Financial Planning Assistant

1 month ago


Perth, Australia IOOF Holdings Full time

**Date**:22-Apr-2023**Location**:Perth, WA, AU, 6000
- Adelaide, SA, AU, 5000**Employment Type**:Permanent Full Time- Position within Bridges Financial Services (Part of the Insignia Financial Group)
- Join a dynamic team and culture that values its people
- Launch your career in Financial Services

**The Opportunity**

We are currently on the lookout for a self-motivated and enthusiastic Practice Support (Client) Officer to provide professional administrative support to the wealth management activities of the business. In this client facing role, you’ll be working closely with our Financial Planners (FPs) to build and maintain relationships with new and existing clients and respond to general client queries and requests, whilst primarily acting as the first point of contact for our clients.

This role also includes administrative support to our FPs, including, scheduling client meetings and diary management, preparing documents for client reviews, maintaining client records and other general administrative tasks. On top of the above, you’ll also liaise with key stakeholders to ensure all client tasks are completed within set time frames - so if you like what you’ve read so far, we’d love to hear from you.

Secondly, you’re proficient in using the Microsoft Office suite and previous expertise with XPLAN software it would be a bonus. Lastly, at Bridges Financial Services we pride ourselves on providing quality client service to our clients so having a focus on excellent client service and strong attention to detail will really help you hit the ground running in this actioned packed role.

**Life at Insignia Financial**

We’re one of Australia’s leading financial wellbeing organisations and we’re transforming the way every day Australians interact with financial advice and their super. We’re available to all and we look after every client like they’re our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._-
- Please be aware that IOOF is currently undergoing an Organisational Design process, which may impact future organisational structure._
- "Bridges Financial Services"



  • Perth, Australia Programmed Skilled Workforce Full time

    6 Month fixed term contract - Office in the Perth CBD - Salary range $110,000 - $130,000 + Super PERSOLKELLY is one of Australia's largest and longest serving recruitment providers. Delivering both quality temporary and permanent options, we specialise in the recruitment of Professional, ICT, Government, STEM, Management and Executive talent. PERSOLKELLY...

  • Financial Planning

    4 weeks ago


    Perth, Australia Robert Half Full time

    **Are you seeking a position to will not only support a critical function within a company but also add value through knowledgeable and strategic economic insight?** **If you are financial analyst with a keen interested in the global economic market - this could be the perfect opportunity!** *** **The Company** Robert Half has partnered with a leading...


  • Perth, Australia FourQuarters Full time

    Tired of same old same old management accounting and financial modelling? - Love working collaboratively in teams, on projects, and having your say on Strat - Love Business Partnering, achieving team goals and questioning the status quo? **The Company** As their FP&A Manager, you will be responsible for leading the financial planning and analysis function,...

  • Financial, Planning

    2 months ago


    Perth, Australia Michael Page Full time

    About Our Client Our client is a well known and highly respected global business, with a proven track record of success in providing value add to customers within the energy, mining and resources sectors. This innovative and profitable business partners with customers to understand requirements and ensure a high level of service is provided to deliver key...


  • Perth, Australia Pilbara Minerals Full time

    Great People, Great Company, Great Future. We’re a great Australian success story, having rapidly grown to be a major player in the global lithium market. Our Pilgangoora Project is one of the largest, hard-rock lithium operations in the world. **THE OPPORTUNITY**: As Financial Planning Analyst - Operation you will play an integral role within a dynamic,...

  • Business Finance Lead

    2 weeks ago


    Perth, Australia Austin Engineering Limited Full time

    **DESCRIPTION **OF THE ROLE**: **Business Finance Lead / Senior Financial Planning & Analysis** Austin is a leading global provider of innovative engineering mining solutions and products. Austin (ASX:ANG) is a leading designer, builder, and sustainer (on and off mine site) of customised mining solutions for the world’s largest mining companies....


  • Perth, Australia Pilbara Minerals Full time

    Great People, Great Company, Great Future. We’re a great Australian success story, having rapidly grown to become a major player in the global lithium market. Our Pilgangoora Operation is one of the largest, hard-rock lithium operations in the world. THE OPPORTUNITY:  The purpose of this role is to provide dedicated analytical, financial, and commercial...


  • Perth, Australia Mercer Full time

    **Financial Advice Assistant** **What can you expect?** - To support Senior Financial Advisers and Associate Advisers in preparing and implementing advice - Being the first point of contact for our clients - The opportunity to progress your career in Financial Advice **What is in it for you?** - Leading training and development programs - Professional...


