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Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
Listed twenty eight days ago

Financial Planning Assistant

at KLC Recruitment Pty Ltd

This is a Full time job

Balwyn, Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • Balwyn East Location | Stroll to local shops and cafes | Free parking
  • Competitive Salary | Fun Fridays in the Office!
  • Full Time | Great Opportunity | Progress your finance career
Join a fast-paced financial planning practice and provide support to clients and planners alike.
28d ago
Listed one day ago

Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
1d ago
Listed twenty seven days ago

Senior Legal Assistant | Succession Planning & Estate Planning

at Moss & Co Consulting

This is a Full time job

Camberwell, Melbourne VIC
Up to $95,000 pkg
subClassification: Legal Secretaries
Legal Secretaries
classification: Legal
(Legal)
  • HEAPS of Client Intake & Liaison | Working within a team that is growing!
  • Camberwell Location | PT, FT or Reduced hours considered
  • Contact Naomi for additional information
Do you enjoy working closely with clients? Do you have knowledge within Succession Planning & Estate Planning? - this role might be for you!
27d ago
Listed one day ago

Client Services Manager

at Robert Walters

This is a Full time job

Melbourne VIC
$90k - $100k p.a. + yearly bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a growing financial planning firm located in the CBD
  • Support experienced Financial Advisors in implementing advice
  • Particular focus on superannuation administration and SMSF
Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.
1d ago
Listed fifteen 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!
15d ago
Listed fifteen days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 120000 - 130000 per annum
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid work flexibility and a competitive salary
  • Supportive environment with opportunities for growth and advancement
  • Work with diverse client base, making meaningful impact on financial lives.
Conduct financial assessments, create personalised financial plans, attract new clients through referrals, ensure compliance in advice process.
15d ago
Listed seven days ago

Financial Planner

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$110,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
7d ago
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