Financial Planner

2 weeks ago

Brisbane, Queensland, Australia Recruitment Alternative Full time

Secure employment in a well-established financial planning firm:

-
Varied & diverse role
:

-
Friendly & dynamic team environment

About the Role
Our client has been providing high-level, sought-after financial advice and tax services for over 20 years. They are seeking an experienced

Financial Planning Assistant to join their growing team of dedicated and motivated professionals who are committed to providing consistent results, while taking a holistic approach to clients circumstances.


Reporting directly to the Director, you will be responsible for providing comprehensive advice to clients overlooking strategies within the insurance sector.

A vast experience in basic accounting duties is vital to this role.

What's great about this role:

  • Secure employment in a wellestablished financial planning firm
  • Opportunity to work on varied tasks; every day is different.
  • Opportunity to work with a longstanding group of professional clients.
  • Friendly and dynamic team environment
***
Duties:
  • Enter client information into financial planning software. Perform projections and other calculations with the client data for review by the Senior Para
  • planner & Director.
  • Assist with BAS and ATO downloads for clients.


 Accounting duties
  • Payroll and superannuation, Trust and Tax refund, AR, AP and Bookkeeping.
  • Obtain information on managed funds and equities.
  • Set up broker accounts for share trading.
  • Prepare client reviews.
  • Perform other administration office adhoc duties.

Skills and Experience:

  • Minimum 2 years' experience in a financial planning industry (Insurance sector).
  • Experience in financial accounting (Payroll, Superannuation, Tax refund, Bookkeeping).
  • Advanced Microsoft Office suite skills
  • Excellent communication & interpersonal skills; confident dealing with others
  • Experience with Midwinter or other financial planning software
  • Experience with QuickBooks or other bookkeeping program/s
  • Willingness to comply with myriad rules.
  • High attention to detail with the ability to prioritise and multitask

How to apply

Job ID:

KM11669

  • Graduate Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Brisbane QLD$ $80000 per annum, Benefits: superFull timeAre you an experienced Client Service Officer or Financial Planning/Commerce Graduate looking for your next career opportunity?Join a financial planning firm located in Brisbane CBD with a small and experienced team that ensure their client's financial planning needs are being completely managed to give...

  • Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Are you a Financial Planner looking for your next career opportunity with a business that genuinely cares about partnering with you and servicing its clients?Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated to offer tailored financial solutions to their clients. You'll join a dynamic team...

  • Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Join a friendly, experienced team with a great work culture and be an integral part of the team helping clients navigate their finance goals Are you a Financial Planner in the early stages of your career looking for your next career opportunity?Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated...

  • Financial Planner

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Kickstart Your Financial Career with Our Award-Nominated Graduate ProgramEmbark on your finance career journey with a program designed to match your aspirations, skills, and personality with the perfect business environmentThe acclaimed Future Insure Graduate Program has been the starting point for over 100 graduates in the past 4 years, placing them in...

  • Principal Planner

    2 weeks ago

    Brisbane, Queensland, Australia Eden Richie Recruitment Full time

    Eden Ritchie is seeking a Principal Planner responsible for the implementation of the Queensland walking strategy. 12 months with two options to extend for a further 12 months Brisbane CBDAs the Principal Planner, your key responsibilities will include:Area and corridor studies to inform active transport planning and infrastructure works pipeline...

  • Workforce Planner

    2 weeks ago

    Brisbane, Queensland, Australia Public Trust Office Full time

    About the roleIn the heart of Queensland Public Trustee's (QPT) CED portfolio lies CST, dedicated to empowering Queenslanders through trusted financial services. The CST serves as the primary point of contact for financial management customers, their support networks, and service providers.As a Workforce Planner, you will be a cruicial member of the CST,...

  • Long Term Planner

    2 weeks ago

    Brisbane, Queensland, Australia Emeco Full time

    About the opportunityWe are currently seeking a Long-Term Maintenance Planner to provide regions with achievable work packages across their sites, managing supply, labour availability, and financial constraints to ensure planned maintenance is happening in a controlled way in line with corporate targets.Core ResponsibilitiesThe Long-Term Planner is...

  • Planner / Scheduler

    2 weeks ago

    Brisbane, Queensland, Australia MMG Full time

    MMG Dugald River:Dugald River is among the top 10 Zinc mines globally, producing zinc concentrate for clients worldwide since 2017, committed to a sustainable future. In April 2023, the Dugald River Solar Farm started operating, supplying a third of the mine's power, reducing emissions by 33%, marking the beginning of its transition to renewable energy....

