Financial Planning Assistant

5 months ago

Melbourne, Australia Insignia Financial Full time

Financial Planning Assistant

**The opportunity to join our team**

**What you will bring**

While you don't need to have experience in a similar role, we're really looking for someone with a positive, can-do attitude who has sound knowledge of superannuation, pensions and investments. Maybe you're a recent graduate who is looking for that first step towards their dream role? This is a fast-paced role, so you must be well organised, know how to prioritise your work and be able to manage your time effectively to ensure that all tasks are completed accurately and thoroughly.

Given the nature of the role, having solid attention to detail combined with strong written and verbal communication skills is extremely important. It goes without saying that having great customer service and strong team working skills are a must have, so too is being open and willing to learn as you develop in your career. That being said you don't have to want to become an advisor, this is a great foundational space working with a team who love what they do, and the perfect opportunity for you to join a highly engaged team.

**Make your move. Make your mark.**

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you'll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

**Showing up for every Australian**

We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

**To Apply**

Read more here about why you should join our team.

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.

Job ID 7390

  • Financial Planning Assistant

    3 weeks ago

    Melbourne, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**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 Ballarat, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

  • Financial Planning Assistant

    3 months ago

    Melbourne, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:Melbourne, VIC, AU, 3000**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 Collins St, Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory firms...

  • Financial Planning Coordinator

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

  • Senior Financial Planning Analyst

    7 days ago

    Port Melbourne, Australia Latitude Financial Services Full time

    Financial Planning and Analysis is a critical function at Latitude Financial Services, supporting the consolidation of financial results and forecasts for all business units across the organization.This role involves providing essential data analytical support to the Finance Business Partnering and broader Finance teams, ensuring timely and accurate...

  • Financial Planning Associate

    5 days ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

  • Financial Planning Assistant

    5 days ago

    Melbourne, Australia State Trustees Limited Full time

    Location: Melbourne | Western Metropolitan Job type: Full time / 12 months Organisation: State Trustees Limited **Salary**: $70,710 - $84,869 Occupation: Finance Reference: VG/PRS/1832535ES Build your Financial Planning within a supportive, fun and experienced team! Formulate financial plans for clients with low to medium complexity portfolios. - **...

  • Financial Planning and Advice Coordinator

    3 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, 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.You will also manage, schedule, and...

  • Chief Financial Planning and Analysis Specialist

    3 days ago

    Port Melbourne, Australia Latitude Financial Services Full time

    Financial Planning and Analysis ExpertiseWe are seeking an experienced Chief Financial Planning and Analysis Specialist to join our team at Latitude Financial Services.

  • Senior Financial Planning Assistant

    2 weeks ago

    Melbourne, Victoria, Australia Randstad Full time

    Company OverviewRandstad, a leading provider of recruitment services, is seeking a highly motivated and ambitious individual to join their team as a Senior Financial Planning Assistant. This role offers a unique opportunity for career advancement in the financial planning industry.About the RoleThe successful candidate will be responsible for supporting a...

  • Financial Planning Associate

    1 month ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time

    Key Responsibilities:As a Paraplanning Professional at Fuse Recruitment, you will play a crucial role in supporting our financial advisors by preparing comprehensive financial plans, conducting research, and ensuring the highest standards of service delivery.Key Accountabilities:Assist financial advisors in preparing detailed financial plans and...

  • Financial Planning Specialist

    4 weeks ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time

    Financial Planning Role OverviewFuse Recruitment is seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients. The ideal candidate will have a strong knowledge of financial planning principles, investment products, and insurance.Key ResponsibilitiesAssist...

  • Financial Planning Specialist

    3 weeks ago

    Melbourne, Victoria, Australia Fuse Recruitment Full time

    About the RoleWe are seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients.Key ResponsibilitiesAssist financial advisors in preparing detailed financial plans and recommendations for clients.Conduct thorough research and analysis on investment options,...

  • Financial Planning Specialist

    2 weeks ago

    Melbourne, Victoria, Australia The Andersen Partnership Full time

    Role Overview:We are seeking a highly skilled Financial Planning Specialist to join our team at The Andersen Partnership. As a key member of our hybrid advisory team, you will provide crucial support to our Financial Planners, ensuring seamless client strategies and advice documents are prepared.Your responsibilities will include:Supporting the preparation...

  • Financial Planning Expert

    4 weeks ago

    Melbourne, Victoria, Australia AIA Full time

    AIA Financial Services is seeking an experienced Financial Planner to join our team in providing holistic financial advice to our clients.About the role:As a Financial Planner, you will work closely with our clients to understand their financial goals and objectives, and provide them with tailored advice that meets their needs.Key responsibilities:Provide...

  • Financial Planning Specialist

    2 weeks ago

    Melbourne, Victoria, Australia Equity Trustees Full time

    We are seeking a skilled Financial Planning Specialist to join our growing team at Equity Trustees. In this role, you will be responsible for providing quality support services to our financial advisers and contributing to the growth of our business.As a Financial Planning Specialist, your main focus will be on creating Statements of Advice and Record of...

  • Financial Planning Associate

    4 days ago

    Melbourne, Victoria, Australia BDO Full time

    BDO is a firm that values positive relationships with our people and clients. We strive to provide exceptional service, helping clients with advice and insight they can trust. Our professionals foster a supportive environment that prioritizes personal and professional growth.Your OpportunityWe are seeking a skilled Financial Planning Associate to join our...

  • Financial Planning Analyst

    2 months ago

    Melbourne, Australia Whitehorse City Council Full time

    **Salary $102k to $113k per annum + monthly RDO + 11.5% Superannuation**: - **Full Time**: - **Key financial partnering role focused on budget planning, forecasting and insights generation.** At Whitehorse City Council, community is at the heart of everything we do. To stay ahead of and best respond to the evolving changes and needs of the community, the...

  • Financial Planning Consultant

    3 weeks ago

    Melbourne, Victoria, Australia William Buck Full time

    About the Role:We are seeking a talented and experienced Associate Advisor to join our team at William Buck. As a key member of our financial planning team, you will be responsible for devising and preparing financial planning strategies in collaboration with senior advisors.Key Responsibilities:Collaborate with senior advisors to develop and implement...

  • Financial Planning Analyst

    6 months ago

    Melbourne, Australia CitiPower and Powercor Full time

    **Financial Planning Analyst**: - Melbourne, VIC, AU, 3000**About us**: CitiPower, Powercor and United Energy own and operate the electricity distribution networks servicing 1.9 million customers located across 65% of Victoria. These customers include a large number of households, as well as commercial and industrial businesses, world class arts, health and...

  • Senior Financial Planning and Analysis Specialist

    5 days ago

    Port Melbourne, Australia Latitude Financial Services Full time

    About LatitudeLatitude Financial Services is a digital payments, cards, and loans platform that helps people shop and live better. With a strong focus on values such as Act Right, Show Care, and Be Curious, we strive to create a safe, healthy, engaging, and productive working environment for all employees.