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This is a featured job

Client Relationship Specialist

at Perspective Financial Services Pty Ltd

This is a Full time job

Elsternwick, Melbourne VIC(Hybrid)
$80,000 – $87,500 per year
  • Build genuine, long-term client relationships in a boutique practice.
  • Join a supportive, values-driven team where your work is appreciated.
  • Flexible work options and opportunities to grow your career.
Join a boutique financial planning team where you'll build lasting client relationships, make a real impact, and be valued every day.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
This is a featured job

Client Services Associate (Brisbane)

at Australian Investment Exchange

This is a Full time job

Brisbane QLD
  • 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: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed three days ago

Xplan Specialist, Training and Enablement

at Morgans Financial Limited
Be an early applicant

This is a Full time job

Brisbane QLD
  • Eligible to participate in the bonus scheme
  • Learning and development opportunities
Become the go-to Xplan expert, delivering training and coaching that builds confidence, capability and system adoption across teams.
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed five days ago

Financial Planning Assistant

at Imperium Financial Planning
Immediate start

This is a Part time job

Chatswood, Sydney NSW(Hybrid)
$70,000 – $75,000 per year
Looking for a flexible, school-hours-friendly role in a professional and supportive financial planning practice?
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed seventeen hours ago

Client Service Administrator

at Randstad - Finance & Accounting

This is a Full time job

Melbourne VIC(Hybrid)
$90k - $95k p.a. + including super
Client Service Admin: 4 days/wk (Weds incl.), 12-mo contract, $95k pkg pro-rata. Hybrid CBD role
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
17h ago
Listed twenty five days ago

Senior Client Service Associate / Paraplanner (Hybrid) - WFH

at Emerging Wealth

This is a Full time job

Sydney NSW(Remote)
₱70,000 – ₱100,000 per month (PHP)
We are looking for a detail-driven Senior Client Service Associate / Paraplanner Hybrid (WFH) who is organised, technically curious and confident.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
Listed eleven days ago

Client Services Manager | Financial Planning | Hybrid | Client-Focused Team

at Catalina Consultants

This is a Full time job

Sydney NSW(Hybrid)
Competitive salary package based on experience
  • Hybrid working (3:2), CBD location
  • Ongoing training and genuine career development
  • Support high-quality clients in legal, accounting and professional services
Grow your financial planning career in a supportive team delivering exceptional service to professional clients.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed five days ago

Client Services Associate (Brisbane)

at Australian Investment Exchange

This is a Full time job

Brisbane QLD
  • 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: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed ten days ago

Financial Planning Support Officer

at COUNT LIMITED

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
$70,000 – $80,000 per year
  • Excellent Learning and Development opportunities
  • Extra Leave Benefits, birthday leave and take 4 get 5 leave.
  • Smart Rewards & Benefits through SmartGroup program.
Count Wealth are looking to recruit a full-time Financial Planning Support Officer to join our Parramatta office
subClassification: Administrative AssistantsAdministrative Assistants classification: Administration & Office Support(Administration & Office Support)
10d ago
Listed three days ago

Client Relationship Specialist

at Perspective Financial Services Pty Ltd

This is a Full time job

Elsternwick, Melbourne VIC(Hybrid)
$80,000 – $87,500 per year
  • Build genuine, long-term client relationships in a boutique practice.
  • Join a supportive, values-driven team where your work is appreciated.
  • Flexible work options and opportunities to grow your career.
Join a boutique financial planning team where you'll build lasting client relationships, make a real impact, and be valued every day.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed five days ago

Client Services Manager

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
Deliver exceptional client support and administration within a leading financial planning firm, partnering with advisers and clients.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed twenty eight days ago

Client Service Officer

at Independent Wealth Management

This is a Full time job

Robina, Gold Coast QLD
$70,000 – $80,000 per year
  • Comfortable working environment.
  • Eligibility for bonus participation after probation period.
  • Team approach to delivering great outcomes.
We are proud to be an independent, locally owned advice firm where relationships come first. A close-knit team that will value your contribution.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
28d ago•Expiring
Listed twenty five days ago

Client Service Officer - Financial Planning

at Private Advertiser

This is a Full time job

Mile End, Adelaide SA
$65,000 – $85,000 per year
Seeking an experienced Client Service Officer to join our growing financial planning practice in Mile End. Competitive salary.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
Listed five days ago

Paraplanner

at In Wealth Financial Services Pty Ltd

This is a Contract/Temp job

Melbourne VIC(Remote)
We are a boutique financial services business that is in need of contract paraplanners to assist in the preparation of Statements of Advice (SOAs).
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed six days ago

Client Services Officer

at Private Advertiser

This is a Full time job

Devonport, Devonport & North West TAS
$70,000 per year
Enjoy a diverse role that combines client service, administration and advice implementation within a professional financial planning environment.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed eleven days ago

