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Client Service Manager

at Height Capital

This is a Full time job

East Melbourne, Melbourne VIC
$85,000 + super + annual bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Work in a boutique firm where your role is recognised as central to success.
  • Use your talents to support a fast growing firm with a great reputation.
  • Join a team where everyone works hard and has fun along the way.
A newly created role in a team that genuinely puts their clients best interest at the forefront of everything they do, and has fun along the way.
Listed seven days ago

Financial Planning Assistant

at Insignia Financial Ltd

This is a Full time job

Melbourne VIC
$80,000 inclusive of super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Hybrid working - 3 days in the office (anchor day is Tuesday)
  • Enjoy an Insignia Day, an extra day off a year to take whenever you choose
  • No experience required, full training provided
Are you a recent grad looking to get into the financial planning world? This could be the role for you
7d ago
Listed nine days ago

Paraplanner (Financial Planning)

at HMH Financial Services

This is a Full time job

Doncaster East, Melbourne VIC
$85,000 – $115,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Great opportunity to develop and grow
  • Easy access, close to shops and onsite basement parking
  • Great Team, Wonderful Clients, Growth business with its own AFSL
Join a boutique and fast growing financial advisory practice on the hunt for an experienced Paraplanner offering a generous package and flexibility.
9d ago
Listed five days ago

Senior Financial Planner - Equity Potential

at FS Recruitment Solutions

This is a Full time job

Murrumbeena, Melbourne VIC
$150-180,000 Plus Super (depending on experince)
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Established Financial Planning arm independent of Accounting JV
  • Combination of existing client, plus lots of new client referrals
  • 15% equity available within 12-18 months
Established, reputable Financial Planning practice. Take over an exisiting book of clients & manage all new client referrals from an Accounting JV
5d ago
Listed two hours ago

Financial Adviser

at Telstra Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Phone-based intra-fund advice role within the Limited Advice Team
  • Flexible, supportive hybrid work environment. Work 3 days in the office
  • Leading profit-to-members superannuation fund
We are seeking an experienced Financial Adviser (Limited Advice) who is passionate about helping our members improve their financial wellbeing.
2h ago
Be an early applicant
Listed four days ago

Financial Adviser - Industry Fund Services/Incolink

at Industry Fund Services

This is a Contract/Temp job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Carlton Office Location
  • Competitive salary and generous benefits
  • Exciting opportunity to move into Industry Super
Are you an Adviser who is excited to work with a "blank canvas" with a view to furthering your career with an organisation you can be proud of?
4d ago
Listed twenty six days ago

Financial Planning & Reporting Analyst

at BlueRock

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • We're Certified B-Corp & Great Place to Work 2024, 2023 Best Workplaces winner!
  • An inclusive and diverse workplace culture centred on health, wellbeing and fun.
  • Generous gym and mobile phone allowances!
Join us as our numbers maestro! Seeking a savvy Financial Planning & Reporting Analyst to make magic with budgets and forecasts!
26d ago
Listed more than thirty days ago

Financial Adviser

at Associated Concepts

This is a Full time job

Hawthorn East, Melbourne VIC
$100,000 – $130,000 per year
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Collaborate with a close-knit team to share knowledge & manage work efficiently
  • Leverage existing retail insurance client base for business growth opportunities
  • Benefit from administration support to streamline client implementation
Join AC-FS: Elevate your career with a leading team dedicated to bespoke financial solutions and client success.
30d+ ago
Listed two hours ago

Senior Investment Advisor

at Woods & Co

This is a Full time job

Melbourne VIC
$120,000 - $170,000 + Super
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Melbourne CBD location | WFH capability
  • Internal collaboration with hands on company directors
  • Shape the direction of your own career - Equity opportunity in future
Work collaboratively with the company directors of one of Melbournes most renowned asset managers. Ability to shape your own career path.
2h ago
Be an early applicant
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