Paraplanner
Base Pay Range$90,000.00/yr – $110,000.00/yrLocationNewcastle, New South Wales, AustraliaOur client is a respected financial advice firm with a substantial fee‐for‐service client base, specialising in retirement, superannuation and strategic advice.They …
Paraplanner - Retirement Strategy & SOA Expert
A financial advice firm in Newcastle is seeking an experienced Paraplanner to support advisers with developing strategies and documentation, particularly for retirement and superannuation. The role involves preparing Statements of Advice and ensuring accuracy …
Senior Client Service Officer – Financial Planning
A leading advisory firm in Newcastle seeks a Senior Client Service Officer to manage client applications and provide excellent service. The ideal candidate will have over 5 years of experience, strong organizational skills, and knowledge of advice processes. T…
Client Services Officer
Senior Client Service Officer / Senior AdministratorLocation: Newcastle NSW – Office‐basedEmployment: Full‐Time (full or part time or flexible options available)Salary: A$85,000.00/yr – A$90,000.00/yrAbout the RoleThis is a senior, hands‐on position …