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Featured

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
Listed seven days ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial PlanningFinancial 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.
7d ago
Listed sixteen days ago

Associate Director | Enterprise | SMSF Specialist Division

at KPMG

This is a Full time job

Melbourne VIC
Our people build skills for the future
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
  • Come as you are and shape a better future through work that matters
  • We acknowledge and celebrate the cultural diversity of our people
  • Join an organisation where you will thrive
Manage the compliance process and client deliverables over several portfolios both locally and interstate.
16d ago
Listed sixteen days ago

SENIOR FINANCIAL ADVISER

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Holistic Advice Model
  • Established National Boutique Business with own AFSL
  • Highly Developed Systems and Processes
This boutique AFSL is looking for an experienced client focused adviser to join its Sydney CBD team.
16d ago
Listed twenty four days ago

Customer Success Specialist

at SMSF Operations Pty Ltd

This is a Full time job

Adelaide SA
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
  • We are a market leader in the SMSF industry
  • Love customer interaction?
  • Customer focused SMSF Accountants are strongly encouraged to apply
Experienced working within SMSF industry, good understanding of SMSF Accounting, experience with SMSF Accounting Software applications? Read on...
24d ago
Listed twenty four days ago

Customer Success Specialist

at SMSF Operations Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
  • We are a market leader in the SMSF industry
  • Love customer interaction?
  • Customer focused SMSF Accountants are strongly encouraged to apply
Experienced working within SMSF industry, good understanding of SMSF Accounting, experience with SMSF Accounting Software applications? Read on...
24d ago
Listed eight days ago

Financial Planner - Hybrid WFH

at CareSuper

This is a Full time job

Sydney NSW
subClassification: Financial PlanningFinancial 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.
8d ago
Listed eight days ago

Senior Financial Adviser

at Cloughmore Stone

This is a Full time job

North Shore & Northern Beaches, Sydney NSW
$200k + Total Package (dependent on experience)
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • $200-250k Total Compensation (dependent on experience)
  • High growth culture first company
  • Flexible working arrangements
Exceptional opportunity for a senior financial adviser that is strategic and driven who can support the growth of this exceptional business.
8d ago
Listed seventeen days ago

Senior Fund Accountant - 7 Month Contract

at Perigon Group Pty Limited

This is a Contract/Temp job

Brisbane QLD
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
  • Competitive remuneration based on experience
  • High growth group and excellent culture
  • Located in Central Brisbane; 2 Days Work From Home
Exciting opportunity to join a market leading funds management group. Prior experience in superannuation fund/investment accounting highly regarded.
17d ago
Listed seven days 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 PlanningFinancial 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
7d ago
Listed three days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $85k + Superannuation
subClassification: Financial PlanningFinancial 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.
3d ago
Listed more than thirty days ago

Client Services Officer

at Findex

This is a Part time job

Geelong, South West Coast VIC
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
  • Findex allows you to be the best version of yourself
  • Thrive with team support to achieve amazing outcomes for clients
  • Work around your family, lifestyle and personal commitments
Our SMSF team in Geelong is looking for a motivated and people focused individual to join the team as a Client Services Officer on a part time basis.
30d+ ago
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