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Listed thirteen days ago

Client Services Officer | Full Work From Home

at Atlas Partners | Accountancy & Finance Specialists

This is a Full time job

Melbourne VIC
$60,000 + super + benfits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 100% Work from home opportunity
  • Work within a high calibre, busy environment
  • Exceptional work culture with the best technology
An exceptional opportunity for a eager financial services candidate to up skill, develop and add value in a fully remote role.
13d ago
Listed fourteen days ago

Financial Planning Client Services Officer

at Highview Accounting & Financial

This is a Full time job

Cranbourne, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Award-Winning Accounting & Advisory Firm
  • Build relationships directly with our clients from day one
  • Fast-paced, vibrant culture based in Cranbourne
Join our Financial Planning team as a CSO based at an award-winning, family friendly firm with a highly supportive workplace culture.
14d ago
Listed fifteen days ago

Associate $75,000 - $85,000 + super

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC
$75,000 – $85,000 plus super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary with review in 6 months, plus bonuses
  • Career development opportunities available
  • Work from home 1- 2 days per week
A business that focuses on 80% wholesale & 20% retail clients. Amazing exposure to dealing with a huge variety of clients including charitable funds
15d ago
Listed fifteen days ago

Client Service Manager

at Parklane Advice Group

This is a Part time job

Cheltenham, Melbourne VIC
$55,000 – $75,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • We are fast growing financial planning practice with strong focus on and clients
  • An extremely reputable financial planning practice with strong focus on staff.
  • Great culture and work environment with strong mentoring
Are you energetic with growth mindset and positive attitude and looking to work in a fast growing practice with over 35 years of industry experience?
15d ago
Listed eight days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$60,000 – $65,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
8d ago
Listed twenty four days ago

Relationship Adviser - General Advice

at Godfrey Group Recruitment

This is a Full time job

Melbourne VIC
70k - 80k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be at the forefront of this new and leading Digital Financial Advice platform
  • Dynamic business experiencing significant growth - join this collaborative team!
  • Flexible working arrangements - Fully WFH with Part-Time/Full-Time opportunities
Are you a current or past Financial Adviser! Engage a variety of clients in the use of a new digital advice platform. Provide General Advice + Service
24d ago
Listed fifteen days ago

Service Delivery Officer

at Findex

This is a Contract/Temp job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Emerging holistic wealth management platform
  • Dynamic work environment - work from home and office - great flexibility
  • Exciting opportunity to work with a supportive team
Centric is seeking an experienced professional to join our team on an initial contract basis!
15d ago
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