Client Services Lead – Financial Planning

Senior Financial Adviser – Geelong Create happiness. Grow with us. At EJM Advice, our mission is simple — to create happiness . We believe great financial advice can change lives, and we’re looking for a Senior Financial Adviser who shares our passion for making a genuine difference. We have an existing client base who require strategic tailored advice...

About the role In this role, you will lead the Financial Planning & Analysis team, fostering innovation in service delivery and strengthening business partnerships. The position promotes active staff involvement in business planning within a culture of continuous improvement, with a strong focus on professional development and employee engagement to ensure...

LBW Business + Wealth Advisors – Geelong VIC Are you a highly organised professional who thrives in a client-focused, team environment? Do you love coordinating workflows and ensuring seamless client experiences? LBW Business + Wealth Advisors is seeking an experienced Senior Client Services Administrator to join our collaborative and growing Financial...

$163,604.00 per annum + 12% superannuation Part time, fixed term opportunity (0.6 FTE – Job share) Wadawurrung Country / Geelong based (hybrid working model – 3 days per week in office) About the role Return to Work (RTW) Victoria is a business unit of WorkSafe with responsibility for delivering excellence in recovery from workplace injury, excellence in...

About WMC Accounting At WMC Accounting, we’re more than accountants – we’re trusted advisors helping businesses and individuals achieve financial clarity and success. Our team thrives on collaboration, innovation and delivering exceptional client experiences. The Role As Client Services Manager, you are the key link between our clients and the firm....

Index Wealth is an established and highly regarded financial planning firm that has been driving consistent growth for over a decade. With a client base of over 5,000 individuals, we specialise in delivering personalised superannuation, investments and personal insurance advice. Our primary mission is to make financial advice more accessible, to individuals...

About Our Client & The Role Our client is a well established Australian business operating across consumer goods, manufacturing and agribusiness, with a strong national footprint and a growing international presence. Reporting directly to the Group CFO, the Financial Controller plays a pivotal role in leading financial reporting, group consolidation,...

A financial planning firm in Victoria is looking for a motivated individual to join as a Financial Planner. Ideal candidates are recent graduates or have industry experience. The role offers professional growth opportunities and is ideal for those aiming to advance in financial planning. Responsibilities include providing personalized advice, managing...

A local government organization in Victoria is looking for a Team Leader in Statutory Planning. You will oversee the assessment of Planning Permit applications, coach and develop a team of professionals, and ensure efficient decision-making. Successful candidates will have a tertiary qualification in Town Planning or a related field and significant industry...

22h ago , from Greater Geelong City Council Job no: Work type: Permanent Full TimeClassification: SPLCategories: Finance About the role In this role, you’ll partner across the entire organisation and with key external agencies to deliver accurate, timely annual financial reporting, with a sharp focus on ensuring the City’s property, infrastructure, plant...