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Listed two hours ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC
$75,000 – $100,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great opportunity to develop and grow
  • Easy access, close to shops and onsite basement parking
  • Great Team, Wonderful Clients, Growth business with its own AFSL
Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.
2h ago
Listed five hours ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
5h ago
Listed one day ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

Melbourne VIC
70k - 80k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements - Fully WFH with Part-Time/Full-Time opportunities
  • Dynamic business experiencing significant growth - excellent time to join!
  • Be at the forefront of a new new and leading Digital Financial Advice Platform
Are you a current or past Financial Adviser? Engage a variety of clients in the use of a new digital advice platform. Provide General Advice + Service
1d ago
Listed one hour ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$75k - $90k + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
1h ago
Listed one day ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$80k - $90k + 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
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
1d ago
Listed one day ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Workplace Benefits through FLARE and our Employee Assistance Program
  • Paid Parental Leave
  • Located at iconic 25 Martin Place with great amenities and public transport
Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.
1d ago
Listed eight minutes ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
8m ago
Listed two hours ago

Client Services Officer

at A.M.A. SERVICES (W.A.) PTY LTD

This is a Full time job

Nedlands, Perth WA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements
  • Opportunity to grow and progress in your career
  • Access to the exclusive discounts and offers with selected local businesses
AMA Financial Planning is seeking to appoint a Client Services Officer to its team based at the head office in Nedlands.
2h ago
Listed one day ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
1d ago
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