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Listed three days ago

Wealth Platform Client Support - Investments

at Praemium Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Build your expertise across investments, managed accounts and superannuation
  • Work directly with financial advisers and own client queries end-to-end
  • Hybrid working, career development and a collaborative team culture
Support financial advisers across investments, platforms and super while building your career with Praemium.
3d ago
Listed twenty two hours ago

Assistant Advisor - Wealth Advisory / Financial Planning

at William Buck (NSW) Pty Limited
Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
  • Looking to take your career in financial advice to the next level?
  • Be mentored by some of Australia’s top financial advisors
  • Great culture, great clients and clear pathway to Advisor
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
Responsive hirer
22h ago
Listed seventeen days ago

Senior Financial Adviser | Wealth Partner – Equity Opportunity

at Cooee Wealth Partners
Immediate start

This is a Full time job

Sydney NSW(Remote)
$160,000 + Super + Bonus
  • Established $600K recurring revenue – no need to bring your own clients.
  • Genuine pathway to purchase up to 49% equity at $1M recurring revenue.
  • $160K + super | Multiple referral channels | Build a business, not just a job.
Build a wealth business you can own. Start with $600K in recurring revenue, grow through established referral channels and unlock the opportunity.
Responsive hirer
17d ago
Listed six days ago

Portfolio Services Associate

at Perigon Group Pty Limited

This is a Full time job

Brisbane QLD(Hybrid)
  • Established, supportive team with excellent culture and strong tenure
  • Exciting growth across a leading investments & wealth management business
  • Open to investment operations, accounting and broader finance backgrounds
Join a growing wealth / investments group. Great opportunity for investment operations professionals or those looking to pivot into investments.
Recruited byHaydn Furness
6d ago
Listed nine days ago

Client Service Officer - Brisbane

at Elston

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Support a team of experienced financial advisers
  • Hybrid working and flexible arrangements
  • Strong team culture with long-term career stability
Experienced Client Service Officer supporting advisers and delivering outstanding client outcomes in Brisbane.
Responsive hirer
9d ago
Listed three days ago

Client Services Coordinator - 'Family Office'

at Recruitly

This is a Full time job

Melbourne VIC(Hybrid)
Flexible/Hybrid Environment...
  • Varied Client Services Administration Role
  • Support Family Office clients within a thriving Accounting Firm
  • Stunning CBD Offices... Flexible Work Environment... Friendly Professional Team
Support HNW clients within the Family Office of a leading accountancy firm. Interesting, varied fin/admin role in a friendly, flexible environment...
Recruited byJulie Enticott
3d ago
Listed seven days ago

Client Services Officer

at Lambourne Partners

This is a Full time job

Hamilton, Newcastle, Maitland & Hunter NSW
  • Do you want to work in a team where you will be well trained ?
  • Opportunity to grow with in the team ?
  • Are you a person who likes problem solving and working with clients?
Do you want to work in a culture which is client focused, supportive, inclusive and cares about its people
Responsive hirer
7d ago
Listed twenty four days ago

Wealth Operations Manager | Financial Planning & Wealth Management

at Integrate Recruitment

This is a Full time job

Melbourne VIC
$120,000 – $140,000 per year + Super
  • Lead high-performing teams and drive operational excellence
  • Award-winning workplace culture with genuine leadership opportunities
  • Join a growing wealth management group with future equity potential
Lead high-performing teams, drive operational excellence and make your mark within a growing wealth management group. Future equity potential!
Responsive hirer
24d ago•Expiring
Listed eight days ago

Financial Planner

at Canaccord Genuity

This is a Full time job

Melbourne VIC
  • Build your career in Wealth Management with experienced advisers
  • Gain hands-on exposure to clients and strategic financial advice
  • Flexible working, career development and a WORK180-endorsed workplace
Build your career in Wealth Management with Canaccord Genuity
8d ago•Expiring
Listed two days ago

