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Listed one day ago

Paraplanner/Adviser Assistant

at Zone Financial PTY LTD

This is a Full time job

St Leonards, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with clients directly | Interesting clients with varied strategies
  • Attractive salary and benefits
  • Huge opportunity to develop your career in Financial Planning
Opportunity to make a real difference in client's lives. An established wealth advice business dedicated to supporting your career progression.
1d ago
Listed seven days ago

2024/2025 Graduate - Financial Services / Wealth Advisory

at William Buck (NSW) Pty Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work with and be mentored by one of Australia's leading Advisors
  • Social, Supportive and hybrid team environment
  • Winner of GradAustralia's Overall Best Workplace in Accounting and Finance
We are looking for a fresh or soon to be Finance Graduate looking to start their career in Wealth Advisory!
7d ago
Listed eight 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)
8d ago
Listed fifteen 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
15d ago
Listed sixteen 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.
16d ago
Listed twenty one 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 | Full-time
Are you a detail-oriented Financial Planning Administrator looking for a full-time role? Join an expanding Sydney CBD-based wealth management firm!
21d ago
Listed fourteen 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.
14d ago
Listed twenty eight days ago

Client Services Manager

at Private Advertiser

This is a Full time job

Sydney NSW
$75,000 – $90,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
Be part of our dynamic financial planning business. Lead operational efficiency, prioritize customer service, and foster a positive team environment.
28d ago
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