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FINANCIAL PLANNING ASSOCIATE/CLIENT SERVICES OFFICER

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

CompanyPartners Wealth Group
AddressMelbourne, VIC
CategoryAccounting & Finance
Job typeFull time
Date Posted 2 months ago See detail

Financial Planning Associate/Client Services Officer

Partners Wealth Group

Melbourne, VIC

Provide quality service and maximize customer satisfaction. Manage the implementations of new investments and insurance policies. Maintain accurate data and records. Produce client correspondence and reports. Liaise with our vario...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays Recruitment

New South Wales

An interest in Financial Planning. Desire to learn and grow in the field. Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree). Excellent organisational a...

2 months ago seen See more...

Client Services Officer - Financial Planning

Q4 Financial

Brisbane, QLD

$55,000 - $70,000 a year

Work with an established and leading provider of wealth management and accounting services. Be part of a family friendly business.. Flexible working arrangements.. Financial Planning Graduates or Administration Assistants with w...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays - Australia & Nz

Wagga Wagga, NSW

Are you our next experienced Client Service Manager / Financial Planning Assistant? Are you young and ambitious - want a rapid career progression? Perhaps you are a enthusiastic graduate? An interest in Financial Planning. Desire...

2 months ago seen See more...

Talent Register - Financial Analysis Team

Department Of Communities Wa

Fremantle, WA

$79,156 - $121,569 a year

Use business intelligence software packages for collating, analysing and presenting information using Microsoft Excel, Power BI and SQL. Apply your well-developed conceptual and analytical skills, to problem solve potential challe...

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Financial Planning Assistant

Integrate Recruitment

Ballarat, VIC

$65,000 - $95,000 a year

Contacting insurance companies and fund managers to gather information about clients existing products. Requesting, collating and reviewing information from existing and new clients. Maintaining CRM to ensure our database is accur...

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Financial Planning New Entrant

Ascentia Financial

Surfers Paradise, QLD

$60,000 - $80,000 a year

Learn from the ground up: Gain valuable experience through client service, assisting advisors, and becoming an associate. Structured training plan and mentorship: We support your professional year and equip you for success. Fun an...

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Reception/Client Service Officer - Financial Planning

Bountiful Wealth

North Lakes, QLD

Join a fast-growing, client-focused team. Thrive in a great team environment with energetic and supportive colleagues. Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month. Work fro...

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Head of Financial Planning

Suntax Pty Ltd

Essendon, VIC

$200,000 - $250,000 a year

100% of our focus will be on creating the best life for our clients. We want to embrace the best current and emerging technologies to deliver world leading efficiencies and transparency. We want to be completely independent. W...

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Financial Planning Assistant

Iconic Wealth Advisory Services

Woollahra, NSW

$55,000 - $80,000 a year

A supportive and collaborative work environment. Opportunities for professional growth and advancement. The chance to make a meaningful impact in the lives of our clients. Looking for candidates available to work:Monday: Morning,...

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Financial Planning Assistant (Client Services Manager)

Hays Recruitment

Wagga Wagga, NSW

Are you our next experienced Client Service Manager / Financial Planning Assistant? Are you young and ambitious - want a rapid career progression? Perhaps you are a enthusiastic graduate? An interest in Financial Planning. Desire...

2 months ago seen See more...

Paraplanner - Financial Planning

Private Advertiser

Sydney, NSW

$90,000 – $120,000 per year

Excellent opportunity has arisen for a highly experienced Paraplanner to become a key member of a successful boutique practice. A responsible and challenging position working with new high net worth (HNW) clients across retail and...

2 months ago seen See more...

Pricing and Financial Planning Specialist

Unitywater

Maroochydore, QLD

Management and improvement of the enterprise long term financial plan and supporting tools. Focus on analysis and advice on organisation financial sustainability. Identification of opportunities to meet strategic goals through sce...

2 months ago seen See more...

Entry Level Graduate/Financial Planning

Morgans Financial

Alexandra Headland, QLD

$50,000 - $69,999

Business Related Degree or studying towards. A keen interest in financial analysis and equity markets. Demonstrated high level comprehension and critical writing ability. Comfortable with multitasking and meeting deadlines. Strong...

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Financial Planning Assistant / Client Service officer

Oasis Financial Planning

Mudgeeraba, QLD

$65,000 - $80,000 a year

Assist and support the Financial Plannerss in all daily administration duties of the full end-to-end Financial Planning process, including diary management, processing client correspondence and all around office support. Take inbo...

