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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

Sydney NSW(Hybrid)
$130,000k base plus
  • Friendly & Supportive Culture
  • Amazing Sydney CBD Offices
  • Work 1 Day From Home
Support one of the most charming Execs you'll ever meet. This is a rare opportunity to join a global powerhouse within the private wealth sector.
subClassification: PA, EA & SecretarialPA, EA & Secretarial classification: Administration & Office Support(Administration & Office Support)
Featured
Listed six 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)
6d ago
Listed three days ago

This is a Full time job

Melbourne VIC(Hybrid)
$70,000 – $100,000 per year
  • Exceptional mentoring for personal and professional growth
  • Fulfilling and strong career prospects
  • Flexible working arrangements
Transform lives as a Financial Planner at Index Wealth. Shape financial futures, enjoy unparalleled growth, and be part of a dynamic team.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed twelve 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)
12d ago
Listed four days ago

This is a Full time job

Brisbane QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed six days ago
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed eleven days ago

This is a Full time job

Burwood, Melbourne VIC(Hybrid)
$85,000 – $90,000 per year plus super
Client Services Officer role in Blackburn. Supportive advice team, structured environment, strong processes and excellent long-term career stability.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty four 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)
24d agoExpiring
Listed three 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)
3d ago
Listed four days ago

This is a Full time job

Bundall, Gold Coast QLD(Hybrid)
$115,000 – $150,000 per year + Super + Bonus
My Wealth Solutions fast growing, holistic, goals based advice practice offering full back office support and a constant stream of quality leads.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed six days ago
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed six 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)
6d ago
Listed six days ago
  • CBD Central, state of the art global headquarters
  • Benefit from flexible working arrangements that support work life balance
  • Work where innovation lives
An exciting opportunity currently exists for an experienced Account Manager to take on a pivotal role within the Wealth Solutions team.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed twenty days ago
  • Home of The Property Couch: Australia's #1 Property Podcast!
  • Hybrid work: work from home and office for better work-life balance
  • Expert Mentorship & Training: Access industry mentorship and exclusive training
Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed fourteen 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)
14d ago
Listed twenty one days ago

This is a Full time job

Richmond, Melbourne VIC(Hybrid)
$180,000 + super per year depending on experience
Senior Practice Manager role leading compliance, advice quality and team performance within a structured, growth-focused financial planning firm.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
21d ago
Listed three days ago

This is a Full time job

Geelong, South West Coast VIC(Hybrid)
$70,000 – $100,000 per year
  • Exceptional mentoring for personal and professional growth
  • Fulfilling and strong career prospects
  • Flexible working arrangements
Transform lives as a Financial Planner at Index Wealth. Shape financial futures, enjoy unparalleled growth, and be part of a dynamic team.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed twenty four 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)
24d agoExpiring
Listed seven 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)
7d ago
Listed nineteen days ago
Lead & optimise advice operations, ensuring seamless client delivery, SLA performance and continuous improvement across our Associate teams
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed twenty three hours ago

This is a Full time job

Sydney NSW(Hybrid)
$130,000k base plus
  • Friendly & Supportive Culture
  • Amazing Sydney CBD Offices
  • Work 1 Day From Home
Support one of the most charming Execs you'll ever meet. This is a rare opportunity to join a global powerhouse within the private wealth sector.
subClassification: PA, EA & SecretarialPA, EA & Secretarial classification: Administration & Office Support(Administration & Office Support)
23h ago
Listed twenty five days ago

This is a Full time job

Sydney NSW
AUD 240000 - 250000 per annum
  • Combine your advice and product expertise in a high growth global fintech
  • Lead the implementation of cutting edge digital solutions
  • Drive solutions to market that solve customer needs
Combine your financial planning knowledge, product and advice expertise in a high growth digital fintech
Recruited byMichelle Rubinstein
subClassification: Compliance & RiskCompliance & Risk classification: Banking & Financial Services(Banking & Financial Services)
25d agoExpiring
Listed twenty days ago
  • Hybrid work arrangement
  • Exposure to financial institutional clients
  • Attractive employee benefits
The CSA role puts you at the crossroads of finance and technology, offering world-class training, client exposure, and a client-facing FinTech role.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
20d ago
Listed seven days ago
  • Focus on career development and growth opportunities
  • Australia's leading fixed-income experts
  • Base + Super + Bonus
Permanent role for Australia's leading fixed-income experts
subClassification: Stockbroking & TradingStockbroking & Trading classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed thirteen days ago
  • Genuine, mentored pathway to becoming a Financial Adviser
  • Boutique Melbourne firm with a close-knit, supportive team culture
  • On-site role - Melbourne CBD - Excellent Salary on offer
Newly created role in a boutique Melbourne advice firm, with a genuine, mentored pathway to becoming a Financial Adviser. More than just admin.
Recruited bySonia Ottaviani
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
Listed twelve 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)
12d ago
Listed twenty four 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)
24d agoExpiring
Listed twenty four 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)
24d agoExpiring
Listed nineteen hours ago
  • Work closely with senior bankers managing HNW client portfolios
  • Strong exposure to lending, investments and wealth solutions
  • Collaborative environment with clear career development pathways
Support HNW clients with lending, investments and portfolio growth in a high-performing private banking team.
subClassification: Banking - BusinessBanking - Business classification: Banking & Financial Services(Banking & Financial Services)
19h ago
Listed four days ago

This is a Full time job

Brisbane QLD(Hybrid)
  • Join a leading super fund focused on member outcomes and performance excellence
  • Make a real impact helping Australians shape their retirement future
  • Enjoy great benefits such as $1500 development budget and attractive incentive
A senior adviser opportunity to apply deep financial planning expertise, work with complex clients and make a meaningful difference for members.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
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