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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 six days ago

Senior Financial Adviser

at Findex

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
6d ago
Listed two days ago

Senior Business Analyst/Team Leader

at Troocoo People Advisory

This is a Full time job

Brisbane QLD
subClassification: Corporate Finance & Investment Banking
Corporate Finance & Investment Banking
classification: Banking & Financial Services
(Banking & Financial Services)
  • Leadership and Impact: Oversee and optimise critical operational functions
  • Innovative Environment: Join a leading fund manager
  • Professional Development: Work with cutting-edge technology and processes
As a Senior Business Analyst/Team Leader, you will play a pivotal role in optimising and overseeing Trilogy Funds' operational functions.
2d ago
Listed three 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.
3d ago
Listed ten days ago

Senior Advice Reviewer

at Telstra Super

This is a Contract/Temp job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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
10d ago
Listed ten days ago

Associate Financial Planner

at Stonefish Recruitment

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Opportunity to be mentored and grow with the business.
  • Work in a nurturing environment with no sales targets.
  • Exceptional base salary coupled with strong bonus potential.
Rare and unique opportunity to work with a market leading financial planning firm located in Brisbane's C.B.D.
10d ago
Listed six days ago

Client Service Officer | Brisbane | $90k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $95k for the right person
  • Exceptional financial planning business within Brisbane
  • 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!
6d ago
Listed fifteen days ago

Private Wealth Executive (Wealth Acquisition) - Private Banking

at Westpac Consumer and Business Bank

This is a Full time job

Brisbane QLD
subClassification: Corporate Finance & Investment Banking
Corporate Finance & Investment Banking
classification: Banking & Financial Services
(Banking & Financial Services)
  • Proactively drive new HNW client growth and acquisition opportunities
  • Partner with Global Investment Services Directors to drive investment solution
  • Permanent opportunity
Seeking a highly motivated Acquisition focused Senior Private Banker or Investment Specialist to drive HNW growth within our Private Bank
15d ago
Listed nineteen days ago

Paraplanner | Brisbane | $110k

at Jenner Recruitment Pty Ltd

This is a Full time job

Brisbane QLD
$100,000 – $120,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • A package of up to $110k for the right candidate
  • A fabulous cultured business with an excellent name
  • If you love Paraplanning this is the role for you
This is a career Paraplanning role where you can be an important part of a successful financial planning team.
19d ago
Listed two days 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.
2d ago
Listed ten 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?
10d ago
Listed twenty days ago

Financial Planner

at Fuse Recruitment

This is a Full time job

Brisbane QLD
AUD 100000 - 130000 per annum, Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Competitive salary with bonuses, collaboration with a broader financial team.
  • Dynamic & supportive group of professionals, onsite paraplanning & admin support
  • Team that values your development and well-being.
Manage client relations, offer technical financial/risk advice, deliver excellent customer service, ensure compliance, stay updated on industry trends
20d ago
Listed six 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.
6d ago
Listed twenty six days ago

Associate Adviser

at Zanetti Recruitment & Consulting

This is a Full time job

Brisbane QLD
$85,000 - $90,000 + Superannuation
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Attend client meetings, analyse needs and develop strategy
  • Supportive and progressive culture, long term career focused role
  • Deliver strategic advice to HNW clients
Bespoke strategic client focused advice, fee based with a career path to advice. Strong mentoring and development program in place
26d ago
Listed six 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
6d ago
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