Client Service Specialist Financial Planning

1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...

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...

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...

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...

**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,...

Financial Planning Specialist OpportunityWe are seeking an experienced and skilled Financial Planning Specialist to join our dynamic team of professionals.About the RoleDeliver comprehensive financial planning advice to existing clients while taking on new clients as the business continues to growService a portfolio of clients with diverse financial needs,...

Financial Planning Specialist">We are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for analysing financial performance and providing actionable insights to support operational and strategic decision-making.You will work collaboratively with key stakeholders to foster a culture of innovation...

About the Role:As a Financial Planning Specialist, you will play a pivotal role in supporting our operations and contributing to our continued growth.We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a key role within our organization that requires strong technical skills and expertise in financial...

Are you a finance professional looking for a new challenge? Our team is seeking a Senior Finance Advisor to join our ranks.This role will see you play a key part in providing client-focused finance advice and guidance. You will be involved in delivering high-quality financial services, focusing on budgeting and reporting.As the Senior Finance Advisor, you...

Job OpportunityWe are seeking an experienced professional to support our financial advisors in delivering high-quality advice and service to our clients.About the RoleThe successful candidate will be responsible for conducting financial analysis and developing financial plans for clients.They will collaborate with financial advisors to ensure client needs...