Client Services Associate – Financial Planning

The role HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities Manage client...

E&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...

Get AI-powered advice on this job and more exclusive features. The Andersen Partnership provided pay range This range is provided by The Andersen Partnership. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range A$75,000.00/yr - A$87,500.00/yr Direct message the job poster from The Andersen...

A 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...

A leading financial services firm in Western Australia is seeking a Client Services Manager to enhance client experiences through proactive support. You will be responsible for managing client interactions, maintaining accurate compliance documents, and assisting Financial Advisers. Ideal candidates will have experience in client services, strong...

A diversified financial services firm is seeking a Financial Planning Associate to support experienced advisers in preparing client advice and communications. This role involves technical advice preparation, compliance, and client interaction. Ideal candidates should have a Bachelor's degree or relevant diploma, exceptional attention to detail, and strong...

A 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...

A 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 standards of service delivery, managing operational efficiency, and implementing strategic initiatives. Candidates should have at least 3 years of experience as a Team Leader in financial services, exceptional...

Financial Adviser at Advance Financial Planning The position suits someone with Paraplanning experience or someone who is motivated to take their career in financial services to the next level. A preference for 2 years' previous experience in a financial planning practice is required. About the role As an integral part of our advice practice, your...

A financial advisory firm is seeking a Senior Associate Adviser in Melbourne to deliver tailored financial advice to high-quality clients. The role involves supporting the advice process, preparing documentation, and maintaining client relationships. Candidates should have a minimum of 5 years’ experience in financial planning, relevant qualifications, and...