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Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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 nine 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.
9d ago
Listed thirteen days ago

Client Services Administrator – Financial Planning

at EFDB Pty Ltd

This is a Full time job

Sydney NSW
$70,000 – $80,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
13d ago
Listed fourteen 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?
14d ago
Listed twenty four days ago

Client Relationship Manager

at PSK Business Services

This is a Full time job

Sydney NSW
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Workplace Benefits through FLARE and our Employee Assistance Program
  • Paid Parental Leave
  • Located at iconic 25 Martin Place with great amenities and public transport
Become a key member of our Advice Delivery team with your consistent superior client service and can do attitude to deliver client outcomes.
24d ago
Listed six days 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.
6d ago
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