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This is a featured job
Featured

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.
This is a featured job
Featured

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
Listed sixteen hours ago

Financial Adviser

at Telstra Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Phone-based intra-fund advice role within the Limited Advice Team
  • Flexible, supportive hybrid work environment. Work 3 days in the office
  • Leading profit-to-members superannuation fund
We are seeking an experienced Financial Adviser (Limited Advice) who is passionate about helping our members improve their financial wellbeing.
16h ago
Listed fifteen hours ago

Senior Investment Advisor

at Woods & Co

This is a Full time job

Melbourne VIC
$120,000 - $170,000 + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Melbourne CBD location | WFH capability
  • Internal collaboration with hands on company directors
  • Shape the direction of your own career - Equity opportunity in future
Work collaboratively with the company directors of one of Melbournes most renowned asset managers. Ability to shape your own career path.
15h ago
Listed five days ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
5d ago
Listed eight days ago

Manager, Adviser & Licensee Assurance

at UniSuper Management Pty Ltd

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award Winning Fund / Great Place To Work Certified
  • Annual $1500 for personal development
  • Outstanding Advice business model
This role is responsible for ensuring that fee deductions and technical solutions services provided adhere to regulatory standards.
8d ago
Listed five 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
5d ago
Listed seven days ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
7d ago
Listed seven days ago

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
7d ago
Listed six days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
6d ago
Listed twenty nine days ago

Financial Advisor - Path to Equity

at FS Recruitment Solutions

This is a Full time job

Brunswick East, Melbourne VIC
$130,000 – $160,000 per year Inc Super + Bonus!
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Equity available within 12 months for the ideal candidate
  • Bonuses paid on every dollar of revenue you generate
  • Flexible, approachable manager
Work for an ethical advice business who treat employees like family. Equity available for a driven candidate with a "business owner" mindset.
29d ago
Listed twenty one days ago

Financial Planner

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$110,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
21d ago
Listed eighteen days ago

Financial Planning Strategic Adviser

at Non Executive Management Services Pty Lt d

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a growing firm that aims to double in the next 5 years
  • Take over and grow an established portfolio
  • Leverage our internal referral sources
Join our growing team servicing existing clients and leveraging our internal referral partners for new opportunities.
18d ago
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