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This is a featured job

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
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

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•Expiring
Featured•Expiring
Listed five days ago

Analyst - Non-Custodial Investments

at Netwealth Investments Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
  • Community Impact: Paid volunteering day each year, and fundraising events
  • Social events, flu shots, retail discounts and financial wellbeing services
  • Paid parental leave and a fully funded school holiday program
We are looking for an Analyst to join our Non-Custodial Investments team!
We are looking for an Analyst to join our Non-Custodial Investments team!
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed nine days ago

Financial Planning Associate

at Everest Private Wealth

This is a Full time job

Perth WA(Hybrid)
We are seeking a Financial Planning Associate to join our Perth or Melbourne office, providing crucial support to our financial planners.
We are seeking a Financial Planning Associate to join our Perth or Melbourne office, providing crucial support to our financial planners.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed three days 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)
3d ago
3d ago
Listed three days ago

Client Services - Wealth Management

at Blake Oliver

This is a Full time job

Sydney NSW(Hybrid)
CSM - supporting 4 Advisors in Sydney
CSM - supporting 4 Advisors in Sydney
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed four days 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)
4d ago
4d ago
Listed twenty one days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed sixteen days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed two days ago

Associate, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
  • More Time Off for What Matters: Enjoy up to 6 weeks of leave
  • Hybrid office/work-from-home environment
  • Develop your career with our high-performing financial planning team
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
Join the Perpetual Private team supporting in the delivery of professional and high-quality financial planning services.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago

Financial Planning & Analysis Manager

at Peter MacCallum Cancer Centre

This is a Full time job

Melbourne VIC(Hybrid)
  • PMCC seeks a Financial Planning & Analysis Manager for an Ongoing, FT role.
  • Lead FP&A business partnering across clinical services and sustainability
  • Drive budgeting, forecasting and performance reporting for clinical teams
  • PMCC seeks a Financial Planning & Analysis Manager for an Ongoing, FT role.
  • Lead FP&A business partnering across clinical services and sustainability
  • Drive budgeting, forecasting and performance reporting for clinical teams
PMCC is seeking an experienced FP&A Manager to lead clinical finance partnering, PMO support, budgeting, forecasting and sustainability initiatives.
PMCC is seeking an experienced FP&A Manager to lead clinical finance partnering, PMO support, budgeting, forecasting and sustainability initiatives.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed four days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed twelve days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Melbourne VIC(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)
12d ago
12d ago
Listed twenty five days ago

Financial Planner

at Police Bank

This is a Full time job

Sydney NSW(Hybrid)
  • Do work that has real purpose
  • WFO/WFH Options
  • Do work that has real purpose
  • WFO/WFH Options
Ready to make a real impact? Become a Financial Planner and guide members toward financial freedom
Ready to make a real impact? Become a Financial Planner and guide members toward financial freedom
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
25d ago•Expiring
Listed three days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Adelaide SA
$80,000 – $100,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed six days ago

Associate, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Perth WA(Hybrid)
  • More time off for the things that matter - Up to 6 weeks' leave
  • Based in Perth CBD
  • Be an active contributor for your team
  • More time off for the things that matter - Up to 6 weeks' leave
  • Based in Perth CBD
  • Be an active contributor for your team
As an Associate, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual
As an Associate, the role is focused on providing professional and high-quality investment management advice and supporting new and existing Perpetual
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed five days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd

This is a Full time job

Brisbane QLD(Hybrid)
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits including a $1500 development budget
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed three days ago

CSO / CSM (Financial Planning)

at Berritta Consulting
Be an early applicant

This is a Full time job

Brisbane QLD
$80,000 – $100,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty one days ago

Financial Planner / Superannuation Adviser - Work From Home Flexibility

at PRIME Global Talent

This is a Full time job

Melbourne VIC(Hybrid)
A customer centric role (not sales focused) providing Superannuation based Financial Advice to everyday people. Hybrid role; work from home...
A customer centric role (not sales focused) providing Superannuation based Financial Advice to everyday people. Hybrid role; work from home...
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty days ago

Paraplanner, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Contract/Temp job

Sydney NSW(Hybrid)
  • 12 month max term contract position
  • Based in Melbourne, Sydney, Brisbane or Perth locations
  • Be an active contributor for your team
  • 12 month max term contract position
  • Based in Melbourne, Sydney, Brisbane or Perth locations
  • Be an active contributor for your team
12-month fixed term contract - Sydney, Melbourne, Brisbane or Perth location
12-month fixed term contract - Sydney, Melbourne, Brisbane or Perth location
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed nine days ago

