Client Services Officer or Financial Planning

Join our Team as Financial Planning Assistant Looking for a role to kickstart your career? At Shadforth, we're offering a Financial Planning Assistant position that requires no prior experience. You'll handle task management, compliance, paperwork, client interactions, email responses, advisor support, calendar management, and more. Our experienced...

Financial Planning AssistantThe opportunity to join our teamWhat you will bringWhile you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards their dream...

The CompanyE&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong...

Career growth & development in Financial Planning- $80K (incl super) + bonus Hybrid working modelAbout the companyOur client is a renowned Australian company providing superior products and services that support many Australians daily. Currently experiencing growth, this is an exciting time to join this organisation, which is looking for an experienced...

Career growth & development in Financial Planning- $70K - $80K (incl super) + bonus Supportive team environmentAbout the companyOur client is a renowned Australian company providing superior products and services that support many Australians daily. Currently experiencing growth, this is an exciting time to join this organisation, which is looking for an...

Fantastic Working Environment Experienced Client Service Officer required Part Time or Full TimeOur client is a well established wealth management and accounting firm with fantastic offices, located at the start of the Mornington Peninsula. The team now has a new opening for a Client Services Officer (part Time or Full Time) to work with their high calibre...

Mercer is seeking candidates for the following position based in the Melbourne office:Client Service Officer – Part timeWhat can you expect?To support Financial Advisers in preparing and implementing adviceBeing the first point of contact for our clientsThe opportunity to progress your career in Financial AdviceA part time role in a CBD OfficeWhat is in it...

FCSAmerica is a great place to work. You see it in our people and the relationships they have with each other and our customers. Our passion and commitment to serving both rural America and each other is key to our success in the marketplace.Seeking a Financial Officer for sales focused role responsible for marketing and promoting all of the organizations...

The Opportunity:We are seeking an experienced Financial Planning & Analysis Manager to deliver budgeting, forecasting, monthly reporting and analysis that supports corporate financial decisions and continuous improvement activities.The role is accountable to the Head of Group Financial Planning & Analysis and the role can be worked flexibly between home and...

Hybrid Work environment on offer Work in the office 3 days per week and 2 days from homeAbout the ClientUsing the balance sheet approach, our client provides complex and strategic financial advice which considers each client's complete financial position. They combine different areas of expertise, working alongside specialists in the field, to provide a...

ASX Listed Organisation and Leading collision repairer Melbourne location with hybrid working arrangements on offer Welcoming and dynamic teamAMA Group is the leader in collision repair, with the biggest network of facilities across Australia and New Zealand, supported by Australia's leading distributor of vehicle parts and accessories. Our Team provides...

Work Closer to Home Role Base in North East Melbourne Work for a dynamic and forward focused firm offering FLEX Be Part of a Successful, Fun, Dedicated and Friendly TeamThe OpportunityIf you have the desire to shine in a role that will provide you with a variety of tasks and allow you to be talking to clients on a day to day basis, then this is for you.Our...

Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovation Melbourne CBD location Opportunity for professional development and career growth Organisation that encourages and celebrates innovationAbout the companyOur client is an established financial planning and wealth management...

Long Term Career Progression Opportunitities Well Established and Reputable Private Wealth Advisory Firm | Adelaide Location Attractive Remuneration Package + BonusCompany Overview:This private wealth advisory boutique firm is a highly regarded independent firm that offers holistic advice to their well-developed book of HNW clients. Due to growth this...

What makes us, usEstablished in 1840, we're Australia's first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we've grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the...

ASX LIsted, Leader in the Collision Repair Industry Be part of a national company with 150+ locations Competitive salary and benefits packageDo you want flexibility and the opportunity to build your career in a caring team that knows how to do quality work and have fun together?AMA Group is the leader in collision repair, with the biggest network of...

Accounting Accountant Financial Melbourne Permanent / Full Time FP&A | Budgeting and Forecasting Melbourne CBD Competitive RemunerationOur client is a highly successful, innovative service and asset operator using their extensive expertise in contract management, systems, infrastructure, finance, WH&S, and risk management. They are looking for an experienced...

Financial Planning and Pricing Manager$150k + superEnsure consistency between budgeting, forecasting, pricing and end of month financial reportingHybrid role - 1 day in officeThis is a new role for a skilled Financial Planning and Pricing (FPP) Manager. Responsible for developing and managing budget, forecasting and pricing models to support our business's...

About us: CitiPower, Powercor and United Energy are responsible for operating the electricity distribution networks serving 1.9 million customers across 65% of Victoria. Our clients vary from households to businesses, arts and sporting precincts, tourism regions, and major infrastructure projects in Victoria. We prioritize delivering reliable, safe, and...

Be part of a team where everyone belongs, and individuality is celebrated Contribute to the financial wellbeing of our 2 million+ clients across Australia We support flexibility and hybrid workingThe OpportunityReporting to the Technical Services Practice Manager, this role sits within a close-knit team who are passionate and focussed on delivering technical...