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This is a featured job

Senior Paraplanner, Canberra City

at DFK Everalls Pty Ltd
Expiring soon

This is a Full time job

Canberra ACT
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Associate and/or Professional Year participant

at Up Wealth Management
Expiring soon

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed twenty two days ago

Adviser Assistant / Client Services Officer - PY Opportunity

at International Search Partners

This is a Full time job

Canberra ACT(Hybrid)
$80,000 – $95,000 per year
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
Great opportunity for a Client Services Officer to provide administrative support to a small team Financial Advisers whilst interacting with clients
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty four days ago

Senior Paraplanner, Canberra City

at DFK Everalls Pty Ltd
Expiring soon

This is a Full time job

Canberra ACT
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
  • Benefit from a prime city location and an outstanding employee experience
  • Established professional services firm with a strong team and culture
  • High-quality, strategic work with great clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
Join Everalls Wealth Management as a Senior Paraplanner, supporting advisers to deliver high-quality, compliant advice to high-net-worth clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d ago
24d ago
Listed twenty nine days ago

Associate and/or Professional Year participant

at Up Wealth Management
Expiring soon

This is a Full time job

Canberra ACT
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
  • Be part of a quality advice business that has growth and can provide opportunity
  • We invest in our people. Ongoing mentoring, training and career path
  • Attractive remuneration incl reimbursement for ongoing study and gym mship
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
The primary role will be to support one of our strong new business writers, in onboarding new clients and managing existing client relationships.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
29d ago
29d ago
Listed seventeen days ago

Paraplanner

at Bentley Recruitment

This is a Full time job

Canberra ACT(Hybrid)
Circa $100,000 + super
  • Flexible start and finish times and work from home flexibility
  • Career pathway to Professional Year and financial adviser role
  • Mentorship, progression and future equity potential
  • Flexible start and finish times and work from home flexibility
  • Career pathway to Professional Year and financial adviser role
  • Mentorship, progression and future equity potential
Prepare SOA's, ROA's and strategy documents while supporting advisers in a flexible, client-focused financial planning team.
Prepare SOA's, ROA's and strategy documents while supporting advisers in a flexible, client-focused financial planning team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17d ago
17d ago
Listed twenty seven days ago

Senior Services Officer

at CBR Recruitment Pty Ltd
Expiring soon

This is a Full time job

Canberra ACT
$85k - $95k + super according to experience
CBR Recruitment is delighted to be partnering with Lawrance Private Wealth to identify an exceptional Senior Services Officer to join their team.
CBR Recruitment is delighted to be partnering with Lawrance Private Wealth to identify an exceptional Senior Services Officer to join their team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed sixteen days ago

Client Services Administrator

at PSK Business Services

This is a Full time job

Canberra ACT(Hybrid)
  • A growing advice business with a national footprint
  • Workplace Benefits program | Employee Assistance Program (Assure)
  • Paid Parental Leave | Hybrid Work | Canberra Location
  • A growing advice business with a national footprint
  • Workplace Benefits program | Employee Assistance Program (Assure)
  • Paid Parental Leave | Hybrid Work | Canberra Location
Become a key member of the Advice team assisting Advisers & creating ongoing relationships with clients. Competitive Salary | Hybrid work | Canberra
Become a key member of the Advice team assisting Advisers & creating ongoing relationships with clients. Competitive Salary | Hybrid work | Canberra
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
16d ago
16d ago
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