Financial Planner

at Aspire Retire Financial Services

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)
9d ago•Expiring
9d ago•Expiring
Listed sixteen days ago

Associate Financial Adviser, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Sydney NSW(Hybrid)
  • More time off for the things that matter - Up to 6 weeks' leave
  • Work where we work best - Hybrid office/work-from-home environment
  • Be an active contributor for your team
  • More time off for the things that matter - Up to 6 weeks' leave
  • Work where we work best - Hybrid office/work-from-home environment
  • Be an active contributor for your team
As an Associate Financial Adviser in Perpetual Wealth Management the role is focused on providing professional and high-quality advice
As an Associate Financial Adviser in Perpetual Wealth Management the role is focused on providing professional and high-quality advice
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed twenty three days ago

Associate Advisor

at Mutual Trust

This is a Full time job

Adelaide SA
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
Advance your career in a highly respected firm with a sophisticated client base.
Advance your career in a highly respected firm with a sophisticated client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
23d ago•Expiring
23d ago•Expiring
Listed seventeen 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)
17d ago
17d ago
Listed six days ago

Junior Paraplanner

at William Buck (Qld)

This is a Full time job

Brisbane QLD
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Career growth opportunities!
  • Brisbane CBD
  • Social, collaborative and hybrid workplace
  • Career growth opportunities!
Are you ready to grow your career in Wealth Advisory?
Are you ready to grow your career in Wealth Advisory?
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed more than thirty days ago

Adviser Support (Financial Planning)

at Berritta Consulting

This is a Full time job

Brisbane QLD
$80,000 – $110,000 per year
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
  • Clear Career Pathway and Structured progression
  • Flexibility and work-life balance options for career support
  • Supportive and collaborative team environment
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago•Expiring
30d+ ago•Expiring
Listed seventeen days ago

Chief Financial Officer

at Robert Walters

This is a Full time job

Sydney NSW
  • Executive leadership role during the Project Development phase
  • Lead the Authority's financial management and control functions
  • Establish the project's funding and financing strategy
  • Executive leadership role during the Project Development phase
  • Lead the Authority's financial management and control functions
  • Establish the project's funding and financing strategy
Lead the funding & financial strategy for Australia's first high speed rail network
Lead the funding & financial strategy for Australia's first high speed rail network
subClassification: General/Business Unit ManagerGeneral/Business Unit Manager
classification: CEO & General Management(CEO & General Management)
17d ago
17d ago
Listed twenty seven days ago

Chief Financial Officer

at Palm Island Aboriginal Shire Council

This is a Full time job

Townsville, Northern QLD
$190,000 – $200,000 per year
  • Lead Council’s financial strategy with real community impact
  • Senior role shaping long‑term sustainability and growth
  • Work in a supportive, values-driven team
  • Lead Council’s financial strategy with real community impact
  • Senior role shaping long‑term sustainability and growth
  • Work in a supportive, values-driven team
Deliver strategic financial leadership and governance while shaping major investments that impact the Palm Island community and future generations.
Deliver strategic financial leadership and governance while shaping major investments that impact the Palm Island community and future generations.
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
27d ago•Expiring
27d ago•Expiring
Listed one day ago

Financial Advisor

at The Andersen Partnership

This is a Full time job

Melbourne VIC(Hybrid)
  • Financial Advisor
  • New Business or Book Takeover
  • Hybrid
  • Financial Advisor
  • New Business or Book Takeover
  • Hybrid
Financial Advisors | CBD, St Kilda Rd, Airport & Ivanhoe Highly Competitive Base Salaries + Super + Generous Bonus Structures
Financial Advisors | CBD, St Kilda Rd, Airport & Ivanhoe Highly Competitive Base Salaries + Super + Generous Bonus Structures
Recruited bySean Lillefosse
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed five days ago

Financial Planning Administration (CSO)

at Horsey Jameson Bird

This is a Full time job

Fortitude Valley, Brisbane QLD
Theoptimal candidate has a level of competence with years of experience in finanacial advice. We are a boutique firm offering tailored client advice.
Theoptimal candidate has a level of competence with years of experience in finanacial advice. We are a boutique firm offering tailored client advice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed seventeen days ago

Client Service Officer - Financial Planning

at SWFS Financial Group - Melbourne

This is a Full time job

Notting Hill, Melbourne VIC
  • Supportive, values‑driven team
  • Supportive, values‑driven team
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty eight days ago

Financial Adviser

at Ally Wealth Management

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)
28d ago•Expiring
28d ago•Expiring
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