Client Adviser jobs in Australia

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...

Adviser Assistant / Client Services Officer - Career Opportunity An exciting opportunity has been created for an Adviser Assistant / Client Service Officer (CSO) to join a successful Financial Planning practice. If you are looking for a long-term career in financial planning, enjoy working as part of a client centric team and contributing to successful outcomes, then this role is for you. In...

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 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...

A leading financial wellbeing organization based in Melbourne is seeking a Manager to lead a team responsible for client services within the Wrap business. This role requires proven experience in managing people in the Financial Service industry, exceptional communication skills, and the ability to develop successful client engagement strategies. You'll be working in a collaborative environment,...

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...

A leading insurance company based in Melbourne is looking for a Client Development Manager to drive business growth by servicing and expanding adviser distribution. The successful candidate will support advisers, build strong relationships, and meet production targets. Qualifications include experience in life insurance or financial services and a Diploma of Financial Services. Enjoy flexible...

Overview Our client is a well-established Financial Planning Practice renowned for professionalism and a strong focus on providing quality advice. The practice has a great team environment and dedicated support and paraplanning staff, and seeks to appoint a new Senior Financial Adviser after an internal promotion. The role involves managing a quality established client base and providing...

A leading financial services company is seeking a Commissioned Financial Adviser in Newcastle to help customers achieve their financial goals. The role emphasizes providing sound financial advice and expanding sales with existing clients. Key skills include consultative selling and building trust. Candidates should possess at least NQF Level 5 qualifications. This is a full-time position...

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...

# **Our Privacy Statement & Cookie Policy****Lead Legal Solutions Client Adviser**In 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...

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 renowned financial advisory firm in Melbourne is seeking an experienced Senior Financial Adviser to deliver high-quality, client-first advice within a supportive and independent environment. The ideal candidate will manage an established client base, contribute to advice quality, and build long-term relationships. This role emphasizes independence and professionalism, offering autonomy coupled...

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 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 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...

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...