Financial Planning, Funds Management Jobs in Sydney CBD, Inner West &amp; Eastern Suburbs Sydney NSW

classification: Banking & Financial Services

Perfect for somebody looking to start their career working with a leading firm within the Financial Advice industry.

Listed one day ago

Senior Fund & Investment Operations Analyst

at Platinum Pacific Partners

This is a Contract/Temp job

subClassification: Funds Management

classification: Banking & Financial Services

Bondi Junction, Sydney NSW

Award Winning Boutique Fund
Initially a 6 Month Fixed Contract / May Start
Hybrid Working

Award-winning growth fund seeks Senior Operations Analyst to take ownership of all middle office and operational activities.

1d ago

Listed three days ago

Operations & Investment Administrator

at Platinum Pacific Partners

This is a Full time job

$65,000 – $80,000 per year

subClassification: Funds Management

classification: Banking & Financial Services

Investment Manager/ Eastern Suburbs
Permanent Junior Hire / Hybrid Working
Fund & Investment Operations & Administration

Boutique investment manager is looking to make a junior operations addition to their team in Sydney to cover fund & investment operations & admin.

3d ago

Listed four days ago

Financial Planning Assistant - Immediate Vacancy

at Cartwright Jones Pty Ltd

This is a Full time job

$75-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

National Independent is looking for an ambitious Financial Planning Assistant to join their growing team. PY Year on Offer. Apply Now!

4d ago

Listed four days ago

Client Service Manager - 5 weeks annual leave

at Cartwright Jones Pty Ltd

This is a Full time job

$80-90k + Super

subClassification: Financial Planning

classification: Banking & Financial Services

at Randstad - Banking & Financial Services

A fast growing business with ample opportunity to learn and develop is after a CSM to join their growing business

4d ago

Listed four days ago

Client Service Manager Up to 90K Base + Super

This is a Full time job

$75k - $90k p.a.

subClassification: Financial Planning

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

Opportunity to join great wealth business.

4d ago

Listed four days ago

Client Services Coordinator

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at William Buck (NSW) Pty Limited

17% or 11% super / 26 days leave / personal development budget and more
Great Place To Work Certified
Super Fund of the Year

Great opportunity to join the awarded Best Superannuation Fund and work closely with some of the best advisers in the industry.

4d ago

Listed three days ago

2024/2025 Graduate - Financial Services / Wealth Advisory

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Keegan Adams Recruitment Pty Ltd

Work with and be mentored by one of Australia's leading Advisors
Social, Supportive and hybrid team environment
Winner of GradAustralia's Overall Best Workplace in Accounting and Finance

We are looking for a fresh or soon to be Finance Graduate looking to start their career in Wealth Advisory!

3d ago

Listed one day ago

Product Specialist - Superannuation

This is a Full time job

subClassification: Funds Management

classification: Banking & Financial Services

Global Fund Manager seeking a Product Specialist

1d ago

Listed ten days ago

CSO/CSM

at Berritta Consulting

This is a Full time job

$70,000 – $85,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Great opportunity to support senior advisers - career development supported - Excellent team culture

10d ago

Listed eight days ago

Client Services Officer

at Sydney Financial Planning

This is a Full time job

Edgecliff, Sydney NSW

$68,000 – $73,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Perfect for somebody looking to start their career working with a leading firm within the Financial Advice industry.

8d ago

Listed eight days ago

Private Wealth Research Associate

at Ord Minnett Holdings P/L

This is a Full time job

subClassification: Funds Management

classification: Banking & Financial Services

at Talent – Specialists in tech, transformation & beyond

Join a market leader in the financial services industry
Full time opportunity
Opportunity to learn and grow from the best in the industry

We are currently seeking a Private Wealth Research Associate to join our Sydney office!

8d ago

Listed fifteen days ago

Financial Planner

This is a Full time job

$90 - $150 p.a. + + super + commission

subClassification: Financial Planning

classification: Banking & Financial Services

at Perpetual Services Pty Limited

Newly created role with plenty of warm leads
Succession plan in place
Excellent culture and collaboration

Join our growing financial planning client with plenty of warm leads

15d ago

Listed eleven days ago

Client Services Manager

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services

6 months contract role
Based in modern Sydney CBD office
Attractive salary package

Jacaranda is currently seeking a Client Service Manager to join for a 6 month contract role.

11d ago

Listed fifteen days ago

Client Service Financial Planning

at Godfrey Group Recruitment

This is a Full time job

$75k - $90k + Super

subClassification: Financial Planning

classification: Banking & Financial Services

at Mutual Paraplanning Services Pty Ltd

Growing business | Great team culture | Some WFH available.
Be part of a larger multi-faceted practice with room for growth & development.
Technical focus in addition to plenty of contact with a variety of clients.

Support a team of Senior Financial Advisers with the implementation of Advice. Oversee client relationships and ensure the highest level of service.

15d ago

Listed twenty two days ago

Administration (Paraplanning Assistant), work from home

This is a Full time job

$50,000 – $55,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Bondi Junction, Sydney NSW

A rockstar admin with financial planning/paraplanning knowledge to support the business.

22d ago

Listed twenty two days ago

Associate, Investment Management

at Platinum Pacific Partners

This is a Full time job

$65,000 – $80,000 per year

subClassification: Funds Management

classification: Banking & Financial Services

Investment Manager/ Eastern Suburbs
Permanent Junior Hire / Hybrid Working
Fund & Investment Operations/ Investor Relations / Analysis & Administration

Boutique investment manager is looking to make a junior addition to their team in Sydney to cover fund & investment operations & investor relations.

22d ago

Listed seventeen days ago

Financial Planning Administrator

at Kaizen Recruitment

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Keegan Adams Recruitment Pty Ltd

Growing wealth management firm
Collaborative & supportive workplace culture
Flexible working arrangements | Part-time

Are you a detail-oriented Financial Planning Administrator looking for a part-time role? Join an expanding Sydney CBD-based wealth management firm!

17d ago

Listed twenty two days ago

Private Wealth Adviser Assistant (3 days/week)

This is a Part time job

Salary negotiable for experience

subClassification: Financial Planning

classification: Banking & Financial Services

Part time (3 day/week) Adviser support role in Award winning firm with superb reputation & culture. HNW clients with Investment focus.

22d ago

Listed fifteen days ago

Associate, Investor Services

at One Investment Group

This is a Full time job

subClassification: Funds Management

classification: Banking & Financial Services

at Randstad - Banking & Finance

Excellent opportunity for gaining broad experience in Financial Services, client and investor interaction, and processing

15d ago

Listed twenty two days ago

Client Service Manager Up to 90K Base + Super

This is a Full time job

$75k - $90k p.a.

subClassification: Financial Planning

classification: Banking & Financial Services

Opportunity to join boutique supporting advisors in CBD

22d ago

Listed sixteen days ago

Client Service Officer (Finance Graduates Welcome)

at Pivot Wealth Pty Ltd

This is a Full time job

$60,000 – $70,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services