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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.
Listed three 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!
3d ago
Listed two 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.
2d ago
Listed fourteen 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.
14d ago
Listed two days ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
2d ago
Listed three days ago

Senior 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)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
3d ago
Listed three days ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
3d ago
Listed twenty four days ago

Paraplanner/Adviser Assistant

at Zone Financial PTY LTD

This is a Full time job

St Leonards, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
24d ago
Listed three hours ago

Client Service Manager

at Private Advertiser

This is a Full time job

Epping, Sydney NSW
$75,000 – $85,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Learning and growth opportunities
  • Supportive team
  • Conveniently located close to public transportation
Join our unique financial advising firm where you will find a supportive team & many opportunities to expand your experience as Client Service Manager
3h ago
Listed two 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
2d ago
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