Modify my search
This is a featured job
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
Featured
This is a featured job

This is a Full time job

Richmond, Melbourne VIC
$95,000 – $130,000 per year
Build a real career in wealth management—support advisers, drive client outcomes, and grow fast with clear progression (Melbourne)
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
FeaturedExpiring
Listed four days ago

This is a Full time job

Brisbane QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
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)
4d ago
Listed four days ago

This is a Full time job

Bundall, Gold Coast QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
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)
4d ago
Listed twenty one hours ago
All-rounder financial planning role in a young, dynamic CBD practice. Own advice implementation & grow toward Associate Adviser and Professional Year.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
21h ago
Listed twelve days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed six days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
6d ago
Listed six days ago
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed six days ago

This is a Full time job

Brisbane QLD
$75k to $80k plus super
  • $75k to $80k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Exceptional opportunity to join a dynamic and professional Global Wealth Manager.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed nineteen days ago
Build your career in private wealth supporting senior advisers across client service, financial planning and investment administration.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed six days ago
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed twelve days ago

This is a Contract/Temp job

  • Support investment decisions in a 6-month Hobart contract role
  • Grow your career with mentoring and hands-on investment exposure
  • Thrive in a values-led team with flexibility and meaningful work
Investment Analyst (6-Month FTC) – Hobart | Parental Leave Cover
subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed four days ago

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 such as $1500 development budget and attractive incentive
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
Listed twenty four days ago
  • Are you ready to take your career in financial advice to the next level
  • Be mentored by some of Australia’s top financial advisors
  • Work directly with UHNW clients across all aspects of financial advice/planning
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
Listed eleven days ago

This is a Full time job

Burwood, Melbourne VIC(Hybrid)
$85,000 – $90,000 per year plus super
Client Services Officer role in Blackburn. Supportive advice team, structured environment, strong processes and excellent long-term career stability.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty days ago
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed twenty nine days ago

This is a Full time job

Sydney NSW(Hybrid)
$75,000 – $95,000 per year
Boutique Sydney CBD firm seeks Intermediate/Senior Accountant (1–2 yrs exp). BAS, tax, advisory work
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
29d agoExpiring
Listed fourteen days ago
This is an excellent opportunity for an Associate Adviser, Relationship Manager or Senior Client Service professional looking to develop their advisor
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twenty eight days ago

This is a Full time job

Brisbane QLD
Circa $75,000 – $85,000 per year
  • Leading Wealth Management firm.
  • Seeking 2 - 4 years relevant experience
  • Brisbane based opportunity
Great oppportunity to join a leading HNW Private Client Advisory firm as a Client Service Associate.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
28d agoExpiring
Listed seven days ago
  • Strong commitment to ongoing development
  • Work within a supportive & energetic team - Be Valued & Rewarded for your skills
  • Free Parking Close to the Office - Some Handy Coffee Shops Close By
If you have the admin experience and the passion for client service, this is the firm you want to work with. Good remuneration and culture.
subClassification: Client & Sales AdministrationClient & Sales Administration classification: Administration & Office Support(Administration & Office Support)
7d ago
Listed fourteen days ago

This is a Contract/Temp job

Sydney NSW
Circa $150,000 – $200,000 base
  • 12 minth initial contract with view to extend
  • Fixed income / multi-asset portfolio analysis
  • $150-200k equivalent paid on a day rate
Seeking 5 +years’ experience in fixed income / multi-asset portfolio analysis, preferably within a private wealth or asset management environment
subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twenty eight days ago
  • Wealth Management Operational support
  • CHESS Sponsorship/ Deceased estates / Asset Transfers
  • $90-100k base
Seeking an experienced equity markets focussed Equity markets Client Service and Operations Associate - WHVs not accepted
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
28d agoExpiring
Listed twenty three days ago

This is a Full time job

Richmond, Melbourne VIC
$95,000 – $130,000 per year
Build a real career in wealth management—support advisers, drive client outcomes, and grow fast with clear progression (Melbourne)
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
23d agoExpiring
Listed twenty one days ago

This is a Full time job

Richmond, Melbourne VIC(Hybrid)
$180,000 + super per year depending on experience
Senior Practice Manager role leading compliance, advice quality and team performance within a structured, growth-focused financial planning firm.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
21d ago
Listed twenty four days ago

This is a Full time job

Sydney NSW
c$100-$115k (including super) + Super + Bonus
  • Full time permanent role in a highly respected firm
  • Great culture and supportive management
  • Sydney - CBD Location
Experienced Team Leader working within the Stockbroking/Custody space? Knowledge of Fixed Income products?? Apply now
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
Listed twenty days ago
Financial Advisor | Southbank | Hybrid | Strong OTE
Recruited bySean Lillefosse
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed thirteen days ago
  • Support customers via multi-channel, providing clear and empathetic help
  • Join a growing scale up, empowering our customers to build their wealth
  • Join a team that values ownership, curiosity and continuous improvement
Join APAC’s leading digital wealth platform, empowering people to build their wealth for a better future
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed twenty five days ago

This is a Full time job

Melbourne VIC(Hybrid)
$110,000 – $165,000 per year
  • Highly competitive remuneration paired with exceptional workplace flexibility
  • Big 4 calibre firm without the Big 4 grind
  • Exposure to a diverse portfolio of clients
This is an opportunity to accelerate your career within a collaborative and high-performing environment that genuinely invests in its people.
subClassification: TaxationTaxation classification: Accounting(Accounting)
25d agoExpiring
Listed twenty days ago
  • Hybrid work arrangement
  • Exposure to financial institutional clients
  • Attractive employee benefits
The CSA role puts you at the crossroads of finance and technology, offering world-class training, client exposure, and a client-facing FinTech role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed twenty one days ago

This is a Full time job

North Shore & Northern Beaches, Sydney NSW(Hybrid)
$110k – $135k + Super
Exciting opportunity to join this established practice on the North Shore. Excellent stability, flexibility, and growth opportunities on offer.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
21d ago
Listed twenty four days ago

This is a Full time job

Sydney NSW
AUD 85000 - 95000 per annum
  • [12-Month Fixed-Term Contract |$85k-$95k + super| Sydney based]
  • Support investors across onboarding, transfers and account enquiries.
  • Deliver exceptional customer experiences across wealth products.
Join a leading wealth platform transforming how people invest and build long-term wealth. Deliver exceptional customer support to investors.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
Modify my search
How relevant are your results?

Receive new jobs for this search by email

Return to search results
Modify my search

Select a job

Display details here