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,...

Our ClientOur client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.The RoleThis is a developing role, that will emerge into a Financial Advisor...

Financial Planning AssistantThe opportunityAs 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, scheduling and...

Great long-term opportunity for an experienced Adviser Assistant to join a National Financial Planning Group for their Brisbane team. As an independent provider, the quality of service provided to each of their clients is second to none. Due to an internal promotion a new position has been created for a self-managed individual who enjoys working as part of...

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...

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,...

Client Services OfficerThe opportunityJoining 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...

Are you an experienced client service officer/manager in the financial planning industry? Are you ready for a new role for the new year? If you are looking for more money, to work closer to home, want a career path into advice or operations then one of the four roles I am recruiting four may be the answer. The locations are, Brisbane CBD, Fortitude...

Recruiting Now for April 2023 IntakeAbout the job: Committed to building a better future for our community, clients and staff ISO 9001 Certified, recognising the quality of our business practices ABA 100 The Australian Business Awards Community Contribution Winner for 2022 – Recognising Australia's Business, Innovation & Technology Leaders Who we are:...

One of Striver’s clients, a national private wealth firm, is recruiting fulltime and part-time Financial Services administrators to join their firm. JOB RESPONSIBILITIES: Working with senior manager and other team members to assist with day-to-day client requirements. SKILLS AND QUALIFICATIONS: - Degree qualified (or currently completing) - Commerce,...

**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...

**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 personalised service, utilising cutting edge technology. **The Role** You will be responsible for providing a high level of service to a variety of stakeholders, further...

**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...

**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...

**Work type**: Max Term **Location**: Brisbane, Melbourne, Sydney **Job type**: Velocity Frequent Flyer, Customer Experience & Product **Applications close**: **Partnership Specialist Financial Services**: **Sydney (preferred) or Melbourne or Brisbane based (Hybrid with WFH flexibility)** Hello. We’re Velocity Frequent Flyer, one of Australia’s...

Salary negotiable depending on skills & experience Relatively new to the Australian market, this US headquartered business services clients across most continents. Its reputation as an industry leader is built upon decades of consistently delivering exceptional results and pioneering innovations. With a vast network of operations and a substantial...

Our ClientEstablished 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 RoleYou will be responsible for providing a high level of service to a variety of stakeholders, further to this you...

Are you studying for a degree in financial planning? Do you want a role in the industry now? I have two clients that are looking to employ someone studying or a recent graduate of financial planning. Both roles are based in Brisbane City. Both roles will support your career development in the industry. If you want to be an adviser they will put you...

Our client, a well-established Australian Superannuation Fund Manager, have had substantial growth and are looking for a Client Services Specialist with a focus on Claims Management.As part of this exciting opportunity, you will be responsible for the following:Duties End to end management of Insurance Claims & Benefit payments Liaising with various...