Administration assistant Financial Planning Jobs in Preston VIC 3072

classification: Banking & Financial Services

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

11d ago

Listed twenty five days ago

Part Time Client Service Manager

This is a Part time job

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

classification: Banking & Financial Services

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

25d ago

Listed six days ago

Client Services Officer - Part Time 15-25 hours (you decide!)

This is a Part time job

$75,000 – $85,000 per year + super FTE

subClassification: Financial Planning

classification: Banking & Financial Services

Low volume of clients, high level of service. Suitable for career CSO, or progress to Associate Advisor over time

6d ago

Listed thirteen days ago

Adviser Services Officer

at Sequoia Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Collaborative team environment
Excellent training provided
Flexible working arrangement

We are looking for a dynamic Adviser Services Officer to join our team.

13d ago

Listed nineteen days ago

Financial Planning Support Officer

at Wealth Arena

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Waverley Social Enterprises

Fantastic fast paced work environment t with a great culture located in the heart of the CBD.

19d ago

Listed twenty days ago

Client Services Officer

This is a Full time job

Notting Hill, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

East Melbourne, Melbourne VIC

Are you looking to join an organisation and do work with real purpose, values and a commitment to drive positive social impact?

20d ago

Listed thirty four minutes ago

Client Service Manager

at Height Capital

This is a Full time job

$85,000 + super + annual bonus

subClassification: Financial Planning

classification: 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.

34m ago

Listed twenty four days ago

Private Wealth Assistant

at Ord Minnett Holdings P/L

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Join a market leader in the financial services industry
Opportunity to learn and grow from the best in the industry
Great office location – 35 Collins Street

We are currently seeking a Private Wealth Assistant to join us on a full-time, permanent basis!

24d ago

Listed thirteen days ago

Client Services Officer $75,000-85,000 + Super

This is a Full time job

$77,000 – $85,000 Plus super

subClassification: Financial Planning

classification: Banking & Financial Services

An award-winning integrated financial services business looking for a passionate CSO. CBD, WFH 2 days/ week!

13d ago

Listed five days ago

CSO / PARAPLANNER

at Jones Louros & Associates

This is a Full time job

Essendon, Melbourne VIC

$80,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

West Melbourne, Melbourne VIC

Flexible working hours
Rewards & Incentives
Coffee Machine & Fruit

“Join us and be the change in our clients’ financial journeys. Your impact awaits!” 🌟

5d ago

Listed six days ago

Associate Advisor

at Inovayt

This is a Full time job

$85,000 – $105,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Independent Wealth Partners

This role is a great accelerator for your professional success in the Financial Planning industry to achieve career best performance.

6d ago

Listed three days ago

Client Services Manager

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

If you love working with great clients and want to play an integral role in the office you work in, this role is for you :)

3d ago

Listed twenty nine days ago

Client Services Officer (WFH 3 days per week)

at Lantana Private Wealth

This is a Full time job

Malvern, Melbourne VIC

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

A unique opportunity for a talented Client Services 'all rounder' to take their acumen, skillset and career to the next level.

29d ago

Listed twenty eight days ago

CSO/CSM

at Berritta Consulting

This is a Full time job

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Great opportunity to support senior advisers - career development encouraged - Excellent team culture

28d ago

Listed twelve days ago

Client Services Manager

at Affinity Accountants

This is a Full time job

Southbank, Melbourne VIC

$80,000 – $95,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

An Accounting firm in Southbank is seeking a dynamic individual to join our team as a Client Services Manager..

12d ago

Listed seven days ago

Client Services Manager

at Robert Walters

This is a Full time job

$90k - $100k p.a. + yearly bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Join a growing financial planning firm located in the CBD
Support experienced Financial Advisors in implementing advice
Particular focus on superannuation administration and SMSF

Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.

7d ago

Listed twenty days ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Work for an industry leader in Fintech
Excellent benefits on offer including bonus
Flexible hybrid environment - work from home and in our CBD Office

Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels

20d ago

Listed seven days ago

Client Services Manager ~$80,000-$90,000 + super

Notting Hill, Melbourne VIC

This is a Full time job

$80,000 – $90,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

Bacchus Marsh, Bendigo, Goldfields & Macedon Ranges VIC

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

7d ago

Listed fourteen days ago

Client Services Manager - $75k+

at Ivy Recruitment Partners

This is a Full time job

$65,000 – $75,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services