- Senior Financial Planner (existing book)Existing book of clientsPurchased Book Pure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid andSenior Financial Planner (existing book)Existing book of clientsPurchased Book Pure Relationship Focused Advisor RoleGreat opportunity for a Financial Planner with 5 + years experience to join a successful business.About the companyThis highly regarded and well established independent Financial Service Group has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and
- Location: Melbourne CBD (Fully Office Based) Job Type: Contract (4-8 weeks)We're currently partnering with a dynamic and growing financial services firm dedicated to providing exceptional financial planning and advice. They are seeking an experienced Client Services Manager to join their team on a 4-8 week contract. This is a fantastic opportunity to make an immediate impact and support a high-performing team.The RoleThis is a critical role to help a firmLocation: Melbourne CBD (Fully Office Based) Job Type: Contract (4-8 weeks)We're currently partnering with a dynamic and growing financial services firm dedicated to providing exceptional financial planning and advice. They are seeking an experienced Client Services Manager to join their team on a 4-8 week contract. This is a fantastic opportunity to make an immediate impact and support a high-performing team.The RoleThis is a critical role to help a firm
- Are you a highly organised and detail-oriented individual with a passion for providing exceptional support? We're seeking a Client Services Officer to join our clients financial planning team in Wollongong.In this role, you will be the backbone of the financial planner's operations. You'll handle essential back end procedures, freeing up the planners to focus on what they do best, building strong relationships and providing expert advice to clients.Key resAre you a highly organised and detail-oriented individual with a passion for providing exceptional support? We're seeking a Client Services Officer to join our clients financial planning team in Wollongong.In this role, you will be the backbone of the financial planner's operations. You'll handle essential back end procedures, freeing up the planners to focus on what they do best, building strong relationships and providing expert advice to clients.Key res
