Client Adviser jobs in Victoria

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Client Support / Adviser Support Officer

Advice2Talent
Melbourne

Our client is growing, values-led financial advice business based in Hawthorn East, looking to welcome a Client Support / Adviser Support Officer to their close-knit team. This role is ideal for someone early in their career or looking to transition into financial services. Full training is provided. Attitude, care, and follow-through matter more than experience. They are big on teamwork,...

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3 hours ago

Junior Financial Adviser: Inherit & Nurture Client Portfolio

The Andersen Partnership
Melbourne

A growing financial advisory firm in Melbourne seeks a motivated Junior Financial Adviser. This role offers the opportunity to inherit and manage an existing client portfolio while delivering holistic advice on superannuation and investments. The ideal candidate will have 1+ years of post-Professional Year experience, strong communication skills, and proficiency in CRM tools. Benefits include...

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3 hours ago

Senior Operations Manager - Adviser & Client services

at
Melbourne

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 this role you will be responsible for the management of adviser & client experience through delivery of successful customer engagement strategies. You will ensure that all client regulatory obligations are met to ensure that we...

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3 hours ago

Head of Adviser & Client Services Operations

IOOF Holdings Limited
Melbourne

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...

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3 hours ago

Senior Client & Adviser Services Leader - Operations

Insignia Financial
Melbourne

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,...

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3 hours ago

Client Development Manager: Grow Adviser Partners (Flexible)

AIA
Melbourne

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...

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3 hours ago
No Experience

Client Services Officer - with pathway to Financial Adviser

Sufficient Funds ? Employer of the Year, Women in Finance
Melbourne

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...

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20 hours ago

Adviser, Client Services

Kennedy Reid
Victoria

The Company A leading investment services firm is hiring an Advisor, Client Services to support advisers and investors across a busy platform environment. You will be the first point of contact for queries and the go to for resolving issues and guiding clients through processes. The Role As an Advisor, Client Services, your responsibilities will include: - Frontline support via phone, email and...

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3 days ago

Client Services Officer - With Pathway To Financial Adviser

Sufficient Funds ? Employer Of The Year, Women In Finance
Ballarat

Client Services Officer - with pathway to Financial AdviserRemote | Full-timeWe'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 deep...

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3 days ago
Hybrid

Senior Financial Adviser

Paterson Retirement Planning
Melbourne 3001

Overview Paterson Retirement Planning is a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most. While we provide retirement advice to all Australians, we have a deep understanding of the unique financial...

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3 days ago

Associate Adviser - Wealth Management

Prime Financial Group
Melbourne 3001

Overview People and Culture - HR Generalist | Driving Talent Strategy, Employee Engagement & Operational Excellence Looking for a motivated and driven Associate Adviser to join our Wealth team (2 positions Melbourne & Sydney). This is a fantastic opportunity for someone passionate about building strong client relationships and advancing their career in financial advice. As an Associate...

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3 days ago
Hybrid

Financial Adviser - Hybrid Role with Growth in Ballarat

Findex
Ballarat

A leading financial advisory firm in Ballarat is seeking an experienced Financial Adviser to guide clients toward their financial goals. This full-time, hybrid position offers opportunities for career progression and a compressed work fortnight. Candidates must have experience in delivering comprehensive financial advice and strong communication skills. Join a collaborative team focused on client...

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a day ago
Hybrid

Hybrid Financial Adviser - Ballarat & Fortnight

Findex
Ballarat

A leading financial services firm in Ballarat seeks a Financial Adviser to guide clients towards their financial goals through strategic planning and personal relationships. This full-time, hybrid role offers every second Friday off for better work-life balance. The ideal candidate has experience as an Adviser and a successful completion of the FASEA exam. Join a collaborative team dedicated to...

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4 hours ago
No Experience

Junior Client & Adviser Support Officer - Training & Growth

Advice2Talent
Melbourne

A leading financial advice business in Hawthorn East is seeking a Client Support / Adviser Support Officer to join their team. This role is suitable for entry-level candidates, emphasizing teamwork, support, and a positive culture. You will be responsible for assisting advisers and handling client queries, all while receiving thorough training. Competitive salary, a friendly environment, and a...

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3 hours ago

Client Services Officer - With Pathway To Financial Adviser

Sufficient Funds ? Employer Of The Year, Women In Finance
Bendigo

Client Services Officer - with pathway to Financial AdviserRemote | Full-timeWe'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 deep...

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3 days ago
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Senior Director, Client & Adviser Services

at
Melbourne

A leading financial wellbeing organization in Melbourne seeks a passionate team leader to drive client and adviser service delivery. The role focuses on developing a team and implementing customer engagement strategies. Candidates should have a strong background in the financial services industry, excellent communication skills, and the ability to manage complex relationships. This position...

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3 hours ago

Senior Operations Manager - Adviser & Client services

IOOF Holdings Limited
Melbourne

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...

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3 hours ago

Independent Senior Financial Adviser — Client-First Growth

at
Melbourne

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...

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3 hours ago
No Experience

Junior Client & Adviser Support Officer - Training & Growth

Advice2Talent
Hawthorn East

A leading financial advice business in Hawthorn East is seeking a Client Support / Adviser Support Officer to join their team. This role is suitable for entry-level candidates, emphasizing teamwork, support, and a positive culture. You will be responsible for assisting advisers and handling client queries, all while receiving thorough training. Competitive salary, a friendly environment, and a...

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8 hours ago

Client Services Officer - With Pathway To Financial Adviser

Sufficient Funds ? Employer Of The Year, Women In Finance
Geelong

Client Services Officer - with pathway to Financial AdviserRemote | Full-timeWe'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 deep...

View salary & More Info
3 days ago
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