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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
This is a featured job

External Dispute Resolution Consultant

at HomeStart

This is a Full time job

Adelaide SA(Hybrid)
  • Work that makes a difference to South Australians
  • Annual salary increases
  • WFH flexibility + 5 weeks leave
  • Work that makes a difference to South Australians
  • Annual salary increases
  • WFH flexibility + 5 weeks leave
Play a pivotal role resolving HomeStart's most complex customer matters and make a real difference for South Australians.
Play a pivotal role resolving HomeStart's most complex customer matters and make a real difference for South Australians.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed one day 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)
1d ago
1d ago
Listed four 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)
4d ago
4d ago
Listed one day 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)
1d ago
1d ago
Listed eight days ago

Client Services Manager

at Cadence Recruitment

This is a Full time job

Adelaide SA
$70,000 – $85,000 per year
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
  • Business Owners who are empathetic and caring
  • Parking provided - Rare for a city based role
  • Long standing staff members - become part of a team
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Work with a boutique Financial Planning firm, with highly ethical values and a strong moral compass. A close knit, family style office environment.
Recruited bySimon Winston
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed ten 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)
10d ago
10d ago
Listed nineteen 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)
19d ago
19d ago
Listed six days ago

External Dispute Resolution Consultant

at HomeStart

This is a Full time job

Adelaide SA(Hybrid)
  • Work that makes a difference to South Australians
  • Annual salary increases
  • WFH flexibility + 5 weeks leave
  • Work that makes a difference to South Australians
  • Annual salary increases
  • WFH flexibility + 5 weeks leave
Play a pivotal role resolving HomeStart's most complex customer matters and make a real difference for South Australians.
Play a pivotal role resolving HomeStart's most complex customer matters and make a real difference for South Australians.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed nine days ago

Lending Specialist

at Handy Finance

This is a Full time job

Adelaide SA
$60,000 – $90,000 per year
  • Accelerated Career Growth
  • State of the art office in Adelaide
  • Competitive Pay
  • Accelerated Career Growth
  • State of the art office in Adelaide
  • Competitive Pay
Turn your sales skills into a long-term career in finance. Join a fast-growing fintech where performance is rewarded and learning is supported.
Turn your sales skills into a long-term career in finance. Join a fast-growing fintech where performance is rewarded and learning is supported.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed thirteen 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)
13d ago
13d ago
Listed twenty hours 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)
20h ago
20h ago
Listed eighteen hours ago

Junior Paraplanner

at FS Recruitment Solutions
Be an early applicant

This is a Full time job

Adelaide SA(Hybrid)
$75,000 – $80,000 plus super per year
Excellent opportunity to step into a more technical advice support role with a respected advisory team that will support your growth and development.
Excellent opportunity to step into a more technical advice support role with a respected advisory team that will support your growth and development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed eight days ago

Client Service Specialist

at PictureWealth

This is a Full time job

North Adelaide, Adelaide SA(Hybrid)
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
Support advice delivery and client experience in a fast-growing financial planning firm. Collaborative team and strong career growth.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed two days ago

Complaints Resolution Manager

at Handy Finance

This is a Full time job

Adelaide SA
  • Lead AFCA and IDR disputes within a fast-growing consumer finance fintech
  • Career progression and leadership opportunities in a high-performing environment
  • Modern Adelaide CBD office with competitive salary and supportive culture teams
  • Lead AFCA and IDR disputes within a fast-growing consumer finance fintech
  • Career progression and leadership opportunities in a high-performing environment
  • Modern Adelaide CBD office with competitive salary and supportive culture teams
Join Handy Finance as a Complaints Resolution Manager managing AFCA and customer disputes within a fast-growing fintech offering strong career growth.
Join Handy Finance as a Complaints Resolution Manager managing AFCA and customer disputes within a fast-growing fintech offering strong career growth.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twelve 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)
12d ago
12d ago
Listed seven 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)
7d ago
7d ago
Listed thirteen days ago

Client Services Officer

at Advance Recruitment Partners Australia

This is a Full time job

Adelaide SA
  • Team Player
  • Well Respected Boutique Financial Services Firm in Adelaide
  • Career Progression
  • Team Player
  • Well Respected Boutique Financial Services Firm in Adelaide
  • Career Progression
Our client is seeking an experienced Client Service Officer to join their growing Financial Advice practice.
Our client is seeking an experienced Client Service Officer to join their growing Financial Advice practice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed eleven days ago

Investigations Case Manager

at The Procare Group

This is a Full time job

Adelaide SA
  • Very competitive remuneration on offer!
  • A comprehensive induction and ongoing support will be provided!
  • Join a leading national provider of insurance services!
  • Very competitive remuneration on offer!
  • A comprehensive induction and ongoing support will be provided!
  • Join a leading national provider of insurance services!
We are seeking an Investigations Case Manager to work within our expanding Investigations division based at our Adelaide office.
We are seeking an Investigations Case Manager to work within our expanding Investigations division based at our Adelaide office.
subClassification: Workers' CompensationWorkers' Compensation
classification: Insurance & Superannuation(Insurance & Superannuation)
11d ago
11d ago
Listed twelve days ago

Client Services And Account Executive Roles

at Ensure Recruitment- Seek Award Winner - Best Small Specialist

This is a Full time job

Adelaide SA(Hybrid)
85,000 - 130,000
  • Whether You Prefer Local Or International, The Choice Is Yours!
  • Ongoing Career Development
  • Paid Tier 1 And 2 Where Requred
  • Whether You Prefer Local Or International, The Choice Is Yours!
  • Ongoing Career Development
  • Paid Tier 1 And 2 Where Requred
Recruiting for suburban and international brokerages, Insurance Or Broker Experience. Salaries Range From $85k - $130k With Some WFH Options
Recruiting for suburban and international brokerages, Insurance Or Broker Experience. Salaries Range From $85k - $130k With Some WFH Options
Recruited byLorraine Backhouse
subClassification: BrokerageBrokerage
classification: Insurance & Superannuation(Insurance & Superannuation)
12d ago
12d ago
Listed two days ago

Senior Debt Collection Officer

at ReturnToWorkSA

This is a Full time job

Adelaide SA
  • Join a supportive team at ReturnToWorkSA in a full-time, ongoing position
  • Drive end-to-end debt recovery outcomes
  • Access a comprehensive range of benefits
  • Join a supportive team at ReturnToWorkSA in a full-time, ongoing position
  • Drive end-to-end debt recovery outcomes
  • Access a comprehensive range of benefits
ReturnToWorkSA is seeking a motivated and experienced Senior Debt Collection Officer to drive effective debt recovery outcomes.
ReturnToWorkSA is seeking a motivated and experienced Senior Debt Collection Officer to drive effective debt recovery outcomes.
subClassification: Accounts Receivable/Credit ControlAccounts Receivable/Credit Control
classification: Accounting(Accounting)
2d ago
2d ago
Listed one day 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)
1d ago
1d ago
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