Planning Banking &amp; Financial Services Jobs in Double Bay NSW 2028

$70,000 – $80,000 per year

subClassification: Financial Planning

classification: 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

Trading Operations Specialist

at Life Trading Pty Ltd

This is a Full time job

subClassification: Stockbroking & Trading

Stockbroking & Trading

classification: Banking & Financial Services

New role providing operational and administrative support to trading teams
Rare opportunity to join a leading proprietary trading firm
Join a company with a relaxed culture focused on trust, fairness and respect

This is an exciting opportunity to join a leading proprietary trading firm working closely with trading managers and reporting directly to the CEO.

Listed five days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

$70,000 – $80,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Colonial First State Investments Limited

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.

5d ago

Listed nineteen hours ago

Senior Manager - Work force planning

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Establish and maintain effective workforce planning practices
Promote development of workforce planning processes
CBD location with hybrid work arrangement

Customer Operations sits within the Chief Operating Office and is responsible for customer servicing for the CFS product suite.

19h ago

Listed eighteen hours ago

Financial Planning Assistant

at Forge Wealth Management

This is a Part time job

Cronulla, Sydney NSW

$25 – $31 per hour

subClassification: Client Services

Client Services

classification: Banking & Financial Services

Join our team as a Part-Time Financial Planning Assistant near the beach. Earn $28/hr in a supportive, training-focused environment. 3-4 days/week.

18h ago

Listed one hour ago

Trading Operations Specialist

at Life Trading Pty Ltd

This is a Full time job

subClassification: Stockbroking & Trading

Stockbroking & Trading

classification: Banking & Financial Services

New role providing operational and administrative support to trading teams
Rare opportunity to join a leading proprietary trading firm
Join a company with a relaxed culture focused on trust, fairness and respect

This is an exciting opportunity to join a leading proprietary trading firm working closely with trading managers and reporting directly to the CEO.

1h ago

Listed five days ago

Client Services Manager - Financial Planning

at TRS - Public Sector

This is a Contract/Temp job

Norwest, Sydney NSW

Attractive base salary!

subClassification: Financial Planning

classification: Banking & Financial Services

at Guardian Childcare & Education

Client Services Manager required for a leading financial planning company based in Norwest. Attracted base salary and career progression!

5d ago

Listed eighteen hours ago

Performance Analyst

This is a Full time job

Milsons Point, Sydney NSW

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Flexible hybrid WFH office options
Strong hands-on experience with TM1 needed
Growing company with career opportunities

Play a vital role in our finance team, leveraging IBM Planning Analytics to drive insightful decision-making.

18h ago

Listed twenty one hours ago

SENIOR FINANCIAL ADVISER

at Private Advertiser

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Portum Private Wealth Pty Limited

Holistic Advice Model
Established National Boutique Business with own AFSL
Highly Developed Systems and Processes

This boutique AFSL is looking for an experienced client focused adviser to join its Sydney CBD team.

21h ago

Listed one day ago

Client Services Officer/Associate Para-Planner

This is a Full time job

$60,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

An ideal role for someone wanting to learn from experienced mentors and grow in the private wealth and advice industry.

1d ago

Listed six days ago

Client Services and Implementation Manager

at Private Advertiser

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Advance Recruitment Partners

Sydney CBD location close to public transport
Outstanding culture and employee benefits
Flexible working arrangement

Seeking a dynamic Client Services Manager to join the team! Offering an attractive salary and opportunities for further professional development.

6d ago

Listed one day ago

Implementation Specialist x 2

This is a Full time job

+ Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Remote working from home model - 100%
High volume advice implementation
90,000 - 95,000 + Super

100% working from home model. Must be a Financial Advice Implementation Specialist located in Sydney.

1d ago

Listed nineteen hours ago

Adviser Associate

at Strategic Investor Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Immediate opportunity to be client facing, total autonomy & a say in the firms direction. Genuine equity for the right candidate.

19h ago

Listed six days ago

Standards and Process Manager

at Aware Super

This is a Full time job

Attractive Remuneration Package

subClassification: Financial Planning

classification: Banking & Financial Services

Millers Point, Sydney NSW

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.

6d ago

Listed five days ago

Client Experience Manager

at Griffin Financial Services

This is a Full time job

$65,000 – $80,000 per year

subClassification: Account & Relationship Management

Account & Relationship Management

classification: Banking & Financial Services

at Revantage Global Services ANZ Pty Ltd

Flexible, hybrid working environment. Work with a supportive close-knit team. Love working with clients and having a laugh along the way.

5d ago

Listed one day ago

Financial & Investment Analyst

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Exciting new opportunity to join a global organisation - join our dynamic team to support business growth and strategic decision-making!

1d ago

Listed six days ago

Property Fund Analyst

at Lawson Elliott Recruitment

This is a Full time job

$140k - $160k + Super + Bonus

subClassification: Funds Management

Funds Management

classification: Banking & Financial Services

High profile Property Fund Analyst position with a strong career progression plan in place to step up to senior leadership roles

6d ago

Listed five days ago

Advice Associate

at AIA Australia Limited

This is a Full time job

subClassification: Financial Planning

classification: 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�

5d ago

Listed six days ago

Director, Business Partnering, Internal Budgets and Reporting

at Robert Walters

This is a Full time job

$135k - $160k p.a.

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Seeking an EL2 Director in Business Partnering, Internal Budgets and Reporting.
Permanent role open to candidates Australia Wide.
Paying between $135 000 - $160 000 p.a

Seeking an EL2 Director in Business Partnering, Internal Budgets and Reporting.

6d ago

Listed four days ago

Project Delivery Lead - 9 months FTC

at HSBC Bank Australia

This is a Full time job

Account & Relationship Management

subClassification: Account & Relationship Management

classification: Banking & Financial Services

Exciting opportunity to join our Partnerships teams as a Project Delivery Lead. This is a Fixed term contract for 9 months.

4d ago

Listed seven days ago

Associate Advisor

at Bell Partners

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Our Bell Partners Wealth Creation Sydney team are currently seeking the services of a passionate and motivated Associate Advisor

7d ago

Listed two hours ago

Operations Officer

at BOQ Finance (Aust) Limited

This is a Full time job

Account & Relationship Management

Employee Benefits + discounted financial products

subClassification: Account & Relationship Management

classification: Banking & Financial Services