Financial Planning
vor 10 Stunden
Client Services Manager – Financial Planning Salary: $80,000–$120,000 (depending on experience) Take the next step in your financial services career with a firm that genuinely invests in its people. We’re a well-established, growing financial planning practice known for our supportive culture, modern systems and organised workflows. As our client base expands, we’re looking for a Senior Client Service Officer ready to step confidently into a broader Client Services Manager role. This is the perfect opportunity for a strong CSO who’s outgrown the standard admin role and wants more ownership, influence and career progression. Why You’ll Love Working With Us A collaborative team that values initiative and supports your development Mentorship from experienced advisers and a clear pathway into a leadership role A stable, growing practice where your ideas genuinely matter Professional, positive work environment (Large team with an office based on the Gold Coast) The Opportunity You’ll take a key role in ensuring our client service engine runs smoothly while stepping into leadership responsibilities as the team grows. You’ll be responsible for: Overseeing client onboarding, implementation and review workflows Managing insurance applications, underwriting and policy servicing Maintaining accurate CRM records, task pipelines and compliance documentation (FDS, Opt-In, Fee Consents, file notes) Acting as senior support for advisers and handling escalated queries Contributing to workflow improvements and team processes Mentoring and developing CSOs as the team expands This is a hands‑on role with clear progression to full Client Services Manager responsibilities. About You You’ll thrive here if you’re someone who enjoys ownership, structure and making things run better. We’re looking for: 3+ years’ experience in financial planning client services (Senior CSO ideal) Strong knowledge of superannuation, investments and personal insurance Experience with financial planning CRMs Exceptional communication, organisation and attention to detail What We Offer $80,000–$120,000 (experience dependent) Genuine career progression Supportive advisers who truly value the client service function A workplace that balances professionalism with warmth Apply Now If you’re ready for a role where you’ll be trusted, supported and set up to grow, we’d love to hear from you. Please submit your resume outlining your experience. #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 2 Tagen
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 Operations
vor 10 Stunden
Wollongong City Council, Österreich SWA Financial Planning VollzeitA financial planning firm in Wollongong seeks an Accounting and Administration Officer to support financial processing and administration. The role includes managing accounts payable and receivable, client service renewals, and liaising with auditors. Candidates ideally have a Commerce degree, preferably in Accounting, along with strong organisational and...
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Financial Adviser
Vor 6 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 6 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 Services Specialist
vor 9 Stunden
Gold Coast City, Österreich Integra Wealth Solutions VollzeitA financial services firm in Queensland is seeking an experienced administrator to oversee client onboarding and support the Adviser. The ideal candidate will possess strong attention to detail, communication skills, and a customer-focused mindset. Responsibilities include managing insurance applications and maintaining compliance documentation. This role...
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Financial Planning Assistant — Casual, 9-Day Fortnight
vor 8 Stunden
Central Coast Council, Österreich Fiducian Financial Services Tuggerah VollzeitA financial planning practice located in Tuggerah is searching for an Adviser Assistant to support their Primary Adviser. This role focuses on managing client relationships, preparing reports, and providing administrative support. Ideal candidates will have experience in financial services or banking, with strong communication skills and attention to detail....
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Senior Client Services Leader
vor 10 Stunden
Gold Coast City, Österreich seek.com.au VollzeitA respected financial planning firm on the Gold Coast is seeking a Client Services Manager to oversee client onboarding and ensure smooth operations. With a strong emphasis on mentorship and career progression, this role is perfect for those with 3+ years in financial planning client services and a solid understanding of superannuation and investments....
