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This is a featured job

Client Service Officer - Financial Planning

at Private Advertiser

This is a Full time job

Mile End, Adelaide SA, AU
$65,000 – $85,000 per year (AUD)
Seeking an experienced Client Service Officer to join our growing financial planning practice in Mile End. Competitive salary.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
Featured•Expiring
This is a featured job

Lending Support Officer

at HomeStart

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Hybrid Role, based Pirie Street
  • Annual salary increases
  • 4 weeks Annual Leave + 5 Wellbeing days per year
Use your customer service and lending knowledge to make a real difference and support South Australians on their journey to home ownership.
subClassification: Banking - Retail/BranchBanking - Retail/Branch classification: Banking & Financial Services(Banking & Financial Services)
Featured
Listed eleven days ago

Inbound Superannuation Consultant

at Mercer

This is a Full time job

Adelaide SA, AU(Hybrid)
Hybrid work environment (AUD)
  • Join a reputable global leader
  • 6-month fixed-term contract
  • Engaging and meaningful work with supportive leadership
Provide exceptional customer service to clients of funds we administer.
subClassification: Customer Service - Call CentreCustomer Service - Call Centre classification: Call Centre & Customer Service(Call Centre & Customer Service)
11d ago
Listed twenty hours ago

Financial Planning Associate

at Private Advertiser

This is a Full time job

Adelaide SA, AU
BUILD YOUR CAREER. SHAPE THEIR FUTURE. Bring your expertise to a growing team and make a meaningful difference in our clients’ financial lives.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
20h ago
Listed fourteen hours ago

Client Services Manager - Financial Planning

at Private Advertiser
Be an early applicant

This is a Full time job

Adelaide SA, AU
Passionate about creating exceptional client experience? Join us and build a rewarding career with a team that will value your impact.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
14h ago
Listed sixteen hours ago

Client Service Officer

at Integral Financial Solutions
Be an early applicant

This is a Full time job

Kent Town, Adelaide SA, AU
$70,000 – $77,000 per year (AUD)
A growing practice looking for an energetic CSO to provide outstanding customer service, with scope to grow your career.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
16h ago
Listed fifteen days ago

Associate, Technical Services

at Coastal Advisory Australia Pty Ltd

This is a Full time job

Adelaide SA, AU
  • Join a growing national advice firm with genuine career opportunities.
  • Help deliver exceptional financial advice and outstanding client outcomes.
  • Develop your career with ongoing learning and progression.
Support Financial Advisers by preparing advice, coordinating implementation and delivering exceptional client outcomes in a growing national firm.
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
15d ago
Listed twenty six days ago

Client Service Officer - Financial Planning

at Private Advertiser

This is a Full time job

Mile End, Adelaide SA, AU
$65,000 – $85,000 per year (AUD)
Seeking an experienced Client Service Officer to join our growing financial planning practice in Mile End. Competitive salary.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed twenty two days ago

Client Service Officer

at OZ Global Recruitment

This is a Full time job

Adelaide SA, AU
$75K - $80K + super (AUD)
  • Boutique Financial Planning Practice
  • Full-time Flexible or part-time options
  • Modern offices | Free onsite parking | Eastern city fringe
Join a highly respected boutique financial planning practice | Bring your proven client administration & implementation of financial advice experience
Recruited byAngela Birk
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
22d ago
Listed twenty five days ago

Client Services Officer

at TurnKey Financial Consultants

This is a Part time job

Adelaide SA, AU
$30+ per hour (AUD)
Part‑time Client Services Officer role supporting clients, advice workflows and operations in a high‑quality financial planning practice.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
25d ago•Expiring
Listed eight days ago

Adviser Support

at Hood Sweeney

This is a Full time job

Adelaide SA, AU
  • Leading SA professional services firm
  • Experience great social, health & wellbeing initiatives
  • Gain access to learning and development opportunities
An exciting opportunity has become available for an experienced Adviser Support to join our Financial Planning team!
subClassification: Account & Relationship ManagementAccount & Relationship Management classification: Banking & Financial Services(Banking & Financial Services)
8d ago
Listed five days ago

