SASMSF Associate $55000 - $65000 Full Time, Part Time Until GraduationApplyAbout the roleJoin a busy self-managed super fund team that prepares over 250 fund returns, supporting the preparation of SMSF tax returns, processing invoices, preparing member transactions for advisors, and issuing Notice of Intent to claim a tax deduction letters for client signature. This role suits someone with a solid understanding of the Australian superannuation system in both accumulation and pension phases, along with knowledge of direct share portfolios. You'll also contribute to continuous improvement of systems and processes and provide support to company directors as needed.

CSOCustomer Support Officer Market Rate Full TimeApplyAbout the roleA well-established financial advice practice is looking for a full-time, office-based Customer Service & Administration Officer to support its planners and administration team. You'll handle reception, client liaison by phone, email and in person, diary and appointment coordination, client paperwork and record keeping, while keeping workflows running smoothly in a busy office. This suits a professional, friendly and highly organised person with strong attention to detail who wants to build a long-term career in financial planning, with a pathway toward a Financial Planning Assistant role, industry qualifications and ongoing learning.

GCSGraduate/Junior Client Service Manager $60000 - $65000 Full TimeApplyAbout the roleStep into a long-term career in financial advice with this graduate client service role at a boutique advice practice, ideal for a Financial Planning graduate or student nearing completion. You'll work closely with senior advisers and clients, preparing documentation and reports, maintaining accurate compliance records, and supporting the delivery of advice across superannuation, investments, retirement, estate and tax planning. With mentoring, hands-on exposure to a broad and varied client base, and a clear pathway toward becoming an adviser, it suits a detail-oriented, organised communicator who is committed to growing within the profession.

CSOClient Services Officer $75000 - $85000 Full TimeApplyAbout the roleJoin a fast-paced Client Services role supporting advisers with administration and implementation for both existing clients and those being onboarded. You'll assist clients invested across retail platforms, industry funds and Self-Managed Super Funds, working within a knowledgeable and supportive team at a stable, well-established business. There is genuine opportunity to grow in the role if you want it, making it a great fit for an organised, service-minded professional with an interest in financial services.

CSFClient Services - Financial Planning and Accounting Market Rate Part Time Until GraduationApplyAbout the roleSeeking a dedicated professional to join a small-scale financial advice and accounting firm. Ideal candidate should have strong financial acumen and be comfortable with client-facing roles.

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