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This is a featured job

Client Services Officer $75-85,000 Plus Super

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC
$77,000 – $90,000 Inc Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career development opportunities in Paraplanning, Advising or leadership
  • Competitive base salary, plus performance bonuses
  • Work from home 2 days per week
An award-winning integrated financial services business looking for a passionate individual to join their rapidly growing Wealth Management team
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This is a featured job

Client Relationship Manager

at Ethinvest Pty Ltd

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Dynamic company with great career opportunities
  • 5 weeks annual leave & great work-life balance
  • Help create positive social and environmental change through investments
Market leading financial advice boutique seeks CRM for expanding team of professionals. Competitive salary, bonus, plus 5 weeks annual leave.
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Listed seven days ago

Financial Planning Client Services Officer

at Highview Accounting & Financial

This is a Full time job

Cranbourne, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award-Winning Accounting & Advisory Firm
  • Build relationships directly with our clients from day one
  • Fast-paced, vibrant culture based in Cranbourne
Join our Financial Planning team as a CSO based at an award-winning, family friendly firm with a highly supportive workplace culture.
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Listed eight days ago

Associate $75,000 - $85,000 + super

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC
$75,000 – $85,000 plus super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary with review in 6 months, plus bonuses
  • Career development opportunities available
  • Work from home 1- 2 days per week
A business that focuses on 80% wholesale & 20% retail clients. Amazing exposure to dealing with a huge variety of clients including charitable funds
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Listed seventeen days ago

Senior / Paraplanner

at Succession Partners Pty Ltd

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great team culture and work environment
  • Attractive salary package
  • At least 2 years' experience as Paraplanner is essential
Excellent opportunity for an experienced Senior / Paraplanner with a leading Financial Planning firm in Newcastle CBD
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Listed two days ago

Risk Adviser - Insurance Specialist

at Godfrey Group Recruitment

This is a Full time job

Melbourne VIC
$120k - $150k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Global Firm | Long Term Career Opportunities
  • Pod Structure with Mentoring and Training | Broad APL
  • Learn, grow and develop in Insurance | Large National Business
Work with existing clients. Broad APL - strong focus on client engagement and high-quality insurance advice. No claims work involved - focus on advice
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Listed eight days ago

Client Services Manager

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$80,000 - $95,000 package
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Ongoing training and development opportunities
  • Work alongside one of the Directors
  • Above market remuneration
Join a leading financial services firm and provide end to end support to specialist financial advisers, focusing on HNW clients.
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Listed fourteen days ago

Associate Advisor - Wealth Management, HNW

at Recruitly

This is a Full time job

South Yarra, Melbourne VIC
Generous salary depending on experience
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Boutique firm with established, high-end client base
  • Lovely South Yarra offices... lots of flexibility to work from home!
  • Great career opportunity with a fabulous team
Boutique Financial Planning firm with established high-end client base. Delightful stable team, career scope and lots of flexibility!!
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Listed eight days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $85k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Build on your experience, servicing and implementing advice for long-standing clients. Part of a team of 8 - work on varied & complex strategies.
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