Senior Financial Planning Specialist

Key Responsibilities:As a Senior Financial Planning Specialist at William Buck, you will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies. This will involve attending client meetings, financial modelling, and assisting in managing client relationships to ensure their needs are met and exceeded....

About the RoleDavidson is seeking a Senior Financial Planning Specialist to assist a leading utilities company in planning ahead for a 5-year strategic, financial digital plan.Key responsibilities:Financial accruals management and planningElicitation and stakeholder engagementWorkshop facilitationPresentation to executive leadershipResource and funding...

Unlock Your Potential as a Financial Planning AnalystAre you passionate about helping people achieve their financial goals? Do you have a knack for problem-solving and a desire to learn and grow? We're seeking a talented Financial Planning Analyst to join our team at Insignia Financial.About the RoleProvide expert advice and support to our clients and...

At RMIT University, we are seeking a Senior Financial Planning Specialist to support the delivery of our core operations.We offer an attractive remuneration package, including a base salary of $103,857 (HEW 7), plus 17% superannuation.This is a full-time, fixed-term contract until December 2025, with hybrid working flexibility and based in Melbourne...

We are seeking a Strategic Financial Planning Specialist to join our team at William Buck.About the role:The successful candidate will be responsible for collaborating with senior advisors to devise and prepare comprehensive financial planning strategies, attending client meetings, and providing exceptional support in managing client relationships. You will...

Job Opportunity:ThompsonCook is seeking a highly skilled Financial Planning and Analysis Specialist to join their team. As a key member of the finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisions;Provide timely and...

Job Opportunity: We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at ThompsonCook. As a key member of our finance department, you will play a critical role in driving business growth and success.Key Responsibilities:Develop and maintain financial models and forecasts to inform business decisions;Provide timely and...

The OpportunityWe are seeking a dynamic, qualified accountant to join our team as a Senior Financial Planning and Analysis Specialist. Our client is a market leader in the sports/events space, with a strong presence in Sydney and Melbourne.Key Responsibilities:Assist the Head of Finance with monthly forecasting and annual budget preparationPerform month-end...

Key Responsibilities• Collaborate with senior advisors to develop and implement financial planning strategies.• Attend client meetings to provide expert advice and support.• Utilize financial modeling to analyze complex financial data and provide actionable insights.• Assist in managing client relationships to ensure their needs are met and...

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...

Job Title: Senior Governance SpecialistJoin Insignia Financial as a Senior Governance Specialist and play a critical role in ensuring the effective management of our key strategic partnerships. As a key member of our team, you will be responsible for providing assurance and oversight of our Critical Service Providers, ensuring that our outsourcing...

Key Responsibilities:Collaborate with senior advisors to develop and implement comprehensive financial planning strategiesAttend client meetings to provide expert advice and guidanceUtilize financial modeling techniques to analyze client data and provide actionable insightsAssist in managing client relationships, ensuring their needs are met and exceeded...

We're seeking a skilled Financial Planning Specialist to join our team at Pitcher Partners Australia.As a Financial Planning Specialist, you will provide high-quality banking support to our Investment Advisory, Superannuation, Family Office, and Private Client groups. Your primary responsibilities will include:Creating client batches within the ANZ...

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...

Job SummaryWe are seeking a highly skilled Senior Financial Planning Consultant to join our team at William Buck. This role offers the opportunity to work with senior advisors to devise and prepare financial planning strategies, attend client meetings, and assist in managing client relationships.

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...

About the RoleWe are seeking an experienced Senior Financial Planning and Analysis Specialist to join our team at Michael Page. As a key member of our finance team, you will play a critical role in driving business growth and success through strategic financial planning and analysis.Key ResponsibilitiesAssist in the preparation of annual budgets and periodic...

About DavidsonWe are partnering with a leading utilities company to source a Senior Business Analyst.About the RoleAs a Senior Business Analyst, you will be working on a 5-year strategic financial digital plan.Key Responsibilities:Financial accruals management and planningElicitation and stakeholder engagementWorkshop facilitationPresentation to executive...

About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Hostplus. As a key member of our superannuation advice team, you will be responsible for providing limited scope intra-fund personal advice to our members.Your key responsibilities will include:Providing accurate and timely limited scope intra-fund personal advice...

We are seeking a highly skilled and detail-oriented Senior Planning Specialist to join our dynamic team at kikki.K. As a key member of our planning team, you will play a critical role in supporting the financial performance of the brand by developing and managing assortment plans, optimising inventory, and driving sales and profit across all channels.**Key...