Financial Planning
vor 12 Stunden
We are a well-established financial planning firm seeking an experienced Senior Client Service Officer that is ready to step into a broader Client Services Manager role. This position oversees client administration, adviser support, insurance workflows, and CRM/task management. ABOUT THE ROLE Manage client onboarding, SOA/ROA implementation, and review workflows Handle insurance applications, underwriting, and policy servicing Maintain accurate client records and task pipelines Act as senior support for advisers and handle escalated service queries Opportunity to mentor, supervise, and develop CSOs as the team grows Ensure compliance documentation (FDS, Opt-In, Fee Consents, file notes) is completed accurately ABOUT YOU 2–5+ years in financial planning client services (Senior CSO ideal) Strong knowledge of superannuation, investments & personal insurance Experienced with CRMs Excellent communication, organisation, and attention to detail Leadership or mentoring experience (or readiness to step into it) WHAT WE OFFER Supportive, professional team environment Career progression into Client Services Manager responsibilities Modern systems, strong workflows, and a growing practice Apply Now Submit your resume outlining your experience and suitability. We look forward to hearing from you. #J-18808-Ljbffr
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Financial Planning Assisstant
vor 3 Wochen
Gold Coast City, Österreich Pinnacle Partners Wealth Management VollzeitFinancial Planning Assistant – Pinnacle Partners Wealth Management (Gold Coast, QLD) Location: Gold Coast, QLDWork type: Full-time or Part-time (flexibility available for students, graduates or semi retired.)Salary: $60,000 – $85,000 + super (pro rata for part-time) – Based on experience and qualifications About Us We’re a growing Gold Coast–based...
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Financial Planning Associate
vor 12 Stunden
City of Melbourne, Österreich E&P Financial Group VollzeitE&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions An unwavering focus...
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Gold Coast City, Österreich Pinnacle Partners Wealth Management VollzeitA financial planning firm in Gold Coast is seeking a Financial Planning Assistant to support advisers in delivering quality client outcomes. The role offers experience in the advice process with strong pathways for career progression into a Financial Adviser position. Ideal candidates have a genuine interest in financial planning and experience with CRM...
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Financial Adviser
Vor 5 Tagen
Gold Coast City, Österreich Toro Wealth VollzeitTo apply please email your resume to Overview Toro Wealth specialises in retirement planning advice for year-olds, providing strategic guidance with minimal product recommendations. Due to rapid growth, we have an exciting opportunity for an experienced Financial Adviser to join our dynamic team. What You'll Get in Return A fun and supportive work...
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Retirement Planning Financial Adviser
Vor 5 Tagen
Gold Coast City, Österreich Toro Wealth VollzeitA financial advisory company is seeking an experienced Financial Adviser to join their Gold Coast team. In this role, you will provide independent financial planning advice and conduct meetings with clients under a structured engagement process. The ideal candidate has at least 3 years of experience, is ASIC registered, and possesses strong knowledge in...
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Financial Planning Associate
vor 2 Wochen
Gold Coast City, Österreich at VollzeitA leading financial advice practice on the Gold Coast is seeking an Associate to support the team and deliver exceptional client service. The ideal candidate will have completed or be pursuing a degree in Financial Planning and possess strong skills in communication and organization. This role will involve collaborating with Directors and applying financial...
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Client Service Manager – Financial Planning, Xplan
vor 2 Wochen
Gold Coast City, Österreich Tri-County Ambulance Service, Inc VollzeitA growing financial planning firm in Gold Coast seeks an experienced client service professional to support financial planners and manage client interactions. Ideal candidates will have 2-3 years in the financial advice sector, strong communication skills, and a focus on client service. This role offers opportunities for growth within a dynamic team,...
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Client Service Manager
Vor 5 Tagen
Gold Coast City, Österreich Tri-County Ambulance Service, Inc VollzeitA financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...
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Client Services Lead
vor 11 Stunden
City of Brisbane, Österreich Focus Financial Partners VollzeitA leading financial services firm is seeking a Team Lead for Client Services in Brisbane or Sydney. This role involves leading a team to ensure high service delivery standards, managing operational efficiency, and implementing strategic initiatives. Candidates should have at least 3 years of experience as a Team Leader in financial services, exceptional...
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Administrative Support Officer – Financial Planning
vor 3 Wochen
Gold Coast City, Österreich Cambio Group VollzeitCambio Groupis a well-established financial services business located in Bundall. We are currently seeking an experienced and enthusiastic individual to fill the role as an Administrative Support Officer. In this role you will effectively provide comprehensive administrative support to the Financial Planning team and client base. What’s in it for you? Join...
