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This is a featured job
Featured

Senior Financial Planner - Equity Potential

at FS Recruitment Solutions

This is a Full time job

Murrumbeena, Melbourne VIC
$150-180,000 Plus Super (depending on experince)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Established Financial Planning arm independent of Accounting JV
  • Combination of existing client, plus lots of new client referrals
  • 15% equity available within 12-18 months
Established, reputable Financial Planning practice. Take over an exisiting book of clients & manage all new client referrals from an Accounting JV
This is a featured job
Featured

Client Service & Administration Officer

at UNICA Wealth

This is a Full time job

Hobart TAS
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive remuneration and flexibility, with career advancement opportunities.
  • Work with a highly experienced, supportive, friendly, diverse team.
  • Non-corporate model. We are proudly a privately owned, Tasmanian business.
If you are a happy, self-motivated, high achieving fast learner, with a can-do attitude we would love to meet with you! Come and join our team?
Listed three hours ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Bundall, Gold Coast QLD
$60,000 – $75,000 per year
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • You will develop with the best by joining an Award Winning Financial Advice Firm
  • Join a Driven, Supportive, Enthusiastic and Client Focused team - lots of fun
  • Progress your career goals - numerous opportunities within the business to grow
My Wealth Solutions is on the hunt for a driven, enthusiastic Client Services Officer to join our client-focused team.
3h ago
Listed one day 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.
1d ago
Listed one day ago

Client Service & Administration Officer

at UNICA Wealth

This is a Full time job

Hobart TAS
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attractive remuneration and flexibility, with career advancement opportunities.
  • Work with a highly experienced, supportive, friendly, diverse team.
  • Non-corporate model. We are proudly a privately owned, Tasmanian business.
If you are a happy, self-motivated, high achieving fast learner, with a can-do attitude we would love to meet with you! Come and join our team?
1d ago
Listed two hours ago

Senior Financial Planner - Equity Potential

at FS Recruitment Solutions

This is a Full time job

Murrumbeena, Melbourne VIC
$150-180,000 Plus Super (depending on experince)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Established Financial Planning arm independent of Accounting JV
  • Combination of existing client, plus lots of new client referrals
  • 15% equity available within 12-18 months
Established, reputable Financial Planning practice. Take over an exisiting book of clients & manage all new client referrals from an Accounting JV
2h ago
Listed five hours ago

Financial Adviser - Phone Based Advice

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
$130,000 – $140,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with a solid business with a great culture
  • WFH Flexibility
  • Full back office support from CSO's and paraplanning
Join this highly regarded business and service existing clients. Flexible work environment and dedicated CSM support.
5h ago
Listed seven hours ago

Financial Business Advisor

at Department for Child Protection

This is a Full time job

Adelaide SA
ASO7 ($106,512 - $115,137 p.a.) + 11% Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full-time ongoing vacancy
  • Salary packaging available + EAP support for you and your family
  • Provide high level specialist advice and support to key stakeholders
Rewarding & challenging opportunity for an experienced Financial Business Advisor to utilise their expertise in this key role.
7h ago
Listed two days ago

Client Services Manager

at Itch Recruitment

This is a Full time job

West Perth, Perth WA
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent opportunity for the CSM that wants to develop.
  • Great team that genuinely care and want you succeed in everything you do
  • Work across Corporate Advisory, Capital Raising and Mergers & Acquisitions
This is a CSM like no-other; offering role diversity with everything from client onboarding & management through to marketing and corporate strategy
2d ago
Listed two hours ago

Manager

at Nous Group

This is a Full time job

Brisbane QLD
subClassification: Management & Change Consulting
Management & Change Consulting
classification: Consulting & Strategy
(Consulting & Strategy)
  • In 2023 Nous was again named one of Australia's Best Workplaces
You will contribute significantly to the design and structure of project content, critically distilling and translating complex and multifaceted data.
2h ago
Listed five days ago

Client Services Manager

at Armada Accountants & Advisors

This is a Full time job

Osborne Park, Perth WA
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Osborne Park location with access to parking
  • Join a team with a great culture
  • Learn from a professional team of Advisors
This is an excellent opportunity for an experienced and motivated Client Services Manager. Join a team with a great culture & learning opportunities.
5d ago
Listed eight hours ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
8h ago
Listed one day ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
1d ago
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