2 months ago seen See more...

Financial Planning Analyst

E73

Brisbane, QLD

Shape the company's future by supporting major corporate decisions through budgeting, forecasting, and analysis.. Provide comprehensive quantitative and qualitative analyses to evaluate the company's progress towards its goals.....

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays

New South Wales

An interest in Financial Planning. Desire to learn and grow in the field. Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree). Excellent organisational a...

2 months ago seen See more...

CSO - Financial Planning

Hays Recruitment

Canberra, ACT

Permanent OpportunityUtilise your skills and experienceCompetitive salary Full Time Permanent Opportunity - Client Service Officer - Financial Planning SectorYour new company This established firm has been a key player in the Canb...

2 months ago seen See more...

Financial Planning Analyst

Citipower And Powercor

Melbourne, VIC

Manage corporate model to set budget and long-term plan. Influence budget and plan process and outcome across different finance and non-finance departments, including business partners, treasury and tax, regulation etc. Liaise wit...

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Financial Planning Analyst

Tennis Australia

Melbourne, VIC

$85k - $95k p.a. + super

Assist with development and maintenance of monthly reports, including commentary, as well as quarterly and annual reports with ad-hoc analysis. Assist set up of the budget model and advise on improvements, preparation of the organ...

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Client Service Officer - Financial Planning

Bountiful Wealth

North Lakes, QLD

Join a fast-growing, client-focused team. Thrive in a great team environment with energetic and supportive colleagues. Enjoy a regular five-day workweek (Monday to Friday 8:30 AM - 5:00 PM) with one Friday off each month. Work fro...

2 months ago seen See more...

Financial Planning Client Service Administrators and Paraplanners

Titanium Black Outsourcing

Adelaide, SA

$50,000 - $85,000 a year

implementation and follow up of insurance, superannuation, pension and investment applications. insurance, superannuation, pension and investment policy questionnaires. xplan and AdviserLogic database maintenance. attending to cli...

2 months ago seen See more...

Finance Planning & Analysis Manager

Danaher

Location Wokingham, United Kingdom

Partner to the European region providing financial support to achieve objectives of multiple finance and business stakeholders. Be a valuable business partner to the sales team. Understand their needs, partner with the accounting...

2 months ago seen See more...

Deputy Director Cost, Budget and Financial Analysis

Aps

Canberra, ACT

Lead a team of cost analysts to engage closely with Navy Capability project or program sponsors to understand their costing requirements and proposed approach to delivery. Support the analyses and assurance of cost models and whol...

2 months ago seen See more...

Support Officer - Cost, Budget and Financial Analysis

Aps

Canberra, ACT

The key duties of the position includeThe RoleYou will support the Deputy Director Budget, Cost and Financial Analysis to manage the deliverables of a specialist costing team across a range of cost analysis and reporting with a pa...

2 months ago seen See more...

Financial Planning Analyst

Tennis Australia Limited

Melbourne, VIC

Permanent

We are made of passionate and talented people who reimagine each year how we can be better and deliver a more unique and premium AO experience for player, fans and consumers. We are currently seeking for a Financial Planning Analy...

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Business Analysis / Financial Accountant

Nqm Gold 2 Pty Ltd

Townsville, QLD

Complete month end reporting on time. Analysis of monthly results with a view to provide insight on variances and trends. To assist with the development, monitoring and improvement of operating budgets and forecasts. To assist wit...

4 weeks ago seen See more...

Business Analysis / Financial Accountant

Nqm Gold 2 Pty Ltd

West Perth, WA

Complete month end reporting on time. Analysis of monthly results with a view to provide insight on variances and trends. To assist with the development, monitoring and improvement of operating budgets and forecasts. To assist wit...

4 weeks ago seen See more...

Senior Financial Strategy & Planning Analyst

University Of New South Wales

Sydney, NSW

$138,171 - $146,613 a year

Employment Type: Full-time. Duration: Fixed-term until 16 May 2025. Remuneration: $138,171 - $146,613 + 17% super + leave loading. Location: UNSW Kensington (Hybrid Flexible Working). CA or CPA qualification (or equivalent), suppl...

4 weeks ago seen See more...

Assistant Director Financial Operations and Administration and Financial Planning

Government Of Western Australia

Joondalup, WA

$144,596-156,598 per year

This is an exciting opportunity to shape and influence the performance and the future of this key WA Government agency. Come and join the Strategy and Performance Portfolio. Leading with a strategic vision, building financial capa...

4 weeks ago seen See more...

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