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Listed eighteen hours ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC
$75,000 – $100,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great opportunity to develop and grow
  • Easy access, close to shops and onsite basement parking
  • Great Team, Wonderful Clients, Growth business with its own AFSL
Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.
18h ago
Listed twenty one hours ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
21h ago
Listed one day ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

Melbourne VIC
70k - 80k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements - Fully WFH with Part-Time/Full-Time opportunities
  • Dynamic business experiencing significant growth - excellent time to join!
  • Be at the forefront of a new new and leading Digital Financial Advice Platform
Are you a current or past Financial Adviser? Engage a variety of clients in the use of a new digital advice platform. Provide General Advice + Service
1d ago
Listed thirteen hours ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work for an industry leader in Fintech
  • Excellent benefits on offer including bonus
  • Flexible hybrid environment - work from home and in our CBD Office
Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels
13h ago
Listed twenty days ago

Client Service Manager

at Parklane Advice Group

This is a Part time job

Cheltenham, Melbourne VIC
$55,000 – $75,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • We are fast growing financial planning practice with strong focus on and clients
  • An extremely reputable financial planning practice with strong focus on staff.
  • Great culture and work environment with strong mentoring
Are you energetic with growth mindset and positive attitude and looking to work in a fast growing practice with over 35 years of industry experience?
20d ago
Listed eighteen days ago

Client Services Officer | Full Work From Home

at Atlas Partners | Accountancy & Finance Specialists

This is a Full time job

Melbourne VIC
$60,000 + super + benfits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 100% Work from home opportunity
  • Work within a high calibre, busy environment
  • Exceptional work culture with the best technology
An exceptional opportunity for a eager financial services candidate to up skill, develop and add value in a fully remote role.
18d ago
Listed one day ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
1d ago
Listed nineteen days ago

Financial Planning Client Services Officer

at Highview Accounting & Financial

This is a Full time job

Cranbourne, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award-Winning Accounting & Advisory Firm
  • Build relationships directly with our clients from day one
  • Fast-paced, vibrant culture based in Cranbourne
Join our Financial Planning team as a CSO based at an award-winning, family friendly firm with a highly supportive workplace culture.
19d ago
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