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This is a featured job

Practice Development Associate

at Life Insurance Partners Pty Ltd

This is a Full time job

Surry Hills, Sydney NSW
  • Own Authorised Representative relationships & help them grow and succeed
  • Work with modern technology & AI tools to continuously improving the experience
  • Gain exposure to business growth, upskilling & relationship management
Build trusted relationships, drive practice growth and deliver exceptional support across the full client journey.
subClassification: OtherOther classification: Insurance & Superannuation(Insurance & Superannuation)
Featured
This is a featured job

Client Service Officer/Manager, With Optional Scope for Paraplanning

at Lighthouse Capital

This is a Full time job

Perth WA
  • Client Service role with scope to develop paraplanning expertise.
  • Client-focused financial planning role with career growth opportunities.
  • Be the backbone of a high-quality financial advice practice
Join a respected Perth financial advice firm as a Client Service Manager, delivering exceptional client outcomes with scope to grow into paraplanning.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed twenty three hours ago

Client Services & Implementation Associate — Financial Planning

at Wealth Arena

This is a Full time job

Melbourne VIC
$75,000 – $95,000 per year
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)
23h ago
Listed seven days ago

Superannuation Specialist

at Randstad - Finance & Accounting

This is a Full time job

Melbourne VIC
$70k - $80k p.a. + including super
Superannuation Specialist | Melb CBD | 6-12M FTC | $80k Pkg | Inbound Voice | RG146 Preferred
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed three days ago

Incident Resolution Analyst

at Apex Superannuation (Australia) Pty Ltd
Be an early applicant

This is a Full time job

Wollongong, Wollongong, Illawarra & South Coast NSW
  • Great opportunity with a leading global financial services firm
  • CBD location
  • RG 146 and a deep understanding of the superannuation administration processes
Responsible for managing superannuation administration incidents, including validation, remediation, root cause analysis and reporting actions.
subClassification: SuperannuationSuperannuation classification: Insurance & Superannuation(Insurance & Superannuation)
3d ago
Listed twenty one hours ago

Practice Development Associate

at Life Insurance Partners Pty Ltd

This is a Full time job

Surry Hills, Sydney NSW
  • Own Authorised Representative relationships & help them grow and succeed
  • Work with modern technology & AI tools to continuously improving the experience
  • Gain exposure to business growth, upskilling & relationship management
Build trusted relationships, drive practice growth and deliver exceptional support across the full client journey.
subClassification: OtherOther classification: Insurance & Superannuation(Insurance & Superannuation)
21h ago
Listed twenty two hours ago

Investor Services Representative

at KeyInvest

This is a Full time job

Adelaide SA
  • 🎉 Enjoy an additional paid day of Birthday Leave to celebrate your special day.
  • 🤝 Work in a close-knit, supportive team.
  • 📈 Grow your career in financial services.
Deliver exceptional service to members and advisers while building a rewarding career with a trusted financial services organisation.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
22h ago
Listed four days ago

Stockbroker

at HPR Consulting

This is a Full time job

Sydney NSW
$55,000 + Super + OTE ($250,000)
  • Clear Promotion Path
  • Prime Sydney Location
  • $55,000 + Super + OTE ($250,000)
Learn from the best, work with global markets, and fast-track your way to becoming a licensed stockbroker.
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed three days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Banking - BusinessBanking - Business classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed four days ago

Compliance Manager – Financial Planning

at Direct Wealth Pty Ltd

This is a Full time job

Brisbane QLD
  • You will have the opportunity to develop your career and make a lasting impact
  • Join a collaborative, high-performing team where compliance is valued
  • A key part of one of Australia's fastest-growing financial planning businesses
Shape the future of a fast-growing advice firm by leading compliance, improving advice quality and driving meaningful business-wide change.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed thirteen days ago

Client Service Officer/Manager, With Optional Scope for Paraplanning

at Lighthouse Capital

This is a Full time job

Perth WA
  • Client Service role with scope to develop paraplanning expertise.
  • Client-focused financial planning role with career growth opportunities.
  • Be the backbone of a high-quality financial advice practice
Join a respected Perth financial advice firm as a Client Service Manager, delivering exceptional client outcomes with scope to grow into paraplanning.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed eleven days ago

Apex Group - Client Services Admin Role

at Apex Accounting and Wealth Services

This is a Full time job

Penrith, Sydney NSW
$65,000 – $75,000 per year
  • Multidisciplinary firm providing exposure to accounting and advisory services.
  • Flexible and strong people culture.
  • Growing boutique with great career opportunities.
You will play a pivotal role in supporting our Financial Advisers and ensuring clients receive a seamless, professional and personalized experience.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed seven days ago

Client Services Associate - Stockbroking

at Anton Murray Consulting

This is a Full time job

Brisbane QLD
Circa $75,000 – $85,000 + super and bonus
  • Leading Wealth Management firm.
  • Seeking 2 + years relevant experience
  • Brisbane based opportunity
Great oppportunity to join a leading HNW Private Client Advisory firm as a Client Service Associate. Great long term career opportunity
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
7d ago
Listed eleven days ago

Associate Paraplanner

at Focus Partners Australia

This is a Full time job

Caulfield North, Melbourne VIC(Hybrid)
  • Opportunity to grow and develop your career in Paraplanning or Advice
  • Be part of a business backed by the strength and resources of Focus Partners.
  • Caulfield North Location
Join Focus Partners Australia | Link Financial Services and play a key role in the advice process to deliver strong client outcomes.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty eight days ago

