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Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Financial Planner

at Aspire Retire Financial Services
Expiring soon

This is a Full time job

Brisbane QLD
$110,000 – $165,000 (depending on experience)
  • Join a growing firm with a clear pathway for progression
  • Mentoring and exposure to complex strategies
  • Friendly and Supportive Team
  • Join a growing firm with a clear pathway for progression
  • Mentoring and exposure to complex strategies
  • Friendly and Supportive Team
Step into a trusted advisory role, guiding high-value clients with strategic advice, mentorship, and genuine support for your professional growth.
Step into a trusted advisory role, guiding high-value clients with strategic advice, mentorship, and genuine support for your professional growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed six hours ago

Client Services Officer — Pathway to Client Services Manager

at Adviser fp

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
  • Join a fun and supportive team that values performance and enjoyment at work.
  • Suits someone seeking a career pathway into a Client Service Manager position.
  • Review workflows & processes, leverage tech to improve team and client outcomes.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
Looking for a role with clear progression, a great team culture, and the opportunity to make a meaningful impact? We would love to hear from you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6h ago
6h ago
Listed seven hours ago

CSO/Associate (Pathway to Adviser)

at Berritta Consulting
Be an early applicant

This is a Full time job

Adelaide SA
$80,000 – $100,000 per year
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
Join a boutique FP firm as a CSO / Associate Adviser with client exposure, strategy work and a genuine pathway to Adviser & PY development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7h ago
7h ago
Listed seven days ago

Financial Planner

at Aspire Retire Financial Services
Expiring soon

This is a Full time job

Brisbane QLD
$110,000 – $165,000 (depending on experience)
  • Join a growing firm with a clear pathway for progression
  • Mentoring and exposure to complex strategies
  • Friendly and Supportive Team
  • Join a growing firm with a clear pathway for progression
  • Mentoring and exposure to complex strategies
  • Friendly and Supportive Team
Step into a trusted advisory role, guiding high-value clients with strategic advice, mentorship, and genuine support for your professional growth.
Step into a trusted advisory role, guiding high-value clients with strategic advice, mentorship, and genuine support for your professional growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed nine days ago

Financial Adviser

at Private Advertiser

This is a Full time job

Sydney NSW
$130,000 – $150,000 + Super + Bonus
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
  • Step into an established, high-quality portfolio of wholesale/HNW clients.
  • Work in a high-performing environment with strong internal support.
  • Exposure to sophisticated strategies, complex portfolios and meaningful work.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
Step into an established, high-quality portfolio of wholesale/HNW clients. Sydney CBD with supportive culture and performance-based bonus structure.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed two hours ago

Advice Coach

at FMD Financial Pty Ltd
Be an early applicant

This is a Part time job

Melbourne VIC
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
  • Directly influence the quality and confidence of adviser-client conversations
  • Help deliver a modern, high quality advice experience
  • Hybrid, part time (0.6FTE) role
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
Opportunity to be part of a progressive, growing firm where you will play a pivotal role in elevating adviser performance across the business.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2h ago
2h ago
Listed one day ago

Financial Planner

at Private Advertiser
Be an early applicant

This is a Full time job

Mornington, Mornington Peninsula & Bass Coast VIC(Hybrid)
  • Strong Referral Flow
  • Client-First Advice
  • Direct Adviser Mentoring
  • Strong Referral Flow
  • Client-First Advice
  • Direct Adviser Mentoring
Transform your financial expertise into lasting impact. Guide a waiting list of clients, deliver tailored wealth strategies and grow with senior team
Transform your financial expertise into lasting impact. Guide a waiting list of clients, deliver tailored wealth strategies and grow with senior team
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed one day ago

Associate Adviser

at Boutique Advisers
Be an early applicant

This is a Full time job

Subiaco, Perth WA
$100,000 – $120,000 per year
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
  • Take the next step after your PY with structured mentoring and support
  • Work with an award-winning team that puts clients and culture first
  • Subiaco-based, full-time, with genuine long-term career pathway
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
Associate Adviser wanted. PY completed, XPLAN savvy, team-first. Award-winning Subiaco firm with real progression opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Financial Planning Graduate

at Count North Sydney

This is a Full time job

North Sydney, Sydney NSW(Hybrid)
  • Structured mentoring and hands-on exposure to the full financial advice process
  • Genuine long-term career progression within a supportive and collaborative team
  • Broad exposure to super, investments, insurance, and financial strategies.
  • Structured mentoring and hands-on exposure to the full financial advice process
  • Genuine long-term career progression within a supportive and collaborative team
  • Broad exposure to super, investments, insurance, and financial strategies.
We are a growing and client-focused financial planning firm based in North Sydney seeking a motivated and professional FP Graduate to join our team.
We are a growing and client-focused financial planning firm based in North Sydney seeking a motivated and professional FP Graduate to join our team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed seven days ago

