Financial planning assistant Jobs in St Leonards NSW 2065

classification: Banking & Financial Services

Perfect for somebody looking to start their career working with a leading firm within the Financial Advice industry.

This is a featured job

Featured

Client Services Associate

at Applied Wealth

This is a Full time job

North Sydney, Sydney NSW

subClassification: Client Services

Client Services

classification: Banking & Financial Services

Huge opportunity to develop your career in Financial Planning
North Sydney location, close to public transport
Supportive, professional and collaborative work environment

Join our team and immerse yourself in a culture committed to your growth and success.

Listed two days ago

Financial Planning Assistant - Immediate Vacancy

This is a Full time job

$75-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

National Independent is looking for an ambitious Financial Planning Assistant to join their growing team. PY Year on Offer. Apply Now!

2d ago

Listed eighteen days ago

Part time Financial Planning Assistant - 3 days pw - Mon/Wed/Fri - Manly

at Virtue and Partners

This is a Part time job

Manly, Sydney NSW

subClassification: Financial Planning

classification: Banking & Financial Services

part time flexible hours Financial Planning Assistant with genuine career development, based in Manly

18d ago

Listed six days ago

Client Services Officer

at Sydney Financial Planning

This is a Full time job

Edgecliff, Sydney NSW

$68,000 – $73,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Macquarie Park, Sydney NSW

Perfect for somebody looking to start their career working with a leading firm within the Financial Advice industry.

6d ago

Listed ten days ago

Financial Advisory Assistant

at BFG Financial Services

This is a Casual/Vacation job

$35 per hour + superannuation

subClassification: Financial Planning

classification: 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.

10d ago

Listed four days ago

Client Services Associate

at Applied Wealth

This is a Full time job

North Sydney, Sydney NSW

subClassification: Client Services

Client Services

classification: Banking & Financial Services

Huge opportunity to develop your career in Financial Planning
North Sydney location, close to public transport
Supportive, professional and collaborative work environment

Join our team and immerse yourself in a culture committed to your growth and success.

4d ago

Listed eight hours ago

Financial Planner - National Independent

This is a Full time job

$120,000 - $130,000 + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

A national independent advice business with strong back office support is looking for a driven financial planner to work alongside their growing team

8h ago

Listed fifteen days ago

Client Service Officer

at Aware Super

This is a Full time job

subClassification: Client Services

Client Services

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

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

Enjoy this varied role providing customer service to clients, admin support to financial planners while growing your career in a leading super fund!

15d ago

Listed two days ago

Client Services Coordinator

This is a Full time job

subClassification: Financial Planning

classification: 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.

2d ago

Listed fifteen days ago

Financial Planning Administrator

at Kaizen Recruitment

This is a Full time job

subClassification: Financial Planning

classification: 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!

15d ago

Listed three days ago

Paraplanner (Part time) - Financial Planning

at Private Advertiser

This is a Part time job

$90,000 – $120,000 per year (before pro rata)

subClassification: Financial Planning

classification: Banking & Financial Services

Part Time (3 days/week) opportunity in a highly ethical, premium and independent holistic financial planning firm in Sydney's CBD.

3d ago

Listed two days ago

Client Service Manager - 5 weeks annual leave

This is a Full time job

$80-90k + Super

subClassification: Financial Planning

classification: Banking & Financial Services

at William Buck (NSW) Pty Limited

A fast growing business with ample opportunity to learn and develop is after a CSM to join their growing business

2d ago

Listed one day ago

Assistant Advisor

This is a Full time job

Business Services & Corporate Advisory

subClassification: Business Services & Corporate Advisory

classification: Accounting

(Accounting)

Great benefits, culture, flexible hours and 2 WFH days
Competitive Salary
Join a fun and supportive team

Join our multi-award winning Wealth Advisory team in Sydney's CBD as an Assistant Advisor.

1d ago

Listed two days ago

Client Service Manager - WFH 2 days a week

This is a Full time job

$85,000-90,000 + Super

subClassification: Financial Planning

classification: Banking & Financial Services

at William Buck (NSW) Pty Limited

Join a self-licensed financial planning practice in the CBD as a Client Service Manager. Flexible work options, career growth & competitive salary!

2d ago

Listed ten hours ago

Associate Advisor

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Great benefits, culture, flexible hours and 2 WFH days
Competitive Salary
Join a fun and supportive team

William Buck's wealth advisory team is growing, and is now seeking an enthusiastic Associate Advisor to join their Sydney CBD team!

10h ago

Listed eight days ago

CSO/CSM

at Berritta Consulting

This is a Full time job

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Great opportunity to support senior advisers - career development supported - Excellent team culture

8d ago

Listed sixteen days ago

Client Service Officer

at Wealth Journey

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Advance Recruitment Partners

Wealth Journey is seeking a full-time Client Service Officer with strong customer service skills to work with our passionate team of advisers.

16d ago

Listed two days ago

Private Wealth Services - Client Services - Relationship Manager

This is a Full time job

North Sydney, Sydney NSW

Incredible employee benefits.

subClassification: Financial Planning

classification: Banking & Financial Services

at Mutual Paraplanning Services Pty Ltd

North Sydney - Office Based
Essential - Financial Advice - Client Relationship Manager experience
Attractive Salary, Bonus, Employee Benefits

Top Tier Financial Advice - Support Private Wealth Advisers. Experienced Advice Professionals/Client relationship Manager. Full-time position.

2d ago

Listed twenty days ago

Administration (Paraplanning Assistant), work from home

This is a Full time job

$50,000 – $55,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

A rockstar admin with financial planning/paraplanning knowledge to support the business.

20d ago

Listed fourteen days ago

Client Service Officer (Finance Graduates Welcome)

at Pivot Wealth Pty Ltd

This is a Full time job

$60,000 – $70,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at William Buck (NSW) Pty Limited

Due to growth, we have the opportunity to bring on a motivated & high-performing Client Service Officer to support our Financial Advisers.

14d ago

Listed one day ago

2024/2025 Graduate - Financial Services / Wealth Advisory

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services