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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)
  • Career Progression - Growth opportunities available across the business!
  • 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 five hours ago

Operations Manager - Paraplanning

at Harris Recruitment

This is a Full time job

Perth WA
$120,000 – $130,000 (inclusive of superannuation)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Professional and sophisticated client base
  • Leadership of a committed team
  • Highly professional corporate practice
Rare paraplanning team management opportunity with a mid tier, blue chip financial services practice
5h ago
Listed nineteen days ago

Paraplanner/Advice Manager | Brisbane | $140k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Generous package of up to $140k for the right candidate
  • This is an a fabulous opportunity to grow and step up
  • An excellent role to work with professionals in a great culture
Fantastic opportunity for an experienced paraplanning professional to drive this business forward and take your technical expertise to the next level
19d ago
Listed one day ago

Paraplanner | Brisbane | $110k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
$100,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • A fabulous cultured business with an excellent name
  • If you love Paraplanning this is the role for you
This is a career Paraplanning role where you can be an important part of a successful financial planning team.
1d ago
Listed twenty three days ago

Office Manager - Financial Planning | Brisbane | $110k+

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • Fantastic location and close access to the city
  • Warm and friendly work environment with an amazing culture
Professional Financial Services firm currently needs an experienced Office Manager to work and lead within their busy team!
23d ago
Listed two days ago

Client Service Manager

at Godfrey Group Recruitment

This is a Full time job

Sydney NSW
$80k - $90k + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Well-resourced support team | Established Business | High employee retention!
  • Interesting clients, variety in the strategies and work with clients directly |
  • Good culture, supportive, flexible working and optimistic outlook
Hands-on role, servicing and implementing advice for long-standing HNW clients. Supportive team of 8 - working on varied & complex advice strategies.
2d ago
Listed nineteen days ago

Operations Manager

at DPM Financial Services

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Lead an engaged team of support personnel and Client Service Officers
  • Friendly workplace culture and great employee benefits
  • Flexibility to work a combination of WFH & in the office
An exceptional opportunity for an experienced leader to manage DPM’s Advice Support team and make an impact across the organisation.
19d ago
Listed twenty one days ago

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)
  • Career Progression - Growth opportunities available across the business!
  • 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.
21d ago
Listed eight days ago

2 x Client Services - Advice Professionals

at Advance Recruitment Partners

This is a Full time job

North Sydney, Sydney NSW
Incredible employee benefits.
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • CBD and North Sydney
  • Essential experience Financial Advice - Client Services Manager
  • Salary ranged depending experience
2 x Top Tier Financial Advice Firms seeking Advice Professionals/CSM Mgrs. CBD and North Sydney. (85,000-95,000) and (100,00- 110k)
8d ago
Listed twenty one days ago

Client Service Manager

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join one of the largest superannuation funds in Australia
  • Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
  • Employee benefits like wellbeing days off + volunteer leave + EAP service
Lead our Client Service team to achieve financial planning objectives ensuring provision of excellent service to Aware Super clients.
21d ago
Listed three days ago

Financial Adviser

at Associated Concepts

This is a Full time job

Hawthorn East, Melbourne VIC
$100,000 – $130,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Collaborate with a close-knit team to share knowledge & manage work efficiently
  • Leverage existing retail insurance client base for business growth opportunities
  • Benefit from administration support to streamline client implementation
Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.
3d ago
Listed twelve days ago

Financial Planner - Northern Suburbs | $130k

at Jenner Recruitment Pty Ltd

This is a Full time job

Northern Suburbs, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $130k for the right candidate
  • Well established, great cultured business.
  • Work within a team of specialists in a small boutique
This is a professional business that is expanding its advice team of specialists!
12d ago
Listed twenty nine days ago

Xplan Specialist

at Godfrey Group Recruitment

This is a Full time job

Brisbane QLD
100k - 120k + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary package with plenty of career development opportunities
  • Elevate your Xplan technical skills within an engaging and high functioning team
  • Consult to advisers, develop solutions that will have a significant impact
Seeking Xplan specialist to customise and optimise business solutions for well-established Financial Planning firm!
29d ago
Listed twenty nine days ago

Senior / Paraplanner

at Succession Partners Pty Ltd

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great team culture and work environment
  • Attractive salary package
  • At least 2 years' experience as Paraplanner is essential
Excellent opportunity for an experienced Senior / Paraplanner with a leading Financial Planning firm in Newcastle CBD
29d ago
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