Financial Planning Assisstant
vor 3 Wochen
Financial 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 Accounting and Financial Planning firm that prides itself on providing genuine, client‑first advice and building lasting relationships. About the Role This role is ideal for someone who: Already has experience in financial planning firms and is familiar with CRM software like AdviserLogic or Xplan , and or Is a financial planning student or recent graduate looking to gain hands‑on experience and a pathway to becoming a Financial Adviser. You’ll work closely with senior advisers and be exposed to all aspects of the advice process, from strategy preparation through to client implementation and review. Support advisers in preparing compliant Statements and Records of Advice (SoAs/RoAs) Maintain client data and workflows using AdviserLogic and platform software (Hub24, Netwealth, Macquarie, etc.) Assisting with research, financial modelling, and product comparisons Manage client implementation tasks and ongoing service requirements Liaise with clients, product providers, and internal stakeholders Contribute to the delivery of high‑quality client outcomes About You We’re open to two types of candidates: Experienced administrator or paraplanner with existing knowledge of the financial planning process and AdviserLogic software, and or Financial planning student or recent graduate seeking a support role with a clear pathway to becoming a fully qualified financial adviser. You’ll be successful if you have: A genuine interest in financial planning and helping people achieve their goals Highly organised, with excellent attention to detail Confident communicating with clients and team members Tech‑savvy and comfortable learning new systems Proactive, curious, and eager to develop into a future Financial Adviser Desirable: Experience with AdviserLogic , Hub24, Netwealth, or other platforms or CRM systems Understanding of superannuation, investments, and insurance advice processes Enrolled in or recently completed a financial planning degree or Graduate Diploma of Financial Planning What We Offer Mentoring from experienced advisers Support for ongoing education and professional development A friendly, collaborative team environment Career progression towards becoming an adviser Competitive remuneration based on experience If you’re passionate about building a career in financial advice and want to work with a business that supports your growth, we’d love to hear from you. Apply now by sending your resume and a short cover letter outlining your interest in the role to ******@pinnaclep.com.au #J-18808-Ljbffr
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Financial Planning Associate
vor 19 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 17 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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Financial Planning
vor 19 Stunden
Gold Coast City, Österreich at VollzeitWe 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...
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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...
