Xplan Jobs (with Salaries)

This is a featured job

Implementation Officer – Financial Planning

at Your Future Strategy

This is a Full time job

Surfers Paradise, Gold Coast QLD

Competitive Salary on offer

Be part of a collaborative, values driven team
Deliver high quality outcomes through accurate implementation
Build your career in a growing truly holistic advice business

Be part of a collaborative, values driven team
Deliver high quality outcomes through accurate implementation
Build your career in a growing truly holistic advice business

Join our Financial Planning team as an Implementation Officer, support high quality client outcomes through accurate execution & strong communication.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

Featured

This is a featured job

Head of Client Services

at Private Advertiser

This is a Full time job

Sydney NSW(Hybrid)

Exciting leadership opportunity in Financial Planning!
Key role!
Enthusiastic and vibrant team!

Exciting leadership opportunity in Financial Planning!
Key role!
Enthusiastic and vibrant team!

Lead a high-performing team, drive operational excellence, and shape an outstanding end-to-end client experience.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

Featured

Listed twenty three hours ago

Client Services Officer - Financial Planning

at Frontier Financial Group

This is a Full time job

Melbourne VIC(Hybrid)

$75,000 – $85,000 per year + Super

Join Frontier Financial Group - a respected, client‑first financial planning firm and build a long‑term career in client services

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

23h ago

Listed two 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.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

2d ago

Listed eleven days ago

Adviser Support (Financial Planning)

at Berritta Consulting

This is a Full time job

Brisbane QLD

$80,000 – $110,000 per year

Clear Career Pathway and Structured progression
Flexibility and work-life balance options for career support
Supportive and collaborative team environment

Clear Career Pathway and Structured progression
Flexibility and work-life balance options for career support
Supportive and collaborative team environment

Want a clear pathway into advice or paraplanning - Flexibility and work-life balance options for people who are happy in a career support role

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

11d ago

Listed six days ago

Financial Planning Administration

at Connect Financial Planning Services

This is a Full time job

Lismore, Lismore & Far North Coast NSW

We are seeking an organised, motivated and enthusiastic individual to join our team in the role of Financial Planning Administration Assistant.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

6d ago

Listed forty three minutes ago

Paraplanner

at OakView Financial

Be an early applicant

This is a Full time job

Southport, Gold Coast QLD(Hybrid)

Support the delivery of quality financial advice by assisting advisers with applications, issue resolution, and compliance.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

43m ago

Listed eight hours ago

Client Service Manager

at Lake Macquarie Financial Planning

Be an early applicant

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW

$75,000 – $90,000 per year

Your primary role will be supporting the Practice Principal to deliver outstanding customer service to a highly engaged and growing Clientele

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

8h ago

Listed two hours ago

Client Services Manager

at A.M.A. SERVICES (W.A.) PTY LTD

Be an early applicant

This is a Part time job

Nedlands, Perth WA(Hybrid)

Flexible work options available, including work from home
Opportunity to grow and progress in your career.
Head office in Nedlands

Flexible work options available, including work from home
Opportunity to grow and progress in your career.
Head office in Nedlands

We are a growing practice with a close-knit and supportive team based in Nedlands, and are seeking to appoint a Part-time Client Services Manager.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

2h ago

Listed seven days ago

Client Services Manager

at Viridian Advisory

This is a Full time job

Sydney NSW

Flexible work options with the ability to work from home
Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave, Purchase Leave
Discounted Medibank Corporate Health Cover

Flexible work options with the ability to work from home
Birthday Leave, Wellness Day, 13-week’s Primary Careers Leave, Purchase Leave
Discounted Medibank Corporate Health Cover

An exciting opportunity has become available for a Client Services Manager to join our friendly team based in our Sydney CBD office.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed two 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.

Recruited bySimon Winston

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

2d ago

Listed two hours ago

Senior Client Services Officer

at Findex

Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)

Excellent benefits on offer

Excellent career opportunity with one of Australia's leading firms!
Enjoy a 9-day fortnight!
Fantastic team and supportive culture

Excellent career opportunity with one of Australia's leading firms!
Enjoy a 9-day fortnight!
Fantastic team and supportive culture

We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

2h ago

Listed one day ago

Financial Planning Assistant

at Jobwire

This is a Full time job

Manly, Sydney NSW

$80,000 per year

Love variety? No two days are the same
Real opportunity to develop in the financial planning industry.
$80K base, supportive team, front-row seat to how great financial planning is

Love variety? No two days are the same
Real opportunity to develop in the financial planning industry.
$80K base, supportive team, front-row seat to how great financial planning is

Dive into financial planning, prep SOAs, liaise with clients & grow your career. $80K | Flexible hours | Located in Manly

Recruited byDinah Ashcroft

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Listed seven days ago

Implementation Officer – Financial Planning

at Your Future Strategy

This is a Full time job

Surfers Paradise, Gold Coast QLD

Competitive Salary on offer

Be part of a collaborative, values driven team
Deliver high quality outcomes through accurate implementation
Build your career in a growing truly holistic advice business

Be part of a collaborative, values driven team
Deliver high quality outcomes through accurate implementation
Build your career in a growing truly holistic advice business

Join our Financial Planning team as an Implementation Officer, support high quality client outcomes through accurate execution & strong communication.

subClassification: Client ServicesClient Services

classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed seven days ago

Client Services Officer

at Kuda Wealth Pty Ltd

Immediate start

This is a Part time job

Preston, Melbourne VIC(Hybrid)

$70,000+ pro-rata

Seeking two experienced Client Services Officers to provide support across client admin, SMSFs, platforms, diaries & Centrelink. 5+ years required.

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

7d ago

Listed one day ago

Paraplanner/Technical Support

at RecruitShop

Be an early applicant

This is a Full time job

Robina, Gold Coast QLD

EARN $90k-$110k + Super + Bonus | Negotiable

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Listed one day ago

Review Paraplanner

at WILLIAM BUCK

This is a Full time job

Adelaide SA

Work where you matter
A culture of CARE like no other
Long-term career opportunities

Work where you matter
A culture of CARE like no other
Long-term career opportunities

Join William Buck SA as a Review Paraplanner in Adelaide. Full-time role in our Wealth Advisory department. Apply now!

subClassification: Financial PlanningFinancial Planning

classification: Banking & Financial Services(Banking & Financial Services)

1d ago

Listed six days ago

Paraplanner

at In Wealth Financial Services Pty Ltd

This is a Contract/Temp job

Sydney NSW(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)

6d ago

Listed five hours ago

Administration - Financial Planning

at FitzWealth Financial Advice

Be an early applicant

This is a Full time job

Mackay, Mackay & Coalfields QLD

$65,000 – $75,000 per year

Great part/full time entry level role into an interesting higher level position
Further training and study are available (and funded) if you wish to progress
Join a friendly team who will support you as you progress and grow in knowledge.

Great part/full time entry level role into an interesting higher level position
Further training and study are available (and funded) if you wish to progress
Join a friendly team who will support you as you progress and grow in knowledge.

Grow your financial knowledge and administration skills in a mentored position supporting our financial planning team.

subClassification: Administrative AssistantsAdministrative Assistants

classification: Administration & Office Support(Administration & Office Support)

5h ago

Listed two hours ago