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Listed nine days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Flexible working arrangements
  • Birthday gifted leave & Wellness Day leave
  • Access to the Employee Share Scheme (after a qualifying period)
An opportunity has arisen at Viridian Financial Group for a Client Services Manager (CSM) to join our friendly team based in our Melbourne CBD office.
9d ago
Listed three days ago

This is a Full time job

$60,000 – $80,000 per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • We are fast growing financial planning practice with strong focus on and clients
  • An extremely reputable financial planning practice with strong focus on staff.
  • Great culture and work environment with strong mentoring
Are you energetic with growth mindset and positive attitude and looking to work in a fast growing practice with over 35 years of industry experience?
3d ago
Listed twenty seven days ago

This is a Full time job

subClassification: Financial Planning
classification: 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.
27d ago
Listed twenty nine days ago

This is a Full time job

subClassification: Financial Planning
classification: 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.
29d ago
Listed eight hours ago

This is a Contract/Temp job

subClassification: Financial Planning
classification: 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
8h ago
Listed fourteen days ago

This is a Full time job

AUD 65000 - 85000 per annum
subClassification: Client Services
classification: Banking & Financial Services
  • Join a vibrant team dedicated to exceeding client expectations.
  • Make a real impact by nurturing client relationships.
  • A forward-thinking company committed to your professional development.
A dynamic and forward-thinking firm specialising in Retiree and Pension Planning, with a commitment to excellence.
14d ago
Listed eleven days ago

This is a Full time job

$100,000 – $130,000 per year
subClassification: Financial Planning
classification: 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.
11d ago
Listed fourteen days ago

This is a Full time job

subClassification: Compliance & Risk
classification: Banking & Financial Services
  • Make a difference. Drive outcomes that impact millions of Australians.
  • Join a fast paced and growing team with a global reach
  • Flexible and inclusive work environment for all
Currently looking for a Manager Investment Risk Advisory to sit in L2 and face into our Investments Domain.
14d ago
Listed twenty three days ago

This is a Full time job

subClassification: Account & Relationship Management
classification: Banking & Financial Services
  • WFH 2 days a week and 3 days in office - 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 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�
23d ago
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