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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

Financial Adviser

at Clear Sky Financial

This is a Full time job

Mermaid Beach, Gold Coast QLD
$120,000 – $180,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Deal with inbound client enquiries - No need to search for new clients.
  • Build relationships and help clients take control of their finances.
  • Structured Training | Excellent Remuneration | Career Growth Opportunities.
Best of Both Worlds - A Financial Adviser role where you can help clients by providing great advice and still make good money.
3d ago
Listed five hours ago

Senior Financial Adviser

at Findex

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A competitive salary package with uncapped earning potentia
  • Opportunities for career advancement within our growing business
  • Work with an experienced, supportive team of colleagues and Leaders
Play a crucial role in the next phase of our growth execution.  Join our integrated financial advice practice in this pivotal role.
5h ago
Listed four hours ago

Senior Client Services Officer

at Findex

This is a Full time job

Brisbane QLD
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent flexibility with work-from-home and office options available
  • Access a clear career development pathway with ongoing support
  • Receive comprehensive training and support to give you a good start
Support our team of Risk Insurance Advisers and their clients. Plenty of variety and a fast-paced position with a collaborative team.
4h ago
Listed two days ago

Client Services Officer

at Gallagher Benefit Services

This is a Full time job

Brisbane QLD
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an industry leader with a clear focus on career development & mentoring
  • Hybrid working and great employee benefits
  • Be part of an amazing team of CSO's & Financial Advisers
As a Client Service Officer you will provide a high level of service and admin support to our Financial Advisers and their clients.
2d ago
Listed two days ago

Standards and Process Manager

at Aware Super

This is a Full time job

Sydney NSW
Attractive Remuneration Package
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an aware winning, industry super fund with a strong member focus
  • Enjoy a fantastic work culture, well-being days, cultural leave days & more
  • AFR BOSS Best Places to Work
In this role you will manage the Advice and Licensee Policy, Advice Documentation and Advice Offer.
2d ago
Listed one day ago

Senior Paraplanner/Team Leader

at Oracle Advisory Group

This is a Full time job

Charlestown, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Job security with a well-established and respected national practice
  • A professional, supportive and friendly culture, where staff are valued
  • The ability to make an impact within the workplace and its client base
This role offers diversity, ongoing support, exposure to a full range of financial services and is led by people who genuinely wish to see you succeed
1d ago
Listed seven hours ago

Financial Planning Strategic Adviser

at Non Executive Management Services Pty Lt d

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a growing firm that aims to double in the next 5 years
  • Take over and grow an established portfolio
  • Leverage our internal referral sources
Join our growing team servicing existing clients and leveraging our internal referral partners for new opportunities.
7h ago
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