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Job Role Type: Support Staff

Client Services Administrator / Insurance

We are a top performing financial services firm that offers investment, lending and insurance service for private wealth clients for over 15 years.
We have an opportunity for a new person to join our business that can assist our specialist insurance adviser and the team. We are looking for a candidate who can offer a high attention to detail.
If you have experience in the life insurance industry and like working in team environment – this role is for you!

Client Services Administration

We are a financial planning and accounting business with a team of 13 people based in Bentleigh. We have a genuine care for our clients and team members and aim to have a supportive ‘family’ feel about our work environment. We have many many long term employees of over 10 years and some for over 30 years! We are a long standing business with two owners who have young families so understand and promote a good balance across work and life for the team.

Para planner

Why work for us:
We are a company that is motivated to make a difference to the clients we work with. Our team is passionate about providing high quality advice. The work is diverse and rewarding.

FINANCIAL ADVICE BUT NOT AS YOU KNOW IT

I am thinking it could be great:

* for maybe a mum that got out of advice because they hated compliance but still really loved helping people and had some financial knowledge
* Someone that loves marketing / educating clients
* Someone that loves systems and processes (both helping create and following)
* Maybe a para-planner that is looking for a bit more variety
* A financial influencer who has experience with social media

I do advice differently – if you want to know more head to adelemartin.com

Financial Planning (Servicing) Associate

This Financial Planning practice is based in Ascot Vale and is central to transport. With beautiful new offices, an inclusive culture and great company values that are strongly supported by the founding Partner through to the business, this is an organisation that it is a pleasure to work for.

Currently operating on a hybrid office/WFH model, with 3 days in office and 2 from home. Work life balance, and flexibility are part of our businesses DNA.

To apply, please send your resume with covering letter to contactus@embracewealth.com.au. Check us out at www.embracewealth.com.au

implementation /admin assistant

Excellent time management / highly organised
Preference is someone with a min 2yrs Experience with Financial Planning Software Adviser Logic or Xplan or someone who has done admin tasks in a financial planning office.
Keen to contribute to a small team, work hard and improve business practices.
Someone who can help with implementation of existing and new business and will be responsible from start to finish to ensure the business completes in a compliant.

There is scope to increase your range of admin services to help with compliance, help with fds, osa, roa, soa , emails, client enquiries/ experience with super fund and insurance websites how to look up details / provide reports would be an advantage.
Quick learner that can be trained to help the cso with admin tasks,
rewards and bonus structures for the right person

Client Service Officer – with Pathway to Financial Adviser

BMO is a longstanding local Dalby Business Services Firm with a passion for serving Farmers and the wider Agricultural Industry. BMO specialises in areas including Accounting & Taxation, Financial Planning, and Marketing & Communication. Our clients count on us to deliver them professional, efficient and effective advice on a range of matters.

Our offer to you:

We are locals in the community and always strive to be an employer of choice. In recognition of the experience and value you bring to the role you will be competitively rewarded and join a firm that boasts a clear pathway for career progression, a loyal client base, strong team culture and flexibility that includes an early finish each Friday.

Client Service Manager “Chief Admin”

We are a financial advice duo that specialises in Aged care and retirement planning that is rapidly growing. We have achieved 40% revenue growth from the last financial year and are looking for someone to help and grow with us.

Associate Adviser

About Verse

At Verse, we believe advice is not just about money – it’s about your entire life. Money is just fuel for living the life you want, which means something different to everyone.

To deliver on this, our approach is based on the values, intentions and financial well-being of our clients, so we can help them make great choices that optimise not just their finances, but their life.

We’ve created a client experience that is modern, technology-enabled, and high in connection and impact. As a testament to this, we’ve won numerous awards in the past 24 months including:

– FPA inaugural Advice Innovation Award
– IFA Client Servicing Adviser of the Year
– IFA Client Outcome of the Year
– IFA Individual Excellence Award

To learn more about us, visit: www.versewealth.com.au

Client Services Officer

We’re not your average professional services firm. Carbon launched in 2014 with the goal to shake up the industry and change the level of service that small and medium business owners received.

We don’t believe in cookie cutter solutions because every client is different and needs tailored advice that will actually help them achieve their definition of success.

Running a business is hard, and it can be tricky for business owners to know where to turn for advice. We combine all the core services that they need in the one place (from accounting to bookkeeping to finance to insurance and everything in between), bringing together some of the best experts in the industry so our clients can focus on doing more of what they love.