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Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
Listed three days 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.
3d ago
Listed six days ago

Financial Planner

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC
$110,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
6d ago
Listed four days ago

Senior Advice Reviewer

at Telstra Super

This is a Contract/Temp job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Identifying areas for improvement, support provision of quality effective advice
  • Proven experience in legislative change, advice review and coaching
  • Leading profit-to-members superannuation fund
Join TelstraSuper Financial Planning. Review client files to ensure financial advisers are meeting their compliance requirements. 6m FTC
4d ago
Listed fourteen days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Melbourne VIC
AUD 120000 - 130000 per annum
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid work flexibility and a competitive salary
  • Supportive environment with opportunities for growth and advancement
  • Work with diverse client base, making meaningful impact on financial lives.
Conduct financial assessments, create personalised financial plans, attract new clients through referrals, ensure compliance in advice process.
14d ago
Listed fourteen days ago

Associate Adviser

at Mint People

This is a Full time job

Fitzroy North, Melbourne VIC
up to $120,000 per year + Future Equity
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Down-to-earth, collaborative and supportive boutique environment
  • Mentoring and career development to progress into an Advisor role
  • Fantastic culture and work environment
Amazing opportunity for an experienced Associate Adviser to join a firm committed to progressing your career into an Adviser role.
14d ago
Listed seven days ago

Financial Counselling Lead

at Cancer Council Victoria

This is a Full time job

East Melbourne, Melbourne VIC
$90,000 – $95,000 p.a.+ super + NFP benefits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Make a difference in the lives of those impacted by cancer
  • Supportive and inclusive environment
  • Flexible and Hybrid work arrangements
Where innovation meets compassion to address unmet needs & deliver comprehensive support programs based on lived experiences & cutting-edge research.
7d ago
Listed fourteen hours ago

Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
14h ago
Listed twelve days ago

Financial Adviser

at My Wealth Solutions

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
12d ago
Listed twenty seven days ago

Senior Settlements Officer

at Kaizen Recruitment

This is a Full time job

Melbourne VIC
Not Specified
subClassification: Settlements
Settlements
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly reputed financial services organisation
  • Inclusive and collaborative team environment
  • Melbourne CBD | Permanent role
The Senior Settlements Officer is responsible for providing banking and settlement services and ensuring the safe custody of securities holdings.
27d ago
Listed seventeen days ago

Financial Adviser $120,000 – $165,000 per year

at Bensons Wealth

This is a Full time job

South Yarra, Melbourne VIC
$120,000 – $165,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sizeable client book
  • Growing firm
  • Future equity opportunity
Are you an exceptional adviser? Take your career to the next level working for one of Melbourne's leading firms. WFH options. Future equity potential.
17d ago
Listed ten days ago

Client Services Officer - Health and Personal Injury

at Equity Trustees Limited

This is a Full time job

Melbourne VIC
subClassification: Client Services
Client Services
classification: Banking & Financial Services
(Banking & Financial Services)
  • A warm, open, and supportive culture
  • Great central CBD location, Modern office fit-out
  • Flexible/Hybrid working environment
We are currently looking for a Client Support Officer to join our team and play a crucial role in supporting our Client Relationship Managers
10d ago
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