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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

Senior Financial Advisor

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Long-term opportunity in the Sydney CBD
  • Existing, stable book - predominantly review meetings
  • Large friendly team & supportive and structured environment
Existing book of retirees and pre-retirees. Opportunity to join an established FP group. Well supported back office with robust, systemised processes.
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Listed eighteen hours 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.
Save
Listed two 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 - 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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Listed two days ago

Junior Insurance Adviser

at Godfrey Group Recruitment

This is a Full time job

North Sydney, Sydney NSW
$95k - $115k + Super +Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • In-depth, broad & tailored Risk Advice | Exposure to broad range of clients
  • Strong learning culture & high level of staff retention | Exposure to networking
  • Attend industry events and work with Business and Individual clients
Provide Insurance Advice in Specialist Risk business. Work with 5 experienced Risk Advisers & take on existing clients. Complex Cases. Bespoke Advice.
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