Lending Support Officer

at HomeStart

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Hybrid Role, based Pirie Street
  • Annual salary increases
  • 4 weeks Annual Leave + 5 Wellbeing days per year
Use your customer service and lending knowledge to make a real difference and support South Australians on their journey to home ownership.
subClassification: Banking - Retail/BranchBanking - Retail/Branch classification: Banking & Financial Services(Banking & Financial Services)
5d ago
Listed fourteen days ago

Accountant

at WILLIAM BUCK

This is a Full time job

Adelaide SA, AU
  • Take the next step in your SMSF career with a leading advisory firm
  • Build your technical expertise in a specialist superannuation team
  • Be part of a workplace culture that thrives on collaboration and inclusivity
Our specialised Superannuation division is seeking an SMSF Accountant to join the Adelaide team. Join William Buck and grow your career in Super.
subClassification: Business Services & Corporate AdvisoryBusiness Services & Corporate Advisory classification: Accounting(Accounting)
14d ago
Listed eight days ago

Paraplanner

at Halpin Wealth

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Join a growing advice business where no two days are the same.
  • Full-time role in the head office - modern Adelaide CBD office
  • Large self-licensed business with opportunities for further advancement
For people who enjoy solving problems, developing strategies, working closely with advisers and continuously building their technical knowledge.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
8d ago
Listed five days ago

Underwriter - 12 Month Fixed Term Contract

at CHU Underwriting Agencies Pty Ltd
Be an early applicant

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Hybrid flexible working - work from home to suit your lifestyle and commitments
  • Join us and discover a diverse workplace where purpose and people come first
  • Exceptionally warm and welcoming workplace culture with professional development
Join CHU as an Underwriter. Exciting 12 month Fixed Term Contract opportunity.
subClassification: UnderwritingUnderwriting classification: Insurance & Superannuation(Insurance & Superannuation)
5d ago
Listed twelve days ago

Associate Advisor

at Mutual Trust

This is a Full time job

Adelaide SA, AU
  • Career-defining opportunity with structured learning & development
  • Client-facing role serving best-in-class HNW & UHNW clients
  • Collaborative team that fosters growth, connection and excellence
Advance your career in a highly respected firm with a sophisticated client base.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed four days ago

Private Client Adviser

at Equity Trustees Limited
Be an early applicant

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Combine trusted financial advice with meaningful relationship building
  • Work closely with Estate Management and other internal stakeholders
  • growth-focused role where success comes from building trusted relationships
Step into a role that helps individuals navigate some of life's most important financial decisions while contributing to the growth of Equity Trustees
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
4d ago
Listed nineteen days ago

Associate Adviser (Pathway to Adviser/PY supported)

at Berritta Consulting

This is a Full time job

Adelaide SA, AU
$85,000 – $100,000 per year (AUD)
Progress your financial planning career in a Associate Adviser role. Support Advisers, attend client meetings and develop towards your own client base
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed thirteen days ago

Team Leader - Multiple Positions

at Mercer

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Flexible Working – Global hybrid working policy
  • Wellbeing support and various lifestyle perks
  • Professional development opportunities, interesting work and supportive leaders
Lead a team improving outcomes, coaching and building better service in Adelaide - your leadership makes an impact every day with Mercer Super.
subClassification: ClaimsClaims classification: Insurance & Superannuation(Insurance & Superannuation)
13d ago
Listed twenty six days ago

Asset Broker

at Fuse Recruitment

This is a Full time job

Adelaide SA, AU(Hybrid)
AUD 80000 - 90000 per annum (AUD)
  • Attractive salary package
  • Hybrid working arrangements
  • Modern office in great location
If you're a passionate and driven Asset Broker, who wants to join a business that provides strong lead flow, apply here!
Recruited byLachlan Young
subClassification: MortgagesMortgages classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed five days ago

Collections Specialist

at Plenti

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Join one of Australia's leading FinTech's!
  • Supportive & Collaborative Team Culture!
  • Growth & Development Opportunities!
Manage a portfolio of Plenti customers in arrears—blend empathy, negotiation and problem‑solving to resolve arrears and return them to good standing.
subClassification: CollectionsCollections classification: Call Centre & Customer Service(Call Centre & Customer Service)
5d ago
Listed eighteen hours ago

