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Administrator - Investment

at Politis Investment Strategies

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary
  • Supportive team environment with friendly dedicated staff
  • Training and development provided
We are seeking a skilled administrator who thrives in a process driven role, suited to a proactive, skilled, and analytical thinker.
Listed seven days ago

Administrator - Investment

at Politis Investment Strategies

This is a Full time job

Newcastle, Newcastle, Maitland & Hunter NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary
  • Supportive team environment with friendly dedicated staff
  • Training and development provided
We are seeking a skilled administrator who thrives in a process driven role, suited to a proactive, skilled, and analytical thinker.
7d ago
Listed nine 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.
9d ago
Listed sixteen hours ago

Financial Planner - Hybrid WFH

at CareSuper

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Enhance our member-first culture with your exceptional planning skills.
  • Collaborative, supportive and close-knit team
  • Permanent opportunity with Hybrid working
A dynamic role that aims to enhance the member experience. Utilise strong technical skills to provide impactful solution-based planning and outcomes.
16h ago
Listed thirteen hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
13h ago
Listed thirteen hours ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
13h ago
Listed one day ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
1d ago
Listed one day ago

Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
1d ago
Listed thirteen hours ago

Client Service Officer | Sunshine Coast | $88k

at Jenner Recruitment Pty Ltd

This is a Full time job

Sunshine Coast QLD
$70,000 – $89,999 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $90k for the right person
  • Exceptional buiness in SE Qld Financial Planning industry
  • Amazing culture that looks after its staff!
An exciting opportunity for a motivated individual to bring their skills and knowledge to join this established business!
13h ago
Listed seven hours ago

Financial Planning Administration

at Aspirations Wealth Group Pty Ltd

This is a Full time job

Miranda, Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Aspirations Wealth offers a close-knit, collaborative work environment
  • Have an opportunity to build deep, personal relationships with clients
  • Potential for skill development and a supportive work environment
WHAT YOU LOVE: Teamwork. Professionalism. Customer focus. Writing well. Speed and accuracy. W
7h ago
Listed ten hours ago

Senior Client Service Officer

at Fitzpatricks Private Wealth Central Coast

This is a Full time job

West Gosford, Gosford & Central Coast NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Exciting opportunity to work with a leading Private Wealth Firm
  • Great culture, supportive, flexible working arrangements for the right person
  • Well-resourced support team, high employee retention, collaborative environment
Outstanding opportunity to support a Senior Financial Adviser and manage a small administration team to ensure the highest level of service.
10h ago
Listed one day ago

Senior Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join a team who share a commitment to making a difference!
  • Thrive with a hybrid working arrangement structure!
  • Work for a company that develops and promotes its own talent!
We are currently seeking a passionate and experienced Senior Client Service Officer to join our growing Wealth Client Services Implementation team!
1d ago
Listed one day ago

Client Services Officer

at Findex

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Surround yourself with people who inspire and challenge you!
  • Join a team who share a commitment to making a difference!
  • Work for a company that develops and promotes its own talent!
We have an exciting Sydney based opportunity for a passionate person to join our Client Services team supporting our team of Financial Advisers!
1d ago
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