Client Adviser jobs

A leading financial services company is seeking an experienced Associate Adviser to join their Perth team. The role involves collaborating with Private Wealth Advisers to deliver exceptional client outcomes, conducting research, and preparing advice documents. Candidates should have experience in financial services, ideally towards a FASEA qualification, and knowledge of financial planning...

A leading financial advisory firm in Australia is seeking an experienced Financial Adviser to provide exceptional service to clients in achieving their financial goals. This role demands a strong commitment to client relationship management, with responsibilities including the development of financial strategies and communication of investment data. Applicants should have 4-5 years of experience...

Adviser with 2 to 5+ years experience or currently a Number 2 Adviser looking after a small book of clients Fantastic growing company with premium client base and referral networks Big on technology, once the client is plugged in to their systems life gets easier Using AI to scale the company Full Advice model and estate planning Our client is a fantastic Financial Services companywith a...

Our Privacy Statement & Cookie PolicyLead Legal Solutions Client AdviserIn this role, you will drive satisfaction and retention by ensuring customers and key prospects understand LegalTech use cases, focusing on increasing product adoption, utilisation and value realisation. Acting as a trusted legal solutions adviser, you will directly engage with clients and prospects to understand their use...

A leading financial advisory firm in Canberra is seeking a dedicated Financial Adviser to focus on client relationships and tailored financial strategies. The role involves conducting annual reviews, ensuring compliance, and developing a personal client portfolio. Candidates should hold RG146 and have passed the Adviser exam, with a passion for helping clients achieve their financial goals....

A prominent financial advice firm in Sydney is looking for an Adviser Assistant/Paraplanner to support the CEO and financial advisers in client retirement planning and wealth management. Ideal candidates should have 2-3 years of experience in financial advice administration, strong communication skills, and the ability to work in a fast-paced environment. A competitive salary is offered based on...

Client Services Officer - with pathway to Financial Adviser Remote | Full-time We’re Sufficient Funds – recently crowned Australia’s Employer of the Year (Women in Finance) – and we’re not your average financial planning firm. We’re proudly values-first, jargon-free, and genuinely obsessed with delivering real outcomes for young Australians. Think 100% virtual, long before it was cool. Think...

A growing financial planning firm in Adelaide seeks a Financial Adviser to manage an existing client book and provide tailored advice in various areas including investment and retirement planning. The ideal candidate will have FASEA qualifications and at least 2 years' experience in the field. This role offers flexible work hours, mentoring programs, and a supportive team environment focused on...

A leading financial advisory firm in Sydney is seeking an Associate Adviser to join their team. This full-time position involves providing high-quality support to clients and financial advisers while ensuring the completeness of advice files. Candidates should have experience in financial services, understanding of tax and superannuation, and familiarity with financial planning software. The role...

A respected financial advisory firm in Australia is seeking a Senior Associate Adviser to join its advice team. This role involves supporting advisers in delivering high-quality, compliant financial advice and building long-term client relationships. Ideal candidates will have experience as an Associate Adviser, strong technical knowledge, and a genuine commitment to ethical advice. Enjoy a...

A leading financial wellbeing organization is seeking a passionate leader to manage a team in Melbourne. You will drive strategic direction and enhance customer engagement for adviser and client services. The ideal candidate will have proven experience in managing within the financial services sector, exceptional communication skills, and a strong commitment to client satisfaction. This role...

A growing advisory firm in Australia seeks a Financial Planning Assistant to join their high-performing team. This role requires over 2 years of experience in an advice support role, with a focus on managing client enquiries and supporting advisers. The ideal candidate should have strong communication skills and a commitment to exceptional client service. Benefits include a supportive...

A top-tier Insurance Advice provider is seeking a Principal Insurance Adviser to deliver top-notch service to clients while mentoring a team of service professionals. The ideal candidate will hold a degree and an Advanced Diploma of Financial Planning, with 8 years of experience focused on diverse client types. You will manage client workflows, actively contribute to marketing efforts, and...

This is a Senior Adviser, Clients & Markets (Projects Stream) role with Clayton Utz based in Sydney, NSW, AU Clayton Utz Role Seniority - senior More about the Senior Adviser, Clients & Markets (Projects Stream) role at Clayton Utz The Role Be part of a dedicated, innovative team and build your career in our impressive Clients & Markets team! This exciting role will support the strategic market,...

A financial services recruiting firm is seeking a Financial Adviser based in Melbourne. The role involves delivering personalized financial planning solutions to clients, conducting thorough assessments, and maintaining customer relationships. Ideal candidates have a Level 4 Diploma in Financial Planning and experience with financial advice. This position offers a base salary of £65,000 to...

A leading financial advisory firm is seeking a Senior Associate Adviser to manage existing client relationships while contributing to growth initiatives. The role involves providing high-quality personal wealth management advice, ensuring clients are well-informed, and addressing their needs effectively. Candidates should have proven experience in a similar role, solid knowledge of financial...

A respected financial advisory firm is looking for a Senior Associate Adviser in Victoria, Australia. The successful candidate will support the advisers in delivering high-quality financial advice while fostering long-term client relationships. Ideal applicants should have experience as an Associate Adviser and a strong technical background, alongside a commitment to ethical advice within a...

A growing financial planning firm on the Gold Coast seeks a motivated Financial Adviser to manage a client book and deliver tailored financial advice. Responsibilities include building long-term client relationships and ensuring compliance with regulations. Ideal candidates will have FASEA qualification, at least 2 years of experience, and strong communication skills. Benefits include flexible...

Select how often (in days) to receive an alert: Location: MELBOURNE, VIC, AU, 3008 Employment Type: Permanent Full Time - Permanent Full Time Opportunity - Lead a Team of 10-12 Direct Reports The opportunity to join our team Excellent opportunity in Melbourne to Lead and develop a team of exceptional people responsible for delivering adviser and client services across the Wrap business. In...

An established industry player in the financial advisory sector is seeking an experienced financial adviser to join their dynamic team in Brisbane. This role offers the chance to manage an existing client book while receiving new client leads, providing holistic financial advice focused on superannuation, personal insurance, and investments. With a strong emphasis on client service and...