Client Service Specialist Financial Planning

Financial Planning Assistant **The opportunity** As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing,...

Financial Planning Assistant **Location**:Brisbane, QLD, AU, 4000**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 Queen St, Brisbane Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory...

Client Services Officer **The opportunity** Joining Bridges as a Client Services Officer means diving into a multifaceted role that involves crafting information, assembling meeting packs, updating records, and overseeing the execution of financial advice prescribed by our advisors to our valued clients. Beyond these responsibilities, you'll take charge of...

**The opportunity** Joining Bridges as a Client Services Officer means diving into a multifaceted role that involves crafting information, assembling meeting packs, updating records, and overseeing the execution of financial advice prescribed by our advisors to our valued clients. Beyond these responsibilities, you'll take charge of managing, scheduling,...

About the RoleWe are seeking an experienced Financial Planning Specialist to join our Client Service team at Mercer in Brisbane. This role will be based on a 12-month, fixed-term contract, requiring you to work at least three days a week in the office.

About the Organisation:Abacus Human Capital is a well-established boutique firm with a strong reputation in Brisbane's suburban tax specialists. We pride ourselves on our family-friendly environment and collaborative culture.We have a consistently growing client base, offering diverse portfolios for support and growth. Our team provides direct client contact...

About the OpportunityWe are seeking a highly skilled and experienced Client Service Manager to join our team at Mercer. As a key member of our Client Service team, you will be responsible for managing client relationships, providing exceptional service, and ensuring compliance with regulatory requirements.Key ResponsibilitiesPrepare financial planning...

About the RoleWe are seeking a highly skilled and motivated Client Service Officer to join our team at Fuse Recruitment.As a Client Service Officer, you will be responsible for providing exceptional customer service to our clients and supporting our financial advisers in delivering high-quality services.Provide administrative support to our team, including...

Optimise financial models reflecting accurate economic outlooks - Support strategic investments with detailed economic analyses - Brisbane based **Delivering good energy starts from within** It’s an exciting time to join Origin. Creating a great place to work means together we’re progressing our ambition to lead the energy transition through cleaner...

We are seeking a talented and experienced Financial Planning Specialist to join our team at JP Smith. As a leading recruitment agency in the Toowoomba and Darling Downs region, we work with respected employers to find exceptional professionals for their teams.The ideal candidate will have a strong background in financial management, including cash flow...

About the RoleWe're seeking a skilled Financial Planning Specialist to join our team at Australian Retirement Trust. This is an exciting opportunity for a motivated individual to provide financial advice and support to enterprise reporting and decision making.Key Responsibilities:Provide monthly reporting and budget variance analysis to management.Perform...

About the RoleWe are seeking a highly skilled Senior Financial Planning Specialist to join our expanding team in Brisbane, reporting directly to the Finance Manager.As a critical member of our finance team, you will provide expert financial advice and analysis to support project and operational performance.Key Responsibilities:Assist in the continual...

Join our team as a Client Services Administrator at PKF Brisbane Brisbane We are looking for a motivated and reliable administration professional to join our Business Services team on a full-time basis. About PKF PKF Brisbane is one of Brisbane's fastest-growing accounting firms. We are a member firm of PKF International with offices in over 440 cities...

**Our Client** Established for over 25 years, our client is a specialist provider of Superannuation Administration services for a variety of members. They focus on providing innovative and personalized service, utilizing cutting edge technology. **The Role** You will be responsible for providing a high level of service to a variety of stakeholders, further...

About the Role:">We are seeking a highly skilled Senior Client Service Officer to join our Client Service team at Mercer in Brisbane. This is a hybrid role that requires working at least three days a week in the office, on a 12-month fixed term contract.">Your Key Responsibilities:">">Prepare and manage financial planning documents, applications, and client...

Join our team as a Client Services Administrator at PKF Brisbane BrisbaneWe are looking for a motivated and reliable administration professional to join our Business Services team on a full-time basis. About PKF PKF Brisbane is one of Brisbane's fastest-growing accounting firms. We are a member...

Overview">Fuse Recruitment is a specialist recruitment agency that sources and places professionals in the insurance and wealth management industries. We are currently seeking an experienced Client Services Officer or Paraplanner to join a dynamic financial advice firm located in the Brisbane CBD.">About the Role">This permanent position offers a competitive...

Fuse Recruitment specialises in recruitment for the insurance and wealth management industries. Our clients are seeking a skilled Financial Planning Coordinator to join their team in Brisbane CBD.The successful candidate will be responsible for providing technical and administrative support to a financial adviser, reviewing SOA's, ROA's, recording,...

**About the opportunity** Reporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and outbound calls, scheduling...

Customer Service Officer **About the opportunity** Reporting to our Advice Practice Operations Manager, this 9-month fixed term contract role is primarily responsible for providing high-quality client contact and professional administrative support in our Advice Practice. This includes first-level support for all client enquiries, managing inbound and...