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Listed eight days ago

Client Services Manager / Associate Adviser

at Wealth effect

This is a Full time job

Currumbin, Gold Coast QLD(Hybrid)
$90,000 – $100,000 per year
  • Real responsibility and visibility across a growing business
  • Work from home one day per week after probation
  • A pathway into an Associate Adviser role if that's where you want to go
Client Services Manager / Associate Adviser managing client files, reviews and adviser support.
8d ago
Listed four days ago

Client Services Officer / Adviser Assistant

at International Search Partners

This is a Full time job

Canberra ACT(Hybrid)
$85,000 – $95,000 per year
A great opportunity for an ambitious and motivated Client Services Officer/Adviser Assistant who is seeking career progression within financial advice
4d ago
Listed seven days ago

Client Services Officer

at The Wealth Designers

This is a Full time job

West Perth, Perth WA(Hybrid)
  • Rare opportunity to join an award-winning firm
  • Supportive, collaborative team culture
  • Flexible working options and wellbeing focus
An exciting opportunity has become available for a full-time Client Services Officer to join our friendly and supportive team based in West Perth
7d ago
Listed twenty nine days ago

Client Relationship Manager | Administration | Financial Planning

at PSK Business Services

This is a Full time job

Sutherland, Sydney NSW(Hybrid)
  • A growing advice business | National footprint | Centrally located in Sutherland
  • FLARE Employee Discounts | Employee Assistance Program | Paid Parental Leave
  • Hybrid - Work From Home Options
Drive outstanding client outcomes through adviser support, relationship management, and financial planning administration.
29d ago•Expiring
Listed nineteen hours ago

Associate

at PSK Business Services
Be an early applicant

This is a Full time job

Brisbane QLD(Hybrid)
  • Full Time | 37.5hours / week | Brisbane CBD
  • Mentorship from Private Client Advisors | Study Assistance - eg through Kaplan
  • Workplace Benefits through FLARE and our Employee Assistance Program
Join the team at PSK and work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
19h ago
Listed one day ago

Project Manager

at Opex Consulting Pty Ltd

This is a Contract/Temp job

Adelaide SA(Hybrid)
  • New position so make it your own
  • Your contribution to successful project delivery will drive business growth
  • Engagement at senior level with institutional businesses
Lead client-facing iff enterprise development projects and technology programs in addition to strategic and internal transformation projects.
1d ago
Listed twenty two days ago

Client Services Manager - Financial Planning

at Ashfords Accountants & Advisory Pty Ltd

This is a Full time job

Dandenong South, Melbourne VIC(Hybrid)
100000+Super
Join our growing Wealth team. Support advisers, coordinate workflow and deliver exceptional client outcomes.
22d ago
Listed twenty nine days ago

Client Relationship Manager | Administration | Financial Planning

at PSK Business Services

This is a Full time job

Parramatta, Sydney NSW(Hybrid)
  • A growing advice business | National footprint | Centrally located in Parramatta
  • FLARE Employee Discounts | Employee Assistance Program | Paid Parental Leave
  • Hybrid - Work From Home Options
Drive outstanding client outcomes through adviser support, relationship management, and financial planning administration.
29d ago•Expiring
Listed sixteen days ago

Licensing & Education Officer - Financial Planning

at Capstone Financial Planning

This is a Full time job

Melbourne VIC(Hybrid)
  • Strong Work life balance with job security
  • Industry leading, technology focused Licensee
  • Attractive remuneration package
We are seeking an relationship focused administrator to help drive the growth, support, and innovation of our professional licensee.
16d ago
Listed eight days ago

Financial Planning Client Services Manager

at FS Recruitment Solutions

This is a Full time job

Melbourne VIC(Hybrid)
$85,000 – $95,000 per year plus super
Join a respected advice firm. Coordinate client services, support advisers and offshore staff and help deliver outstanding outcomes.
8d ago
Listed twenty two days ago

Professional Standards and Compliance Manager

at SparkFG

This is a Full time job

Brisbane QLD(Hybrid)
$105,000 + super
  • Excellent work environment and culture
  • Flexible working arrangements
  • Diverse range of activities
Use your compliance expertise to make a real impact. Support advisers, shape quality advice and build your career with purpose.
22d ago
Listed eighteen days ago

Senior Paraplanner - Fintech

at Transfigr

This is a Full time job

Sydney NSW(Hybrid)
$90,000 – $120,000 per year
Senior Paraplanner to be the technical backbone of advice and product at fintech.
18d ago
Listed eleven days ago

Financial Adviser

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
Experienced Financial Adviser sought to manage a quality client portfolio, deliver strategic advice and drive long-term client growth.
11d ago
Listed twenty three days ago

Client Services Officer (Financial Planning)

at PictureWealth

This is a Full time job

North Adelaide, Adelaide SA(Hybrid)
Join a growing advice business where you'll support clients, advisers and help deliver great financial outcomes.
23d ago•Expiring
Listed twenty nine days ago

Client Relationship Manager | Administration | Financial Planning

at PSK Business Services

This is a Full time job

Sydney NSW(Hybrid)
  • National footprint | Sydney CBD | Competitive Salary
  • FLARE Employee Discounts | Employee Assistance Program | Paid Parental Leave
  • Hybrid - Work From Home Options
Drive outstanding client outcomes through adviser support, relationship management, and financial planning administration.
29d ago•Expiring
Listed fifteen days ago

