Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

3d ago

Listed three days ago

Client Services Manager ~$80,000-$90,000 + super

at FS Recruitment Solutions

This is a Full time job

Notting Hill, Melbourne VIC

$80,000 – $90,000 per year + super

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

3d ago

Listed sixteen days ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Great opportunity to develop and grow
Easy access, close to shops and onsite basement parking
Great Team, Wonderful Clients, Growth business with its own AFSL

Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.

16d ago

Listed eight days ago

Sales Support Consultant (Financial Planning)

at Bank First

This is a Part time job

Hawthorn East, Melbourne VIC

3 Days per week/ Free parking/ Great people!

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

This s a great support role within our Financial Planning Function - 3 days a week & still flexible working options!

8d ago

Listed one day ago

Associate Adviser

at Mint People

This is a Full time job

Fitzroy North, Melbourne VIC

up to $120,000 per year + Future Equity

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Down-to-earth, collaborative and supportive boutique environment
Mentoring and career development to progress into an Advisor role
Fantastic culture and work environment

Amazing opportunity for an experienced Associate Adviser to join a firm committed to progressing your career into an Adviser role.

1d ago

Listed two days ago

Associate Advisor

at Inovayt

This is a Full time job

West Melbourne, Melbourne VIC

$85,000 – $105,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

This role is a great accelerator for your professional success in the Financial Planning industry to achieve career best performance.

2d ago

Listed ten days ago

Associate Advisor

at Atlas Partners | Accountancy & Finance Specialists

This is a Full time job

Melbourne VIC

$85K - $100K package + 10% bonus

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Opportunity for Professional Year
Exceptional internal mentors
Join a firm experiencing high growth

Exceptional opportunity to come in and study your PY whilst having high calibre mentors.

10d ago

Listed twenty one days ago

Part Time Client Service Manager

at FS Recruitment Solutions

This is a Part time job

Melbourne VIC

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

21d ago

Listed sixteen days ago

Business Development Manager (Melbourne)

at Bell Direct

This is a Full time job

Melbourne VIC

subClassification: Account & Relationship Management

Account & Relationship Management

classification: Banking & Financial Services

(Banking & Financial Services)

Utilize your sales and customer relationship skills to build new business opportunities and manage a portfolio of existing financial advisers.

16d ago

Listed eighteen 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.

18d ago

Listed seven days ago