Junior Financial Adviser – Holistic Advice

at PictureWealth
Be an early applicant

This is a Full time job

Adelaide SA, AU(Hybrid)
Rare opportunity for a junior holistic adviser to learn from experienced advisers and grow with PictureWealth in Adelaide.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
18h ago
Listed nineteen days ago

Lending Specialist

at Handy Finance

This is a Full time job

Adelaide SA, AU
$60,000 – $90,000 per year (AUD)
  • Accelerated Career Growth
  • State of the art office in Adelaide
  • Competitive Pay
Turn your sales skills into a long-term career in finance. Join a fast-growing fintech where performance is rewarded and learning is supported.
subClassification: CreditCredit classification: Banking & Financial Services(Banking & Financial Services)
19d ago
Listed twelve days ago

Financial Advisor

at Viridian Advisory
Be an early applicant

This is a Full time job

Adelaide SA, AU
  • Flexible work arrangements, including work from home
  • Gifted Birthday Leave and a Wellness Day
  • Discounted Medibank Corporate Health Cover
An exciting opportunity has become available for a Financial Advisor to join our team in the Adelaide CBD office.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed twenty six days ago

Mortgage Broker

at Fuse Recruitment

This is a Full time job

Adelaide SA, AU(Hybrid)
AUD 90000 - 100000 per annum (AUD)
  • Attractive salary package
  • Hybrid working arrangements
  • Brand new office space
If you are an experienced Mortgage Broker looking to join a growing and dynamic financial services business, apply now!
Recruited byLachlan Young
subClassification: MortgagesMortgages classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed twelve days ago

Financial Planner

at Alex Brown Strategic Financial Planners

This is a Full time job

Adelaide SA, AU
We are seeking an experienced Financial Adviser in the Adelaide metropolitan area who is looking for more than just another advisory role.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
12d ago
Listed six days ago

Team Leader, Hardship

at People First Bank

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Full-time hybrid role- based out of our Adelaide Head Office!
  • Wellbeing support with our Employee Assistance Program and Mental Health App!
  • Advance your career with training, study support, and project opportunities!
Lead with empathy. Drive meaningful outcomes. Support our customers when they need it most.
subClassification: Supervisors/Team LeadersSupervisors/Team Leaders classification: Call Centre & Customer Service(Call Centre & Customer Service)
6d ago
Listed twenty six days ago

Associate

at Hays | Banking

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Join a leading private wealth management firm
  • Sophisticated portfolios and global investment solutions
  • Supporting 2 Investment Advisers
Support sophisticated HNW & UHNW clients while building your career
subClassification: OtherOther classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed thirteen days ago

Customer Support Team Leader

at Plenti

This is a Full time job

Adelaide SA, AU(Hybrid)
  • Join one of Australia's leading FinTech's!
  • Supportive & Collaborative Team Culture!
  • Growth & Development Opportunities!
Lead a high‑performing support team, elevate customer experience, resolve complex issues and drive strong outcomes for Plenti.
subClassification: Supervisors/Team LeadersSupervisors/Team Leaders classification: Call Centre & Customer Service(Call Centre & Customer Service)
13d ago
Listed twenty six days ago

Client Services Manager

at Thrive Wealth Partners

This is a Part time job

Norwood, Adelaide SA, AU
$70,000 – $85,000 per year (AUD)
Part-time flexibility with meaningful work in wealth management. Join our supportive, client-focused team.
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
26d ago•Expiring
Listed thirteen days ago

Financial Adviser - Existing Book

at CANDOR Recruitment
Be an early applicant

This is a Full time job

Adelaide SA, AU(Hybrid)
$120K - $140K + Bonus (AUD)
  • Hybrid Working Arrangement
  • Full back-office support provided (15+ staff)
  • On-site parking available
Seeking a Review Adviser to take over an existing book of clients and provide holistic advice. Full back-office support provided. No BD / Cold calling
subClassification: Financial PlanningFinancial Planning classification: Banking & Financial Services(Banking & Financial Services)
13d ago
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