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This is a featured job
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
Featured
This is a featured job

This is a Full time job

Canberra ACT(Hybrid)
$200,000 - $350,000
  • Market Leading Base Salary
  • Existing book of clients - No BD
  • Leadership Pathway (profit share/equity)
Manage an existing book of HNW clients and move into a leadership position with dedicated Associate Adviser support.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
FeaturedExpiring
Listed six days ago

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)
6d ago
Listed twelve hours ago

This is a Full time job

Canberra ACT
$65,000 - $70,000 Plus 12% Super
  • Canberra
  • Full-Time
  • Graduate Opportunity
Financial Planning Assistant (Private Wealth) Canberra | Full-Time | Graduate Opportunity
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
12h ago
Listed nine days ago

This is a Full time job

Brisbane QLD
$75k to $80k plus super
  • $75k to $80k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Exceptional opportunity to join a dynamic and professional Global Wealth Manager.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
9d ago
Listed thirteen days ago
This role is suited for a relationship manager, wealth advisor who consistently delivers exceptional client experiences.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed one day ago

This is a Part time job

Perth WA(Hybrid)
$60,000 – $75,000 per year
  • One application, multiple paid graduate and part-time professional opportunities
  • Get free CV feedback, interview coaching and career support
  • Invitations to live networking events and opportunities to meet hiring managers
Kick-start your career in Wealth Management, Financial Services or Accounting now as a university student, recent graduate, or soon-to-be graduate
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
1d ago
Listed nine days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
9d ago
Listed sixteen days ago

This is a Full time job

Perth WA
Up to $100K + superannuation
  • One-on-one support to a high performing Private Wealth Adviser
  • Own client operations, documentation, trading and onboarding
  • Be the trusted client contact when the Adviser is unavailable
Partner 1:1 with a high-performing Private Wealth Adviser, owning client operations and being their trusted right hand.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed twenty seven days ago
  • Are you ready to take your career in financial advice to the next level?
  • Work directly with UHNW clients across all aspects of financial advice/plannin
  • Great culture, great clients and clear pathway to Advisor
Fantastic opportunity or an experienced Associate Advisor to join an award winning Wealth Advisory division
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
Listed fifteen days ago
  • Central CBD offices, easily accessed via public transport
  • On the Job Training
  • Hybrid working
Join our Client Service team to support users of our Wealth Wrap platform within a dynamic contact centre setting
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed twenty seven days ago
  • Are you ready to take your career in financial advice to the next level
  • Be mentored by some of Australia’s top financial advisors
  • Work directly with UHNW clients across all aspects of financial advice/planning
Join a growing and collaborative Wealth Advisory division as an Assistant Advisor. Focussed and supported learning and pathway to Advisor!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
Listed seventeen days ago

This is a Contract/Temp job

Sydney NSW
Circa $150,000 – $200,000 base
  • 12 minth initial contract with view to extend
  • Fixed income / multi-asset portfolio analysis
  • $150-200k equivalent paid on a day rate
Seeking 5 +years’ experience in fixed income / multi-asset portfolio analysis, preferably within a private wealth or asset management environment
subClassification: Funds ManagementFunds Management classification: Banking & Financial Services(Banking & Financial Services)
17d ago
Listed ten days ago
  • Strong commitment to ongoing development
  • Work within a supportive & energetic team - Be Valued & Rewarded for your skills
  • Free Parking Close to the Office - Some Handy Coffee Shops Close By
If you have the admin experience and the passion for client service, this is the firm you want to work with. Good remuneration and culture.
subClassification: Client & Sales AdministrationClient & Sales Administration classification: Administration & Office Support(Administration & Office Support)
10d ago
Listed twenty seven days ago

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)
27d agoExpiring
Listed sixteen days ago

This is a Full time job

Perth WA
Up to $100K + superannuation
  • Be the central support across multiple Private Wealth Advisers
  • Own client administration, database management and office flow
  • Collaborative open-door culture with early start early finish
Support a social team of Private Wealth Advisers, keeping client operations, data and the office running smoothly.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed three days ago
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)
3d ago
Listed twenty three days ago

