Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

Listed three days ago

Senior Financial Planner - Equity Potential

at FS Recruitment Solutions

This is a Full time job

Murrumbeena, Melbourne VIC

$150-180,000 Plus Super (depending on experince)

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Established Financial Planning arm independent of Accounting JV
Combination of existing client, plus lots of new client referrals
15% equity available within 12-18 months

Established, reputable Financial Planning practice. Take over an exisiting book of clients & manage all new client referrals from an Accounting JV

3d ago

Listed fourteen days ago

Senior Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

Dandenong, Melbourne VIC

120K - $140K + Super + Bonus

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Utilise your technical breadth in this varied role!
Incredible implementation support & advice-only focus
Build on an existing book of clients.

Excellent opportunity for an experienced adviser to grow an existing advice business within a well-established Financial Planning & Accounting firm.

14d ago

Listed seven days ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$85,000 – $115,000 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.

7d ago

Listed thirteen days ago

Client Services Manager ~$80,000-$90,000 + super

at FS Recruitment Solutions

This is a Full time job

Notting Hill, Melbourne VIC

$80,000 – $90,000 per year + super

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

13d ago

Listed nineteen days ago

Sales Support Consultant (Financial Planning)

at Bank First

This is a Part time job

Hawthorn East, Melbourne VIC

3 Days per week/ Free parking/ Great people!

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

This s a great support role within our Financial Planning Function - 3 days a week & still flexible working options!

19d ago

Listed eleven days ago

Paraplanner

at AWFP Group Pty Ltd

This is a Full time job

Melbourne VIC

$70,000 – $105,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Growing Business
Collaborative Team
Future career opportunities

We're committed to helping our clients achieve their goals by providing great advice and exceptional service.

11d ago

Listed seventeen days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 package

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

17d ago

Listed fourteen days ago

Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Top salary & Career Progression - Growth opportunities available.
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

14d ago

Listed twenty nine days ago

Financial Adviser

at Associated Concepts

This is a Full time job

Hawthorn East, Melbourne VIC

$100,000 – $130,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Collaborate with a close-knit team to share knowledge & manage work efficiently
Leverage existing retail insurance client base for business growth opportunities
Benefit from administration support to streamline client implementation

Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.

29d ago

Listed two days ago