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Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty days ago

Finance Investment Advisor

at FUNDSEC PTY LTD

This is a Full time job

Norwood, Adelaide SA
$120,000 – $150,000 per year
The finance investment advisor will support investor engagement, capital raising activities, and portfolio monitoring across the Fundsec Mortgage Fund
The finance investment advisor will support investor engagement, capital raising activities, and portfolio monitoring across the Fundsec Mortgage Fund
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed ten hours ago

Financial Accountant

at ManpowerGroup Talent Solutions (BH)
Be an early applicant

This is a Contract/Temp job

Adelaide SA(Hybrid)
$300 - $382.67 p.d. + plus super
  • Initial 6 contract until end of September
  • Good chance of extension
  • Big 4 Bank
  • Initial 6 contract until end of September
  • Good chance of extension
  • Big 4 Bank
Financial Accountants required to work for a leading bank, on a contract basis until the end of September 2026
Financial Accountants required to work for a leading bank, on a contract basis until the end of September 2026
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
10h ago
10h ago
Listed three days ago

Client Services Officer

at SA Wealth Group

This is a Full time job

Adelaide SA
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
Join SA Wealth Group's financial planning team delivering exceptional client support and adviser assistance in a professional environment.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed ten days ago

Investment Analyst

at Perks People Solutions

This is a Full time job

Adelaide SA
Negotiable salary + super
  • High growth platform | National portfolio | Excellent career opportunity
  • Rare direct investment & funds management role
  • One of the largest self-storage platforms in Australia | HQ in Adelaide
  • High growth platform | National portfolio | Excellent career opportunity
  • Rare direct investment & funds management role
  • One of the largest self-storage platforms in Australia | HQ in Adelaide
Opportunity to join a highly active and growing funds management and investment team with access to the Board, CEO, investors, and key stakeholders.
Opportunity to join a highly active and growing funds management and investment team with access to the Board, CEO, investors, and key stakeholders.
Recruited byMegan Kivell
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed thirteen days ago

Associate Advisor

at Mutual Trust

This is a Full time job

Adelaide SA
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
Advance your career in a highly respected firm with a sophisticated client base.
Advance your career in a highly respected firm with a sophisticated client base.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed thirteen days ago

National Reconstruction Fund Corporation (NRFC) – Board Member Opportunities

at Department of Industry, Science & Resources

This is a Full time job

Adelaide SA
  • Shape $15B national investment driving Australia’s industrial future
  • Independent board role backing net zero, resilience and manufacturing
  • High‑impact governance overseeing strategic, nation‑building finance
  • Shape $15B national investment driving Australia’s industrial future
  • Independent board role backing net zero, resilience and manufacturing
  • High‑impact governance overseeing strategic, nation‑building finance
Join the National Reconstruction Fund Corporation (NRFC) board
Join the National Reconstruction Fund Corporation (NRFC) board
subClassification: Board AppointmentsBoard Appointments
classification: CEO & General Management(CEO & General Management)
13d ago
13d ago
Listed two days ago

Financial Accountant

at ManpowerGroup Talent Solutions (BH)

This is a Contract/Temp job

Adelaide SA(Hybrid)
$300 - $382.67 per day plus super
  • Initial 6 contract until end of September
  • Good chance of extension
  • Big 4 Bank
  • Initial 6 contract until end of September
  • Good chance of extension
  • Big 4 Bank
Financial Accountants required to work for a leading bank, on a contract basis until the end of September 2026
Financial Accountants required to work for a leading bank, on a contract basis until the end of September 2026
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twelve days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed two days ago

Private Client Advisor - Equity Potential

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$120,000 – $160,000 plus super per year
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
Private Client Advisor role in CBD. Inherit HNW clients, whist also working with referral partners for new business. Growth-focused team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed nine days ago

Assistant Wealth Advisor

at Lawson Delaney Australia

This is a Full time job

Adelaide SA(Hybrid)
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
  • Premium Brand
  • Exceptional Development Opportunities
  • Top Tier Clients
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
Adelaide - Private Wealth advisory firm offering flexible work conditions, 3 days in the offices. Exceptional access to HNW and UHNW clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed three days ago

Client Services Manager

at SA Wealth Group

This is a Full time job

Adelaide SA
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed thirteen days ago

