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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 five 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.
5d ago
Listed one day ago

Associate

at PSK Business Services

This is a Full time job

Brisbane QLD
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Study Assistance for eg through Kaplan
  • Mentorship from Private Client Advisors
  • Workplace Benefits through FLARE and our Employee Assistance Program
As an Associate at PSK you will work closely with Advisers and clients to assist in research, development of strategies and portfolio selection.
1d ago
Listed four 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.
4d ago
Listed twenty one 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.
21d ago
Listed eight 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.
8d ago
Listed eight 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!
8d ago
Listed four days ago

Senior Manager, Financial Planning & Analysis

at Quinn Allan

This is a Full time job

Brisbane QLD
$210,000 - $220,000pa incl. super + Bonus
subClassification: Management Accounting & Budgeting
Management Accounting & Budgeting
classification: Accounting
(Accounting)
  • Collaborate with C-suite executives to drive strategic financial decisions
  • Leverage your expertise to shape FP&A in a large, dynamic organisation
  • Enjoy opportunities for career advancement and professional development
Fantastic opportunity for an experienced FP&A professional to join a renowned Australian business in a highly commercial position.
4d ago
Listed eight 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
8d ago
Listed twelve 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
12d ago
Listed twelve 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?
12d ago
Listed twelve 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.
12d ago
Listed twelve 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.
12d ago
Listed twelve 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: Receptionists
Receptionists
classification: Administration & Office Support
(Administration & Office Support)
  • Busy financial planning firm in the Brisbane city fringes.
  • Long established and ethical business.
  • Great team environment and work place.
Established financial planning firm based in Brisbane city fringes are looking for an client service / receptionist professional.
12d ago
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