This is a Full time job

Canberra ACT(Hybrid)
$200,000 - $350,000
  • Market Leading Base Salary
  • Existing book of clients - No BD
  • Leadership Pathway (profit share/equity)
Manage an existing book of HNW clients and move into a leadership position with dedicated Associate Adviser support.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
23d agoExpiring
Listed twenty nine days ago
  • Start your career in wealth management | Pathway to Adviser.
  • Training & career growth provided in this reputable financial services business.
  • Build your future in financial markets.
Entry level role in wealth management assisting Advisers. Gain training and build a pathway to a career as an Adviser if you wish.
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
29d agoExpiring
Listed more than thirty days ago
  • One of Australia's premier wealth management firms
  • Excellent career opportunities and mentoring
  • Collaborative, client focussed culture
Join a dynamic, client focussed team that is known for it's expert advice and personalised service
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
30d+ agoExpiring
Listed fifteen days ago
  • Build meaningful client relationships & provide strategic support
  • Great team culture and office environment
  • Southport and Coolangatta office locations on the GC
Take the reigns of your career! Great team environment, competitive salary, flexible work, and professional development.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed twenty nine days ago
  • Support Advisers while building the skills to transition into an advisory role.
  • Assist with client portfolios, trades and administration.
  • Work in private wealth with a clear career pathway.
Kick start your career in private wealth with a clear pathway to becoming an Adviser.
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
29d agoExpiring
Listed twenty days ago

This is a Full time job

Sydney NSW(Remote)
AUD 183000 per annum
  • Attractive salary package
  • Remote working arrangements
  • Ongoing training with industry professionals
If you're a dynamic Wealth Advisor or Investment Banker, that love working with HNW clients, apply here!
Recruited byLachlan Young
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed seven days ago
  • Outstanding wealth management firm based in Southport
  • Work within a highly motivated team
  • Great perks and benefits on offer
Impressive wealth management firm based in Southport. Key leadership role to drive change and implement change. Highly motivated team.
Recruited byDesha Joseph
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed twenty days ago

This is a Full time job

Melbourne VIC(Hybrid)
Competitive Salary package
  • Lead a team that directly partners with advisers and the front office
  • Blend of leadership and hands-on work - stay close to the detail
  • Influence how the team operates, improves processes and supports growth
An opportunity to join this large Private Wealth Management organisation, leading a team of front officer operations analyst
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed sixteen days ago

This is a Full time job

Brisbane QLD
Package tailored to the successful applicant
  • Build trusted relationships that genuinely change lives
  • Join a growing team with an outstanding culture and purpose
  • Mentorship directly from an industry leader with 20+ years' experience
Help individuals, families, business owners and investors achieve what matters most through trusted relationships and genuinely holistic strategies.
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
16d ago
Listed eleven hours ago
  • You’ve achieved good results in outbound sales or customer service.
  • Schedule discovery calls from warm leads, with our Property Advisors.
  • Ongoing training with opportunities for growth and development.
Help everyday Australians move closer to their goal of achieving true financial freedom, so they can live the life of their dreams.
subClassification: Sales - OutboundSales - Outbound classification: Call Centre & Customer Service(Call Centre & Customer Service)
11h ago
Listed two days ago
  • Sydney CBD location
  • Salary negotiable on experience
  • Growing business with on-going opportunities
Boutique advice firm with a HNW client base. The role covers business operations, AFSL/compliance coordination, and team leadership.
Recruited byChristopher Gordon
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
2d ago
Listed twenty four days ago

This is a Full time job

Sydney NSW
Base Salary from 110,000 +
  • Career accelerator for ambitious, up-and-coming advisers
  • Mentorship in a long-term ownership & equity pathway
  • Purpose-driven boutique-built people-first values
Work with HNW-UHNW clients, complex strategies in Wealth Creation, Protection, & Investments. Bespoke Advice in high-value, low-volume boutique.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
Listed twenty seven days ago

This is a Full time job

Sydney NSW
AUD 85000 - 95000 per annum
  • [12-Month Fixed-Term Contract |$85k-$95k + super| Sydney based]
  • Support investors across onboarding, transfers and account enquiries.
  • Deliver exceptional customer experiences across wealth products.
Join a leading wealth platform transforming how people invest and build long-term wealth. Deliver exceptional customer support to investors.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
Listed twenty seven days ago
  • Contribute to shaping the future of the Wealth Advisory division
  • Work directly with UHNW clients on all aspects of financial advice/planning
Join William Buck’s growing Wealth Advisory team as a Senior Advisor/ Principal and help shape the future of financial advice
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
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