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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 seventeen hours ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
17h 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 six days ago

Junior Trader (July 2024 Start, Training in Chicago)

at Akuna Capital

This is a Full time job

Sydney NSW
subClassification: Stockbroking & Trading
Stockbroking & Trading
classification: Banking & Financial Services
(Banking & Financial Services)
  • A systematic educational program to help you develop quickly in trading domain
  • A global vision and work experience to extend your knowledge on global markets
  • A welcoming & supportive culture with a strong emphasis on collaboration&growth
A unique opportunity for you to start in Akuna Sydney office as a Junior Trader and join the trader training program in Chicago headquarters.
6d ago
Listed five days ago

Adviser - Private wealth management

at River Investment Management

This is a Contract/Temp job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
5d ago
Listed six days ago

Financial Adviser

at SmartMoney Wealth Management

This is a Full time job

Sydney Olympic Park, Sydney NSW
OTE $200,000 - Clear Path to Partner
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
6d ago
Listed two days ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
2d ago
Listed eight days ago

SENIOR FINANCIAL ADVISER

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial 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.
8d ago
Listed thirteen days ago

Stockbroking Traineeship

at KOSEC

This is a Full time job

Sydney NSW
$55,000 – $75,000 per year + Commission & Bonuses
subClassification: Stockbroking & Trading
Stockbroking & Trading
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great Culture & Incentives
  • Top Performing Institution
  • Receive an RG-146 General Advice Qualification
Join forces with a ground breaking company to kickstart your career, receiving mentorship and training from industry leaders.
13d ago
Listed twenty three hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
23h ago
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