Bookkeeper Financial Planning Jobs in All Melbourne VIC

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Listed eight days ago

Client Services Manager

at Affinity Accountants

This is a Full time job

Southbank, Melbourne VIC

$80,000 – $95,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

An Accounting firm in Southbank is seeking a dynamic individual to join our team as a Client Services Manager..

8d ago

Listed twenty seven days ago

Financial Accountant

at Viridian Advisory

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Flexible working arrangements
Birthday gifted leave & Wellness Day leave
Access to the Employee Share Scheme (after a qualifying period)

An opportunity has arisen at Viridian Financial Group for an experienced Financial Accountant to join our Finance team in the Melbourne CBD office.

27d ago

Listed one day 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

Financial Planning

classification: Banking & Financial Services

(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!” 🌟

1d ago

Listed fifteen days ago

Temporary Accountant

at Perigon Group Pty Limited

This is a Full time job

Craigieburn, Melbourne VIC

110000

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

The Temporary Accountant serves as a short-term support in various financial capacities, ensuring accuracy and integrity in financial processes,

15d ago

Listed one day ago

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

at Launchtwo People

This is a Full time job

Eastern Suburbs, Melbourne VIC

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

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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

1d ago

Listed twenty one days ago

Part Time Client Service Manager

at FS Recruitment Solutions

This is a Part time job

$75,000 – $85,000 per year FTE

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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

21d ago

Listed two days ago

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

at FS Recruitment Solutions

This is a Part time job

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

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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

2d ago

Listed six days ago

Client Service Officer

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC

$75,000 – $100,000 package

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(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.

6d ago

Listed eight days ago

Adviser Services Officer

at Sequoia Financial Group

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(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.

8d ago

Listed three days ago

Client Services Manager

at Robert Walters

This is a Full time job

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

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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.

3d ago

Listed three days ago

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

at FS Recruitment Solutions

This is a Full time job

Notting Hill, Melbourne VIC

$80,000 – $90,000 per year + super

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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.

3d ago

Listed six days ago

Finance Analyst

at Hugo Boss Australia Pty. Ltd.

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Join a collaborative and high performing team
Additional day of birthday leave
Annual clothing allowance

HUGO BOSS have an exciting opportunity available for an experienced Finance Analyst!

6d ago

Listed nine days ago

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

at FS Recruitment Solutions

This is a Full time job

$77,000 – $85,000 Plus super

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

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

9d ago

Listed eight days ago

Sales Support Consultant (Financial Planning)

This is a Part time job

Hawthorn East, Melbourne VIC

3 Days per week/ Free parking/ Great people!

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

This s a great support role within our Financial Planning Function - 3 days a week & still flexible working options!

8d ago

Listed fifteen days ago

Financial Planning Support Officer

at Wealth Arena

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Fantastic fast paced work environment t with a great culture located in the heart of the CBD.

15d ago

Listed twenty days ago

Private Wealth Assistant

at Ord Minnett Holdings P/L

This is a Full time job

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Join a market leader in the financial services industry
Opportunity to learn and grow from the best in the industry
Great office location – 35 Collins Street

We are currently seeking a Private Wealth Assistant to join us on a full-time, permanent basis!

20d ago

Listed eighteen days ago

Customer Service Officer

at Integrated Pathways Pty Ltd T/A Empower Wealth

This is a Full time job

North Melbourne, Melbourne VIC

$60,000 – $65,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

Home of The Property Couch: Australia's #1 Property Podcast!
Hybrid work: work from home and office for better work-life balance
Expert Mentorship & Training: Access industry mentorship and exclusive training

Unlock your potential: Join Empower Wealth as a Financial Planning Customer Service Officer and shape both your career and clients' financial futures!

18d ago

Listed twenty four days ago

Client Services Officer (WFH 3 days per week)

at Lantana Private Wealth

This is a Full time job

Malvern, Melbourne VIC

$70,000 – $85,000 per year

subClassification: Financial Planning

Financial Planning

classification: Banking & Financial Services

(Banking & Financial Services)

A unique opportunity for a talented Client Services 'all rounder' to take their acumen, skillset and career to the next level.

24d ago

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