitions.

1d ago

Listed three days ago

Customer Support Analyst - Financial Planning (Entry Level)

at Iress Limited

This is a Full time job

(Information & Communication Technology)

subClassification: Help Desk & IT Support

Help Desk & IT Support

classification: Information & Communication Technology

Hybrid working arrangements
8 additional paid days per year to extend your weekends
Access to learning and development programs through Udemy

If you are a Finance/Economics Graduate or passionate about financial services - we would love to hear from you!

3d ago

Listed eight days ago

Paraplanner

at Profusion PAC Pty Ltd

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Great opportunity for a paraplanner looking to work locally within a business that is highly regarded and in a rapid growth phase.

8d ago

Listed one day ago

Mortgage Broker Assistant - Sydney CBD

at Ally Capital Pty Ltd

This is a Full time job

$70,000 – $90,000 per year plus super

subClassification: Mortgages

Mortgages

classification: Banking & Financial Services