Team Leader: Client Onboarding

at Neo Talent

This is a Full time job

Sydney NSW(Hybrid)
Join a leading wealth management firm to build and lead a new Client Onboarding function, bringing strong AML/KYC expertise and people leadership.
2d ago
Listed seven days ago

Client Relationship Manager – Financial Services

at Hive Financial Planning

This is a Full time job

Rockhampton, Rockhampton & Capricorn Coast QLD
  • Flexible work arrangements to support work-life balance
  • Small supportive and vibrant team
  • Ongoing Development and Career Progression
Take the next step in financial planning. Own client relationships, coordinate advice implementation and help lead our support team.
7d ago
Listed ten days ago

Associate, Technical Services

at Coastal Advisory Australia Pty Ltd

This is a Full time job

Brisbane QLD
Competitive salary package + Benefits
  • Grow your expertise and progress towards becoming a Financial Adviser
  • Great benefits including discounted advice and purchased leave
  • Prepare and coordinate SOAs, ROAs and technical advice documentation
Bring your technical experience to a business that invests in your future, with structured development and a pathway to becoming an Adviser.
10d ago
Listed twenty eight days ago

Head of Sales, Superannuation & Wealth Management

at Fuse Recruitment

This is a Full time job

Melbourne VIC
$300-$330 package + comms + equity
  • Lead the Super & Wealth segment in Australia
  • High autonomy role reporting into senior leadership and executive group
  • Direct influence on revenue forecasting and go-to-market priorities
Are you a proven sales performer with a track record of securing high-value deals across the superannuation and wealth management sectors? Apply now!
Recruited byLachlan Young
28d ago•Expiring
Listed nine days ago

Private Wealth Associate

at Anton Murray Consulting

This is a Full time job

Manly, Sydney NSW
  • Experience: Wealth management or financial planning client services background
  • Tech Skills: Hands-on experience with major wealth administration platforms
  • On-site: Full-time, five days per week in Manly office
Our client, a growing boutique private wealth firm in Manly, is seeking an experienced Private Wealth Associate to join their advisory team in support
9d ago
Listed four days ago

Adviser Services Officer – Central Support Team

at WT FINANCIAL GROUP LIMITED

This is a Full time job

Perth WA
Support the day-to-day operations of WT Financial Group by providing administrative and client service support to our national adviser network.
Responsive hirer
4d ago
Listed four days ago

Investment Partner | Investment Property Advocacy

at Locale Property Group

This is a Full time job

Subiaco, Perth WA(Hybrid)
$300,000 – $350,000 + OTE
  • $300K+ OTE with uncapped earning potential
  • Consistent inbound enquiries – no cold calling or self-sourcing leads
  • Build a long-term career in property investment with full team support
Seeking highly motivated individuals that are passionate about property and investing. Full training provided, you bring the passion, grit and energy.
4d ago
Listed twenty two days ago

Paraplanner

at Capital Haus Pty Ltd

This is a Full time job

Sydney NSW
  • Growing Business
  • Career Progression
  • Long term career
Join Capital Haus as a Paraplanner in Sydney CBD, supporting Private Wealth Advisers with tailored financial strategies and high-quality advice.
Responsive hirer
22d ago
Listed one day ago

Senior Business Analyst - Custodian / Institutional Banking

at The Recruitment Company

This is a Full time job

Sydney NSW
$165K + super + discretionary bonus
Senior BA with institutional banking or global custody experience. Client-facing role delivering innovative financial technology solutions.
1d ago
Listed one day ago

Business Services Manager - $160k + Super + 20% bonus

at Roc Consulting
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
$120k - $180k p.a. + + BONUSES
  • Outstanding Accounting firm based in the Southern Suburbs
  • Great clients, great systems and amazing culture
  • Clear career progression pathway to partnership
Amazing accounting firm based in the Southern Suburbs. WFH flex + flexi working hours + car park + incredible bonus structure (20% of salary).
Recruited byDesha Joseph
1d ago
Listed eleven days ago

