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Listed eighteen hours ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
18h ago
Listed twenty two hours ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
22h ago
Listed twenty two hours ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$60k + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible working arrangements with WFH offered after a settling in period
  • Career progression pathways in place to assist with your career journey
  • Outstanding company culture with regular social events
A respected financial planning firm based in the CBD are seeking an entry level CSO. Ideal position for someone who has just completed studies.
22h ago
Listed one day ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
1d ago
Listed two days ago

Multiple Opportunities within Financial Advice

at Momenta

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Currently looking for Expressions of Interest
  • Multiple positions across a range of experience levels within Financial Advice
  • Opportunity to work with a Major Wealth Advisory Group
Multiple opportunities within Financial Advice sector for experienced people interested in being part of a team for a Major Wealth Advisory Group.
2d ago
Listed two days ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
2d ago
Listed two days ago

Client Services Officer

at Findex

This is a Full time job

Albury, Albury Area NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
  • Surround yourself with people who inspire and challenge you!
We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers.
2d ago
Listed two days ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
2d ago
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