Strategic Financial Planning Associate
2 weeks ago
- Collaborate with senior advisors to develop and implement comprehensive financial planning strategies.
About You:
- Bachelor's degree in a relevant field
- Minimum 2+ years of experience in a paraplanning or similar position within a professional services environment or boutique practice
- Strong understanding of the financial planning process
- Experience in preparing Statements of Advice (SOA) and Retirement Outcomes Statements (ROA)
- Proficiency in XPlan financial planning software
- Exceptional communication and interpersonal skills, with the ability to build and maintain client relationships
- Ability to meet deadlines, prioritize workflow, and manage projects effectively
What We Offer:
- Competitive salary aligned with experience
- Opportunities for career growth and professional development in a dynamic team environment
- Collaborative and supportive work environment that fosters learning and innovation
-
Financial Planning Associate
18 hours ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout 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...
-
Strategic Financial Planning Director
3 days ago
Melbourne, Victoria, Australia Robert Walters Full timeRobert Walters is a leading financial institution with a strong commitment to fostering an inclusive work environment.About the RoleWe are seeking a highly skilled and experienced Strategic Financial Planning Director to join our team. This is an excellent opportunity for a senior professional with strong financial experience to lead our group financial...
-
Strategic Financial Planning Director
17 hours ago
Melbourne, Victoria, Australia ROBERT WALTERS AUSTRALIA Full timeAre you a seasoned financial expert looking for a new challenge? We have an exciting opportunity for a Strategic Financial Planning Director to join our client, a leading financial institution in Melbourne CBD. In this key leadership role, you will be responsible for driving strategic planning and outlook processes across the organization.About the RoleLead...
-
Strategic Growth Associate
2 days ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Us">At Liberty Financial Group, we're dedicated to helping people achieve their financial goals. Our vision is to be the leading finance group that champions free thinking, and we're passionate about building exceptional experiences for our customers.">What We Offer">We celebrate diversity and inclusion in our workforce and community...
-
Strategic Financial Planning Manager
3 days ago
Melbourne, Victoria, Australia Dental Corporation Full timeAbout the Role:We are seeking a highly skilled and experienced Strategic Financial Planning Manager to join our team in Australia. In this exciting role, you will have the opportunity to make a significant impact on the success of our organization by providing strategic financial planning and analysis support to our senior leadership team.Key...
-
Strategic Financial Planning Specialist
4 days ago
Melbourne, Victoria, Australia William Buck Full timeWe 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...
-
Strategic Financial Planning Analyst
16 hours ago
Melbourne, Victoria, Australia RMIT University Full timeRMIT University seeks a highly skilled Strategic Financial Planning Analyst to join its Financial Services team.About the RoleThe successful candidate will support financial performance reporting and planning, assisting management in delivering core university operations.Key Responsibilities:Financial performance reporting, budgeting, forecasting, strategic...
-
Strategic Financial Planning Director
2 weeks ago
Melbourne, Victoria, Australia Robert Walters Full timeJob DescriptionJob Title: Head of Group Financial Planning & AnalysisJob Type: Full-timeLocation: Remote (Australia)About the Role:The successful candidate will be a strategic partner to the CFO, providing support to drive financial performance. They will lead a team of FP&A staff and draw on COE resources to ensure the CFO is adequately supported.Key...
-
Strategic Financial Planning Director
2 weeks ago
Melbourne, Victoria, Australia Swinburne University of Technology Full timeAbout the RoleWe are seeking a highly skilled professional to play a pivotal role in shaping the financial future of Swinburne. As the Director, Commercial and Financial Planning and Analysis, you will report directly to the Chief Financial Officer (CFO) and be responsible for providing timely and accurate commercial and financial information to both the...
-
Strategic Financial Planning Professional
2 days ago
Melbourne, Victoria, Australia William Buck Full timeFinancial Planning Role at William BuckWe are seeking an experienced Associate Advisor to join our team.About the Role:The successful candidate will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies. This includes attending client meetings, financial modelling, and assisting in managing client...
-
Strategic Financial Planning Manager
2 weeks ago
East Melbourne, Victoria, Australia Gallagher Full timeAbout the RoleGallagher is a global leader in insurance, risk management, and consulting services, with a growing team of over 52,000 professionals worldwide. As a Financial Planning and Analysis (FP&A) Manager, you will play a critical role in driving financial performance and supporting strategic decision-making for our Australian Broking Finance team. We...
-
Strategic Financial Planning Consultant
17 hours ago
Melbourne, Victoria, Australia William Buck Full timeWe are seeking a highly skilled Strategic Financial Planning Consultant to join our team at William Buck. The ideal candidate will have a strong understanding of the financial planning process and be able to collaborate with senior advisors to devise and prepare comprehensive financial planning strategies.Key Responsibilities:Collaborate with senior advisors...
-
Strategic Development Associate
2 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout LibertyWe are a non-bank lender, leading in Australia, with a decade-long history of providing free-thinking loans and helping over 500,000 individuals get financial. Our range of flexible and custom products is designed to cater to diverse needs, and we're passionate about delivering exceptional customer experiences.Our collaborative and social...
-
Melbourne, Victoria, Australia Nous Group Full timeJob OverviewWe are seeking a skilled Strategic Financial Planning and Analysis Lead to join our team in Melbourne. As a key member of our finance department, you will play a crucial role in driving financial planning, forecasting, reporting, and analysis functions.
-
Strategic Financial Planning Analyst
2 days ago
Melbourne, Victoria, Australia MARS Recruitment Full timeMARS Recruitment is seeking a highly skilled Strategic Financial Planning Analyst to join their team.Salary: $115,000 package (base + super combined)Location: Inner Suburbs (Hybrid working - 3 days in the office)In this pivotal role, you will play a crucial part in shaping insights that drive executive decisions in the healthcare industry. As a key member of...
-
Corporate Development Associate
2 weeks ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout LibertyWe are a values-driven organization that champions free thinking and is passionate about building exceptional experiences for our customers. Our team is committed to helping people get financial and is guided by FLAIR, our five key values: Fair, Learning, Accountable, Invested and Resourceful.As a collaborative and social community, we celebrate...
-
Melbourne, Victoria, Australia RMIT University Full timeAbout RMIT UniversityRMIT is a world-renowned university with a strong focus on innovation, industry partnerships, and student success. We are committed to delivering high-quality education and research that prepares our students for the challenges of an ever-changing global environment.SalaryThe successful candidate will be offered a competitive salary...
-
Chief Financial Officer
4 weeks ago
Melbourne, Victoria, Australia ThompsonCook Full timeFinancial Leadership Opportunity**Job Summary**ThompsonCook is seeking a highly skilled Chief Financial Officer to lead the financial operations of our national membership association. As a key member of the Executive Leadership Team, you will be responsible for providing strategic financial guidance and oversight to drive business growth and success.**Key...
-
Strategic Collections Portfolio Manager
4 days ago
Melbourne, Victoria, Australia Latitude Financial Services Full timeWe are excited to announce an opening for a Strategic Collections Portfolio Manager within our Pay business unit at Latitude Financial Services.This is a full-time role that requires a passion for data analytics, collections credit strategy, and debt recovery management.About the Role:Develop a comprehensive three-year strategy with an annual roadmap and be...
-
Financial Planning Coordinator
2 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeJob 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...