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Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$75,000 – $90,000 per year (subject to experience)
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed fifteen hours ago

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$75,000 – $90,000 per year (subject to experience)
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed thirteen hours ago

Adviser Assistant - Private Wealth

at Itch Recruitment

This is a Full time job

Perth WA
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
  • Work with high performing advisers in a leading private wealth firm
  • Execute trades in adviser absence within clear protocols and limits
  • Clear pathway toward paraplanner or adviser roles over time
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
Ready to own your seat? Execute trades, support HNW & UHNW clients & partner with top advisers at a leading private wealth firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13h ago
13h ago
Listed four days ago

Client Services Manager

at Inovayt

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 – $85,000 per year + super + bonus
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
  • Hybrid working from modern Melbourne CBD office
  • Clear pathway to Financial Planner — we promote from within
  • Work directly with Financial Planners, Associates and Head of Wealth
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
Wealth CSM with experience? Own a 70-deal-a-month implementation pipeline alongside our planners. $75–85K + super + 10% bonus + path to Planner.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed seventeen days ago

Client Services Manager

at Independent Adviser Services Pty Ltd

This is a Part time job

Sydney NSW(Remote)
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
We’re seeking a seasoned Client Services Manager to drive high‑quality client outcomes and maintain momentum across complex advice files.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed three days ago

Private Wealth Assistant

at Succession Recruitment

This is a Full time job

Sydney NSW
$70-80K Package
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
  • Supportive, collaborative team culture with genuine mentorship
  • Ongoing training, development & long-term career progression
  • Sydney CBD location | Competitive salary package & benefits
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
Join a highly regarded Private Wealth Management firm in Sydney, fantastic culture, ongoing mentoring, career development, attractive package!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty six days ago

Client Service Manager

at GloryHouse Wealth Management Pty Ltd
Expiring soon

This is a Full time job

Melbourne VIC
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
Be the trusted link between clients and advisors, ensuring seamless service and portfolio coordination.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
26d ago
26d ago
Listed ten 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)
10d ago
10d ago
Listed one day ago

Graduate Analyst - Funds Management

at Perks People Solutions

This is a Full time job

Adelaide SA
  • Excellent, entry-level career opportunity for a motivated individual
  • Join a high performing, dynamic, fast-growing & experienced team
  • Highly regarded, SA based alternative investment fund manager
  • Excellent, entry-level career opportunity for a motivated individual
  • Join a high performing, dynamic, fast-growing & experienced team
  • Highly regarded, SA based alternative investment fund manager
Gain exposure to a wide range of tasks including capital transactions, financial modelling, analysis, asset acquisition and asset-level reporting
Gain exposure to a wide range of tasks including capital transactions, financial modelling, analysis, asset acquisition and asset-level reporting
Recruited byMegan Kivell
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Accounting(Accounting)
1d ago
1d ago
Listed fifteen hours ago

Financial Advice Admin Team Member

at Pure Advice Pty Ltd

This is a Full time job

Sydney NSW(Hybrid)
Apply now with your CV and a short note on why this role appeals to you.
Apply now with your CV and a short note on why this role appeals to you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15h ago
15h ago
Listed nine days ago

Private Wealth Manager

at Clime Private Wealth

This is a Full time job

Sydney NSW
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
  • ASX-listed backing with boutique adviser autonomy
  • In-house investment research and managed account capability
  • Genuine growth trajectory and incentive upside
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
Build your private wealth practice with the backing of an ASX-listed Australian investment and wealth management group.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed ten hours ago

Financial Controller

at IPH Services

This is a Full time job

Sydney NSW(Hybrid)
  • Strategic leadership role reporting directly to the Chief Financial Officer
  • Partner with a leading Australian intellectual property firm
  • Sydney-based role within a collaborative, high-performing finance team
  • Strategic leadership role reporting directly to the Chief Financial Officer
  • Partner with a leading Australian intellectual property firm
  • Sydney-based role within a collaborative, high-performing finance team
Reporting to the CFO, this role sits within the centralised IPH Finance Shared Services team supporting our member firm, Spruson & Ferguson Australia
Reporting to the CFO, this role sits within the centralised IPH Finance Shared Services team supporting our member firm, Spruson & Ferguson Australia
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
10h ago
10h ago
Listed ten days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd

This is a Full time job

Sydney NSW(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)
10d ago
10d ago
Listed ten 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)
10d ago
10d ago
Listed ten 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)
10d ago
10d ago
Listed ten days ago

Senior Private Wealth Adviser

at UniSuper Management Pty Ltd
Be an early applicant

This is a Full time job

Canberra ACT(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)
10d ago
10d ago
Listed two days ago

Client Services Officer - Career Progression to PY

at My Wealth Solutions

This is a Full time job

Newstead, Brisbane QLD(Hybrid)
$75,000 – $85,000 + Bonus
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
Step into a pivotal role where you're directly contributing to empowering families in achieving their financial aspirations.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed three days ago

Risk Adviser

at Profile Financial Services
Immediate start

This is a Full time job

Sydney NSW(Hybrid)
$140,000 - $190,000 + super + bonus
  • Warm client book - immediate impact
  • Hybrid + high-trust culture
  • Growth & earning potential
  • Warm client book - immediate impact
  • Hybrid + high-trust culture
  • Growth & earning potential
Risk Adviser role with warm client book, delivering tailored insurance advice in a hybrid, growth-focused boutique firm.
Risk Adviser role with warm client book, delivering tailored insurance advice in a hybrid, growth-focused boutique firm.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed nine days ago

