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Show 2 jobs at Infocus Wealth Management
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This is a featured job

Associate and/or Professional Year participant

at Up Wealth Management
Be an early applicant

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Adviser (or Senior Adviser)

at Up Wealth Management
Be an early applicant

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be a client transition from existing Advisers.
Take on the primary care and relationships of existing clients and bring on new clients. There will be a client transition from existing Advisers.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed one hour ago

Property Investment Sales

at Exelect Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
  • Warm to hot leads, call center team, more demand than we can handle.
  • Your production is rewarded directly. No ceiling, no limits.
  • Help everyday Australians transform their financial future.
  • Warm to hot leads, call center team, more demand than we can handle.
  • Your production is rewarded directly. No ceiling, no limits.
  • Help everyday Australians transform their financial future.
You’re proven in sales. You’re looking for the right company/product, support and team to achieve your full potential with no limits.
You’re proven in sales. You’re looking for the right company/product, support and team to achieve your full potential with no limits.
subClassification: Residential SalesResidential Sales
classification: Real Estate & Property(Real Estate & Property)
1h ago
1h ago
Listed four days ago

Senior Asset Consultant / Investment Manager

at Alpha Investment Management

This is a Full time job

Melbourne VIC(Hybrid)
Looking for a Senior Asset Consultant/Investment Manager to influence investment strategy and lead portfolio outcomes as part of the Alpha team
Looking for a Senior Asset Consultant/Investment Manager to influence investment strategy and lead portfolio outcomes as part of the Alpha team
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eight days ago

Senior Human Resources Advisor

at Infocus Wealth Management

This is a Full time job

Maroochydore, Sunshine Coast QLD
Join our team as a Senior HR Advisor, supporting leaders and employees with practical, people‑focused HR advice.
Join our team as a Senior HR Advisor, supporting leaders and employees with practical, people‑focused HR advice.
subClassification: Consulting & Generalist HRConsulting & Generalist HR
classification: Human Resources & Recruitment(Human Resources & Recruitment)
8d ago
8d ago
Listed nineteen days ago

Service Support Specialist

at Infocus Wealth Management

This is a Full time job

Maroochydore, Sunshine Coast QLD
Join Infocus and deliver great support that keeps our adviser network running strong!
Join Infocus and deliver great support that keeps our adviser network running strong!
subClassification: Help Desk & IT SupportHelp Desk & IT Support
classification: Information & Communication Technology(Information & Communication Technology)
19d ago
19d ago
Listed one hour ago

Property Investment Sales - Full training provided

at Exelect Recruitment
Be an early applicant

This is a Full time job

Melbourne VIC(Hybrid)
  • You work hard and have proven results in sales.
  • Rapidly growing company with unlimited potential.
  • Opportunities for growth and development.
  • You work hard and have proven results in sales.
  • Rapidly growing company with unlimited potential.
  • Opportunities for growth and development.
You love to sell products/services that help people, now want to transition into the property/wealth industry.
You love to sell products/services that help people, now want to transition into the property/wealth industry.
subClassification: Residential SalesResidential Sales
classification: Real Estate & Property(Real Estate & Property)
1h ago
1h ago
Listed nine 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)
9d ago
9d ago
Listed five hours ago

Associate and/or Professional Year participant

at Up Wealth Management
Be an early applicant

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed five hours ago

Adviser (or Senior Adviser)

at Up Wealth Management
Be an early applicant

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. A culture of alignment, achievement, hard work & fun
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
Take on the primary care and relationships of existing clients and bring on new clients. There will be a client transition from existing Advisers.
Take on the primary care and relationships of existing clients and bring on new clients. There will be a client transition from existing Advisers.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed twenty seven days ago

Paraplanner

at Industry Fund Services

This is a Full time job

Melbourne VIC(Hybrid)
  • CBD location, modern offices with snacks and Hybrid Work arrangements
  • Fantastic team environment and opportunities to continue to learn and grow
  • Generous leave entitlements including additional leave over Christmas
  • CBD location, modern offices with snacks and Hybrid Work arrangements
  • Fantastic team environment and opportunities to continue to learn and grow
  • Generous leave entitlements including additional leave over Christmas
Experienced Paraplanner wanted to support Financial Advisers delivering quality advice in a fast‑paced, collaborative team.
Experienced Paraplanner wanted to support Financial Advisers delivering quality advice in a fast‑paced, collaborative team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
27d ago•Expiring
Listed six days ago

Client Services Officer

at Focus Partners Australia

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
  • Great location in Fortitude Valley near James St
  • Be part of the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Build a long term career in financial advice
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
Join Focus Partners Australia at a pivotal moment. We’re looking for a Client Services Officer to join our team in Brisbane
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed three 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)
3d ago
3d ago
Listed eighteen days ago

