Level 6, 145 Eagle Street Brisbane,
QLD 4000
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Financial Services jobs
Found 14 jobs
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- Brisbane
- Up to $80,000 + super
- Posted about 5 hours ago
About the role Join a highly respected boutique financial planning firm in a pivotal support role assisting an experienced adviser. You’ll manage client appointments, maintain compliance documents, assist with research and modelling, and provide outstanding service in a collaborative environment....
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- Brisbane
- $80,000 - $100,000 + Super
- Posted 1 day ago
Our client is situated in Brisbane CBD and has been in operation for over 20 years. They are a full service financial advice business that offers holistic solutions to a client base of affluent individuals and families. Many clients have multiple entities and complex advice requirements. There i...
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- Canberra
- Circa $150,000 + super + bonus
- Posted 1 day ago
About the Opportunity: We are partnered with a dynamic financial services firm that is experiencing continued growth. The business provides personal financial advice to a client base of predominantly high net wealth individuals and families. There is an exciting opportunity for a financial advis...
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- Brisbane
- Up to $120k + super
- Posted 2 days ago
About the role Deliver high-quality SOAs and ROAs, research strategies, and collaborate with Advisers to achieve outstanding client outcomes. Work autonomously in a professional, supportive team environment. Key responsibilities Prepare comprehensive SOAs and ROAs with strategic recommendations C...
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- Gold Coast
- $75,000 + super
- Posted 2 days ago
About the role Join a high-performing client services team supporting financial advisers and business partners. Make key decisions, streamline workflows, and maintain exceptional client relationships in a fast-paced environment. Report directly to business partners and advisers. Key responsibilit...
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- Brisbane
- $100,000 - $110,000 + super + bonus
- Posted 3 days ago
About the company: This is an excellent opportunity for an experienced financial adviser to join a well established business located in Brisbane CBD. They provide holistic financial advice to a broad client base. This opportunity is well suited to an adviser with 3+ years of experience that is l...
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- Brisbane
- Circa $95,000 + super + 10% bonus
- Posted 8 days ago
Our client is a well established boutique firm located in Brisbane's southern suburbs. They provide comprehensive financial advice to a broad client base including some not-for-profit organisations. Due to growth, there is an opportunity for a junior financial adviser to join the team. This oppor...
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- Brisbane
- $70,000 - $75,000 + Super
- Posted 8 days ago
Our client is a successful and well established professional services firm that specialises in accounting and financial advice, located on Brisbane's city fringe. An exciting opportunity is now available for an experienced Client Services Officer to join their team. You will be joining a support...
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- Brisbane
- OTE of $150k and above
- Posted 8 days ago
About the role Focus on delivering high-quality retirement and aged care advice in a professional, client-first environment. You'll be backed by a strong support team and a steady stream of appointments. Deliver tailored aged care financial advice Maintain accurate file notes and fact finds Maint...
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- Cairns
- $120,000 + super + quarterly bonuses (OTE $200k+)
- Posted 15 days ago
The Opportunity: There is an excellent opportunity for an experienced financial adviser to join a fast growing advice practice in Cairns. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments. This opportunity is well suit...
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- Brisbane
- $85,000 + super + bonus
- Posted 15 days ago
About the role Lead the Client Services Officer function, acting as the primary contact point for clients. Oversee client implementation, assist with quarterly reporting, manage an offshore team, and ensure smooth business workflow. Oversee client implementation and off-platform fund allocations...
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- Adelaide
- $120k - $130k + super
- Posted 16 days ago
About the role Lead and enhance compliance strategies for a dynamic financial services firm. Report to the executive leadership team and work closely with advisers, paraplanners, and CSOs to ensure adherence to licensee standards. Monitor compliance with AFSL regulations Update and implement comp...
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- Brisbane
- Up to $75,000 + super
- Posted 28 days ago
About the role Support the day-to-day operations of the financial planning division by implementing advice, managing client accounts and collaborating with advisers. This role plays a key part in client service delivery across investment and wealth management functions. Implement advice and portf...
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- Brisbane
- Up to $120,000 + Super
- Posted 28 days ago
About the company: Our client is a holistic financial planning firm with a handful of office locations throughout Queensland. They are going through a big period of growth and are looking to expand their Brisbane team through hiring a senior paraplanner. This is the perfect opportunity for an ex...