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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.
This is a featured job
Featured

Senior Financial Advisor

at Boston Stanley Recruitment Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Strong inbound lead flow
  • Attractive rem, annual leave and flexibility policy
  • Exceptional administrative support
High quality international advice firm| Self Licensed|Highly regarded management team|Solid career progression opportunity for a high performer
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 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
Listed one day ago

Advice Associate

at AIA Australia Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • WFH 2 days a week and 3 days in office - Sydney CBD OR St Kilda Road, Melbourne
  • Flexible working + 4 extra re-charge days per year + AIA Vitality membership
  • Unique benefits to help you live well and enjoy life at work and at home
BE THE DIFFERENCE At AIA we don’t simply believe in being ‘the best’. We believe in better – because there’s no limit to how far ‘better�
1d ago
Listed four days ago

Financial Adviser - New Business Development

at Kaizen Recruitment

This is a Full time job

Sydney NSW
$150k inc super + OTE estimated at $100k p.a
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Leading national wealth management business
  • Attractive on-target earnings / bonus potential
  • New client lead business development focus
A leading national wealth management firm is seeking a qualified Financial Adviser to manage new in-bound client leads
4d ago
Listed seven days ago

Adviser (or Senior Adviser)

at Up Wealth Management

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be great people around you and great process.
7d ago
Listed one hour ago

Agency Manager

at Frontline Recruitment Group & Express Employment Professionals

This is a Contract/Temp job

Sydney NSW
subClassification: Management - Agency
Management - Agency
classification: Human Resources & Recruitment
(Human Resources & Recruitment)
  • Manage a Finance Recruitment Agency
  • Progress towards full franchisee Ownership within 6 months
  • Competitive Base Salary & Flexible Work Arrangements
Create an impact on brand growth in ANZ by driving sales performance in an allocated territory and specialist industry vertical.
1h ago
Listed eight days ago

Financial Adviser - Existing Book

at CANDOR Recruitment

This is a Full time job

Sydney NSW
Above market remuneration
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Established medium sized firm
  • Full back-office support provided
  • Join a professional award winning firm
We are looking for a qualified Financial Adviser to join a medium sized financial planning firm to look after an existing book with full support.
8d ago
Listed eleven days ago

Recruitment Team Leader

at Fuse Recruitment

This is a Full time job

Sydney NSW
AUD 120000 - 140000 per annum, + Commissions
subClassification: Management - Agency
Management - Agency
classification: Human Resources & Recruitment
(Human Resources & Recruitment)
  • RCSA 2024 Industry Awards 'Outstanding Agency - Up to 80 Staff' winner!
  • Paid parental leave, uncapped commissions, high-performance incentives
  • Birthday leave, regular social events, strong market reputation.
Oversee recruitment services for clients, lead a team of Consultants and Resourcers, manage key client relationships, and deliver 360 service.
11d ago
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