Investment Analyst - Client Relations

at Perks People Solutions

This is a Full time job

Adelaide SA
Competitive salary based on experience
  • Join a high performing, dynamic, fast-growing & experienced team
  • Investor facing opportunity that directly supports the Head of Distribution
  • Excellent opportunity for a driven, ambitious and career orientated individual
  • Join a high performing, dynamic, fast-growing & experienced team
  • Investor facing opportunity that directly supports the Head of Distribution
  • Excellent opportunity for a driven, ambitious and career orientated individual
This role is suited to a motivated individual looking to build a successful career in funds management within business development.
This role is suited to a motivated individual looking to build a successful career in funds management within business development.
Recruited byMegan Kivell
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed one day ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Banking - BusinessBanking - Business
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eleven hours ago

Associates & Financial Advisers | Melbourne | Help build the future of advice

at The Rask Group Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
$70,000 – $105,000 per year
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
If you’re looking for a "job" where you’ll be hidden in the back office writing plans nobody reads… this is NOT the place for you.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11h ago
11h ago
Listed fourteen hours ago

Financial Adviser

at Savant Private Equity
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
  • Join a team where long-term career building is encouraged and celebrated
  • Access to ongoing training and career advancement opportunities
  • Be part of an expansion phase, opportunity to learn more complex areas of advice
  • Join a team where long-term career building is encouraged and celebrated
  • Access to ongoing training and career advancement opportunities
  • Be part of an expansion phase, opportunity to learn more complex areas of advice
We are seeking a dedicated Financial Adviser to join our team. This role is perfect for a relatively new adviser who is looking to expand their skills
We are seeking a dedicated Financial Adviser to join our team. This role is perfect for a relatively new adviser who is looking to expand their skills
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14h ago
14h ago
Listed eight 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)
8d ago
8d ago
Listed eleven 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)
11d ago
11d ago
Listed eight days ago

Trust Accountant

at Ability Housing

This is a Part time job

West Perth, Perth WA(Hybrid)
$85,000 – $110,000 per year
  • Meaning Finance Role
  • Purpose- led work
  • Hands on Operational Influence
  • Meaning Finance Role
  • Purpose- led work
  • Hands on Operational Influence
Use your finance & business skills to support disability housing that enables choice, dignity & independence. Ideal for a detail-focused professional.
Use your finance & business skills to support disability housing that enables choice, dignity & independence. Ideal for a detail-focused professional.
subClassification: AdministrationAdministration
classification: Real Estate & Property(Real Estate & Property)
8d ago
8d ago
Listed sixteen days ago

Research Finance Integrity Specialist

at Icon Group

This is a Full time job

South Brisbane, Brisbane QLD(Remote)
100% Remote Work
Research Finance Integrity Specialist - Icon Group Research Operations | 12-Month Full-Time contract | 100% Remote | Supporting cancer research
Research Finance Integrity Specialist - Icon Group Research Operations | 12-Month Full-Time contract | 100% Remote | Supporting cancer research
subClassification: Clinical/Medical ResearchClinical/Medical Research
classification: Healthcare & Medical(Healthcare & Medical)
16d ago
16d ago
Listed eleven hours ago

Finance Analyst

at Belong at Home
Be an early applicant

This is a Part time job

Bunbury, Bunbury & South West WA
$53 – $55 per hour
We reserve the right to shortlist suitable candidates as they apply.
We reserve the right to shortlist suitable candidates as they apply.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
11h ago
11h ago
Listed nine days ago

Part-Time Corporate Accountant Investment Manager

at Ambition

This is a Part time job

Sydney NSW(Remote)
$100k - $120k p.a.
Investment Manager looking to hire a part-time Corporate Accountant (around 20 hours per week). Fully remote role covering financial control
Investment Manager looking to hire a part-time Corporate Accountant (around 20 hours per week). Fully remote role covering financial control
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed eleven hours ago

Interim Finance Manager

at Moir Group

This is a Contract/Temp job

Camperdown, Sydney NSW(Hybrid)
$150000
  • Scope to influence on a strategic level
  • Immediate start - flexible wor arrangements
  • 12 month contract - may extend
  • Scope to influence on a strategic level
  • Immediate start - flexible wor arrangements
  • 12 month contract - may extend
Immediate start, opportunity to influence at a strategic level
Immediate start, opportunity to influence at a strategic level
subClassification: Financial Managers & ControllersFinancial Managers & Controllers
classification: Accounting(Accounting)
11h ago
11h ago
Listed nine hours ago

Relationship Executive

at Solutions To Spec
Be an early applicant

This is a Full time job

Adelaide SA
  • People, people, people – that’s what it is all about, building relationships.
  • Your effort = your reward, salary + commission + bonus.
  • Brand new, state of the art secure private vault facility in Adelaide's CBD.
  • People, people, people – that’s what it is all about, building relationships.
  • Your effort = your reward, salary + commission + bonus.
  • Brand new, state of the art secure private vault facility in Adelaide's CBD.
Become the trusted custodian of valuable and precious assets whilst providing bullion trading services in a new state of the art secure private vault.
Become the trusted custodian of valuable and precious assets whilst providing bullion trading services in a new state of the art secure private vault.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Sales(Sales)
9h ago
9h ago
Listed nine days ago

Client Service Manager

at Watson Wealth

This is a Full time job

Maitland, Newcastle, Maitland & Hunter NSW(Remote)
  • Collaborative work environment
  • Family-owned business that focusses on work-life balance
  • Use your Xplan and platform expertise to drive efficiency and client outcomes
  • Collaborative work environment
  • Family-owned business that focusses on work-life balance
  • Use your Xplan and platform expertise to drive efficiency and client outcomes
Your Next Career Move Starts Here – Become a Client Services Manager at Watson Wealth!
Your Next Career Move Starts Here – Become a Client Services Manager at Watson Wealth!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
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