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Client Service Officer

at The Peak Partnership

This is a Full time job

Upper Mount Gravatt, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team with a passion for helping clients achieve their goals
  • Work one day a week from home
  • Southside location with onsite parking
Traffic giving you a headache? Come join our well established holistic financial planning firm conveniently located in the hub of Upper Mt Gravatt.
Listed fifteen days ago

Receptionist - Financial Planning

at Bountiful Wealth

This is a Full time job

North Lakes, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent opportunity for a Junior Receptionist!
  • One Friday off a month
  • Great team environment with energetic and supportive colleagues
We are a fast growing Company with a reputation to match and the role will be varied, busy and an integral part of the business.
15d ago
Listed three hours ago

Client service Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • You will develop with the best by joining an Award Winning Financial Advice Firm
  • Join a Driven, Supportive, Enthusiastic and Client Focused team - lots of fun
  • Progress your career goals - numerous opportunities within the business to grow
My Wealth Solutions is on the hunt for a driven, enthusiastic Client Review Officer to join our client-focused team.
3h ago
Listed ten days ago

Start-Up Sales | Account Executive - QLD

at Proforce

This is a Full time job

Brisbane QLD
$70k - $100k base + commission, OTE $110k - $130k
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • World leading platform
  • WFH
  • Fast Growing FinTech in Finance Coaching
Pioneering a modern approach to accessing professional financial guidance so every working Australian can take control of their financial wellbeing.
10d ago
Listed ten days ago

Senior Client Service Officer | City Fringe/Southside | $95k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right candidate
  • Join a business with an excellent culture that promotes from within!
  • Opportunity to move into an advice role for the right candidate if you choose!
We are looking for a Senior CSO who would like to work alongside the Planners and assist in all aspects of the client process.
10d ago
Listed fifteen days ago

Financial Planning Assistant | Brisbane City | $70k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • An excellent package of up to $70k for the right applicant
  • Work in lovely new offices in the city with a great culture
  • Full time position with great career progression
A well established Financial Planning practice is currently looking for a Financial Planning Administration to support their expanding team!
15d ago
Listed twenty one days ago

Associate Adviser

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$70,000 - $85,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Start you Professional Year ASAP; learning from leaders within the business
  • Take on an established client base when you are ready
  • Outstanding office culture; high retention rate, collaborative workplace
A leading Financial Planning and Accounting firm in Brisbane CBD. Opportunity to start PY and take on an established client base. Plenty of mentorship
21d ago
Listed fifteen days ago

Senior Client Service Officer | City Fringe/Southside | $95k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right candidate
  • Join a business with an excellent culture that promotes from within!
  • Opportunity to move into an advice role for the right candidate if you choose!
We are looking for a Senior CSO who would like to work alongside the Planners and assist in all aspects of the client process.
15d ago
Listed seventeen days ago

Client Services Officer (CSO)

at Hudson Financial Planning

This is a Part time job

Milton, Brisbane QLD
$65,000 – $80,000 per year (Pro Rata)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Love what you do, join a team of professionals that feel the same
  • Part Time - may grow to full time
  • Onsite Parking
Looking for your next challenge, desire to learn from experienced professionals and love all things finance, then this role may be for you.
17d ago
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