Associate Adviser

at Employee Matters

This is a Full time job

Melbourne VIC
Looking for career progression? Apply below...
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Financial Planning Assistant / Paraplanner

at Approved Financial Planners

This is a Full time job

Floreat, Perth WA
$80,000 – $95,000 per year
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
Are you an experienced Financial Planning Assistant or Client Service Manager looking for your next challenge?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed six days ago

Financial Adviser

at Zurich Financial Services Australia

This is a Full time job

Melbourne VIC(Hybrid)
Salaried
  • Provide specialised Insurance advice to a broad range of customers
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and either our Melbourne or North Sydney offices
  • Provide specialised Insurance advice to a broad range of customers
  • 5 weeks annual leave, generous incentive bonus and wellbeing payment
  • Flexibility working from home and either our Melbourne or North Sydney offices
Fantastic opportunity for an experienced Financial Adviser to join our specialised Life Insurance advice business
Fantastic opportunity for an experienced Financial Adviser to join our specialised Life Insurance advice business
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty two days ago

Financial Adviser

at Australian Financial Planning Group

This is a Full time job

Orange, Blue Mountains & Central West NSW(Hybrid)
At AFPG, you’ll join a collaborative, growing team where your expertise is valued and your impact matters.
At AFPG, you’ll join a collaborative, growing team where your expertise is valued and your impact matters.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twelve days ago

Associate Financial Adviser

at Innate Financial Services Group Pty Ltd

This is a Full time job

Keilor, Melbourne VIC
$80,000 – $100,000 per year
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
  • Client first approach - Always
  • If you’re hungry to grow, we’re ready to invest in you
  • Supportive, high-performing culture minus the corporate fluff
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
Being exceptional isn’t easy. But if you’re willing to learn, contribute and be challenged, we’ll back you all the way.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed six hours ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Sydney NSW(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6h ago
6h ago
Listed nine days ago

Senior Financial Adviser

at First Financial

This is a Full time job

Sydney NSW(Hybrid)
  • Our culture is focused on delivering quality advice & exceptional client service
  • Drive client outcomes as part of a strategic relationship
  • Work as part of a growing team with experienced support across specialist areas
  • Our culture is focused on delivering quality advice & exceptional client service
  • Drive client outcomes as part of a strategic relationship
  • Work as part of a growing team with experienced support across specialist areas
Take the next step in your professional journey by joining our award winning Private Wealth team and share in our continued growth.
Take the next step in your professional journey by joining our award winning Private Wealth team and share in our continued growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed two days ago

Financial Advisor

at NOBLE ROCK PARTNERS PTY LTD

This is a Full time job

Melbourne VIC
$140,000 – $160,000 per year
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
  • Supportive Melbourne-based wealth management team with hybrid flexibility
  • Work with high-net-worth clients & diversified investment portfolios
  • Competitive salary, professional growth & performance-based incentives
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
Licensed Financial Advisor role in Melbourne advising HNW clients across investments, wealth planning & portfolio management.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Financial Adviser

at Belfast Wealth Management

This is a Full time job

Port Fairy, South West Coast VIC(Hybrid)
  • Lifestyle Without Compromise
  • A Real Career Pathway
  • Quality Work With Quality Clients
  • Lifestyle Without Compromise
  • A Real Career Pathway
  • Quality Work With Quality Clients
Build your financial advice career on Victoria's stunning coast. Real clients, real progression, real lifestyle. Port Fairy awaits.
Build your financial advice career on Victoria's stunning coast. Real clients, real progression, real lifestyle. Port Fairy awaits.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed nine days ago

Junior Adviser/ Senior Associate Adviser

at FS Recruitment Solutions

This is a Full time job

Camberwell, Melbourne VIC(Hybrid)
$120,000 plus super per year
Join a client-focused advice firm offering mentoring, hybrid flexibility and PY support for a Junior Adviser or Senior AA.
Join a client-focused advice firm offering mentoring, hybrid flexibility and PY support for a Junior Adviser or Senior AA.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty two days ago

Financial Adviser

at Advance Recruitment Partners Australia

This is a Full time job

Brisbane QLD(Hybrid)
$100k - $120k + bonus
  • National Financial Planning Practice
  • Fantastic team environment
  • Competitive salary and bonuses
  • National Financial Planning Practice
  • Fantastic team environment
  • Competitive salary and bonuses
Exciting opportunity to join an established advice firm in Brisbane CBD
Exciting opportunity to join an established advice firm in Brisbane CBD
Recruited byJade Vaughan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed fourteen days ago

Financial Adviser

at My Wealth Solutions

This is a Full time job

Brisbane QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
  • Full back office support and high quality leads booked into your calender
  • Join a professional, award-winning firm
  • Central, vibrant location with exciting benefits
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed sixteen days ago

