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Listed four days ago

Client Service - Private Wealth

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$85k - $100k + Superannuation + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Genuinely interesting, complex and challenging work | Non-traditional clients
  • Long term proposition | Develop deep relationships |
  • 4-day or 5-day option | Investment Reporting | Mature & Social Environment
Complex implementation. UHNW clients. Direct investment & strategic planning. Intricate client contracts. Client onboarding, support & i/v reporting
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Listed five days ago

Financial Advisory Assistant

at BFG Financial Services

This is a Casual/Vacation job

Macquarie Park, Sydney NSW
$35 per hour + superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive learning environment working closely with experienced advisers.
  • Mentoring and support for your professional development.
  • Exposure to both client service and paraplanning responsibilities.
Leading financial advice and accounting practice seeking a client focused individual to join our team to achieve client outcomes.
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Listed ten days ago

Financial Planning Administrator

at Kaizen Recruitment

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Growing wealth management firm
  • Collaborative & supportive workplace culture
  • Flexible working arrangements | Part-time
Are you a detail-oriented Financial Planning Administrator looking for a part-time role? Join an expanding Sydney CBD-based wealth management firm!
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Listed four days ago

Financial Planning - Undergraduate/Student Position

at Eagle Financial Pty Ltd

This is a Part time job

Balgowlah, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to advance your career as a financial planning professional
  • Flexible work arrangements while you study
  • Clear pathway to becoming a financial adviser with partnership opportunities
An opportunity exists for a driven Financial Planning Undergraduate to develop their career under the guidance of a highly capable & passionate mentor
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Listed two days ago

Client Service Coordinator

at McKee Financial Services

This is a Part time job

Dee Why, Sydney NSW
Flexible hours & holiday breaks, annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to join established and growing Northern Beaches advice practice.
  • Casual position, school friendly hours, ~20 hours/week, flexible with holidays.
  • Ability to expand your hours and skills with the practice
Exciting opportunity to play a key role in our small team in Dee Why. Integral with helping our clients. School friendly hours and flexible holidays.
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Listed eighteen days ago

Client Service Officer - Implementation Specialist

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
75K - $90K Plus Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Technical focus in addition to plenty of contact with a variety of clients.
  • Minimum 3 years' experience with the implementation of financial advice
  • Convenient Sydney CBD location close to public transport
Join an established Financial Planning business. Manage the Advice Implementation process and provide outstanding client service.
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Listed nineteen days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Lane Cove, Sydney NSW
70k - 90k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Located in the heart of Lane Cove | Close to the Canopy
  • Flexibility available | Family orientated & inclusive environment
  • Off-Street Parking | Down to earth culture | Boutique
Support 2 Senior Advisers. Manage implementation of financial advice & liaise with clients. Client service work with Super, Investment & Insurance.
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