Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (South Australia)

Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (South Australia)

06 Sep
|
Traction
|
South Australia

06 Sep

Traction

South Australia

Job Description

Findex in Adelaide is seeking a dedicated Client Services professional to support financial planning clients. You will onboard current accounts, implement advice documents, and keep client records accurate.

n

You'll work with Advisers and Partners, manage investment transfers, and process buys, sells, withdrawals, and contributions, ensuring timely delivery. This role offers hybrid work and strong training.

n

Join a team focused on growth, diversity, and community impact.

📌 Client Services Specialist, Financial Planning (Hybrid, 9‐Day Fortnight) (South Australia)
🏢 Traction
📍 South Australia

Reply to this offer

Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.

OSHC Educator: Create Safe, Fun Experiences (Brisbane)

OSHC Educator: Create Safe, Fun Experiences (Brisbane)

06 Sep
|
TheirCare
|
Brisbane
  • 06 Sep
  • TheirCare
  • Brisbane

TheirCare is seeking an Outside of School Hours Care Educator to inspire and support children before and after school and during holidays. Join a passionate team delivering safe, engaging programs whi [...]

MRI Radiographer - Dynamic, Flexible Full-Time Role (Williamstown)

MRI Radiographer - Dynamic, Flexible Full-Time Role (Williamstown)

06 Sep
|
Capital Radiology
|
Williamstown
  • 06 Sep
  • Capital Radiology
  • Williamstown

Capital Radiology Pty Ltd in Hawthorn is seeking an experienced Radiographer with strong MRI skills to join our private hospital‑based practice serving the hospital and local community. This full� [...]

Subscribe to this job alert:

Get the latest job offers by email for: client services specialist, financial planning (hybrid, 9‐day fortnight) (south australia) / south australia

Nightshift Shuttle Driver – Temperature-Sensitive Freight (New South Wales)

Nightshift Shuttle Driver – Temperature-Sensitive Freight (New South Wales)

06 Sep
|
Lindsay Australia
|
New South Wales
  • 06 Sep
  • Lindsay Australia
  • New South Wales

Lindsay Australia Limited is seeking an experienced Linehaul Driver to join our storage and distribution network in Recent South Wales. This nightshift role involves operating a linehaul fleet, delive [...]

SaaS Solutions Specialist: Consultative Sales & Tech (New South Wales)

SaaS Solutions Specialist: Consultative Sales & Tech (New South Wales)

06 Sep
|
Kaseya
|
New South Wales
  • 06 Sep
  • Kaseya
  • New South Wales

Sign in to set job alerts for “Quantity Surveyor” roles. 10,000+ Quantity Surveyor Jobs in United States Senior Cost Manager / Quantity Surveyor – Data Center Construction Construction Estima [...]

Subscribe to this job alert:

Get the latest job offers by email for: client services specialist, financial planning (hybrid, 9‐day fortnight) (south australia) / south australia