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Client Service Coordinator

at McKee Financial Services

This is a Part time job

Dee Why, Sydney NSW
Flexible hours & holiday breaks, annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to join established and growing Northern Beaches advice practice.
  • Casual position, school friendly hours, ~20 hours/week, flexible with holidays.
  • Ability to expand your hours and skills with the practice
Exciting opportunity to play a key role in our small team in Dee Why. Integral with helping our clients. School friendly hours and flexible holidays.
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Listed five hours ago

Client Services Coordinator

at UniSuper Management Pty Ltd

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 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.
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Listed thirteen 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.
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Listed twelve days ago

Associate Financial Planner - Servicing HNW Clients

at Quinn Consultants

This is a Full time job

Neutral Bay, Sydney NSW
$100,000 – $120,000 + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Advancement
  • Professional Development
  • Servicing HNW Clients
Associate Financial Planner, servicing HNW Clients, in a Boutique Chartered Accountant, Financial Planning and Legal Practice on Lower North Shore
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Listed thirteen days ago

Client Service Manager

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join one of the largest superannuation funds in Australia
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Lead our Client Service team to achieve financial planning objectives ensuring provision of excellent service to Aware Super clients.
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Listed seven 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
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Listed fourteen days ago

2 x Advice Implementation Specialist - 100% WFH

at Advance Recruitment Partners

This is a Full time job

Sydney NSW
Salary 85,000-95,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Financial Planning firm - Complex/Sophisticated Financial Advice
  • 2 x Advice Implementation Specialists - Essential - Financial Advice background
  • Full time - work from home 100%
Seeking 2 x Advice Professional with in-depth Advice exp. Implementation specialist. 100% work from home model.
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Listed seven days ago

Financial Planning - Undergraduate/Student Position

at Eagle Financial Pty Ltd

This is a Part time job

Balgowlah, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to advance your career as a financial planning professional
  • Flexible work arrangements while you study
  • Clear pathway to becoming a financial adviser with partnership opportunities
An opportunity exists for a driven Financial Planning Undergraduate to develop their career under the guidance of a highly capable & passionate mentor
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Listed thirteen days ago

Associate Advisor

at Viridian Advisory

This is a Full time job

Sydney NSW
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 exciting opportunity has become available for an Associate Advisor to join one of our teams based in our Sydney CBD office.
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Listed eleven days ago

Senior Financial Adviser

at SmartMoney Wealth Management

This is a Full time job

Sydney Olympic Park, Sydney NSW
$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 expert holistic advice with full support. Enjoy uncapped earnings, and clear path to equity. Apply now.
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