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Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
Listed six days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Sydney CBD Location
  • Collaborative and supportive culture
  • Full Time, $70,000 - $80,000 (package subject to experience)
We are seeking a full-time Client Services Administrator to join our Centralised Admin Team who will provide support to our advisers and clients.
6d ago
Listed one day ago

Financial Services – Administration Assistant / Client Relations / Paraplanning

at The Wealth Connection

This is a Full time job

Austinmer, Wollongong, Illawarra & South Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enviable Lifestyle Location in the heart of stunning Austinmer
  • Boutique Financial Advice Business
  • Young, Energetic Team
Live and work in an enviable lifestyle location with a young, energetic boutique Financial Advice and Mortgage Broking Team.
1d ago
Listed two days ago

Client Services Officer

at Zanetti Recruitment & Consulting

This is a Full time job

Brisbane QLD
Package of up to $85,000 + Benefits
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work directly with advisers throughout the client process
  • A remuneration package of up to $85,000 inc. superannuation
  • Based in Fortitude Valley, with 1 day per week WFH
Provide professional support to the financial advice team and their clients. Part of the wealth team in a large professional services business
2d ago
Listed fifteen days ago

Client Services Manager | Financial Planning

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$75,000 + super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Flexible work hours; option to start later/earlier and finish later/earlier
  • Paid day off for your birthday
  • Career progression pathways to develop into an financial adviser or management
A newly created role in the CBD which will see you join a client services team who collectively support the advisers, business partners and each other
15d ago
Listed two days ago

Client Services Manager

at Robert Walters

This is a Full time job

Melbourne VIC
$90k - $100k p.a. + yearly bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a growing financial planning firm located in the CBD
  • Support experienced Financial Advisors in implementing advice
  • Particular focus on superannuation administration and SMSF
Seeking an experienced CSM within financial planning with the opportunity to mentor and guide junior staff.
2d ago
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