Financial Services Coach

3 days ago

Sydney, New South Wales, Australia beBeeCustomer Full time $90,000 - $170,000
Lending Manager Job Opportunity

As a lending manager, you play a vital role in helping individuals and families achieve their financial goals. You will work closely with customers to understand their needs and provide guidance on home loan options.

  1. We are seeking experienced professionals who possess excellent communication and coaching skills.
  2. You will be responsible for advising customers on their home loan choices and ensuring they make informed decisions.

This is an excellent opportunity to join a collaborative team of professionals who share your commitment to delivering exceptional customer experiences.

We offer comprehensive training and support to help you succeed in your career, including opportunities for personal development and growth.

We value diversity and inclusion and strive to create a workplace culture that is welcoming and supportive of all employees.

  • Financial Coach

    1 day ago

    Sydney, New South Wales, Australia Grow Wealth Solutions Full time

    OverviewGrow Wealth Solutions is a financial coaching and mortgage broking practice. This role supports our financial coaching division, working directly with clients in one-on-one online coaching sessions. We focus on building financial literacy and confidence to empower clients financially.About the RoleWe are seeking an experienced Financial Coach on a...

  • Financial Planner

    1 day ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial planning Client Service Manager

    6 days ago

    Sydney, New South Wales, Australia Delta Financial Grouo Full time $90,000 - $120,000 per year

    3 years minimum experience working for Financial Advisers - those without this experience need not apply Client Service Manager – Boutique Financial Planning Firm Sydney CBD + Hybrid Flexibility | Full-time Perks & Benefits That Set Us ApartCareer progression towards General Manager and Associate Adviser1-1 Career Mentoring from our CEO, GM & CSMModern...

  • Financial Advice Coach

    6 days ago

    Sydney, New South Wales, Australia 4Mile Full time $80,000 - $120,000 per year

    Our client is transforming how Australians access digital financial advice and we're looking for a Coach to be the welcoming face of their business. You will engage directly with retail and individual clients using their Digital Advice platform, delivering an outstanding service experience from the very first interaction.This is an exciting opportunity for...

  • Financial Advisory Administration

    1 week ago

    Sydney, New South Wales, Australia Bfg Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park.We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time.This is an...

  • Financial Advisory Administration

    1 week ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Advisory Administration

    1 week ago

    Sydney, New South Wales, Australia BFG Financial Services Full time

    BFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...

  • Financial Planner – Sw Sydney

    3 days ago

    Sydney, New South Wales, Australia Financial-Advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner.Work closely with aligned accounting group on-site.Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector and a...

  • Financial Planner – SW Sydney

    2 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...

  • Financial Planner – SW Sydney

    4 weeks ago

    Sydney, New South Wales, Australia financial-advisor Full time

    Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...