Financial Services jobs

Found 12 jobs
    • Adelaide
    • Circa $130,000 + super
    • Posted 2 days ago

    About the role Manage an established client book consisting of around 100 clients, while delivering holistic advice and developing long term client relationships. You will have the opportunity to further develop your book and be supported by a well resourced team of paraplanners and CSOs, within ...

    • Brisbane
    • Up to $95,000 + super + bonus
    • Posted 3 days ago

    An excellent opportunity has become available for an experienced Client Services Officer to join a successful professional services firm based in Brisbane.  Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with multiple avenues for care...

    • Brisbane
    • $130,000 + super + bonus
    • Posted 7 days ago

    About the role You will manage a high‑value portfolio of complex, high‑net‑worth clients while delivering holistic strategic advice. Reporting to the Director, you will lead client relationships, oversee implementation, and collaborate with internal specialist teams. This role contributes to firm...

    • Brisbane
    • $120k-$150k + super + bonus
    • Posted 9 days ago

    About the Role Join a fast-growing Brisbane CBD-based financial services firm as a Financial Adviser, working closely with the Director to manage a high volume of warm inbound referral leads. This is a unique opportunity for an experienced adviser who thrives in a fast-paced environment and is mo...

    • Gold Coast
    • $80,000 - $100,000 + super
    • Posted 9 days ago

    About the role: Our client is seeking an Associate Adviser to support a Lead Financial Adviser and help deliver high-quality financial advice to clients. You will manage client workflows, assist with strategy development and help implement advice in a technical, fast-paced environment. Tasks and ...

    • Brisbane
    • $100k - $110k + super
    • Posted 16 days ago

    This is a standout opportunity for an experienced paraplanner or associate adviser to join a successful professional services firm based in Brisbane.  Our client provides financial advice and accounting services. They offer a supportive and inclusive workplace with the opportunity to earn above m...

    • Adelaide
    • Circa $75,000 + super
    • Posted 20 days ago

    About the role Join a growing financial planning team and support a senior adviser with end to end client administration and implementation. You’ll manage new business processing, maintain CRM accuracy, liaise with clients, assist with compliance workflows, and help prepare key advice documents. ...

    • Brisbane
    • Circa $120k + super
    • Posted 20 days ago

    About the Role Join a highly respected, self‑licensed wealth advisory firm in a client‑facing Financial Adviser role working exclusively with HNW clients. You’ll initially shadow a senior adviser, receive full mentorship, and gradually step into managing your own portfolio once ready.   Deliver h...

    • Brisbane
    • $90,000 - $100,000 + super
    • Posted 21 days ago

    About the role Join a highly respected, long‑established wealth management firm as an Associate Adviser, supporting a senior adviser with client work, research, portfolio implementation and day‑to‑day advice tasks. You'll assist with managing communications, assisting with sophisticated portfolio...

    • Brisbane
    • Up to $100k + super
    • Posted 24 days ago

    About the Role Support a team of senior advisers by producing high‑quality advice documents for a growing HNW and UHNW client base. Work closely with advisers, associates and internal leaders to deliver compliant, holistic strategies as the business continues its expansion. Review advice strategi...

    • Brisbane
    • Up to $100k + super
    • Posted about 2 months ago

    About the Role Join a well-established, boutique financial planning firm as a Client Services Manager, supporting a Lead Adviser with a large and established client base. This is a key role within the business, ideal for an experienced CSO who enjoys ownership, responsibility, and being heavily i...

    • Brisbane
    • Up to $95,000 + super
    • Posted about 2 months ago

    An excellent opportunity has become available for an experienced Client Services Officer/Manager to join a successful professional services firm based in Brisbane.  Our client provides financial advice, accounting and business advisory services to its long standing client base. They offer a suppo...

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