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Featured

Client Service Officer/ Administration

at Apex Financial Advice

This is a Full time job

Woolloongabba, Brisbane QLD
$65,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Development
  • Fun work environment
  • Every second Friday afternoon off, following probation.
We are looking for a Full time Client Service Officer/ Administration Assistant preferably with previous experience to join our team.
Listed one day ago

Trust and Wealth Adviser - Health & Personal Injury Clients

at Equity Trustees Limited

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Friendly welcoming high performing team
  • Great central CBD location, modern office fit-out and end-of-trip facilities
  • Hybrid work environment
Manage fiduciary accounts with precision and care. You'll oversee investment management, crafting initial plans and conducting reviews.
1d ago
Listed one day ago

Client Service Officer/ Administration

at Apex Financial Advice

This is a Full time job

Woolloongabba, Brisbane QLD
$65,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Career Development
  • Fun work environment
  • Every second Friday afternoon off, following probation.
We are looking for a Full time Client Service Officer/ Administration Assistant preferably with previous experience to join our team.
1d ago
Listed two days ago

Client Services Officer/Junior Paraplanner

at Bentley Recruitment

This is a Full time job

Brisbane QLD
$60,000 - $75,000 + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work closely with Senior Financial Advisers that are practiced at mentoring
  • Join a business with a proven track record of developing staff through their PY
  • Close-knit and supportive team with multiple avenues for progression
An exciting opportunity to develop your skills and transition into a Junior Paraplanner role.
2d ago
Listed four days 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.
4d ago
Listed four days ago

Business Development Associate

at Colonial First State Investments Limited

This is a Full time job

North Adelaide, Adelaide SA
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join one of Australia's largest and most awarded super and investment providers
  • North Adelaide location - hybrid work arrangement
  • Fantastic opportunity for a client service professional or a graduate
Support our SA & WA sales teams to service a panel of existing adviser relationships through proactive and reactive service support work and operation
4d ago
Listed five days ago

Client Service Officer - with Professional Year opportunities available

at Continuum Financial Planners Pty Ltd

This is a Full time job

Upper Mount Gravatt, Brisbane QLD
$55,000 – $66,000 per year + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Collaborative and supportive environment
  • Opportunity to grow and progress your career
  • Long-time established practice will low staff and client turnover
Established financial planning practice looking for a CSO to join our team. Competitive salary and opportunities for career progression.
5d ago
Listed nine days ago

Client Service Officer

at Stonefish Recruitment

This is a Full time job

Brisbane QLD
$55,000 – $68,000 per year + Super & Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Busy financial planning firm in the Brisbane city.
  • Long established and ethical business.
  • Great team environment and work place.
Established financial planning firm based in Brisbane city are looking for an experienced client services specialist.
9d ago
Listed nine days ago

Customer Service Officer (CSO)

at Goals & Dreams Financial Planning Pty Ltd

This is a Full time job

Chermside, Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Supportive and professional work environment with caring culture
  • Successful brand and ongoing retained clients
  • Opportunities for learning and growth
Can you support a dynamic, highly skilled and successful Financial Planning team? Would you like to be based northside + dedicated parking?
9d ago
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