Financial Planning Assistant
1 week ago
Financial Planning Assistant
**Location**:Brisbane, QLD, AU, 4000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people
- Excellent opportunity to add value in this influential role
- Based in Queen St, Brisbane Permanent Full Time Opportunity
- Shadforth Financial Group is one of Australia’s leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary certified firm. Shadforth is an award-winning brand with 12 offices across Australia, employing over 100 financial advisers and 280 staff.- At Shadforth we hold ourselves accountable for maintaining the highest standards of professionalism, investing significantly in developing people’s skills and offering careers, not just jobs.**The opportunity**
- As a Client Relationship Manager with Shadforth, you will 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 documents and providing support to clients while answering day to day queries.- As you grow into the role, we’d love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan. It’s a great entry level role into the dynamic world of Financial Advice with career development opportunities for those who have a desire for longer-term career growth.- Do you have administration experience and are ready to advance your career? Perhaps you’ve got a background in hospitality and a passion for providing a high level of genuine customer service where you always go above and beyond. If so then keep reading because we are looking for someone who’s a quick learner, has exceptional communication skills, strong attention to detail and a positive customer focused mindset.- A people person who is always on top of their game, you’re adaptable, dependable and resilient. You have a hunger for knowledge and a passion for growing and developing your career, you easily build effective relationships with everyone you interact with and take pride in all that you do. If you like the sound of learning from some great people who are experts in their field,, then we’d love to hear from you.**Key Responsibilities**:
- Engage with clients, and in many cases be the first point of contact
- Develop long-term rapport with your aligned clients and where appropriate, attend client meetings
- Provide the highest quality pro-active support to clients, Private Wealth Advisers and the Head Client Relationship Manager
- Perform administration functions including, but not limited to, XPLAN data management, preparation of client reports, as well as required paperwork and the subsequent management of implementation
- Manage incoming and outgoing client correspondence
- Adhere to our internal client and advice procedures
- Assist our Private Wealth Advisers and the Head Client Relationship Manager with key projects
- Ad-hoc reception coverage, when needed
**To be successful in this role you will possess**:
- Ability to develop and maintain personable client relationships
- Ability to operate within a collaborative team environment
- Ability to work under pressure and meet timelines
- Excellent verbal and written communication skills
- Excellent attention to detail
- Proficient in Microsoft Office Suite of products.
**To Apply**
- 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._
-
Financial Planning Assistant
3 months ago
Brisbane, Australia Insignia Financial Full timeFinancial Planning Assistant **The opportunity** As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, 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,...
-
Financial Planning Assistant
19 hours ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Relationship Manager to join our team at Shadforth Financial Group. As a key member of our team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and supporting our Private Wealth Advisers in delivering...
-
Financial Planning Coordinator
1 week ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Coordinator to join our team at Insignia Financial. As a key member of our support staff, you will play a vital role in ensuring the smooth operation of our financial planning services.Key ResponsibilitiesClient Engagement: Engage with clients, providing exceptional...
-
Financial Planning Coordinator
4 days ago
Brisbane, Queensland, Australia Insignia Financial Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Client Relationship Manager. As a key member of our team, you will be responsible for providing exceptional support to our clients and Private Wealth Advisers.Key ResponsibilitiesClient Engagement: Engage with clients, and in many cases be the first point of...
-
Financial Planning Associate
21 hours ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time{"About the Role": "Paraplanner / Associate AdviserWe are seeking a skilled Paraplanner / Associate Adviser to join our team at Zanetti Recruitment & Consulting. As a key member of our wealth management team, you will be responsible for developing advice strategies for clients and assisting advisers with their financial affairs.", "Key Responsibilities":...
-
Paraplanner - Financial Planning Specialist
1 week ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to join our team at Zanetti Recruitment & Consulting. As a Paraplanner, you will play a critical role in providing exceptional client service and support to our Financial Planning team.Key ResponsibilitiesReview and Analysis: Review advice documents and paperwork to ensure completeness and accuracy,...
-
Financial Planning Specialist
3 days ago
Brisbane, Queensland, Australia Advance Recruitment Partners Full timeEstablished Financial Advisory Business OpportunityAdvance Recruitment Partners is proud to present a unique opportunity to join a highly regarded and professional financial advisory business. This esteemed firm specializes in providing comprehensive financial advice and services to their mid to high-net-worth clients.About the BusinessThe business is built...
-
Financial Planning and Analysis Manager
1 week ago
Brisbane, Queensland, Australia Chandler Macleod Full timeJob SummaryWe are seeking an experienced Management Accountant to join our team on a 6-month contract with the potential for extension. As a key member of our finance team, you will play a crucial role in providing financial insights and analyses to drive business decisions.Key ResponsibilitiesCoordinate, prepare and assist with the budget process, ensuring...
