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Listed ten days ago

Office Manager - Financial Planning | Brisbane | $110k+

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • Fantastic location and close access to the city
  • Warm and friendly work environment with an amazing culture
Professional Financial Services firm currently needs an experienced Office Manager to work and lead within their busy team!
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Listed fourteen days ago

Rural Financial Counsellor

at Rural Financial Counselling Service North Queensland

This is a Full time job

Mossman, Cairns & Far North QLD
$95,000 – $105,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work from home
  • Be part of a great organisation
  • Helping agricultural businesses
Are you a financial counselling professional with a demonstrated knowledge of the agriculture sector including the sugar industry?
Save
Listed twenty one days ago

Financial Counsellor

at CatholicCare NT

This is a Contract/Temp job

Berrimah, Darwin NT
SCHADS Award Grade 5 - salary $97,144
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full Time Position located in Berrimah (Northern Territory)
  • Six Weeks Annual Leave
  • Relocation assistance offered
Guide individuals through personalised financial assessments, fostering autonomy and literacy for successful reintegration.
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Listed thirteen days ago

Financial Planning Administrator

at Evolution Road Accountants & Advisors

This is a Full time job

Port Macquarie, Port Macquarie & Mid North Coast NSW
$65,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work from home provisions
  • Competitive remuneration package
  • Promote a work - life balance
The role requires an experienced individual to assist with the implementation of financial planning strategies in an autonomous and team environment
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Listed three 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 one day 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 two days ago

Client Services Manager

at Goldsborough Financial Services

This is a Full time job

Parkside, Adelaide SA
$30 – $40 per hour
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • City fringe location with parking onsite
  • A professional yet fun working environment
  • A diverse and interesting role
We want an admin super star - who also is a team player - to join us and take on the role supporting two of our busy Financial Advisers.
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Listed one day ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
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Listed one day ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $88k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
Save
Listed six days ago

Client Services Officer | Full Work From Home

at Atlas Partners | Accountancy & Finance Specialists

This is a Full time job

Melbourne VIC
$60,000 + super + benfits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 100% Work from home opportunity
  • Work within a high calibre, busy environment
  • Exceptional work culture with the best technology
An exceptional opportunity for a eager financial services candidate to up skill, develop and add value in a fully remote role.
Save
Listed one day ago

Experienced Client Service Officer/Manager or Paraplanner | $95k package

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
$80,000 – $94,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Offices located in the CBD
  • WFH flexibility after probation
  • Be part of a reputable business, with collaborative management
Are you an experienced Client service officer or Paraplanner considering what's next in your career? Then look no further. This is the job for you!!
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Listed seven days ago

Financial Planning Client Services Officer

at Highview Accounting & Financial

This is a Full time job

Cranbourne, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award-Winning Accounting & Advisory Firm
  • Build relationships directly with our clients from day one
  • Fast-paced, vibrant culture based in Cranbourne
Join our Financial Planning team as a CSO based at an award-winning, family friendly firm with a highly supportive workplace culture.
Save
Listed two 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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