Refine by location
Read More

Related searches

Modify my search
This is a featured job

Paraplanning Manager (X-Plan excellence critical requirement)

at Maddern Financial Advisers P/L
Immediate start
Expiring soon

This is a Full time job

Malvern, Melbourne VIC
$120,000 – $150,000 per year + annual bonus
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
This role is excellence in Paraplanning. An excellent above market salary will be offered.
This role is excellence in Paraplanning. An excellent above market salary will be offered.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Client Service Officer - Financial Planning

at SWFS Financial Group - Melbourne

This is a Full time job

Notting Hill, Melbourne VIC
  • Supportive, values‑driven team
  • Supportive, values‑driven team
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed three days ago

Financial Planning Client Services Officer

at The Wealth Mentoring Group

This is a Part time job

Hampton, Melbourne VIC(Hybrid)
$65,000 – $75,000 FTE
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
Unique opportunity to be part of our Client Services team gaining a dynamic and valued position for a candidate looking for real job engagement.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty five days ago

Paraplanning Manager (X-Plan excellence critical requirement)

at Maddern Financial Advisers P/L
Immediate start
Expiring soon

This is a Full time job

Malvern, Melbourne VIC
$120,000 – $150,000 per year + annual bonus
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
  • Top six figure + salary & Career Progression - Growth opportunities available.
  • Career opportunity
  • Boutique Firm - Conveniently located modern office with free parking!
This role is excellence in Paraplanning. An excellent above market salary will be offered.
This role is excellence in Paraplanning. An excellent above market salary will be offered.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
25d ago
25d ago
Listed three days ago

Financial Planning Associate/Client Services Officer

at Partners Wealth Group

This is a Full time job

Melbourne VIC(Hybrid)
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
Shape real financial futures alongside expert advisers — and fast-track your path to becoming one. Your wealth management career starts here
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed four days ago

Senior Client Services Officer / Practice Operations Support

at FS Recruitment Solutions

This is a Full time job

Hawthorn East, Melbourne VIC(Hybrid)
$90,000 – $100,000 per year plus super
Senior CSO opportunity in a quality boutique advice practice. Broaden your remit, drive operations and grow into future leadership.
Senior CSO opportunity in a quality boutique advice practice. Broaden your remit, drive operations and grow into future leadership.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed eight days ago

Practice Support Consultant

at Centrepoint Group of Companies

This is a Full time job

Melbourne VIC(Hybrid)
  • Provide exceptional service and support to financial planning professionals
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
  • Provide exceptional service and support to financial planning professionals
  • Professional culture that embraces change, diversity of thinking and innovation
  • Challenging position with yearly short-term incentive + employee benefit program
To provide exceptional service and support to our network of financial planning professionals to help them achieve their business goals.
To provide exceptional service and support to our network of financial planning professionals to help them achieve their business goals.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed ten days ago

Client Services Officer - Financial Planning

at Frontier Financial Group

This is a Full time job

Melbourne VIC(Hybrid)
$75,000 per year + Super (Negotiable)
Join Frontier Financial Group - a respected, client‑first financial planning firm and build a long‑term career in client services
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)
10d ago
10d ago
Listed eight days ago

Client Service Officer - Financial Planning

at SWFS Financial Group - Melbourne

This is a Full time job

Notting Hill, Melbourne VIC
  • Supportive, values‑driven team
  • Supportive, values‑driven team
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
At SWFS Financial Group, you deliver personalised client service and seamless implementation, helping clients feel supported on their journey.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed seventeen hours ago

Senior Client Services Manager

at Findex

This is a Full time job

Melbourne VIC(Hybrid)
  • Flexi-Friday - compressed work fortnight (opt in or out)
  • Hybrid work - work from home and office - great flexibility
  • Supportive team environment and opportunity to lead a high perofmring team
  • Flexi-Friday - compressed work fortnight (opt in or out)
  • Hybrid work - work from home and office - great flexibility
  • Supportive team environment and opportunity to lead a high perofmring team
Take on a pivotal leadership role within our Wealth Client Services team. Drive exceptional client outcomes and develop a high-performing team!
Take on a pivotal leadership role within our Wealth Client Services team. Drive exceptional client outcomes and develop a high-performing team!
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed twenty nine days ago

