Financial Planning Administrator

**The opportunity** As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...

**Principal Advisory Officer - Financial Planning** **Are you passionate about supporting the people of NSW? We have a unique opportunity for an experienced financial planner!** - 1x ongoing full-time opportunity, working 35 hours per week. - Parramatta location with flexible and hybrid working options available. - Clerk Grade 7/8. Base salary $101,947 to...

High performing team with reputation for superior client service - Suit a graduate or administrator keen to develop a financial planning career - Salary up between $60-75,000pa. Training & career development provided A fantastic opportunity has just become available for a Junior Financial Planning Assistant to join the Wealth Management Division of this...

**THE ROLE**: Looking for admin assistant to work 5-6 hours per day, 5 days per week for a financial planner (Permanent Part Time). You will be helping with data entry, putting together service agreements and review documents for clients, as well as helping clients renew any expired documents. $30 per hour. To start ASAP. **LOCATION**: Our office is on...

**Date**:28 Feb 2024**Location**:Sydney, NSW, AU, 2000**Employment Type**:Permanent Full Time**The opportunity** As a Financial Planning Assistant with Shadforth, you’ll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role...

Our client is a holistic non aligned national independent advisory that prides itself on a highly ethical mode of working and excellent client relationships. Based close to Wynyard train station with flexibility to work from home moving forward our client despite recent events continues on their growth trajectory. Due to this growth a CSM is required to work...

**Accountabilities** Manages preparation of forecasts and budgets - Provides recommendations to Business Units (BU) based on analysis of deviations from budgets - Provides leadership, consultancy and financial support to various company functions, teams and departments - Acts as link between Finance and Business Units/Other Functions - Manages the reporting...

**Job Title**: Graduate Financial Adviser **Location**: North Sydney **About Us**: Our client is a leading Financial Planning firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation for providing tailored financial advice and...

Blue chip environment - high performing team of 20+ - Mascot location with 2 days WFH - Excellent opportunity for a first/second mover or existing Financial Analyst **Our client** We are exclusively partnered with a blue-chip market-leader, recruiting for a Financial Planning Analyst to join their FP&A division and be at the forefront of change for this...

Immediate start - Sydney CBD location with WFH - Excellent day rate A new and exciting opportunity working with a leading client in Financial Services as a Financial Consultant - Administration. This a great opportunity for a graduate looking to get their foot in the door with a global company in Financial Services. **Responsibilities include but are not...

Do you want your work to make a difference for NSW? Together, we create thriving environments, communities and economies. - **Ongoing Full-time Opportunity**: - **Located in Parramatta - Hybrid working supported**: - **Salary relative to experience, and ranges from $108,153 to $121,870 + super** Our **Resilience and Urban Sustainability team** is...

2-3 month contract initially (potential to extend) - Commercial role, south/east sydney location. Global service provider to the travel industry on the lookout for an experienced Financial Planning Analhst to join the business. Reporting into the CFO you will be a finance business partner for a key region of the Asia Pacific business. You will produce...

Join a growing Financial Planning firm - Ongoing training and development oppourtunites - Sydney - CBD Location **_About the company:_** Our client is a strategic consulting firm which offer advice, business solutions, corporate governance, and compliance coaching for businesses. **_About the role:_** You will be responsible for performing general office...

We are seeking an experienced Group Financial Controller to join our team on a 12-month contract basis. This role is crucial for maintaining the highest standards of compliance with accounting policies and processes within the Domain Group. Its main responsibilities include producing timely and accurate group statutory results, overseeing external audits,...

- Hybrid Working. Flexibility.- South West Sydney Location- c$190,000 + super and bonusIf you are a finance visionary who thrives in a fast-paced, dynamic environment and is ready to lead our Financial Planning & Analysis team to new heights, we want to hear from you! Join us on our journey to financial excellence.About your new EmployerA dynamic and...

**Business Name: Masu Financial Management Pty Ltd** **Location: Suite 803, Level 8/55 Clarence Street, Sydney, NSW - 2000** **Job Title: Full time - Associate Financial Adviser - Pathway to Adviser - PY Year** **Salary: $70,000 plus superannuation** **Tasks**: - Interviewing clients and collecting information on their income, expenses, Superannuation,...

Large Financial Services Group - Commercial, Analytical & Business Partnering Focus - Lead on Decision Support & FP&A advisory Our client, a large financial services business is looking to hire a Financial Planning and Analysis Manager on a permanent basis. Reporting to the Head Of Finance, you will lead the budgeting and forecasting process as well as...

High performing team with reputation for superior client service - Opportunity to join this well regarded business who support their employees - $80-95,000package depending on experience. Great culture + room to grow A fantastic opportunity has just become available for an Client Relationship Manager to join the Wealth Management Division of this highly...

Property & Infrastructure Fund Manager - Lead Commercial, Analytical Business Partnering Function - Great work culture - supportive environment Our client, a leading Property & Infrastructure Fund Managers looking to hire a Financial Planning and Analysis Manager on a permanent basis. Reporting to the Head Of Finance, you will lead the budgeting and...

**Advisory Officer - Financial Planning** **Are you passionate about supporting the people of NSW? We have a unique opportunity for a financial advisor!** - 1x ongoing full-time opportunity, 35 hours per week. - Parramatta location with flexible and hybrid working options available. - Clerk Grade Level 3/4. Base salary $75,992 up to $83,211 per year, plus...