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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.
Listed fourteen days ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
14d ago
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 thirteen 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.
13d ago
Listed twenty two hours ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial 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.
22h ago
Listed nineteen days ago

Superannuation Advisor

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 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
Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!
19d ago
Listed eight days ago

2 x Client Services - Relationship Manager / 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 - Financial Advice - Client Relationship Manager experience
  • Salary ranged depending experience 85,000 - 110,000+ Super
2 x Top Tier Financial Advice Firms seeking Advice Professionals/Client relationship Mgrs. CBD and North Sydney. (85,000-95,000) and (100,00- 110k)
8d ago
Listed five days ago

SAP Financial Planning Manager

at Deloitte

This is a Full time job

Sydney NSW
Great Salary + Benefits + Discounts on Offer
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Salary packaging – to suit your personal and financial circumstances
  • Buy and sell leave – purchase up to 6 weeks of extra annual leave
  • Subsidised professional qualifications
Lead large-scale client transformation programs and deliver the latest end-to-end SAP solutions.
5d ago
Listed two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$80k - $90k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
2d ago
Listed fifteen days ago

Senior Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$140k - $160k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
15d ago
Listed nineteen days ago

Associate Financial Planner - Servicing HNW Clients

at Quinn Consultants

This is a Full time job

Neutral Bay, Sydney NSW
$100,000 – $120,000 + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Advancement
  • Professional Development
  • Servicing HNW Clients
Associate Financial Planner, servicing HNW Clients, in a Boutique Chartered Accountant, Financial Planning and Legal Practice on Lower North Shore
19d ago
Listed two days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Workplace Benefits through FLARE and our Employee Assistance Program
  • Paid Parental Leave
  • Located at iconic 25 Martin Place with great amenities and public transport
Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.
2d ago
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