- This role involves managing client applications and providing exceptional service with over 5 years of experience and strong organizational skills.
- Client Application Management: Manage client applications from initial contact through to completion, ensuring timely processing and resolution of any issues that arise.
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MFC Salaried Financial Advisor
1 month ago
Only for registered members Newcastle, New South Wales+ Provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. · ...
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MFC Salaried Financial Advisor
1 month ago
Only for registered members NewcastleProvides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. · ...
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MFC Salaried Financial Advisor
1 month ago
Only for registered members Newcastle-MaitlandLet's Write Africa's Story Together Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. · ...
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MFC Salaried Financial Advisor
1 month ago
Only for registered members Bar Beach, New South WalesProvide advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. · Customer Service Provide a quality service to customers while identifying opportunities to secure new business or supp ...
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Review Advisor
1 month ago
Only for registered members Newcastle, New South WalesWe have an outstanding opportunity for a Review Advisor / Newly Qualified Advisor to join a well-regarded boutique practice with · a strong track record of client success.Manage and review client portfolios. · ...
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Accountant
1 month ago
Only for registered members NewcastleThis is a part-time hybrid role for an Accountant based in Lake Macquarie with flexibility for some work-from-home arrangements. · ...
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Financial Planner
1 month ago
Only for registered members Newcastle, New South WalesWe re seeking a dedicated Review Advisor to manage a portfolio of clients delivering tailored holistic financial advice ensuring their success. · ...
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Financial Controller
3 weeks ago
Only for registered members NewcastleJob summaryWe are seeking an experienced Financial Controller to lead group finance operations and partner closely with the CFO to support strong governance, performance and growth across our multi-entity business. · A hands-on role suited to a technically strong commercially min ...
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Trainee Wealth Planner
4 days ago
Only for registered members NewcastleWe are looking for a Trainee Wealth Planner (Paraplanner) to join our Private Wealth team in Newcastle. · ...
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Accountant
1 month ago
Only for registered members Greater Newcastle AreaThis is a part-time hybrid role for an Accountant, based in Lake Macquarie, with flexibility for some work-from-home arrangements. · ...
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Finance Director
1 month ago
Only for registered members NewcastleThe Finance Director is an integral part of the Exec team and is instrumental in managing the financial and commercial performance of two large private Hospitals. · ...
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Senior Finance Professional
1 week ago
Only for registered members Newcastle Full timeWe are seeking experienced Finance Professionals for a range of client opportunities across Australia. · This opportunity is ideal for professionals aiming to step into senior-level responsibility and progress toward finance leadership roles. · ...
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Senior Accountant
3 weeks ago
Only for registered members NewcastleThe organisation · Our client is a well-established, values-led professional services firm with a strong national and regional footprint. · CA-qualified accountant · ...
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Claims Advisor – Workers Compensation
2 weeks ago
Only for registered members Newcastle+ Job summary · Join Suncorp Group in Newcastle and play a vital role supporting injured workers to recover and return to work. · +ResponsibilitiesManaging a portfolio of Workers Compensation personal injury claims, end‑to‑end · Making timely, evidence‑based decisions in line wit ...
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Trainee Wealth Planner
3 days ago
Only for registered members Greater Newcastle AreaWe are looking for a Trainee Wealth Planner (Paraplanner) to join our Private Wealth team in Newcastle. · The team operates as part of Womble Bond Dickinson Wealth Limited and has a solid reputation for providing creative financial planning, · tax solutions and investment advice ...
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Financial Controller
3 weeks ago
Only for registered members Newcastle, New South WalesWinarch Group is seeking an experienced Financial Controller to lead group finance operations and partner closely with the CFO. · ...
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Financial Accountant
4 weeks ago
Only for registered members Newcastle, New South WalesA dynamic award-winning national property developer seeks a Financial Accountant to manage tax compliance across all entities. · ...
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Parts Advisor
1 week ago
Only for registered members NewcastleWe are currently looking for a Parts Advisor to join our team.As Parts Advisor you will be involved in all areas of the branch and its operation however your focus will be maintaining and expanding the local customer base. · ...
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Mental Health Advisor
4 weeks ago
Only for registered members NewcastleMental Health Advisor - Gosforth · Provide initial telephone support to North Yorkshire residents experiencing mental health distress and crisis. · We would love to hear from you if you have demonstrable experience of working 1:1 with service users with complex needs, · a awarene ...
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Finance Director, Private Healthcare
1 month ago
Only for registered members Newcastle, New South Wales+The Finance Director is an integral part of the Exec team and is instrumental in managing the financial and commercial performance of a large and high-profile private Hospital based in Newcastle. · Managing the end-to-end finance function for both Hospitals you'll provide leader ...
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Claims Advisor
2 weeks ago
Only for registered members Newcastle, New South WalesNewcastle | Hybrid after training · Previous Workers Compensation claims experience required to join Suncorp Group in Newcastle and play a vital role supporting injured workers to recover and return to work. · ...
Senior Financial Advisor - Newcastle - beBeeSalary
Job title: Senior Client Service Officer – Financial Planning
Description
We are seeking a highly skilled and experienced Senior Client Service Officer to join our team in the Financial Planning department.
The ideal candidate will have excellent communication, problem-solving, and time management skills, as well as the ability to work effectively in a fast-paced environment. Key responsibilities include:
Key Responsibilities
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MFC Salaried Financial Advisor
Only for registered members Newcastle, New South Wales
-
MFC Salaried Financial Advisor
Only for registered members Newcastle
-
MFC Salaried Financial Advisor
Only for registered members Newcastle-Maitland
-
MFC Salaried Financial Advisor
Only for registered members Bar Beach, New South Wales
-
Review Advisor
Only for registered members Newcastle, New South Wales
-
Accountant
Only for registered members Newcastle
-
Financial Planner
Only for registered members Newcastle, New South Wales
-
Financial Controller
Only for registered members Newcastle
-
Trainee Wealth Planner
Only for registered members Newcastle
-
Accountant
Only for registered members Greater Newcastle Area
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Finance Director
Only for registered members Newcastle
-
Senior Finance Professional
Full time Only for registered members Newcastle
-
Senior Accountant
Only for registered members Newcastle
-
Claims Advisor – Workers Compensation
Only for registered members Newcastle
-
Trainee Wealth Planner
Only for registered members Greater Newcastle Area
-
Financial Controller
Only for registered members Newcastle, New South Wales
-
Financial Accountant
Only for registered members Newcastle, New South Wales
-
Parts Advisor
Only for registered members Newcastle
-
Mental Health Advisor
Only for registered members Newcastle
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Finance Director, Private Healthcare
Only for registered members Newcastle, New South Wales
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Claims Advisor
Only for registered members Newcastle, New South Wales