Modify my search
This is a featured job

This is a Contract/Temp job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Best in category grid package
  • Access to HNW families, corporates and insititutions
  • Best of breed assets, access to deal flow and alternatives
Join a growing wealth management team in sydneys eastern suburbs. Nuture and grow your existing book with access to our network of HNW investors.
This is a featured job

This is a Full time job

$70,000 – $80,000 per year
subClassification: Financial Planning
classification: 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 one day ago

This is a Contract/Temp job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Best in category grid package
  • Access to HNW families, corporates and insititutions
  • Best of breed assets, access to deal flow and alternatives
Join a growing wealth management team in sydneys eastern suburbs. Nuture and grow your existing book with access to our network of HNW investors.
1d ago
Listed four days ago
at Private Advertiser

This is a Full time job

subClassification: Financial Planning
classification: 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.
4d ago
Listed one day ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Friendly welcoming high performing team
  • Great central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
Manage fiduciary accounts with precision and care. You'll oversee investment management, crafting initial plans and conducting reviews.
1d ago
Listed nine days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Strong inbound lead flow
  • Attractive rem, annual leave and flexibility policy
  • Exceptional administrative support
High quality international advice firm| Self Licensed|Highly regarded management team|Solid career progression opportunity for a high performer
9d ago
Listed ten days ago

This is a Full time job

Attractive Remuneration Package
subClassification: Financial Planning
classification: 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.
10d ago
Listed two days ago

This is a Full time job

OTE $200,000 - Clear Path to Partner
subClassification: Financial Planning
classification: Banking & Financial Services
  • Competitive salary, uncapped earnings potential
  • Clear path to partner/equity
  • Full admin & paraplanning support
Join a dynamic team. Provide holistic advice with full support. Enjoy uncapped earnings, and clear path to equity. Apply now.
2d ago
Listed fourteen days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be great people around you and great process.
14d ago
Listed twelve days ago

This is a Full time job

$140k - $160k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
12d ago
Listed twelve days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
12d ago
Listed twelve days ago

This is a Full time job

$250,0000
subClassification: Financial Planning
classification: Banking & Financial Services
  • Cutting-Edge Resources
  • Career Development
  • Industry Recognition
Join a new and exciting division, leverage your existing client base and KOSEC's extensive network to drive business.
12d ago
Listed nine days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
9d ago
Listed nine days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
  • Flexible working + 4 extra re-charge days per year + AIA Vitality membership
  • Unique benefits to help you live well and enjoy life at work and at home
BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�
9d ago
Modify my search

Receive new jobs for this search by email

Return to search results
Modify my search

Select a job

Display details here