Superannuation Financial Planning Jobs in All Melbourne VIC

classification: Banking & Financial Services

West Melbourne, Melbourne VIC

Top salary & Career Progression - Growth opportunities available.
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

This is a featured job

Featured

Associate Advisor

at Inovayt

This is a Full time job

$85,000 – $105,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

This role is a great accelerator for your professional success in the Financial Planning industry to achieve career best performance.

Listed six days ago

Client Services Officer - Part Time 15-25 hours (you decide!)

This is a Part time job

$75,000 – $85,000 per year + super FTE

subClassification: Financial Planning

classification: Banking & Financial Services

Low volume of clients, high level of service. Suitable for career CSO, or progress to Associate Advisor over time

6d ago

Listed seven days ago

Client Services Manager

at Robert Walters

This is a Full time job

$90k - $100k p.a. + yearly bonus

subClassification: Financial Planning

classification: Banking & Financial Services

at UniSuper Management Pty Ltd

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.

7d ago

Listed seventeen hours ago

Manager, Adviser & Licensee Assurance

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Independent Wealth Partners

Award Winning Fund / Great Place To Work Certified
Annual $1500 for personal development
Outstanding Advice business model

This role is responsible for ensuring that fee deductions and technical solutions services provided adhere to regulatory standards.

17h ago

Listed three days ago

Client Services Manager

This is a Full time job

$75,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

If you love working with great clients and want to play an integral role in the office you work in, this role is for you :)

3d ago

Listed twenty one days ago

Intra-fund Financial Adviser (phone based)

at Mercer

This is a Full time job

Docklands, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

Hawthorn East, Melbourne VIC

Great team environment
An organisation where your career path matters and is supported
Hybrid working model

Looking for an experienced intra-fund adviser to join our supportive team

21d ago

Listed eight days ago

Client Service Manager

at Cartwright Jones Pty Ltd

This is a Full time job

$80-85k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

A friendly HNW independent is looking for an experienced CSM based in Hawthorn East. Work from home options available.

8d ago

Listed five days ago

CSO / PARAPLANNER

at Jones Louros & Associates

This is a Full time job

Essendon, Melbourne VIC

$80,000 – $90,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Flexible working hours
Rewards & Incentives
Coffee Machine & Fruit

“Join us and be the change in our clients’ financial journeys. Your impact awaits!” 🌟

5d ago

Listed three days ago

Financial Adviser

at Telstra Super

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services

Provide comprehensive initial & ongoing personal advice (fee-for-service basis)
Modern CBD Office. Hybrid work - Work 2 days in the office
Leading profit-to-members superannuation fund

Seeking experienced Financial Adviser to join Telstra Super Financial Planning within the Advice Delivery Team. 12 Month Fixed Term Contract.

3d ago

Listed thirteen days ago

Adviser Services Officer

at Sequoia Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Collaborative team environment
Excellent training provided
Flexible working arrangement

We are looking for a dynamic Adviser Services Officer to join our team.

13d ago

Listed thirteen days ago

Client Services Officer $75,000-85,000 + Super

This is a Full time job

$77,000 – $85,000 Plus super

subClassification: Financial Planning

classification: Banking & Financial Services

An award-winning integrated financial services business looking for a passionate CSO. CBD, WFH 2 days/ week!

13d ago

Listed one hour ago

Client Services Manager - $80k-90k+

at Ivy Recruitment Partners

This is a Full time job

$75,000 – $95,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Outstanding opportunity for experienced CSM to join high end city fringe firm. Excellent culture, flexibility + career path on offer.

1h ago

Listed twenty five days ago

Part Time Client Service Manager

This is a Part time job

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

classification: Banking & Financial Services

Part time CSM workign with Wealth Advisers, you pick the hours and days (minimum 25 hours), vibrant Melbourne CBD offices

25d ago

Listed seven days ago

Client Services Manager ~$80,000-$90,000 + super

Notting Hill, Melbourne VIC

This is a Full time job

$80,000 – $90,000 per year + super

subClassification: Financial Planning

classification: Banking & Financial Services

at Integrated Pathways Pty Ltd T/A Empower Wealth

Work for a business that treats you and their clients like family. WFH 1-2 days and flexible hours available, including option for 9 day fortnight.

7d ago

Listed thirteen days ago

Financial Planner

This is a Full time job

North Melbourne, Melbourne VIC

$110,000 – $120,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

at Maddern Financial Advisers P/L

Competitive package: Base salary, commission & share options aligned to skills
Hybrid work: Work from home and from the office for better work-life balance
Dynamic Growth: Join a fast-growing business, shape your portfolio in 3-5 years

Empower Wealth are seeking a Financial Planner: Drive Client Success, Excel in a Supportive Team, and Shape Your Future!

13d ago

Listed seven days ago

Private Client Services Manager

This is a Full time job

Malvern, Melbourne VIC

subClassification: Financial Planning

classification: Banking & Financial Services

Top salary & Career Progression - Growth opportunities available.
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

7d ago

Listed twenty days ago

Client Service Consultant - Private Wealth

at Praemium Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Eastern Suburbs, Melbourne VIC

Work for an industry leader in Fintech
Excellent benefits on offer including bonus
Flexible hybrid environment - work from home and in our CBD Office

Be the primary point of contact for private wealth clients, providing expert assistance and resolution to their queries across various channels

20d ago

Listed five days ago

Client Services Administrator- Financial Planning- Dream Job!!!

at Launchtwo People

This is a Full time job

$75,000 - $80,000 + work from home option +bonuses

subClassification: Financial Planning

classification: Banking & Financial Services

Doncaster East, Melbourne VIC

Join a growing and dynamic accounting firm who is seeking an experienced Client Services Administrator for their Financial Planning Team.

5d ago

Listed eleven days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

$75,000 – $100,000 package

subClassification: Financial Planning

classification: Banking & Financial Services

Generous Package
Great Team
Flexible Conditions

A fantastic opportunity to form part of a flexible and family friendly financial planning practice that will value your experience and input.

11d ago

Listed twenty one days ago

Financial Advisor - Path to Equity

Brunswick East, Melbourne VIC

This is a Full time job

$130,000 – $160,000 per year Inc Super + Bonus!

subClassification: Financial Planning

classification: Banking & Financial Services

Equity available within 12 months for the ideal candidate
Bonuses paid on every dollar of revenue you generate
Flexible, approachable manager

Work for an ethical advice business who treat employees like family. Equity available for a driven candidate with a "business owner" mindset.

21d ago

Listed eleven days ago

Senior Advice Reviewer

at Telstra Super

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services