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Listed nine days ago

This is a Full time job

Sydney NSW(Hybrid)
$85,000 - $95,000 + Superannuation
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
  • Sydney CBD location | 1-day WFH flexibility
  • Career client service role | Focus on excellence in client delivery
  • Supportive team & structured onboarding | Exposure to broad range of clients
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
Manage client relationships and work as part of a larger team. Advice implementation focus. Fun & growing business. Lots to learn. Immediate start.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed ten days ago

This is a Full time job

Perth WA(Hybrid)
$105k - $120k + Super + Bonus
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
  • Utilise your financial services knowledge | Make a difference to client's lives
  • Manage relationships via phone & F2F, with a wide range of people and families
  • Own outcomes, autonomous, rewarding & impactful role. Lots of learning & variety
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
Manage a range of financial affairs for vulnerable clients - intricate, meaningful work with autonomy & purpose. High level client service & finance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed eleven days ago

This is a Full time job

$90,000 - $105,000 + Superannuation + Bonus
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
  • Exposure to complex strategies - drive implementation process
  • Manage client relationships on behalf of the advisers
  • Multiple platforms, FIN 365 and exposure to process automation
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
Growing & Busy Advisory Firm. Manage client relationships as part of a growing boutique. Work on the end-to-end process. Complex strategies.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed seventeen days ago

This is a Full time job

Perth WA(Hybrid)
$95k - $110k + Super + Bonus
  • Career-defining advisory role with a globally recognised financial leader
  • Support members of trusted, household-name super funds
  • Full support from compliance, paraplanning, and a high-performing team
  • Career-defining advisory role with a globally recognised financial leader
  • Support members of trusted, household-name super funds
  • Full support from compliance, paraplanning, and a high-performing team
Completed your PY? Extensive client interaction. Deliver intra-fund advice to superannuation fund members. Global company, great resources.
Completed your PY? Extensive client interaction. Deliver intra-fund advice to superannuation fund members. Global company, great resources.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed sixteen days ago

This is a Contract/Temp job

Sydney NSW(Hybrid)
$130,000 - $150,000 + Superannuation
  • Interesting, short-term project - simplyfying and structuring content
  • Utilise your understanding of Xplan and the financial advice process
  • Leverage your knowledge of compliance standards and advice documentation
  • Interesting, short-term project - simplyfying and structuring content
  • Utilise your understanding of Xplan and the financial advice process
  • Leverage your knowledge of compliance standards and advice documentation
Immediate start for 8 week contract. Create streamlined, compliant and client friendly Statement of Advice templates.
Immediate start for 8 week contract. Create streamlined, compliant and client friendly Statement of Advice templates.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
16d ago
16d ago
Listed twelve days ago
  • Provide compliance oversight, training & development and financial analysis
  • Engage with clients, guide and mentor graduates and cadets
  • Well established and supported with outstanding reputation - flexible options
  • Provide compliance oversight, training & development and financial analysis
  • Engage with clients, guide and mentor graduates and cadets
  • Well established and supported with outstanding reputation - flexible options
Oversee all day-to-day accounting operations within one of several regional offices. Lead a small team and manage technical advice around taxation.
Oversee all day-to-day accounting operations within one of several regional offices. Lead a small team and manage technical advice around taxation.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory
classification: Accounting(Accounting)
12d ago
12d ago
Listed nineteen days ago
  • Growth opportunity, working with Senior, quality advisers
  • Excellent support structures, systems and operational framework
  • Part of a growing and national group - lots of career potential
  • Growth opportunity, working with Senior, quality advisers
  • Excellent support structures, systems and operational framework
  • Part of a growing and national group - lots of career potential
Assist senior advisers to manage large portfolio of quality clients. Have an established PY program. Well supported back office with robust processes
Assist senior advisers to manage large portfolio of quality clients. Have an established PY program. Well supported back office with robust processes
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
19d ago
19d ago
Listed nineteen days ago

Be an early applicant

This is a Full time job

Sydney NSW(Hybrid)
$140k - $170k + Superannuation + Bonus + Equity
  • WFH Flexibility | Integrated Financial Services Firm
  • Specialist Boutique | Established & Loyal Clientele
  • Strategic Opportunity | Direct Business Impact
  • WFH Flexibility | Integrated Financial Services Firm
  • Specialist Boutique | Established & Loyal Clientele
  • Strategic Opportunity | Direct Business Impact
Client Relationship & Ownership opportunity | Tax Strategy & Planning Advice | No Compliance work | Quality & Complex Clients | Integrated Firm
Client Relationship & Ownership opportunity | Tax Strategy & Planning Advice | No Compliance work | Quality & Complex Clients | Integrated Firm
subClassification: TaxationTaxation
classification: Accounting(Accounting)
19d ago
19d ago
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