Client Service Officer, Financial Planning, Four

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...

Are you looking for a career in a firm that recognises your hard work and enthusiasm? Do you have strong IT skills? Are you client focused? Do you enjoy working in a friendly and supportive team? Our client are a thriving financial planning business based in the Brisbane CBD. They are currently seeking a new client service officer to join their...

**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 UsHastings Financial is a boutique Financial Planning business located in East Brisbane. We have been operating for over 30 years and pride ourselves on providing a high standard of customer service to our clients.The RoleAs a key member of our team, you will provide essential support to both our team and clients. Your responsibilities will...

Company description: Insignia Financial Ltd. is an Australian financial services company which offers a range of products and services including financial advice, superannuation, investment management and trustee servicesJob description: Champion providing client service and administrative adviser supportLocation: BrisbanePermanent Full Time OpportunityThe...

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...

**Our Client** Our 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 Role** This is a developing role, that will emerge into a Financial...

About the role We are seeking a Client Service Officer with some financial planning experience to join our growing financial planning team in our Brisbane office. This full-time role will see you providing exceptional client service and supporting our financial advisors in delivering holistic financial guidance to our valued clients.What you'll be...

**Client Service Officer** With an enviable reputation in superannuation and financial advice, **Mercer** is in the business of putting our clients at the centre of everything we do, investing clients’ money to create the best possible outcomes. If this resonates with you, than perhaps this is the role you are after! **About the Role**: Our Financial...

Career Paraplanner / Client Services Officer (Brisbane)Grow your career in financial planning with a supportive in-office team.Are you a Paraplanner or Client Services Officer who wants to build a long-term career in financial planning? Our well-established Brisbane-based practice is looking for a driven professional to work closely with our advisers in the...