Financial Adviser

at Findex

This is a Full time job

Adelaide SA(Hybrid)
  • Clearly defined career progression with strong growth opportunity
  • Enjoy a schedule that gives you every second Friday off
  • Hit the ground running with an established client book
  • Clearly defined career progression with strong growth opportunity
  • Enjoy a schedule that gives you every second Friday off
  • Hit the ground running with an established client book
Take ownership of an established client portfolio in Mildura with the flexibility to commute monthly from Melbourne or Adelaide.
Take ownership of an established client portfolio in Mildura with the flexibility to commute monthly from Melbourne or Adelaide.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed eight days ago

Associate Financial Adviser

at RCR Financial

This is a Full time job

Norwood, Adelaide SA
This role is ideal for a developing adviser or experienced paraplanner looking to progress into a client‑facing advice pathway.
This role is ideal for a developing adviser or experienced paraplanner looking to progress into a client‑facing advice pathway.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed nineteen hours ago

Senior SIL Claims & Funding Manager

at Resolv Group Pty Ltd
Be an early applicant

This is a Part time job

Adelaide SA(Hybrid)
Senior SIL Claims & Funding Manager role focused on NDIS claiming, funding, compliance and process improvement.
Senior SIL Claims & Funding Manager role focused on NDIS claiming, funding, compliance and process improvement.
subClassification: Aged & Disability SupportAged & Disability Support
classification: Community Services & Development(Community Services & Development)
19h ago
19h ago
Listed twenty one days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Adelaide SA
$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)
21d ago
21d ago
Listed six days ago

Financial Advisor

at WILLIAM BUCK

This is a Full time job

Adelaide SA
  • Work where you matter
  • A culture of CARE like no other
  • Long-term career opportunities
  • Work where you matter
  • A culture of CARE like no other
  • Long-term career opportunities
Join William Buck SA as a Financial Advisor in Adelaide. Exciting opportunity in Wealth Advisory. Apply now for a rewarding career!
Join William Buck SA as a Financial Advisor in Adelaide. Exciting opportunity in Wealth Advisory. Apply now for a rewarding career!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed six days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty one days ago

SMSF Accountant

at Cornerstone Consulting Group

This is a Full time job

Adelaide SA
  • Join a highly respected and forward-thinking accounting and advisory firm
  • An organisation which truly cares about your professional development
  • A culture which promotes a positive work/life balance
  • Join a highly respected and forward-thinking accounting and advisory firm
  • An organisation which truly cares about your professional development
  • A culture which promotes a positive work/life balance
Play an important role in delivering advisory and support in the management and administration of Self-Managed Superannuation Funds
Play an important role in delivering advisory and support in the management and administration of Self-Managed Superannuation Funds
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory
classification: Accounting(Accounting)
21d ago
21d ago
Listed one day ago

Finance Manager

at estara

This is a Full time job

Adelaide SA(Hybrid)
  • Work for a leading, disability organisation on the city fringe
  • Not-for-profit salary packaging benefits with CBB
  • Lead a supportive and hardworking team
  • Work for a leading, disability organisation on the city fringe
  • Not-for-profit salary packaging benefits with CBB
  • Lead a supportive and hardworking team
Lead estara’s financial operations, reporting and finance team to support strategic decisions and organisational success.
Lead estara’s financial operations, reporting and finance team to support strategic decisions and organisational success.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed three days ago

Compliance Partner

at HomeStart

This is a Full time job

Adelaide SA(Hybrid)
  • Work that makes a difference to South Australians
  • Annual salary increases
  • 5 weeks Annual Leave
  • Work that makes a difference to South Australians
  • Annual salary increases
  • 5 weeks Annual Leave
Play a pivotal role in a purpose driven lender, partnering with leaders to manage regulatory change and uplift compliance capability.
Play a pivotal role in a purpose driven lender, partnering with leaders to manage regulatory change and uplift compliance capability.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed fifteen days ago

Financial Adviser

at Advance Recruitment Partners Australia

This is a Full time job

Adelaide SA
  • Well respected Boutique Financial Planning Practice
  • Fantastic team environment
  • Competitive Salary & Bonus Potential
  • Well respected Boutique Financial Planning Practice
  • Fantastic team environment
  • Competitive Salary & Bonus Potential
Financial Adviser with 3 plus years experience to service an existing cohort of clients and convert referrals into fee paying clients
Financial Adviser with 3 plus years experience to service an existing cohort of clients and convert referrals into fee paying clients
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
15d ago
15d ago
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