  • Assistant - Financial Advice

    2 weeks ago

    Brisbane, Queensland, Australia Perigon Group Full time

    Excellent Brisbane CBD offices Future study support within the field, training and mentoring Work in a boutique specialist team with established clientsOur client is a leading investment advisory & financial planning firm based in Brisbane. They provide their investors access to markets with a range of investment options, providing comprehensive financial...

  • Fabrication Planner

    2 weeks ago

    Brisbane, Queensland, Australia Kent Full time

    Location Brisbane AustraliaCategory Project controlsDate Published 17/02/23Status Potential Do you have the drive, skills and ability to work with us as part of our Engineering team? To help shape the future of our business, our engineers and an instrumental project in the state. You will be involved in working as a member of our wellrespected team from our...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Pinstripe Recruitment Full time

    Our client continues to expand and is seeking an experienced an experienced Financial Adviser to join the Brisbane team.Our client offers a full range of financial advice services to its clients including:Financial Planning Residential and Investment Lending Superannuation Insurance SMSF Investment Management Retirement Planning Budgeting Estate PlanningYou...

  • Construction Planner

    2 weeks ago

    Brisbane, Queensland, Australia Kent Full time

    Location Brisbane AustraliaCategory TechnicalDate Published 27/01/23Status OpenDo you have the drive, skills and ability to work with us as part of our Engineering team? To help shape the future of our business, our engineers and an instrumental project in the state. You will be involved in working as a member of our wellrespected team from our Brisbane...

  • Workforce Planner

    2 weeks ago

    Brisbane, Queensland, Australia DVConnect Full time

    Full-time 6 month fixed-term contract availableLocated at Brisbane OfficeOngoing professional developmentWho are we?DVConnect is a leading provider of evidence-based and trauma-informed services for people impacted by all forms of personal violent crime, including those who use and experience violence in their relationships. Our purpose is to create pathways...

  • Workforce Planner

    2 weeks ago

    Brisbane, Queensland, Australia DVConnect Full time

    Full-time Permanent & Fixed-term opportunities availableLocated at Brisbane OfficeOngoing professional developmentWho are we?DVConnect is a leading provider of evidence-based and trauma-informed services for people impacted by all forms of personal violent crime, including those who use and experience violence in their relationships. Our purpose is to create...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Australian Retirement Trust Full time

    A fantastic opportunity exists to join our Advice Delivery team as a Financial Adviser - Intrafund We now have multiple fulltime permanent vacanciesWhy join us? State of the Art brand new office overlooking Southbank with end of trip facilities, yoga and multi faith room, barista coffee on every floor, indoor gardens and much more to encourage collaborative...

  • Workforce Planner

    2 weeks ago

    Brisbane, Queensland, Australia DVConnect Full time

    Permanent Full-time & Fixed-term full-time opportunities availableLocated at Brisbane OfficeOngoing professional developmentWho are we?DVConnect is a leading provider of evidence-based and trauma-informed services for people impacted by all forms of personal violent crime, including those who use and experience violence in their relationships. Our purpose is...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Brisbane QLD$ $130000 per annum, Benefits: + super + bonusFull timeAre you a Financial Planner in the early stages of your career looking for your next career opportunity?Join a financial service firm located in Brisbane's CBD, with a small and highly experienced team that is dedicated to offer tailored financial solutions to their clients. You'll join a...

  • Financial Planning Graduates

    2 weeks ago

    Brisbane, Queensland, Australia Superannuation Advice Australia Full time

    Recruiting Now for April 2023 IntakeAbout the job: Committed to building a better future for our community, clients and staff ISO 9001 Certified, recognising the quality of our business practices ABA 100 The Australian Business Awards Community Contribution Winner for 2022 – Recognising Australia's Business, Innovation & Technology Leaders Who we are:...

  • Junior Merchandise Planner

    2 weeks ago

    Brisbane, Queensland, Australia Jivaro Full time

    Opportunities for growth and development Australian Womenswear Business Amazing supportive cultureSeeking an experienced Junior Merchandise Planner to join a leading Brisbane-based womenswear brandThis role is responsible for driving the merchandise strategy and optimising inventory to meet and exceed financial goals. You will develop seasonal product...

  • Financial Adviser

    2 weeks ago

    Brisbane, Queensland, Australia Fuse Recruitment Full time

    Brisbane QLD$ $140000 per annum, Benefits: + super + commisisonsFull timeAre you a Financial Planner looking for your next career opportunity with a business that genuinely cares about partnering with you and servicing its clients?Join a boutique self-licenced financial service firm located in Brisbane's CBD who are innovative in their approach, Fintech...