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Listed one day ago

This is a Full time job

$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 twelve hours ago

Be an early applicant

This is a Full time job

$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)
12h ago
12h ago
Listed twelve hours ago

Be an early applicant

This is a Full time job

$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)
12h ago
12h ago
Listed eighteen days ago
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)
18d ago
18d ago
Listed fifteen days ago

This is a Full time job

  • 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 twenty one days ago

This is a Full time job

$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
Listed six days ago
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)
6d ago
6d ago
Listed eleven hours ago

Be an early applicant

This is a Full time job

$100,000 – $120,000 per year
Early-career Financial Planner role with existing client opportunities, strong support, mentoring and long-term career growth.
Early-career Financial Planner role with existing client opportunities, strong support, mentoring and long-term career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11h ago
11h ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$85,000 – $110,000 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)
28d ago
28d ago
Listed five hours ago

Be an early applicant

This is a Full time job

Opportunity for a highly motivated long term paraplanner to join a successful and growing financial planning practice.
Opportunity for a highly motivated long term paraplanner to join a successful and growing financial planning practice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
5h ago
5h ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$85,000 – $110,000 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)
28d ago
28d ago
Listed twenty seven days ago

Expiring soon

This is a Full time job

$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)
27d ago
27d ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$80,000 – $110,000 per year
1 to 10 + years experience - Join a high-performing financial planning team + Career growth + flexibility
1 to 10 + years experience - Join a high-performing financial planning team + Career growth + flexibility
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
28d ago
28d ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$85,000 – $110,000 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)
28d ago
28d ago
Listed seventeen days ago

This is a Full time job

$120k-$160k plus Super plus Bonus (200k OTE)
  • Hybrid Working Environment
  • Equity Opportunities
  • Multi-Award Winning Business
  • Hybrid Working Environment
  • Equity Opportunities
  • Multi-Award Winning Business
Join a multi-award-winning financial services firm with endless opportunities for growth
Join a multi-award-winning financial services firm with endless opportunities for growth
Recruited byNathan Soti
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty days ago
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)
20d ago
20d ago
Listed twenty eight days ago

Expiring soon

This is a Full time job

$80,000 – $110,000 per year
1 to 10 + years experience - Join a high-performing financial planning team + Career growth + flexibility
1 to 10 + years experience - Join a high-performing financial planning team + Career growth + flexibility
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
28d ago
28d ago
Listed nine days ago

at Private Advertiser

This is a Full time job

$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 six days ago
  • 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 hours ago

Be an early applicant

This is a Full time job

$120,000 – $150,000 per year + annual bonus
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
This role is excellence in Paraplanning. An excellent above market salary will be offered.
This role is excellence in Paraplanning. An excellent above market salary will be offered.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7h ago
7h ago
Listed seven days ago

Expiring soon

This is a Full time job

$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 fifteen days ago

This is a Full time job

Support the delivery of quality financial advice by assisting advisers with applications, issue resolution, and compliance.
Support the delivery of quality financial advice by assisting advisers with applications, issue resolution, and compliance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
Listed ten days ago

This is a Full time job

$110,000 – $130,000 per year
Help clients achieve financial goals. Competitive salary, career growth, flexible work & great benefits.
Help clients achieve financial goals. Competitive salary, career growth, flexible work & great benefits.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed nine days ago
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)
9d ago
9d ago
Listed thirteen days ago

This is a Full time job

$75,000 – $100,000 per year
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
Be the calm force driving growth: premium onboarding & proactive super/life insurance service. Hybrid West Perth. Finish strong.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed nine days ago

This is a Full time job

$140,000 – $160,000 plus super per year
Financial Planner opportunity with an established client base, onsite parking, 2 days WFH and strong support in a collaborative advice team.
Financial Planner opportunity with an established client base, onsite parking, 2 days WFH and strong support in a collaborative advice team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed six days ago
  • 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 sixteen days ago
Work close to home for a firm that values its staff and clients. $110-130k. Essendon location.
Work close to home for a firm that values its staff and clients. $110-130k. Essendon location.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed one day ago

at Private Advertiser
Be an early applicant

This is a Full time job

  • 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 twenty three days ago

Expiring soon

This is a Full time job

Competitive Salary on offer
  • Be part of a collaborative, values driven team
  • Deliver high quality outcomes through accurate implementation
  • Build your career in a growing truly holistic advice business
  • Be part of a collaborative, values driven team
  • Deliver high quality outcomes through accurate implementation
  • Build your career in a growing truly holistic advice business
Join our Financial Planning team as an Implementation Officer, support high quality client outcomes through accurate execution & strong communication.
Join our Financial Planning team as an Implementation Officer, support high quality client outcomes through accurate execution & strong communication.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
23d ago
23d ago
Listed twenty two days ago
  • We have cultivated a great team environment and culture
  • Conveniently located near the Leederville and West Leederville train station
  • We have cultivated a great team environment and culture
  • Conveniently located near the Leederville and West Leederville train station
Competitive salary, career growth & ongoing training. Help clients achieve their financial goals in retirement
Competitive salary, career growth & ongoing training. Help clients achieve their financial goals in retirement
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed more than thirty days ago
  • Central Coast Based
  • Open to a 9 day fortnight
  • Central Coast Based
  • Open to a 9 day fortnight
Client Service Officer supporting advisers and guiding clients through the journey, delivering organised, high-quality service in a fast-paced team.
Client Service Officer supporting advisers and guiding clients through the journey, delivering organised, high-quality service in a fast-paced team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
30d+ ago
30d+ ago
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