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This is a featured job
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Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial 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.
This is a featured job
Featured

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial 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.
Listed one day ago

Advice Associate

at AIA Australia Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
  • Flexible working + 4 extra re-charge days per year + AIA Vitality membership
  • Unique benefits to help you live well and enjoy life at work and at home
BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�
1d ago
Listed one day ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial 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.
1d ago
Listed ten days 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.
10d ago
Listed eighteen hours ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial 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.
18h ago
Listed four days ago

Associate Adviser - Insurance

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$90k - $110k Package
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 & complete your PY. Complex Cases. Bespoke Advice.
4d ago
Listed twenty nine 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!
29d ago
Listed ten days 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.
10d ago
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