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Listed six hours 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
6h ago
Listed four days 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.
4d ago
Listed thirteen days ago

Operations Associate Manager

at Williams-Sonoma Australia

This is a Full time job

Fortitude Valley, Brisbane QLD
Competitive salary, great staff discount
subClassification: Funds Management
Funds Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great employee discount
  • Supportive work environment
  • Encourages professional development
Join us as an Operations Associate Manager, responsible for maintaining customer service standards, driving productivity, and managing inventory.
13d ago
Listed fourteen days ago

Start-Up Sales | Account Executive - QLD

at Proforce

This is a Full time job

Brisbane QLD
$70k - $100k base + commission, OTE $110k - $130k
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • World leading platform
  • WFH
  • Fast Growing FinTech in Finance Coaching
Pioneering a modern approach to accessing professional financial guidance so every working Australian can take control of their financial wellbeing.
14d ago
Listed fourteen days ago

Senior Client Service Officer | City Fringe/Southside | $95k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right candidate
  • Join a business with an excellent culture that promotes from within!
  • Opportunity to move into an advice role for the right candidate if you choose!
We are looking for a Senior CSO who would like to work alongside the Planners and assist in all aspects of the client process.
14d ago
Listed nineteen days ago

Receptionist - Financial Planning

at Bountiful Wealth

This is a Full time job

North Lakes, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Excellent opportunity for a Junior Receptionist!
  • One Friday off a month
  • Great team environment with energetic and supportive colleagues
We are a fast growing Company with a reputation to match and the role will be varied, busy and an integral part of the business.
19d ago
Listed twenty days ago

Financial Planning Assistant | Brisbane City | $70k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • An excellent package of up to $70k for the right applicant
  • Work in lovely new offices in the city with a great culture
  • Full time position with great career progression
A well established Financial Planning practice is currently looking for a Financial Planning Administration to support their expanding team!
20d ago
Listed twenty days ago

Senior Client Service Officer | City Fringe/Southside | $95k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right candidate
  • Join a business with an excellent culture that promotes from within!
  • Opportunity to move into an advice role for the right candidate if you choose!
We are looking for a Senior CSO who would like to work alongside the Planners and assist in all aspects of the client process.
20d ago
Listed twenty one days ago

Client Services Officer (CSO)

at Hudson Financial Planning

This is a Part time job

Milton, Brisbane QLD
$65,000 – $80,000 per year (Pro Rata)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Love what you do, join a team of professionals that feel the same
  • Part Time - may grow to full time
  • Onsite Parking
Looking for your next challenge, desire to learn from experienced professionals and love all things finance, then this role may be for you.
21d ago
Listed twenty five days ago

Client service officer | CBD | $75-$85k+ Super

at Advance Recruitment Partners

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Junior CSO's and Career CSO's are encouraged to apply
  • Beautiful cultured business who genuinely looks after their staff
  • Scope for as much personal development as you seek
If you have a passion for the Financial advice industry and you enjoy helping clients achieve their Financial goals then we want to hear from you!
25d ago
Listed twenty five days ago

Associate Adviser

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$70,000 - $85,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Start you Professional Year ASAP; learning from leaders within the business
  • Take on an established client base when you are ready
  • Outstanding office culture; high retention rate, collaborative workplace
A leading Financial Planning and Accounting firm in Brisbane CBD. Opportunity to start PY and take on an established client base. Plenty of mentorship
25d ago
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