Coordinator/ Administrator, Continuing Professional Development (CPD)

This is a featured jobat Paul Dickinson Consulting

This is a Full Time job

location: SydneySydneyarea: CBD, Inner West & Eastern SuburbsCBD, Inner West & Eastern Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Manage the collation, evaluation & accreditation of CPD programs and activities
  • High profile member based association, CBD Location
  • Financial Planning qualifications essential. All training provided. great opp
RG146 Financial Planning quals essential. Training provided. Manage the collation, evaluation and accreditation of CPD programs and activities.

Client Services Officer

This is a featured jobat Atlas Wealth Management

This is a Full Time job

location: Gold CoastGold Coastclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Fast paced work environment.
  • A relaxed and energetic company culture.
  • Work with clients in over 28 countries.
Award-winning Financial Planning firm with a specific focus on assisting Australian Expats is seeking an enthusiastic, well presented CSO.

Associate Adviser/Paraplanner

Listed five days agoat Boutique Advisers

This is a Full Time job

location: PerthPertharea: CBD, Inner & Western SuburbsCBD, Inner & Western Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Successful Financial Planning business
  • Great Supportive Team Enviornment
  • Subiaco Location
We are looking for an enthusiastic and results driven Associate Adviser/Paraplanner to assist our business.

Client Services / Paraplanning / Associate Adviser

Listed five days agoat Time Advice

This is a Full Time job

location: MelbourneMelbournearea: CBD & Inner SuburbsCBD & Inner Suburbs$65,000 - $84,999classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Progress from Client Services to Associate Adviser
  • Be part of a small yet progressive team
  • Work & learn in a flexible/dynamic environment
Are you in client services and/or para-planning looking to learn and lead the charge of a financial planning firm? Apply for this role.

Junior Financial Adviser / Financial Adviser Assistant

Listed six days agoat Intent Financial Solutions

This is a Full Time job

location: BrisbaneBrisbanearea: CBD & Inner SuburbsCBD & Inner Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Ability to Progress / Start Your Career Within Financial Services
  • Team Environment within Independent AFSL
  • Modern Riverside Offices
Junior Financial Adviser Recent Uni Graduates in FP will be considered

Client Servicing Officer

Listed eighteen hours agoat Wealth Creation Advisers

This is a Full Time job

location: SydneySydneyarea: CBD, Inner West & Eastern SuburbsCBD, Inner West & Eastern Suburbsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Work with a highly skilled adviser with end to end planning support
  • Boutique team environment
  • Great clients
Be part of a small and friendly team to deliver holistic and intelligent advice to high net worth clients

Associate

Listed eight days agoat AMP Services Limited

This is a Full Time job

location: AdelaideAdelaideCompetitive Salary+12%Super+Bonus+Benefitsclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Work in partnership with Financial Adviser to deliver end to end advice
  • Become an Authorised Representative in line with FASEA standards
  • Boutique firm culture supported by corporate resources
Work closely with AMP Advice advisers to provide professional and timely financial advice to clients

Client Services Officer

Listed two days agoat Politis Investment Strategies

This is a Full Time job

location: Newcastle, Maitland & HunterNewcastle, Maitland & Hunterclassification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Friendly and Professional Environment
  • Newcastle Location
  • Supervisory Role
Dynamic, fast growing company requires a Supervisor to manage a team of Client Service Officers. Attractive Salary for the right candidate.

Support Coordinator - Financial Planning/Paraplanning

Listed five hours agoat Private Advertiser

This is a Full Time job

location: MelbourneMelbourneUp to $80,000 (based on experience)classification: Banking & Financial ServicesBanking & Financial ServicessubClassification: Financial PlanningFinancial Planning
  • Competitive salary and immediate start available
  • Great opportunity for someone with experience in the Financial Planning industry
  • Parking on-site with public transport and shops close to the office
We currently have an exciting opportunity for a client service professional with some experience in a financial planning firm to join our team.

Receive new jobs for this search by email

Courses that get you job-ready

  • Industry recognised providers
  • Experts in career related education
Explore courses