Client Services Associate - Wealth Management

at Anton Murray Consulting

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 ago•Expiring
Listed fourteen days ago

Associate Adviser

at Halcyon Private Wealth

This is a Full time job

Eastern Suburbs, Melbourne VIC
Suitable for motivated individuals who have the necessary skills to immediately assist with investment, planning strategies and client communication.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twenty five days ago

Superannuation Portfolio Manager

at Australian Military Bank Ltd

This is a Full time job

Sydney NSW(Hybrid)
  • Own and grow a specialised superannuation portfolio
  • Help Defence community members achieve their retirement goals
  • Blend business development, product management and compliance
Lead and grow our retirement products portfolio while delivering exceptional member outcomes and regulatory compliance.
subClassification: SuperannuationSuperannuation classification: Insurance & Superannuation(Insurance & Superannuation)
25d ago•Expiring
Listed nineteen days ago

Client Service Associate

at Solomons Wealth Management

This is a Full time job

Brisbane QLD
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 five days ago

Paraplanner

at WestCoast Wealth Advisory Services Pty Ltd

This is a Full time job

Osborne Park, Perth WA
$95,000 – $105,000 per year
This is more than a paraplanning role as it offers working closely with an experienced adviser, progress into an adviser role.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty six days ago

Wealth Practice Manager

at Aureus Financial

This is a Full time job

Caringbah, Sydney NSW(Remote)
$90,000 – $120,000 per year
Own the Engine That Drives a Growing Private Wealth Business!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed fourteen days ago

Financial Adviser

at MUFG Retirement Solutions

This is a Full time job

Melbourne VIC(Hybrid)
Hybrid working with 50% wfh
  • Full support for CPD
  • Compliance and paraplanning resources
  • No business development required
As a Financial Adviser you will deliver phone based, scaled advice to superannuation fund members providing high quality advice
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed twenty five days ago

Client Service Officer - Fantastic opportunity!

at Five Recruitment

This is a Full time job

Ballarat, Ballarat & Central Highlands VIC(Hybrid)
  • Experienced Client Service Officer
  • Great Team Culture
  • Salary based upon experience
Fantastic role supporting a senior advisor, client services and implementation work, great working environment.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
Listed twenty hours ago

Administration Officer

at Perigon Group Pty Limited

This is a Full time job

Brisbane QLD
$70,000 - $75,000 + super
  • Trade admin, client comms and portfolio support for a team of wealth advisers
  • Fast-paced, client-facing role with real career growth potential
  • Wealth management or stockbroking background preferred, but not essential
Join a leading wealth management firm in Brisbane. Support a team of advisers and grow your career in financial services.
Recruited byZac Smith
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
20h ago
Listed fourteen days ago

Financial Adviser

at MUFG Retirement Solutions

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
Hybrid work with 50% working from home
  • Full support for cpd and development
  • Compliance and paraplanning support to focus on delivering advice
  • Clear professional progression
As a Financial Adviser you will deliver phone based, scaled advice to superannuation fund members delivering high quality targeted advice
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed eighteen days ago

Associate Adviser

at Capital Haus Pty Ltd

This is a Full time job

Sydney NSW
  • Growing Business
  • Career Progression
  • Long term career
Support Private Wealth Advisers with investment administration, client service and advice operations in a dynamic Sydney CBD team.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
18d ago
Listed twenty four days ago

Private Wealth

at TTG Recruitment

This is a Full time job

Melbourne VIC(Hybrid)
Circa $220k plus Super and Incentives
Leading Finance Organisation - Private Wealth role - Melbourne - HNW and sophisticated client base
subClassification: Banking - BusinessBanking - Business classification: Banking & Financial Services(Banking & Financial Services)
24d ago•Expiring
Listed seventeen days ago

Compliance Specialist

at CareSuper (Secretariat Co.) Pty Limited

This is a Full time job

Melbourne VIC(Hybrid)
  • Hybrid working environment
  • Permanent role, 5 weeks annual leave
  • 15% Superannuation
A permanent opportunity to provide practical advice, support business initiatives and projects, and contribute to a strong compliance culture.
subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed twenty seven days ago

Customer Service Officer (3 Positions)

at Apex Superannuation (Australia) Pty Ltd

This is a Full time job

Wollongong, Wollongong, Illawarra & South Coast NSW
  • Great opportunity with a leading global financial services firm
  • CBD location
  • Previous experience working within the insurance/superannuation industry
An exciting opportunity to provide accurate information to customers in a helpful manner and in accordance with the governing legislation and policies
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
27d ago•Expiring
Listed fourteen days ago

Senior Paraplanner

at KLI Accountants Pty Ltd
Be an early applicant

This is a Full time job

South Perth, Perth WA
Senior Paraplanner managing end-to-end advice, SOAs, strategy development, and implementation support.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14d ago
Listed three days ago

Client Manager | $110k | Southside

at Jenner Recruitment Pty Ltd
Be an early applicant

This is a Full time job

Brisbane QLD
  • A package up to $110k for the right applicant
  • Work with one of our top practices on the Southside of Brisbane
  • Work with Brisbane's Top Recruiter in Financial Services!
An excellent opportunity for a Client Service Officer to join a very well renowned business within Brisbane.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
3d ago
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