Client Services Officer ~$75-85,000 + super

at FS Recruitment Solutions

This is a Full time job

Scoresby, Melbourne VIC(Hybrid)
$75,000 – $85,000 plus super per year
Join a respected financial planning firm in Scoresby as a Client Services Officer. 1 day WFH, supportive team and career growth.
15d ago
Listed nineteen hours ago

Paraplanner/ Sr. Paraplanner

at Horsey Jameson Bird
Be an early applicant

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
$85,000 – $125,000 per year
- Flexible work arrangements available - Competitive remuneration - Be part of a fun and hard-working team
19h ago
Listed seventeen days ago

Operations Specialist

at Elston

This is a Full time job

Fortitude Valley, Brisbane QLD(Hybrid)
  • Make a visible impact in a growing financial services business
  • Work with technology, data and process improvement initiatives
  • Flexible working arrangements and supportive team culture
Improve business systems, drive process improvements and manage key technology and platform relationships across Elston.
17d ago
Listed eight days ago

Client Services Officer

at Private Advertiser

This is a Part time job

Melbourne VIC(Hybrid)
$75,000 – $90,000 per year
Client Services Manager supporting financial advisers in a flexible, part-time role with exposure to client relationships and advice implementation.
8d ago
Listed twenty two days ago

Senior Client Services Officer

at Rba Financial Group

This is a Full time job

Shepparton, Shepparton & Goulburn Valley VIC(Hybrid)
$75,000 – $100,000 package, based on experience
  • Over 50 years as a trusted and respected financial planning firm
  • Senior role with genuine autonomy and ownership
  • Flexible work arrangements, additional leave and supportive team culture
Experienced Senior Client Services Officer sought to take ownership of client service and advice implementation from start to finish.
22d ago
Listed eight days ago

Financial Adviser – Junior or Part-Time

at Sydney Financial Group

This is a Full time job

Rhodes, Sydney NSW(Hybrid)
$120,000 – $150,000 per year
  • Build a long-term career you actually enjoy
  • Flexible work-from-home arrangements for the right people
  • Be rewarded for performance, not just time
Junior and part-time financial advisers wanted at fast-growing Sydney firm.
8d ago
Listed sixteen days ago

Digital Capability Manager

at Entireti Limited

This is a Full time job

Sydney NSW(Hybrid)
Build digital capability to boost adviser productivity and client experience!
16d ago
Listed twenty two days ago

Client Services Manager TIXTRACK Australasia

at Michael Cassel Group

This is a Full time job

Sydney NSW(Hybrid)
$100,000 – $130,000 per year
Client Services Manager for ticketing platform supporting live entertainment organisations.
22d ago
Listed fifteen days ago

Career Client Services Officer

at FS Recruitment Solutions

This is a Full time job

Essendon, Melbourne VIC(Hybrid)
$85,000 – $95,000 plus super per year
Experienced Financial Planning CSO wanted. Join a respected practice, implement advice, support advisers and enjoy hybrid flexibility.
15d ago
Listed seven days ago

Financial Adviser – Ready for a Bigger Challenge

at Sydney Financial Group

This is a Full time job

Rhodes, Sydney NSW(Hybrid)
$140,000 to $180,000 plus bonus
  • Steady flow of new & existing clients, no prospecting needed
  • Paraplanning, admin and EA support behind every adviser
  • Clear, jargon-free advice in a fast-growing firm
Join an ambitious Sydney practice with clients supplied, paraplanning done for you and a bonus that rewards growth.
7d ago
Listed eleven days ago

Client Service Manager - Boutique Advice Firm

at CANDOR Recruitment

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW(Hybrid)
$75,000 - $95,000
  • Ample career progression opportunities
  • Flexible working environment
  • Parking Available
Boutique advice firm open to a career CSM or if you're looking to grow into an adviser, we are happy to support your Professional Year
11d ago
Listed twenty four days ago

Client Services Officer

at PictureWealth

This is a Full time job

Perth WA(Hybrid)
Kick-start your financial planning career today.
24d ago•Expiring
Listed fifteen days ago

Professional Standards Manager

at Centrepoint Group of Companies

This is a Full time job

Southport, Gold Coast QLD(Hybrid)
  • Influence advice quality and positive customer outcomes
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
Support high-quality financial advice through auditing, compliance guidance, adviser coaching, risk management and customer remediation.
15d ago
Listed eighteen days ago

Client Services Officer

at Advance Recruitment Partners Australia

This is a Full time job

Brisbane QLD(Hybrid)
  • Competitive salary + performance-based bonus
  • Extra leave benefits + work-from-home flexibility
  • Career growth, ongoing training and a supportive team
Turn great financial advice into real outcomes in a supportive team where your ideas matter and your career can grow
Recruited bySteven Reed
18d ago
Listed fifteen days ago

Professional Standards Manager

at Centrepoint Group of Companies

This is a Full time job

Sydney NSW(Hybrid)
  • Influence advice quality and positive customer outcomes
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
Support high-quality financial advice through auditing, compliance guidance, adviser coaching, risk management and customer remediation.
15d ago
Listed fifteen days ago

Professional Standards Manager

at Centrepoint Group of Companies

This is a Full time job

Toowong, Brisbane QLD(Hybrid)
  • Influence advice quality and positive customer outcomes
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
Support high-quality financial advice through auditing, compliance guidance, adviser coaching, risk management and customer remediation.
15d ago
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