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Listed two days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • A package of up to $95k for the right candidate
  • Beautiful cultured business who genuinely looks after their staff
  • An amazing culture within a solid team spirited practice
We have a boutique advisory firm looking for an experienced Client Service Officer to join their busy team!
2d ago
Be an early applicant
Listed six days ago

This is a Full time job

$75k - $85k + Superannuation
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Growing business | Great team culture | Some WFH available.
  • Larger multi-faceted practice | Growth & development | Fast Paced
  • Implementation Focus | Fun team environment | Immediate Start
Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.
6d ago
Listed twenty three days ago

This is a Full time job

$70,000 – $80,000 per year
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
23d ago
Listed twenty four days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
24d ago
Listed four days ago

This is a Full time job

$90,000 - $110,000
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Established Financia Planning Firm
  • Flexible working arrangements
  • Parking available onsite
We are seeking an experienced adviser assistant eager to grow their career and work in a fast-paced environment and progress into practice management.
4d ago
Listed three days ago

This is a Full time job

$75,000 - $90,000 package + Benefits
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Multi-award winning Financial Planning practice with a growing team
  • Work directly with advisers through the advice process
  • Opportunities for progression to PY or Team Leader roles
Provide professional and proactive support to the Financial Planning team to enhance their client relationships. Established team with strong support
3d ago
Listed two days ago

This is a Full time job

$75,000 – $85,000 per year
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Competitive remuneration
  • Small, friendly environment
  • Get your start in Financial Planning
Client Service Officer in growing financial planning firm. Great for a business graduate. Opportunity to start your career in financial planning.
2d ago
Listed two days ago

This is a Full time job

AUD 120000 - 130000 per annum
subClassification: Financial PlanningFinancial 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.
2d ago
Listed four days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Grow your career while living somewhere you love!
  • Thrive with the support of a team who share a common goal!
  • Work for a company that develops and promotes its own talent!
An exciting opportunity for a self-driven & passionate person to join our Client Services team supporting our Financial Advisers in Geelong, VIC!
4d ago
Listed two days ago

This is a Full time job

AUD 100000 - 130000 per annum, Super
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Competitive salary with bonuses, collaborating with a broader financial team
  • Manage your own clients with a dynamic group of professionals
  • Supportive team that values your development and well-being
Join a friendly, experienced team with a great work culture and be an integral part of the team helping clients navigate their finance goals!
2d ago
Be an early applicant
Listed four days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Award Winning Firm in Sydney CBD location
  • Diverse opportunity within a growing financial planning firm
  • Excellent remuneration package and career progression if desired
Working within an experienced team, your ongoing development will be supported by a professional environment and well-established business.
4d ago
Listed twelve days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
12d ago
Listed twelve days ago

This is a Full time job

subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
12d ago
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