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Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Progression - Growth opportunities available across the business!
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
Listed nineteen 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.
19d ago
Listed eighteen 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.
18d ago
Listed seventeen 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.
17d ago
Listed one day 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.
1d ago
Listed eleven 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
11d ago
Listed nineteen days ago

FX Dealer

at Corpay

This is a Full time job

Brisbane QLD
subClassification: Stockbroking & Trading
Stockbroking & Trading
classification: Banking & Financial Services
(Banking & Financial Services)
  • Generous compensation package
  • Hybrid role + amazing office spaces
  • Long term career opportunity
Act as the first point of contact for new and existing clients using your knowledge of the foreign exchange industry and payment solutions.
19d ago
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