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FS Recruitment Solutions jobs in Victoria

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PART TIME CLIENT SERVICE MANAGER

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

CompanyFs Recruitment Solutions
AddressMelbourne, VIC
CategoryCustomer Service
Date Posted yesterday See detail

Part Time Client Service Manager

Fs Recruitment Solutions

Melbourne, VIC

Great Melbourne CBD location. Flexible Part Time hours. Vibrant and energetic culture. Supporting Advisers in managing client relationships. Liaising with clients and stakeholders. Prepare documents and reports for client review...

yesterday seen See more...

Client Services Officer - Part Time 15-25 hours (you decide!)

Fs Recruitment Solutions

Melbourne, VIC

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

2 days ago seen See more...

Financial Advisor - Path to Equity

Fs Recruitment Solutions

Brunswick East, VIC

3 years + experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills, with a relevant degree. Abil...

2 days ago seen See more...

Senior Financial Planner - Equity opportunity

Fs Recruitment Solutions

Brunswick, VIC

Extraordinary firm with a loyal, fee for service client base. Existing book of clients will be transitioned to you. Genuine opportunity for equity. Minimum 4 years experience providing face-to-face financial advice to clients. Pas...

2 days ago seen See more...

Associate Adviser - $90,000-$100,000 + super

Fs Recruitment Solutions

Melbourne, VIC

Conduct joint client meetings with directors and consultants for both new and existing financial services clients. Build client strategies for wealth creation, superannuation, and insurance. Responsible for completing the fact fi...

2 days ago seen See more...

Servicing Advisor $90,000 - $110,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

You must have completed your professional year (we are open to training an AA into their first Financial Planner role). Strong paraplanning or Associate Advisor background. Tick all FASEA boxes (or be very close to). Focused on du...

2 days ago seen See more...

Client Services Officer (Entry Level or Grad)

Fs Recruitment Solutions

Melbourne, VIC

$55,000 - $65,000 a year

Answering calls from clients regarding the implementation and management of their wealth management portfolios. Management of new client implementation including Insurance applications, super rollovers, and managed fund applicatio...

3 weeks ago seen See more...

Chief Operating Officer - Financial Planning

Fs Recruitment Solutions

Melbourne, VIC

Provide visionary leadership, motivation, and professionalism to uphold the highest standards. Develop and communicate clear, concise direction for the business and staff. Ensure efficient resource utilisation to maximise profitab...

3 weeks ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Malvern East, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

3 weeks ago seen See more...

Financial Planner - $110,000-$130,000 - Essendon location

Fs Recruitment Solutions

Essendon, VIC

$110,000 - $130,000 a year

5 + years of experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills including SMSF advice, with...

3 weeks ago seen See more...

Client Services Officer $75-85,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$77,000 – $90,000 Inc Super

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

3 weeks ago seen See more...

Associate $75,000 - $85,000 + super

Fs Recruitment Solutions

Melbourne, VIC

$75,000 – $85,000 plus super

Assist Advisers with client related tasks including ongoing client management, account opening paperwork and all other administrative tasks or projects required. Assist with the maintenance of client records and preparation of req...

3 weeks ago seen See more...

Financial Planning Client Services Officer

Fs Recruitment Solutions

Melbourne, VIC

$65,000 – $75,000 per year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

3 weeks ago seen See more...

Client Services Officer/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Take responsibility for file notes and action items from client meetings. Assist with the upkeep of the financial planning software and keep up to date with changes and enhancements. Provide assistance to Financial Adviser suppo...

a month ago seen See more...

Client Services Manager/ Associate Advisor- $70-85,000 + Super

Fs Recruitment Solutions

Melbourne, VIC

$70,000 - $85,000 a year

Attending client appointments / presentations with the Senior Financial Planner. Lodging application for a variety of financial planning products inc BT and Macquarie. Updating client information on Xplan and producing reports fro...

a month ago seen See more...

Financial Advisor - Keilor East

Fs Recruitment Solutions

Keilor East, VIC

$150,000 - $180,000 a year

4 years + experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills, with a relevant degree. Abil...

a month ago seen See more...

Financial Advisor - Keilor East

Fs Recruitment Solutions

Keilor East, VIC

$150,000 – $180,000 per year

4 years + experience as a professional Financial Planner. Strong Client Servicing/ People Skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills, with a relevant degree. Abil...

a month ago seen See more...

Paraplanner $80-90,000 Plus Super

Fs Recruitment Solutions

Melbourne, VIC

$80,000 - $90,000 a year

Crafting advice documents aligned with the specified "Scope of advice" to meet clients' needs, objectives, and compliance requirements. Vigilant research on changes to products, services, legislation, and strategy options. Collabo...

2 months ago seen See more...

Senior Paraplanner- $90,000-115,000 Inc Super (Depending on Experience)

Fs Recruitment Solutions

Melbourne, VIC

$90,000 - $115,000 a year

Preparing advice documents, including (but not limited to) Statements of Advice, Records of Advice and Strategy Papers, ensuring compliance with industry regulations regarding financial advice. Ensure turnaround times and deadline...

2 months ago seen See more...

Client Service Manager $75-85k+Super

Fs Recruitment Solutions

Melbourne, VIC

$75,000 - $85,000 a year

Preparation of regular Portfolio Valuations for clients including assets & liabilities schedule, portfolio valuations, performance calculations and asset allocation. Liaise with Fund Managers, Superannuation Providers, Brokers a...

2 months ago seen See more...

Financial Planner $130-150,000 + super + bonus

Fs Recruitment Solutions

Melbourne, VIC

$130,000 - $150,000 a year

Provide comprehensive advice to clients on various aspects including retirement and investment planning, wealth creation, income streams, taxation, estate planning, superannuation, SMSFs, personal insurance, and more. Develop and...

2 months ago seen See more...

Financial Advisor - $110,000-140,000 + super (depending on experience)

Fs Recruitment Solutions

Camberwell, VIC

$110,000 - $140,000 a year

2+ years of experience as a professional financial planner. Strong client servicing/ people skills. Ability to engage with clients and build on relationships. Strong technical/strategic advisory skills including SMSF advice, with...

2 months ago seen See more...

Senior Associate Adviser - $90,000-100,000+super

Fs Recruitment Solutions

Parkville, VIC

$90,000 - $100,000 a year

Conduct joint client meetings with directors and consultants for both new and existing financial services clients. Build client strategies for wealth creation, superannuation, and insurance. Responsible for completing the fact fi...

2 months ago seen See more...

Top Jobs

Administration Officer, Client Service Officer, Senior Financial Advisor, Senior Financial Planner,

What companies are hiring for similar jobs FS Recruitment Solutions?

The top companies hiring now for FS Recruitment Solutions similar jobs are AtlamGroup, Gorilla Jobs, FS Recruitment Solutions, SKW Organization, Suncorp, Department of Communities and Justice, Queensland Government, Insignia Financial, Randstad, Government of South Australia, RIVA Recruitment, William Buck, Tiffany & Co.,

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