Financial Services jobs

Found 13 jobs
    • Brisbane
    • $80,000 - $85,000 + super + bonus
    • Posted 1 day 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...

    • Toowoomba
    • $80,000 - $100,000 + super
    • Posted 5 days ago

    About the role Join a growing financial planning practice and support a financial adviser managing a substantial client portfolio. You'll help service an existing client base while developing your own pathway into advice and the Professional Year.  Support adviser with client reviews and follow-u...

    • Brisbane
    • $150,000 + super (inc bonus)
    • Posted 7 days ago

    Overview: An established boutique wealth advisory firm in Brisbane is seeking a Financial Adviser to join its high performing team, offering a clear pathway to equity. This is a rare opportunity to step into a firm focused on quality over volume, working with high net worth clients and complex ad...

    • Adelaide
    • Up to $85,000 + super
    • Posted 14 days ago

    About the role We have partnered with a well established financial services firm who are seeking an experienced Client Services Officer to support its growing financial planning team. You’ll manage client administration, maintain adviser workflow, and help deliver a high quality client experience...

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

    About the role Join a growing financial planning team supporting Senior Advisers across a broad and complex client base. You’ll assist with strategy development, prepare advice documents and attend client meetings while building your long-term career in financial advice. Prepare SOA's and support...

    • Brisbane
    • Up to $130,000 package
    • Posted 21 days ago

    About the role Join a well-established private wealth firm supporting a Senior Adviser and HNW client base. You’ll manage end-to-end client service delivery, coordinate advice implementation and maintain workflows across complex financial strategies in a polished, collaborative environment. Prepa...

    • Brisbane
    • Up to $100k + super
    • Posted 22 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...

    • Newcastle
    • Circa $85000 + super
    • Posted 22 days ago

    About the role This is a fantastic opportunity for a Client Services Officer to join a well-established, full-service financial advisory firm based in Newcastle. The role sits within a high-performing financial planning team and is ideal for someone who enjoys being hands-on in client services, a...

    • Brisbane
    • $85k + super + bonus
    • Posted 22 days ago

    About the role This role is well suited to an experienced Client Services Officer who’s ready to take the next step. As a Client Services Manager, you’ll work closely with advisers and paraplanners to keep advice delivery running smoothly and clients well looked after.  You’ll take ownership of w...

    • Brisbane
    • $120,000 + super + bonus (OTE over $200k)
    • Posted 28 days ago

    The Opportunity: There is an excellent opportunity for an experienced financial adviser to join a fast growing advice practice in Brisbane. They provide holistic financial advice with a focus on superannuation, personal insurance, cash flow management and investments.  This opportunity is well su...

    • Canberra
    • Circa $100,000 + super
    • Posted 29 days ago

    About the role We’re seeking an experienced Paraplanner to support a growing financial planning team based in Canberra. You’ll work closely with advisers and an experienced paraplanner to deliver high-quality advice documents and client outcomes.  Key responsibilities include: Prepare SOA's, ROA'...

    • Brisbane
    • Up to 90k + super
    • Posted 4 months ago

    About the role This is an excellent opportunity for an experienced Client Services Officer to join a well-established, growing financial services firm based in Brisbane’s bayside. You will support a Financial Adviser and play a key role in the smooth delivery of advice to an established client ba...

    • Brisbane
    • Up to $100k + super
    • Posted 4 months ago

      About the role This is an exciting opportunity for an experienced Senior Client Services Officer or Associate to join a leading wealth management firm based in Brisbane CBD. You will work closely with a team of advisers across investment and holistic advice, playing a key role in both client-fa...

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