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Ivy Recruitment jobs

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CLIENT SERVICES MANAGER | REGIONAL VIC

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

CompanyIvy Recruitment
AddressMelbourne, VIC
CategoryAccounting & Finance
Salary$70,000 - $85,000 a year
Job typeFull time
Date Posted a week ago See detail

Client Services Manager | Regional Vic

Ivy Recruitment

Melbourne, VIC

$70,000 - $85,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

a week ago seen See more...

Client Services Manager - $80k-90k+

Ivy Recruitment

Melbourne, VIC

$75,000 - $95,000 a year

3+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. industry relevant qualifications such as DFP, ADFP or Bachelor's Degree. advanced computer skills and IT literacy. ability to build str...

a week ago seen See more...

Financial Advisor

Ivy Recruitment

Melbourne, VIC

$120,000 - $140,000 a year

3+ years of financial planning experience including provision of holistic advice and working with complex clients. exceptional communication skills and the ability to build strong, longstanding relationships with existing and new...

3 weeks ago seen See more...

Financial Advisor | Existing clients | $100-120k+

Ivy Recruitment

Melbourne, VIC

$100,000 - $129,999 a year

Relevant Bachelors Degree in Financial Planning or similar discipline. Meet appropriate FASEA requirements. Minimum 3+ years experience as a financial planner providing face to face holistic advice. Exceptional client relationship...

2 months ago seen See more...

Senior Associate Advisor | Inner South East | $100-120k+

Ivy Recruitment

Melbourne, VIC

3+ years experience in paraplanning or Associate Advisor role within a financial planning practice - essential. Proficiency in Xplan and modelling and high level of technical knowledge and skill. Excellent communication - both wri...

2 months ago seen See more...

Client Services Manager - $75k+

Ivy Recruitment

Bacchus Marsh, VIC

$70,000 - $75,000 a year

2+ years in a Client Services/advisor support role in financial planning. strong Xplan skills. advanced computer skills and IT literacy. ability to build strong rapport with clients, particularly HNW clients. exceptional communica...

2 months ago seen See more...

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Senior Associate, Client Service Manager, Receptionist,

What companies are hiring for similar jobs Ivy Recruitment?

The top companies hiring now for Ivy Recruitment similar jobs are AtlamGroup, Gorilla Jobs, Empire Group, Westpac, DoorDash, IPN Medical Centres, Loan Market, Defence Australia, Old Mutual Limited Ltd.,

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