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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 three 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.
3d ago
Listed one day 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.
1d ago
Listed seventeen hours ago

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
17h ago
Listed twenty one hours 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
21h ago
Listed twenty two minutes ago

Relationship Manager

at La Trobe Financial Services Pty Limited

This is a Full time job

Sydney NSW
subClassification: Account & Relationship Management
Account & Relationship Management
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly rewarding role with a clear pathway to achieve your career goals
  • Comprehensive on the job training to drive your career growth
  • Hybrid work options offered - work from home for 2 days per week
Take ownership of general and specific investment enquiries and provide assistance to La Trobe Financial's Retail Investor Market.
22m ago
Listed three 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
3d ago
Listed three 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.
3d ago
Listed two 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!
2d ago
Listed twenty two hours ago

Senior Advice Reviewer

at Telstra Super

This is a Contract/Temp job

Brisbane QLD
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
22h ago
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