Financial Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$110,000 – $130,000 per year + Perfomance Bonus
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
  • Step into a warm, family-run Perth practice with clients ready for you
  • Mentoring, clear salary progression and your own client book
  • Supportive office team helping everyday Western Australians
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
Adviser role in Perth helping everyday Australians, with mentoring, existing clients, real career progression and a supportive family-run team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed nine days ago

Financial Adviser

at Fiducian Financial Services Pty Ltd

This is a Full time job

Maroochydore, Sunshine Coast QLD(Hybrid)
  • Work in a leading ASX-listed financial services organisation.
  • Join a team where collaboration and shared expertise are valued.
  • Competitive remuneration package reflecting your expertise and experience.
  • Work in a leading ASX-listed financial services organisation.
  • Join a team where collaboration and shared expertise are valued.
  • Competitive remuneration package reflecting your expertise and experience.
We are a national Financial Services company currently seeking an experienced Financial Adviser.
We are a national Financial Services company currently seeking an experienced Financial Adviser.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed twenty one days ago

Financial Advisor

at MW Wealth Management

This is a Full time job

Richmond, Melbourne VIC(Hybrid)
$110,000 – $160,000 per year
  • Strong REM structure
  • Dymanic Operational Rhythm
  • Full support allowing you to focus on adviser/relationship building.
  • Strong REM structure
  • Dymanic Operational Rhythm
  • Full support allowing you to focus on adviser/relationship building.
Step into a high-performance advice firm with dynamic training, mentoring, and full team support to grow your skills and elevate client impact.
Step into a high-performance advice firm with dynamic training, mentoring, and full team support to grow your skills and elevate client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty five days ago

Financial Adviser

at Ally Wealth Management
Expiring soon

This is a Full time job

Sydney NSW(Hybrid)
$130,000 – $180,000 per year
Flexible work, career growth & comprehensive training. Help clients achieve financial goals.
Flexible work, career growth & comprehensive training. Help clients achieve financial goals.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago
25d ago
Listed ten days ago

Financial Advisor

at River Investment Management

This is a Full time job

Sydney NSW
$120,000 – $150,000 per year
  • Access to best in class investments
  • A growth orientated firm with a proven track record
  • Deep relationships in public and private markets
  • Access to best in class investments
  • A growth orientated firm with a proven track record
  • Deep relationships in public and private markets
River X is a firm built by advisors for clients, we are desgined to excellerate the growth and career progression of wealth managment professionals.
River X is a firm built by advisors for clients, we are desgined to excellerate the growth and career progression of wealth managment professionals.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed fifteen days ago

Paraplanner

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed nine days ago

Financial Adviser - Risk Specialist

at Fuse Recruitment

This is a Full time job

Glen Waverley, Melbourne VIC(Hybrid)
AUD 100000 - 130000 per annum
  • Impressive business with offices nationally
  • Fully supported role with a dedicated admin team to assist you
  • Existing client base with a focus on retention and servicing clients
  • Impressive business with offices nationally
  • Fully supported role with a dedicated admin team to assist you
  • Existing client base with a focus on retention and servicing clients
Step into an Adviser role with a great business and provided dedicated risk and insurance advice to an existing book of clients.
Step into an Adviser role with a great business and provided dedicated risk and insurance advice to an existing book of clients.
Recruited bySelina Moschoyiannis
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed eight days ago

Financial Advisor - Sydney CBD

at FS Recruitment Solutions

This is a Full time job

Sydney NSW(Hybrid)
$130,000 – $140,000 plus super per year
Join a respected Sydney advisory firm with quality clients, strong referral flow and a collaborative team behind you.
Join a respected Sydney advisory firm with quality clients, strong referral flow and a collaborative team behind you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed seventeen days ago

Associate Adviser

at Firefly Financial Pty Ltd

This is a Full time job

Kardinya, Perth WA
$90,000 – $110,000 per year
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
  • $110,000 base salary + superannuation
  • Support team that actually supports you (paraplanners, admin, practice manager)
  • Mentoring from experienced advisers
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
Associate Adviser role. Mentored pathway to your own client base. Family-run Perth firm. Established clients. Structured development with support.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty one days ago

Financial Adviser

at SmartMoney Wealth Management

This is a Full time job

Sydney Olympic Park, Sydney NSW
$110,000 - $150,000+ Bonus + Clear Path to Partner
  • Competitive salary, uncapped earnings potential
  • Clear path to partner/equity
  • Full admin & paraplanning support
  • Competitive salary, uncapped earnings potential
  • Clear path to partner/equity
  • Full admin & paraplanning support
Join a dynamic team. Provide holistic advice with full support. Enjoy uncapped earnings, and clear path to partner. Apply now.
Join a dynamic team. Provide holistic advice with full support. Enjoy uncapped earnings, and clear path to partner. Apply now.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
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