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Listed fourteen days ago

Client Services Coordinator

at UniSuper Management Pty Ltd

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 17% or 11% super / 26 days leave / personal development budget and more
  • Great Place To Work Certified
  • Super Fund of the Year
Great opportunity to join the awarded Best Superannuation Fund and work closely with some of the best advisers in the industry.
14d ago
Listed ten hours ago

Client Service Manager

at MIDSEC PTY LTD

This is a Full time job

Parkside, Adelaide SA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 4 Day Week structure (paid your full-time salary)
  • Friendly work culture with a high performance focus
  • Career development opportunities
Midsec is an innovative and client focused financial planning business. Apply now to join our high performing and dedicated Client Service Team.
10h ago
Listed seven days ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
7d ago
Listed seven days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial 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.
7d ago
Listed eight days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
8d ago
Listed seven days ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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
7d ago
Listed fourteen days ago

2 x Client Services - Advice Professionals

at Advance Recruitment Partners

This is a Full time job

North Sydney, Sydney NSW
Incredible employee benefits.
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • CBD and North Sydney
  • Essential experience Financial Advice - Client Services Manager
  • Salary ranged depending experience
2 x Top Tier Financial Advice Firms seeking Advice Professionals/CSM Mgrs. CBD and North Sydney. (85,000-95,000) and (100,00- 110k)
14d ago
Listed ten days ago

Financial Adviser

at Associated Concepts

This is a Full time job

Hawthorn East, Melbourne VIC
$100,000 – $130,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Collaborate with a close-knit team to share knowledge & manage work efficiently
  • Leverage existing retail insurance client base for business growth opportunities
  • Benefit from administration support to streamline client implementation
Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.
10d ago
Listed eleven days ago

Client Services Officer

at BespokeHR

This is a Full time job

Adelaide SA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award winning and leading Financial Planning Company - based in the CBD
  • Flexible working hours and competitive salary
  • You bring the drive - Pride Avice will bring the training
Kickstart your career in the financial planning sector, be supported in your development by an innovative and supportive team!
11d ago
Listed fourteen days ago

Associate Adviser | Financial Services | Brisbane CBD

at Prosperity Advisers Group

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award-winning, mid-tier AFR top 100 full-service firm
  • Highly competitive salary package with extensive employee benefits
  • Dynamic, fast-paced environment
Are you an experienced Associate Adviser with an ability to provide focused, strategic advice?
14d ago
Listed twenty seven days ago

Client Service Manager

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join one of the largest superannuation funds in Australia
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Lead our Client Service team to achieve financial planning objectives ensuring provision of excellent service to Aware Super clients.
27d ago
Listed twenty eight days ago

2 x Advice Implementation Specialist - 100% WFH

at Advance Recruitment Partners

This is a Full time job

Sydney NSW
Salary 85,000-95,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Financial Planning firm - Complex/Sophisticated Financial Advice
  • 2 x Advice Implementation Specialists - Essential - Financial Advice background
  • Full time - work from home 100%
Seeking 2 x Advice Professional with in-depth Advice exp. Implementation specialist. 100% work from home model.
28d ago
Listed twenty seven days ago

Client Services Officer $75-85,000 Plus Super

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC
$77,000 – $90,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career development opportunities in Paraplanning, Advising or leadership
  • Competitive base salary, plus performance bonuses
  • Work from home 2 days per week
An award-winning integrated financial services business looking for a passionate individual to join their rapidly growing Wealth Management team
27d ago
Listed twenty six days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
26d ago
Listed twenty six days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
26d ago
Listed twenty six days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to join a leading industry Superannuation Fund
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
26d ago
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