Head of Advice Enablement & Delivery

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
Lead advice operations, high-performing teams and service excellence in a growing wealth management business.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
11d ago
Listed twenty one days ago

Client Service Manager | 5-Week Leave + Hybrid + Growth

at Catalina Consultants

This is a Full time job

West End, Brisbane QLD(Hybrid)
Base Salary + Super + Excellent Benefits
  • 5 weeks annual leave + birthday leave + annual Vibe Day
  • Hybrid working (3 office / 2 WFH) with career progression
  • Join a collaborative financial planning team with ongoing training
Support Advisers in a respected financial planning firm offering 5 weeks leave, hybrid work and long-term career growth.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
21d ago
Listed twenty five days ago

Practice Manager - Financial Plannning

at Capstone Financial Planning

This is a Full time job

Melbourne VIC(Hybrid)
An opportunity to become a key member of one of Australia's leading technology focused financial services group.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
Listed seven days ago

Paraplanner

at Halpin Wealth

This is a Full time job

Adelaide SA(Hybrid)
  • Join a growing advice business where no two days are the same.
  • Full-time role in the head office - modern Adelaide CBD office
  • Large self-licensed business with opportunities for further advancement
For people who enjoy solving problems, developing strategies, working closely with advisers and continuously building their technical knowledge.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed three days ago

Client Service Associate

at Private Advertiser

This is a Full time job

Hawthorn, Melbourne VIC
$85,000 – $105,000 pa package
An exciting opportunity in our growing team for a dedicated and professional Client Service Associate to work in our office based in Hawthorn.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed seven days ago

Paraplanner

at MUFG Retirement Solutions

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
Hybrid working with 50% in office
  • Extensive career development opportunities
  • Full CPD support
  • Work as part of Australia's leading Intrafund team
As a Paraplanner you will provide support to Advisors to deliver statements to clients
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
7d ago
Listed fifteen days ago

Senior Paraplanner (Work from home)

at TNT Advisor Solutions

This is a Contract/Temp job

Melbourne VIC(Remote)
Are you an experienced Paraplanner looking for remote, flexible work and greater control over your workload and income? Join the TNT team!
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed six days ago

Client Service Officer

at Alman Partners Pty Ltd

This is a Full time job

Mackay, Mackay & Coalfields QLD
Competitive salary package
Client-focused admin role supporting advice teams, documentation, workflows and client service in Mackay or Brisbane.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
6d ago
Listed nineteen days ago

Paraplanner / Client Administration

at Envision Financial

This is a Full time job

Phillip, Canberra ACT
Envision Financial Services is a leading financial advisory firm in Canberra. We are looking for a Client Service Manager/Paraplanner to join us.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed twenty seven days ago

Client Implementation Officer – Financial Planning

at Maclean Partners

This is a Full time job

Townsville, Northern QLD(Hybrid)
  • Ongoing training and career development in financial planning.
  • Flexible work options plus a paid day off for your birthday.
  • Join a supportive, friendly team with great workplace culture.
Join a supportive team and help deliver exceptional financial planning client services. Competitive salary, flexible work, and career development.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
27d ago•Expiring
Listed three days ago

CSM

at Ambition

This is a Contract/Temp job

Sydney NSW
Negotiable based on experience
  • Support Financial Advisers in fast-paced team
  • Manage client onboarding and account documentation
  • Process trade settlements and corporate actions
Support Advisers with client onboarding, account docs, KYC/AML compliance, IPO/corporate actions & trade settlements in fast-paced wealth team.
subClassification: Client ServicesClient Services classification: Banking & Financial Services(Banking & Financial Services)
3d ago
Listed five days ago

Client Associate

at Findex

This is a Full time job

Melbourne VIC(Hybrid)
  • Dynamic work - work from home and office + FlexiFriday (opt in or out)
  • One of Australia's leading financial services providers
  • Build a long-term career in Financial Planning with opportunities to progress
Exciting opportunity to be the client’s first point of contact, responsible for developing relationships, answering inquiries etc.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed four days ago

Client Services Officer | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
Circa $85,000 + super
  • Team first bonus structure that rewards collaboration and shared success.
  • Flexible and supportive leadership that accommodates life outside work.
  • Supportive culture with career growth, events and team trips.
Support HNW clients by managing reviews, preparing advice docs, implement strategies, liaising with providers, ensuring a seamless client experience
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed six days ago

Senior Client Services Officer

at Advice to Empower

This is a Full time job

Eveleigh, Sydney NSW
$90,000 – $110,000 per year
  • Premium salary of $90,000 – $110,000 + Super (negotiable)
  • Working closely with a highly capable senior financial adviser and founder
  • Promising growth into senior practice management or an associate adviser role
We are seeking an experienced Senior Client Services Officer to join our team based in a stylish office at Work Club Locomotive in Eveleigh.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
6d ago
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