Client Services Officer or Financial Planning

Financial Planning and Analysis is a critical function at Latitude Financial Services, supporting the consolidation of financial results and forecasts for all business units across the organization.This role involves providing essential data analytical support to the Finance Business Partnering and broader Finance teams, ensuring timely and accurate...

We are seeking a talented individual to join our Client Service team at Mercer, a global leader in helping clients realize their investment objectives and shape the future of work. This role will be based in Melbourne and is a hybrid position that requires working at least three days a week in the office.As a Senior Client Service Officer, you will act as a...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Collins St, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people - Excellent opportunity to add value in this influential role - Based in Ballarat, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

About the RoleWe are seeking a highly skilled and motivated individual to join our Client Service team at Mercer in Melbourne. This is a hybrid role that requires working at least three days a week in the office and offers a 12-month, fixed-term contract.As a Client Service Officer, you will be responsible for managing client service tasks to ensure an...

Job Title: Business Analyst Financial PlanningWe are seeking a highly skilled Business Analyst Financial Planning to join our team at Latitude Financial Services.About the Role:This is an exciting opportunity to work in a dynamic and growing company, providing critical support to our Finance team. As a Business Analyst Financial Planning, you will play a key...

Job OverviewWe are seeking a highly skilled Client Service Manager to join our team at AU017 Mercer Outsourcing (Australia) Pty Ltd in Melbourne. This is a hybrid role requiring at least three days of office work per week.About the RoleThe successful candidate will act as a critical link between clients and financial advisors, managing client service tasks...

Financial Planning and Analysis ExpertiseWe are seeking an experienced Chief Financial Planning and Analysis Specialist to join our team at Latitude Financial Services.

Financial Planning Assistant **The opportunity to join our team** **What you will bring** While 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...

About the RoleWe are seeking an experienced Financial Planning and Analysis (FP&A) professional to join our team. As a key member of the finance function, you will play a crucial role in driving business growth through insightful financial analysis and planning.The successful candidate will be responsible for coordinating weekly metric reporting to key...

Company OverviewAt Wavemaker, we foster a culture of Positive Provocation, driving innovative solutions for our clients and creating a better way to grow. With over 250 talented individuals across six offices in Australia and New Zealand, we're part of the largest media buying alliance and marketing communications group in the world.We pride ourselves on our...

Grow Your Career with WavemakerWe are a forward-thinking media agency that's part of the GroupM and WPP network, ranked #1 in the world. Our team is passionate about positively provoking growth for our clients, people, and partners.In Australia and New Zealand, we have over 250 professionals working across six offices. We're proud of our diverse culture and...

About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

About UsWe are Wavemaker, a media and marketing agency dedicated to positively provoking growth for our clients. With over 250 people across six offices in Australia and New Zealand, we offer a vibrant and diverse work environment that promotes inclusivity and provides equitable opportunities to all.Salary RangeThe estimated salary for this role is...

Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Melbourne office. Day to day, you will support our Advisers and ensure...

Want to work for a professional Large Team environment - Room to grow if desired - Based in Melbourne CBD **Full Job Description** Are you looking for work life balance? Then look no further this will be the best flexible job arrangement in the market! Join a longstanding well known Financial planning practice. Our client is growing and looking for a...

About the RoleClient Associate OpportunityFindex is seeking a Client Associate to join our Financial Planning team in our Melbourne office. The successful candidate will be responsible for ensuring the team workflow is managed using relevant Findex systems and is in line with Findex policies and procedures.Key ResponsibilitiesDeveloping Client...

We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a 12-month, fixed-term contract.As the Client Service Officer, you will act as a critical link between our clients...

We are seeking a highly skilled and experienced individual to join our Client Service team at AU017 Mercer Outsourcing (Australia) Pty Ltd. This role will be based in our Melbourne office, with the requirement of working at least three days a week in the office.This is a hybrid role that offers a 12-month, fixed-term contract. As a Client Service Officer,...