Client Adviser jobs in Victoria

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,...

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...

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...

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 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,...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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 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...

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...

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...