  • Perth, Australia Pilbara Minerals Full time

    Great People, Great Company, Great Future. We’re a great Australian success story, having rapidly grown to become a major player in the global lithium market. Our Pilgangoora Operation is one of the largest, hard-rock lithium operations in the world. THE OPPORTUNITY:  The purpose of the Senior Financial Planning & Analysis Analyst role is to support the...

  • Financial, Planning

    1 month ago


    Perth, Australia Michael Page Full time

    Global Mining Services division with significant operationsLong term partner of PageGroup locally, nationally and globallyAbout Our ClientOur client is a well known and highly respected global business, with a proven track record of success in providing value add to customers within the energy, mining and resources sectors. This innovative and profitable...


  • Perth, Australia Equity Trustees Full time

    As one of the Estate Planning Assistants in a highly supportive team you will assist the lawyers in providing a seamless, high value and high-touch client experience. **About the role**: - Provide proactive administrative and office support throughout various stages of the estate planning process. - Assist lawyers in delivering a seamless, high-value, and...


  • Perth, Australia Equity Trustees Full time

    As one of the Estate Planning Assistants in a highly supportive team you will assist the lawyers in providing a seamless, high value and high-touch client experience. About the role: Provide proactive administrative and office support throughout various stages of the estate planning process.Assist lawyers in delivering a seamless, high-value, and high-touch...

  • Financial Analyst

    2 days ago


    Perth, Australia Western Power Full time

    **Financial Analyst**: - Location: Perth Office - CBD, WA, AU- 7 Mar 2024Do you want to deliver work that truly matters to our community? There’s never been a better time to join the energy industry! At Western Power we’re working towards our vision for a clean energy future and we’re looking for diverse, passionate people to join our team of world...

  • Financial Analyst

    2 months ago


    Perth, Australia ATCO Full time

    Location: Sydney Engagement: Full Time, Permanent You’ll join a $22b global company with diverse products and services across energy infrastructure, housing, transportation, and . At ATCO, we understand the long-term benefits of innovative, green solutions. Backed by a strong 75-year history in the delivery of power solutions, our capabilities...

  • Financial Analyst

    1 month ago


    Perth, Australia Nexia Australia & New Zealand Full time

    Modern CBD office - A vibrant atmosphere which balances work, rest and play - Support networks, including mentoring and buddy systems Nexia Perth is looking for newly qualified (or soon to be qualified) finance professionals that are critical thinkers with a business acumen to join our Outsourced CFO team as a financial analyst. We are a well-established...


  • Perth, Australia HAYS Full time

    Exciting opportunity to join a State Government Department as a Financial Policy Officer **Your new company** Our client based the East Perth is looking for a Financial Policy Officer to join their team. Looking for someone to provide financial policy support to the team within this state government department. **Your new role** As a Financial Policy...

  • Financial Analyst

    1 month ago


    Perth, Australia JP Search Full time

    Accounting - Management Accountant - Perth - Permanent / Full Time 6/4/2023 - Great if you are making your first move from Big 4 audit or TS or restructuring - High level stakeholder engagement - Multiple opportunities for career progression **The Organisation** A diverse and interesting group that is well positioned financially and has a very strong 5...

  • Financial Analyst

    1 month ago


    Perth, Australia Contingent Roles at Santos Full time

    **Work with one of Australia’s leading energy pioneers**: - ** 12 month casual assignment, covering for leave period**: - ** Perth CBD location, working full-time hours** **About Santos** Santos is a leading independent producer of oil and gas committed to ever-cleaner energy and fuels production. With operations across Australia, Papua New Guinea,...


  • Perth, Australia CBH Group Full time

    **We are CBH** We bring our values to life every day by being Collaborative, Respectful, Reliable, Sustainable. Our values are more than just words they guide how we work with each other, farmers, suppliers, partners, and the communities we operate in. These values and behaviours represent the CBH team at our best and are what we need to collectively...


  • Perth, Australia DFP Recruitment Services Full time

    **Job description**: DFP Recruitment Perth are assisting our State Government client with their various recruitment processes. These are fantastic opportunities for those seeking a Management or Financial Accountant position ranging from L6 through to L8 within State Government. There are 4 positions on offer, which are the following: - ** Director...