General Manager - Commercial Performance and Governance

at Australian Retirement Trust

This is a Full time job

Brisbane QLD(Hybrid)
  • Lead a high-performing enterprise finance function
  • Partner directly with Executives, the CFO and Board
  • Influence enterprise strategy, investment and transformation decisions
Shape enterprise financial performance and commercial strategy at executive level!
11d ago
Listed four days ago

Dispute Resolution Specialist (Internal)

at QBE

This is a Full time job

Brisbane QLD(Hybrid)
Salary + Bonus + Discounts on Insurance Products
  • Hybrid role, flexible working available.
  • Permanent full time opportunity
  • Flexible on location
Make fair, evidence-based decisions on disputes and improve outcomes for customers. Be part of a high-performing, collaborative team.
4d ago
Listed two days ago

Tax Manager (Boutique Wealth Management Firm)

at Berritta Consulting
Be an early applicant

This is a Full time job

Gold Coast QLD
$120,000 – $140,000 per year
Step away from traditional public practice and join an established boutique wealth management firm, leading a small tax and accounting team
2d ago
Listed sixteen hours ago

Business Services Manager - Up to $160k + Super

at Roc Consulting
Be an early applicant

This is a Full time job

Sunshine Coast QLD
$130k - $180k p.a.
  • Newly created role with a well established firm
  • Genuine pathway to partnership
  • Professional and respectful culture
One of the highest paying manager roles on the Sunshine Coast. Genuine pathway to partnership.
Recruited byDesha Joseph
16h ago
Listed seven days ago

Senior Marketing Specialist- B2C Growth

at Prime Financial Group Ltd

This is a Full time job

Melbourne VIC(Hybrid)
  • Own B2C growth campaigns across a diverse wealth and investment portfolio
  • Combine marketing strategy with hands-on campaign execution and optimisation
  • Modern city office, hybrid flexibility and a supportive, collaborative team.
Lead B2C growth across wealth and investments, driving acquisition, engagement and conversion through data-led, integrated marketing campaigns.
7d ago
Listed ten days ago

Policy Servicing Support

at Ironbark Financial Group

This is a Full time job

Sutherland, Sydney NSW
$80,000 – $90,000 per year
You'll play a key role in supporting clients and advisers while contributing to an exciting team environment.
Responsive hirer
10d ago
Listed four days ago

Senior Fund Accountant

at Roc Consulting
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
$140k - $170k p.a.
  • Impressive boutique financial services firm
  • Build out your own team
  • Flexible and hybrid working conditions on offer
Rare opportunity for a Senior Fund Accountant to join an impressive financial services firm. Open to a strong Intermediate as well.
Recruited byDesha Joseph
4d ago
Listed eleven days ago

Legal & Governance Assistant

at Australian Unity

This is a Full time job

Melbourne VIC(Hybrid)
  • Support senior leaders across legal, risk and governance teams.
  • Coordinate board papers, meetings and governance activities.
  • Manage legal administration, reporting and stakeholder support.
Support senior legal and risk leaders while coordinating governance, legal operations and board administration in a fast-paced corporate environment
11d ago
Listed eighteen days ago

Associate Advisor

at Keegan Adams Recruitment Pty Ltd

This is a Full time job

Melbourne VIC(Hybrid)
$95,000 per year
  • $95,000 + Super + Bonus
  • Exposure to diverse investment products and sophisticated wealth strategies
  • Join one of Melbourne's fastest-growing wealth management firms
A highly client-facing role requiring someone who is confident, polished and comfortable building relationships with HNW individuals and families.
Recruited bySeán FitzGerald
18d ago
Listed four days ago

Dispute Resolution Specialist (Internal)

at QBE

This is a Full time job

Docklands, Melbourne VIC(Hybrid)
Salary + Bonus + Discounts on Insurance Products
  • Hybrid role, flexible working available.
  • Permanent full time opportunity
  • Flexible on location
Make fair, evidence-based decisions on disputes and improve outcomes for customers. Be part of a high-performing, collaborative team.
4d ago
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