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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.
Listed eighteen hours ago

Credit Assessor

at Heritage and People's Choice

This is a Full time job

Adelaide SA
subClassification: Credit
Credit
classification: Banking & Financial Services
(Banking & Financial Services)
  • Responsible for making complex risk-based decisions on loan applications
  • Must have experience in exercising a Delegated Lending Authority
  • Opportunity to work from home and our national Head Office
Join our team of high performing credit professionals and ensure our lending teams, regardless of geographic location/channel, are fully supported.
18h ago
Listed four days ago

Financial Adviser

at Clear Sky Financial

This is a Full time job

Mermaid Beach, Gold Coast QLD
$120,000 – $180,000+ per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Deal with inbound client enquiries - No need to search for new clients.
  • Build relationships and help clients take control of their finances.
  • Structured Training | Excellent Remuneration | Career Growth Opportunities.
Best of Both Worlds - A Financial Adviser role where you can help clients by providing great advice and still make good money.
4d ago
Listed sixteen hours ago

Credit Acquisition & Policy Manager

at Capricorn

This is a Full time job

Perth WA
subClassification: Credit
Credit
classification: Banking & Financial Services
(Banking & Financial Services)
  • Brand New Activity Based Working office in the Heart of the CBD!
  • Flexible working, Free-Gym Membership, Free-Social Club and more!
  • Purpose-led organisation with a focus on Employee Growth & Development!
Looking for a unique organisation that works for its Members and truly values you?
16h ago
Listed eighteen hours ago

Senior Financial Adviser

at Findex

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A competitive salary package with uncapped earning potentia
  • Opportunities for career advancement within our growing business
  • Work with an experienced, supportive team of colleagues and Leaders
Play a crucial role in the next phase of our growth execution.  Join our integrated financial advice practice in this pivotal role.
18h ago
Listed two 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.
2d ago
Listed one day ago

Senior Paraplanner/Team Leader

at Oracle Advisory Group

This is a Full time job

Charlestown, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Job security with a well-established and respected national practice
  • A professional, supportive and friendly culture, where staff are valued
  • The ability to make an impact within the workplace and its client base
This role offers diversity, ongoing support, exposure to a full range of financial services and is led by people who genuinely wish to see you succeed
1d ago
Listed twenty one hours ago

Financial Planning Strategic Adviser

at Non Executive Management Services Pty Lt d

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a growing firm that aims to double in the next 5 years
  • Take over and grow an established portfolio
  • Leverage our internal referral sources
Join our growing team servicing existing clients and leveraging our internal referral partners for new opportunities.
21h ago
Listed four 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
4d ago
Listed four 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.
4d ago
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