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This is a featured job

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Top salary & Career Progression - Growth opportunities available.
  • Diverse Clients - including SMSF's & high net worth individuals
  • Boutique Firm - Conveniently located modern office with free parking!
Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.
This is a featured job

This is a Full time job

$70,000 – $80,000 per year
subClassification: Financial Planning
classification: 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

This is a Full time job

$120,000 – $180,000+ per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Deal with inbound client enquiries - No need to search for new clients.
  • Build relationships and help clients take control of their finances.
  • Structured Training | Excellent Remuneration | Career Growth Opportunities.
Best of Both Worlds - A Financial Adviser role where you can help clients by providing great advice and still make good money.
6d ago
Listed four hours ago

This is a Full time job

120K - $140K + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Utilise your technical breadth in this varied role!
  • Incredible implementation support & advice-only focus
  • Build on an existing book of clients.
Excellent opportunity for an experienced adviser to grow an existing advice business within a well-established Financial Planning & Accounting firm.
4h ago
Listed two hours ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Develop your career with potential leadership opportunity
  • Manage an established client book and get a great head start
  • Collaborate and network with our extensive team of Advisers and Accountants
Inherit an established client book and work with an experienced team. Be supported with client services support, tools and resources.
2h ago
Listed four days ago

This is a Full time job

Attractive Remuneration Package
subClassification: Financial Planning
classification: Banking & Financial Services
  • Join an aware winning, industry super fund with a strong member focus
  • Enjoy a fantastic work culture, well-being days, cultural leave days & more
  • AFR BOSS Best Places to Work
In this role you will manage the Advice and Licensee Policy, Advice Documentation and Advice Offer.
4d ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Strong inbound lead flow
  • Attractive rem, annual leave and flexibility policy
  • Exceptional administrative support
High quality international advice firm| Self Licensed|Highly regarded management team|Solid career progression opportunity for a high performer
3d ago
Listed four days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Job security with a well-established and respected national practice
  • A professional, supportive and friendly culture, where staff are valued
  • The ability to make an impact within the workplace and its client base
This role offers diversity, ongoing support, exposure to a full range of financial services and is led by people who genuinely wish to see you succeed
4d ago
Listed three days ago

This is a Full time job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Be part of a growing firm that aims to double in the next 5 years
  • Take over and grow an established portfolio
  • Leverage our internal referral sources
Join our growing team servicing existing clients and leveraging our internal referral partners for new opportunities.
3d ago
Listed seven days ago

This is a Full time job

$140k - $160k + Super + Bonus
subClassification: Financial Planning
classification: Banking & Financial Services
  • Long-term opportunity in the Sydney CBD | Mostly review meetings.
  • Leading name in the Advice industry | Great career opportunity.
  • Great workplace culture | Large friendly team | Some WFH available.
Provide holistic advice. Established book of long-term clients. Very well-supported role (4:1). Excellent back-office team. Focus solely on the client
7d ago
Listed five days ago

This is a Full time job

$110,000 – $120,000 per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Competitive package: Base salary, commission & share options aligned to skills
  • Hybrid work: Work from home and from the office for better work-life balance
  • Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years
Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!
5d ago
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