-
Associate Adviser
1 week ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full timeAbout the RoleWe are seeking a highly skilled and motivated Associate Adviser to join our team at Zanetti Recruitment & Consulting. As an Associate Adviser, you will play a key role in delivering strategic advice to high net worth clients, working closely with our Senior Advisers.Key Responsibilities:Support Senior Advisers in formulating strategies and...
-
Paraplanner - Financial Planning Specialist
19 hours ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full time{"About the Role": "As a Paraplanner at Zanetti Recruitment & Consulting, you will be responsible for providing high-quality client service, administration, and support of the Financial Planning function in line with the strategic direction of the business.Key areas of responsibility include reviewing advice documents and paperwork, ensuring completeness and...
-
Financial Planning Analyst
3 months ago
Brisbane, Australia e73 Full timeGreat location with access to public transport - Dynamic team - Reporting to the CFO Join a dynamic team. We are currently seeking a talented Financial Planning Analyst to join the team in the Brisbane CBD head office, reporting directly to the Chief Financial Officer. In this crucial role, you will: - Shape the company's future by supporting major...
-
Strategic Financial Planning Associate
21 hours ago
Brisbane, Queensland, Australia Zanetti Recruitment & Consulting Full timeAbout the RoleWe are seeking a highly skilled and motivated individual to join our team as a Strategic Financial Planning Associate. As a key member of our team, you will play a critical role in delivering exceptional client service and supporting the Senior Advisers in formulating strategies and implementing advice for clients.Key ResponsibilitiesAssist in...
-
Financial Planning Specialist
1 week ago
Brisbane, Queensland, Australia IAS RECRUITMENT Full timeAbout the CompanyIAS Recruitment is proud to partner with a leading industry super fund dedicated to empowering its members. This firm prides itself on delivering tailored solutions that help its members achieve their financial aspirations.About the RoleAs a Financial Planning Specialist, you will be at the forefront of providing exceptional phone-based and...
-
Senior Financial Analyst
6 days ago
Brisbane, Queensland, Australia Dye & Durham Corporation Full timeAbout the Role:We are seeking a highly skilled Senior Financial Analyst to join our Financial Planning and Analysis team at Dye & Durham Corporation. As a Senior Financial Analyst, you will play a critical role in supporting the development and implementation of financial models, forecasts, and business cases to drive strategic decision-making.Key...
-
Financial Planning and Analysis Manager
5 months ago
Brisbane, Australia Icon Group Full time**Accounting and Finance** **Brisbane** **Full Time** **Icon Group** Icon Group is Australia’s largest dedicated cancer care provider and has expanded globally into Singapore, Mainland China, Hong Kong and New Zealand. We are built on a strong but simple vision - to deliver the best care possible, to as many people as possible, as close to home as...
-
Financial Planning Specialist
5 days ago
Brisbane, Queensland, Australia IAS Recruitment Full timeAbout the RoleWe are seeking a highly skilled Financial Planner to join our team at IAS Recruitment. As a Financial Planner, you will be responsible for providing exceptional phone-based and face-to-face financial advice to our members.Key ResponsibilitiesDeliver top-notch, member-focused retirement adviceIdentify opportunities to enhance and expand our...
-
Financial Planning
3 months ago
Brisbane, Australia Jumbo Interactive Limited Full timeASX-300 Listed - Global Growth Technology Company - Hybrid Work Environment With Flexible Work Hours **About Us** We’re an innovative and dynamic technology company that has achieved remarkable growth over the past 25 years, starting from humble beginnings with a single computer to becoming a thriving $1 billion ASX300 listed business. What sets us apart...
-
Financial Planning Specialist
6 days ago
Brisbane, Queensland, Australia IAS Recruitment Full timeAbout the CompanyIAS Recruitment is proud to partner with a leading Super Fund to find a talented Financial Planner to join their passionate team.This premier industry super fund is dedicated to empowering its members by delivering tailored solutions that help them achieve their financial aspirations.About the RoleAs a Financial Planner, you will be at the...
-
Financial Planning Analyst
5 days ago
Brisbane, Queensland, Australia CleanCo Queensland Limited Full timeAbout the Role**Reporting to the Corporate Finance Manager**The Finance Analyst will develop financial models and provide financial forecasts to assess CleanCo Queensland Limited's corporate structure, investments, and contracting opportunities.**Key Responsibilities**Develop and maintain complex financial models to inform business decisionsProvide financial...
-
Financial Planning Specialist
5 days ago
Brisbane, Queensland, Australia IAS Recruitment Full timeAbout the Company:IAS Recruitment is proud to partner with a leading Super Fund to find a talented Financial Planner to join their passionate team. This firm is a premier industry super fund dedicated to empowering its members by delivering tailored solutions that help them achieve their financial aspirations.About the Role:As a Financial Planner, you will...