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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.
Listed twelve 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.
12h 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 ten hours ago

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.
10h ago
Listed fourteen days ago

This is a Full time job

AUD 120000 - 130000 per annum
subClassification: Financial Planning
classification: Banking & Financial Services
  • Hybrid work flexibility and a competitive salary
  • Supportive environment with opportunities for growth and advancement
  • Work with diverse client base, making meaningful impact on financial lives.
Conduct financial assessments, create personalised financial plans, attract new clients through referrals, ensure compliance in advice process.
14d ago
Listed fifteen days ago

This is a Full time job

$100,000 – $130,000 per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Collaborate with a close-knit team to share knowledge & manage work efficiently
  • Leverage existing retail insurance client base for business growth opportunities
  • Benefit from administration support to streamline client implementation
Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.
15d ago
Listed four days ago

This is a Contract/Temp job

subClassification: Financial Planning
classification: Banking & Financial Services
  • Identifying areas for improvement, support provision of quality effective advice
  • Proven experience in legislative change, advice review and coaching
  • Leading profit-to-members superannuation fund
Join TelstraSuper Financial Planning. Review client files to ensure financial advisers are meeting their compliance requirements. 6m FTC
4d ago
Listed six 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!
6d ago
Listed seven days ago

This is a Full time job

$90,000 – $95,000 p.a.+ super + NFP benefits
subClassification: Financial Planning
classification: Banking & Financial Services
  • Make a difference in the lives of those impacted by cancer
  • Supportive and inclusive environment
  • Flexible and Hybrid work arrangements
Where innovation meets compassion to address unmet needs & deliver comprehensive support programs based on lived experiences & cutting-edge research.
7d ago
Listed fourteen days ago

This is a Full time job

$130,000 – $160,000 per year Inc Super + Bonus!
subClassification: Financial Planning
classification: Banking & Financial Services
  • Equity available within 12 months for the ideal candidate
  • Bonuses paid on every dollar of revenue you generate
  • Flexible, approachable manager
Work for an ethical advice business who treat employees like family. Equity available for a driven candidate with a "business owner" mindset.
14d ago
Listed seventeen days ago

This is a Full time job

$120,000 – $165,000 per year
subClassification: Financial Planning
classification: Banking & Financial Services
  • Sizeable client book
  • Growing firm
  • Future equity opportunity
Are you an exceptional adviser? Take your career to the next level working for one of Melbourne's leading firms. WFH options. Future equity potential.
17d ago
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