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This is a featured job
Featured

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.
This is a featured job
Featured

Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
Listed fifteen days ago

Senior Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

Dandenong, Melbourne VIC
120K - $140K + Super + Bonus
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Utilise your technical breadth in this varied role!
  • Incredible implementation support & advice-only focus
  • Build on an existing book of clients.
Excellent opportunity for an experienced adviser to grow an existing advice business within a well-established Financial Planning & Accounting firm.
15d ago
Listed seven days ago

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.
7d 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 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 three 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.
3h ago
Be an early applicant
Listed fifteen days ago

Client Services Manager

at Robert Walters

This is a Full time job

Melbourne VIC
$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.
15d ago
Listed fifteen days ago

Private Client Services Manager

at Maddern Financial Advisers P/L

This is a Full time job

Malvern, Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(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.
15d ago
Listed eight days ago

Manager, Adviser & Licensee Assurance

at UniSuper Management Pty Ltd

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • 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.
8d ago
Listed five days ago

Superannuation Technical Specialist

at Institute of Financial Professionals Australia

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Highly regarded membership association - Melbourne CBD
  • Flexible working arrangements, with work from home option
  • Supportive and collaborative environment
This is a key role, delivering high quality technical support to professionals via in-person and online technical presentations and publications.
5d 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 six days ago

Senior Manager, Client Service

at Aware Super

This is a Full time job

Melbourne VIC
subClassification: Financial Planning
Financial Planning
classification: Banking & Financial Services
(Banking & Financial Services)
  • Join an award winning, industry leading super fund with a strong member focus
  • Be a valued team member of an AFR Boss' Best Places to Work organisation
  • Enjoy well-being days off, a great work culture and career development
Senior leader role with a strong focus on overseeing financial planner administration, client services, risk & compliance & continuous improvement
6d ago
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