Client Services Manager

at Navigate Wealth

This is a Full time job

Sydney NSW(Hybrid)
$95,000 – $100,000 per year
  • Sydney CBD based practice, Hybrid work and flexible hours available
  • Competitive salary, long term incentive plan
  • Variety of advice strategies to work on
  • Sydney CBD based practice, Hybrid work and flexible hours available
  • Competitive salary, long term incentive plan
  • Variety of advice strategies to work on
Join a small but growing practice who are passionate about helping to service our excellent clients achieve their goals
Join a small but growing practice who are passionate about helping to service our excellent clients achieve their goals
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed fourteen days ago

Property Investment Sales

at Exelect Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
  • Turn prospects into long-term clients.
  • Help everyday Australians transform their financial future.
  • You succeed in market highs or lows because you take initiative.
  • Turn prospects into long-term clients.
  • Help everyday Australians transform their financial future.
  • You succeed in market highs or lows because you take initiative.
Improvement is the game you love to play, lifting results bit by bit and enjoying the challenge.
Improvement is the game you love to play, lifting results bit by bit and enjoying the challenge.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
Listed twelve days ago

IDR Case Manager

at Insignia Financial Ltd

This is a Contract/Temp job

Sydney NSW(Remote)
Competitive salary package + range of benefits
  • Make a difference, make it meaningful
  • Champion the voice of the customer
  • 3 Max-Term, 2 year opportunities, location agnostic
  • Make a difference, make it meaningful
  • Champion the voice of the customer
  • 3 Max-Term, 2 year opportunities, location agnostic
Handles financial complaints end-to-end, investigates issues, and delivers fair, compliant outcomes aligned with RG271.
Handles financial complaints end-to-end, investigates issues, and delivers fair, compliant outcomes aligned with RG271.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
12d ago
12d ago
Listed eleven days ago

Client Services Manager | Boutique IFA

at Integrate Recruitment

This is a Full time job

Melbourne VIC
$60,000 – $80,000 + Super
  • Rare chance to be part of a stable, high-performing team
  • Zero staff turnover
  • Career development is genuinely encouraged!
  • Rare chance to be part of a stable, high-performing team
  • Zero staff turnover
  • Career development is genuinely encouraged!
This is not your average back-office role! you’ll be working closely with UHNW clients, helping to deliver a seamless and personalised experience!
This is not your average back-office role! you’ll be working closely with UHNW clients, helping to deliver a seamless and personalised experience!
Recruited byJacquelin Francis
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed six days ago

Client Services Manager

at Focus Partners Australia

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed eighteen days ago

Associate, Perpetual Wealth Management

at Perpetual Services Pty Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • 12 month max term contract position
  • Based in Melbourne CBD
  • Be an active contributor for your team
  • 12 month max term contract position
  • Based in Melbourne CBD
  • Be an active contributor for your team
12-month max term contract position based in Melbourne CBD
12-month max term contract position based in Melbourne CBD
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed thirteen days ago

Client Associate

at Findex

This is a Full time job

Canberra ACT(Hybrid)
  • Flexi-Friday - Compressed work fortnight (opt in/out)
  • Hybrid working - Work from home and office - great flexibility
  • Supportive team with opportunities to develop and progress your career
  • Flexi-Friday - Compressed work fortnight (opt in/out)
  • Hybrid working - Work from home and office - great flexibility
  • Supportive team with opportunities to develop and progress your career
The client facing representative for a small team of Advisers, servicing the team’s client base, ensuring quality and continuity of service!
The client facing representative for a small team of Advisers, servicing the team’s client base, ensuring quality and continuity of service!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed twenty nine days ago

Property Investment Advisor

at Exelect Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
  • Warm to hot leads, call center team, more demand than we can handle.
  • Your production is rewarded directly. No ceiling, no limits.
  • You enjoy the challenge of continuous improvement.
  • Warm to hot leads, call center team, more demand than we can handle.
  • Your production is rewarded directly. No ceiling, no limits.
  • You enjoy the challenge of continuous improvement.
Turn prospects into long-term clients. Build wealth, help others secure their financial future
Turn prospects into long-term clients. Build wealth, help others secure their financial future
subClassification: Residential SalesResidential Sales
classification: Real Estate & Property(Real Estate & Property)
29d ago•Expiring
29d ago•Expiring
Listed fourteen days ago

Career in Wealth | CBD & Suburbs | Multiple Opportunities

at The Andersen Partnership

This is a Full time job

Melbourne VIC(Hybrid)
We are currently partnering with several of Melbourne's premier Wealth Management practices—from high-end CBD boutiques to established powerhouses
We are currently partnering with several of Melbourne's premier Wealth Management practices—from high-end CBD boutiques to established powerhouses
Recruited bySean Lillefosse
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
14d ago
14d ago
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