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This is a featured job

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Friendly & supportive team environment
  • Opportunity to grow your financial planning career
  • Be mentored by senior advisors in the firm
Apply your experience in leading our Client Service team to achieve financial planning objectives, whilst providing excellent client service
This is a featured job

This is a Full time job

AUD 100000 - 130000 per annum, Super
subClassification: Financial Planning
classification: Banking & Financial Services
  • Competitive salary with bonuses, collaboration with a broader financial team.
  • Dynamic & supportive group of professionals, onsite paraplanning & admin support
  • Team that values your development and well-being.
Manage client relations, offer technical financial/risk advice, deliver excellent customer service, ensure compliance, stay updated on industry trends
Listed nine days ago

This is a Full time job

Competitive Salary negotiated
subClassification: Financial Planning
classification: Banking & Financial Services
  • Small boutique environment - visit head office on the Gold Coast
  • Continued training, support & progression in the Financial Planning industry
  • Friendly & supportive team environment
Exciting opportunity for a Professional Year candidate to join our new Canberra office
9d ago
Listed eighteen days ago

This is a Full time job

$120,000 – $140,000 per year + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Work with a solid business with a great culture
  • Up to a $150k package
  • Full back office support from CSO's and paraplanning
Service an existing client book. Opportunity to join an established FP group. Well-supported back office with robust, systemised processes.
18d ago
Listed sixteen days ago

This is a Full time job

Up to $170,000 + Superannuation
subClassification: Financial Planning
classification: Banking & Financial Services
  • Up to $170,000 plus Superannuation and Bonuses
  • Join a four partner self-licensed Wealth Management firm
  • Administration and Implementation support on offer from a dedicated team
Pre-retiree client portfolio, review advice with some new business required, join one of the fastest growing firms on the Sunshine Coast
16d ago
Listed two days ago

This is a Full time job

subClassification: Financial Planning
classification: 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 Perth CBD office.
2d ago
Listed six days ago

This is a Full time job

AUD 100000 - 130000 per annum, Super
subClassification: Financial Planning
classification: Banking & Financial Services
  • Competitive salary with bonuses, collaboration with a broader financial team.
  • Dynamic & supportive group of professionals, onsite paraplanning & admin support
  • Team that values your development and well-being.
Manage client relations, offer technical financial/risk advice, deliver excellent customer service, ensure compliance, stay updated on industry trends
6d ago
Listed twelve days ago

This is a Full time job

$85,000 - $90,000 + Superannuation
subClassification: Financial Planning
classification: Banking & Financial Services
  • Attend client meetings, analyse needs and develop strategy
  • Supportive and progressive culture, long term career focused role
  • Deliver strategic advice to HNW clients
Bespoke strategic client focused advice, fee based with a career path to advice. Strong mentoring and development program in place
12d ago
Listed two days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • We're Certified B-Corp & Great Place to Work 2024, 2023 Best Workplaces winner!
  • An inclusive and diverse workplace culture centred on health, wellbeing and fun.
  • Generous gym and mobile phone allowances!
Join us as our numbers maestro! Seeking a savvy Financial Planning & Reporting Analyst to make magic with budgets and forecasts!
2d ago
Listed five days ago

This is a Full time job

subClassification: Financial Planning
classification: 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.
5d ago
Listed five days ago

This is a Full time job

$75k - $90k + Super
subClassification: Financial Planning
classification: 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.
5d ago
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