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Listed ten days ago

Client Services Manager

at Goldsborough Financial Services

This is a Full time job

Parkside, Adelaide SA
$30 – $40 per hour
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • City fringe location with parking onsite
  • A professional yet fun working environment
  • A diverse and interesting role
We want an admin super star - who also is a team player - to join us and take on the role supporting two of our busy Financial Advisers.
10d ago
Listed eleven days ago

Financial Advisory Assistant

at BFG Financial Services

This is a Casual/Vacation job

Macquarie Park, Sydney NSW
$35 per hour + superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive learning environment working closely with experienced advisers.
  • Mentoring and support for your professional development.
  • Exposure to both client service and paraplanning responsibilities.
Leading financial advice and accounting practice seeking a client focused individual to join our team to achieve client outcomes.
11d ago
Listed sixteen days ago

Private Client Adviser

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent salary package on offer with some WFH available. Sydney CBD office.
  • Existing, stable long-term book - complex and technically challenging
  • Long-standing business with steady growth trajectory - Equity options on offer
Manage an existing boutique portfolio of High Net Wealth clients. An opportunity to join a leading established national Private Wealth business.
16d ago
Listed eighteen days ago

Paraplanner

at Shume and Associates

This is a Part time job

Alstonville, Lismore & Far North Coast NSW
$75,000 – $90,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting, professional role that is dynamic and evolving
  • Attractive salary and flexibility to allow work life balance
  • Live in the beautiful coastal region of the Northern Rivers of NSW
Join a high quality firm, where excellence, integrity and creativity are cultivated to assist the needs of a select group of wealthy clients.
18d ago
Listed sixteen days ago

Senior Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

Dandenong, Melbourne VIC
120K - $140K + Superannuation
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.
16d ago
Listed sixteen 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.
16h ago
Listed ten days ago

Client Service - Private Wealth

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$85k - $100k + Superannuation + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Genuinely interesting, complex and challenging work | Non-traditional clients
  • Long term proposition | Develop deep relationships |
  • 4-day or 5-day option | Investment Reporting | Mature & Social Environment
Complex implementation. UHNW clients. Direct investment & strategic planning. Intricate client contracts. Client onboarding, support & i/v reporting
10d ago
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