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Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed eight days ago

Xplan Systems Support Officer

at FS Recruitment Solutions

This is a Full time job

Adelaide SA(Hybrid)
$90,000 – $110,000 including super per year
Key systems support role where your ideas, problem-solving and process improvement mindset will make a real impact. CBD. WFH 1 day per week.
Key systems support role where your ideas, problem-solving and process improvement mindset will make a real impact. CBD. WFH 1 day per week.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed twelve days ago

Client Services Manager (CSM) Financial Planning - Full or Part Time

at The Engaged Space

This is a Full time job

Eastwood, Adelaide SA
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
  • Opportunity to join our rapidly growing and supportive team.
  • Part time or full time role, with a flexible workplace and a competitive salary.
  • Bright and open plan city fringe office with ample parking.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
Join Astier as a Client Service Manager. Flexible 4-day or full time role, supportive team, great culture and meaningful client impact.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
12d ago
12d ago
Listed one hour ago

CSO / CSM (Financial Planning)

at Berritta Consulting
Be an early applicant

This is a Full time job

Adelaide SA
$80,000 – $100,000 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)
1h ago
1h ago
Listed eight days ago

Junior Paraplanner

at FS Recruitment Solutions

This is a Full time job

Adelaide SA(Hybrid)
$75,000 – $80,000 plus super per year
Excellent opportunity to step into a more technical advice support role with a respected advisory team that will support your growth and development.
Excellent opportunity to step into a more technical advice support role with a respected advisory team that will support your growth and development.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed nine days ago

Client Services Manager

at SA Wealth Group

This is a Full time job

Adelaide SA
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
At SA Wealth Group, you'll play a key role in managing client relationships, operations, and mentoring a team to ensure high-level service standards.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
9d ago
9d ago
Listed sixteen 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.
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)
16d ago
16d ago
Listed seventeen 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.
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)
17d ago
17d ago
Listed eighteen days ago

Client Services Manager (Financial Planning)

at Bartons Chartered Accountants and Wealth Advisors

This is a Full time job

Camden Park, Adelaide SA
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
As a CSM in our Financial Planning team, you’ll work closely with our financial advisors and clients to deliver high‑quality advice experiences.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18d ago
18d ago
Listed twenty eight days ago

Senior Product Specialist (Senior Paraplanner) - Adelaide Based

at Opex Consulting Pty Ltd

This is a Full time job

Adelaide SA
Use your paraplanning experience, not in a practice, but to shape, test and continuously improve the next generation financial advice software.
Use your paraplanning experience, not in a practice, but to shape, test and continuously improve the next generation financial advice software.
subClassification: Government - StateGovernment - State
classification: Government & Defence(Government & Defence)
28d ago•Expiring
28d ago•Expiring
Listed sixteen days 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!
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)
16d ago
16d ago
Listed ten days ago

Systems Support Officer

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 Systems Support Officer in Adelaide. Permanent, full-time role in our Wealth Advisory team. Apply now!
Join William Buck SA as a Systems Support Officer in Adelaide. Permanent, full-time role in our Wealth Advisory team. Apply now!
subClassification: OtherOther
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed two days ago

Senior Paraplanner

at Hood Sweeney
Be an early applicant

This is a Full time job

Adelaide SA
  • Leading SA professional services firm
  • Experience great social, health & well-being initiatives
  • Gain access to learning and development opportunities
  • Leading SA professional services firm
  • Experience great social, health & well-being initiatives
  • Gain access to learning and development opportunities
Join our Financial Planning Team and play a key role in providing high-quality service to our clients.
Join our Financial Planning Team and play a key role in providing high-quality service to our clients.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed twenty two days ago

Client Services Officer

at Advance Recruitment Partners Australia

This is a Full time job

Adelaide SA
  • Team Player
  • Well Respected Boutique Financial Services Firm in Adelaide
  • Career Progression
  • Team Player
  • Well Respected Boutique Financial Services Firm in Adelaide
  • Career Progression
Our client is seeking an experienced Client Service Officer to join their growing Financial Advice practice.
Our client is seeking an experienced Client Service Officer to join their growing Financial Advice practice.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed twenty seven days ago

CSO / CSM (Financial Planning)

at Berritta Consulting

This is a Full time job

Adelaide SA
$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)
27d ago•Expiring
27d ago•Expiring
Listed two days ago

Senior Trader

at Cadence Recruitment

This is a Full time job

Adelaide SA
170000
  • Fast growing organisation in the Heart of Adelaide's CBD
  • Opportunity for future growth within the business
  • Rare opportunity in Adelaide - no need to move to the Eastern States
  • Fast growing organisation in the Heart of Adelaide's CBD
  • Opportunity for future growth within the business
  • Rare opportunity in Adelaide - no need to move to the Eastern States
Opportunity for a Senior Equity Trader to join a fast growing Investment Advisory Firm in Adelaide. Rare to find these opportunities in Adelaide
Opportunity for a Senior Equity Trader to join a fast growing Investment Advisory Firm in Adelaide. Rare to find these opportunities in Adelaide
Recruited bySimon Winston
subClassification: Stockbroking & TradingStockbroking & Trading
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed ten days ago

Account Project Lead

at DXC Technology Australia & New Zealand

This is a Full time job

Adelaide SA
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Adelaide based role.
  • Highly engaged and supportive team environment
  • Permanent Opportunity.
  • Adelaide based role.
The Account Project Lead (APL) brings together all project delivery services and activities to the account and the client.
The Account Project Lead (APL) brings together all project delivery services and activities to the account and the client.
subClassification: Programme & Project ManagementProgramme & Project Management
classification: Information & Communication Technology(Information & Communication Technology)
10d ago
10d ago
Listed sixteen days ago

Client Services Administrator

at Hays | Office Support

This is a Full time job

Adelaide SA
  • Exciting permanent opportunity in a professional services environment
  • Ideal CBD location
  • Join a well established and recognised firm
  • Exciting permanent opportunity in a professional services environment
  • Ideal CBD location
  • Join a well established and recognised firm
Support senior advisors in a high‑performing professional services team where quality & client care come first.
Support senior advisors in a high‑performing professional services team where quality & client care come first.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
16d ago
16d ago
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