This is a rare opportunity for a career-focused Client Services professional to join a respected wealth management firm in Keilor East. The business is known for its strong leadership, long-standing client relationships and high standards — but just as impor…

This is a rare opportunity for a client services professional seeking more than administrative work — someone who wants to grow within a high-performing wealth advice firm in South Yarra, supporting a diverse client base including pensioners, high-net-worth,…

Senior Client Services Officer/ Associate Advisor - Wealth ManagementThis is a rare opportunity for a client services professional seeking more than administrative work — someone who wants to grow within a high-performing wealth advice firm in South Yarra, s…

Paraplanner / Client Services OfficerJoin a supportive, innovative team in a thriving financial services environment.This role is with a respected financial advisory firm recognised for its collaborative culture and commitment to delivering tailored client sol…

Financial Planner - Blackburn locationA well established accounting and advisory practice in Blackburn is seeking a Financial Planner to join a collaborative and client focused team. The business provides expertise in accounting and tax, complemented by specia…

Join a well-established financial planning practice committed to delivering tailored, long-term advice across superannuation, retirement planning, investment and personal risk strategies. This firm places strong emphasis on genuine client relationships, struct…

This is a permanent opportunity to join a well-established, national multidisciplinary firm. The company offers exceptional flexibility and work-life balance, even allowing for 100% remote work for the ideal candidate. However, if you prefer an office environm…

Client Services Officer/ Paraplanner – Life Insurance SpecialistThis is a permanent opportunity to join a well-established Private Client Advisory and Life Insurance/Risk Specialist business in Richmond. The company offers exceptional flexibility and work-li…

Financial Adviser – Existing Client PortfolioThis is an opportunity for an experienced Financial Adviser to take over a well-established portfolio of existing clients within a professional, values-led advice practice.The role has a clear relationship managem…

The OpportunityThis is an opportunity to join a privately owned financial planning firm with a strong structure, consistent referral flow and a clear commitment to long-term client relationships. Whether you have recently completed your Professional Year and a…