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This is a featured job
Featured

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
This is a featured job
Featured

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD location close to public transport
  • Outstanding culture and employee benefits
  • Flexible working arrangement
Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.
Listed fourteen minutes ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
14m ago
Listed six days ago

SENIOR FINANCIAL ADVISER

at Private Advertiser

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Holistic Advice Model
  • Established National Boutique Business with own AFSL
  • Highly Developed Systems and Processes
This boutique AFSL is looking for an experienced client focused adviser to join its Sydney CBD team.
6d ago
Listed four days ago

Financial Adviser

at SmartMoney Wealth Management

This is a Full time job

Sydney Olympic Park, Sydney NSW
OTE $200,000 - Clear Path to Partner
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary, uncapped earnings potential
  • Clear path to partner/equity
  • Full admin & paraplanning support
Join a dynamic team. Provide holistic advice with full support. Enjoy uncapped earnings, and clear path to equity. Apply now.
4d ago
Listed eleven days ago

Senior Financial Advisor

at Boston Stanley Recruitment Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Strong inbound lead flow
  • Attractive rem, annual leave and flexibility policy
  • Exceptional administrative support
High quality international advice firm| Self Licensed|Highly regarded management team|Solid career progression opportunity for a high performer
11d ago
Listed twelve days ago

Standards and Process Manager

at Aware Super

This is a Full time job

Sydney NSW
Attractive Remuneration Package
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an aware winning, industry super fund with a strong member focus
  • Enjoy a fantastic work culture, well-being days, cultural leave days & more
  • AFR BOSS Best Places to Work
In this role you will manage the Advice and Licensee Policy, Advice Documentation and Advice Offer.
12d ago
Listed fourteen days ago

Senior Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$140k - $160k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
14d ago
Listed fifty four minutes ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
54m ago
Listed fourteen 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.
14d ago
Listed seventeen days ago

Adviser (or Senior Adviser)

at Up Wealth Management

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be great people around you and great process.
17d ago
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