Client Services Officer

at Private Advertiser
Expiring soon

This is a Full time job

Mornington, Mornington Peninsula & Bass Coast VIC
We are looking for someone who brings a passion for great client service.
We are looking for someone who brings a passion for great client service.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
29d ago
29d ago
Listed eleven days ago

Financial Planner

at Ethos360

This is a Full time job

Melbourne VIC(Hybrid)
$120k-$160k plus Super plus Bonus (200k OTE)
  • Hybrid Working Environment
  • Equity Opportunities
  • Multi-Award Winning Business
  • Hybrid Working Environment
  • Equity Opportunities
  • Multi-Award Winning Business
Join a multi-award-winning financial services firm with endless opportunities for growth
Join a multi-award-winning financial services firm with endless opportunities for growth
Recruited byNathan Soti
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed seventeen 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.
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)
17d ago
17d ago
Listed two days ago

Client Associate

at Findex

This is a Full time job

Melbourne VIC(Hybrid)
  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
  • Flexi-Friday - opt in or out for a compressed work fortnight
  • Hybrid work environment - work from home and office
  • Supportive team environment with opportunity to grow a long-term career
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
Join our Risk Insurance team at Findex as a Client Associate! First point of contact for a dedicated client portfolio, working closely with Advisers
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed nine days ago

Paraplanner

at First Financial

This is a Full time job

Melbourne VIC(Hybrid)
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
  • Supportive team and leader dedicated to your development and progression
  • Training & career progression plus access to our Adviser development program
  • Work and collaborate with skilled, specialist advisers across diverse clients
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
Join a growing firm offering strong support, clear adviser pathways and genuine development opportunities.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed nine days ago

Senior Client Services Officer

at Findex

This is a Full time job

Melbourne VIC(Hybrid)
Excellent benefits on offer
  • Enjoy a 9 day fortnight!
  • Excellent career opportunity in our Wealth Management division
  • Join one of Australia's leading firms!
  • Enjoy a 9 day fortnight!
  • Excellent career opportunity in our Wealth Management division
  • Join one of Australia's leading firms!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
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)
9d ago
9d ago
Listed one day ago

Associate Adviser

at Employee Matters

This is a Full time job

Melbourne VIC
Looking for career progression? Apply below...
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
  • Clear, highly supported pathway to becoming a Financial Adviser
  • Join an expanding and highly successful wealth management firm
  • Company that rewards hard work with promotion - premium Melbourne CBD office
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
Launch your wealth advisory career! Enjoy a clear pathway to Adviser and outstanding mentoring within a growing, highly respected firm
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed thirteen days ago

Associate Advisor

at Chronos Private

This is a Full time job

Melbourne VIC
$75,000 – $90,000 per year
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
  • Direct mentorship from the principal
  • Real client exposure from day one
  • A team that brings energy and personality to the work
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
Advisor pathway at a boutique Melbourne practice. Direct mentorship from the principal, real client work, clear path to PY in 18–24 months.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
13d ago
13d ago
Listed eleven days ago

Paraplanner

at Blackwood Advisory

This is a Full time job

Melbourne VIC(Hybrid)
At Blackwood Advisory, trust, teamwork and strong relationships underpin everything we do – across Accounting, Advice and the communities we serve.
At Blackwood Advisory, trust, teamwork and strong relationships underpin everything we do – across Accounting, Advice and the communities we serve.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed two days ago

Part Time Paraplanner

at FS Recruitment Solutions
Be an early applicant

This is a Part time job

Ivanhoe, Melbourne VIC(Hybrid)
$100,000 – $110,000 per year inc Super FTE
PT Paraplanner to Adviser within 2 years - Ivanhoe location - genuine career development in a great environment
PT Paraplanner to Adviser within 2 years - Ivanhoe location - genuine career development in a great environment
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty two days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Melbourne VIC
$85,000 – $110,000 per year
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
CSO/CSM role in a high-quality advice firm. Flexible scope, strong systems, and clear career growth. Open to 1–10+ years’ experience.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Modify my search
How relevant are your results?

Receive new jobs for this search by email

Return to search results
Modify my search

Select a job

Display details here