Financial Services Advisor
4 days ago
We are currently seeking a dedicated Financial Services Advisor to join our vibrant Business Advisory team in Melbourne on a full-time basis. This role is ideal for an experienced Accountant/Senior Accountant looking to expand their skills and knowledge in business advisory services.
Findex prioritizes empowering its employees to work in a way that best meets their needs, and those of their team and clients. Our agile workplace values independence, client contact, and career growth, offering opportunities across Australia & New Zealand.
What You'll Do:- Assist in preparing business advice and/or producing complex special purpose reports for clients.
- Prepare financial statements, reconciliations, and tax returns for companies, partnerships, trusts, and individual businesses.
- Evaluate jobs for completion effectiveness by meeting technical standards, deadlines, and budget requirements.
- Ensure clients are informed about compliance obligations.
- Liaise with various providers and statutory authorities on behalf of clients.
- Develop and maintain positive relationships with colleagues and clients.
- We aim to provide flexible schedules, work environments, and experiences.
- A competitive salary and inclusive working environment.
- A clear career development pathway and ongoing training/support.
- The opportunity to be mentored by industry-leading professionals and access industry-leading learning and development.
- You have proven accounting experience within public practice.
- CA or CPA qualification, or be working towards this (desirable).
- Proactive attitude, self-motivated, and able to work unsupervised and in a team environment.
- The drive to provide exceptional client advice and care.
- A supportive team with active social calendar and connection days.
- A collaborative work environment that values teamwork.
- The chance to work alongside and be mentored by industry-leading professionals, with access to industry-leading learning and development designed to accelerate your development.
- A rewarding role offering both compliance and business advisory services for a large and diverse client portfolio.
Salary Estimate: $80,000 - $120,000 per annum, depending on experience.
-
Senior Financial Planning and Analysis Expert
9 hours ago
Melbourne, Victoria, Australia Financial-Advisor Full timeJob DescriptionWe are seeking an experienced Senior Financial Planning and Analysis Expert to join our team at Financial-Advisor in Southbank. This is a fantastic opportunity for a skilled professional to oversee the compilation and accuracy of budgeting and forecasting processes, month end analysis, and monthly/weekly reporting and analysis.About the...
-
Financial Services Advisor
1 week ago
Melbourne, Victoria, Australia Findex Full timeAt Findex, we are seeking a highly skilled Financial Services Advisor to join our team in Melbourne. This is a full-time opportunity that offers a competitive salary of AU$80,000 - AU$110,000 per annum, depending on experience.The ideal candidate will have proven accounting experience within public practice and hold a CA or CPA qualification or be working...
-
Financial Freedom Advisor
6 days ago
Melbourne, Victoria, Australia Liberty Financial Group Full timeAbout Liberty Financial GroupWe are a dynamic and innovative financial services company dedicated to helping people achieve financial freedom.As the leading non-bank lender in Australia, we have been providing free-thinking loans for decades and have helped over 500,000 people get financially stable.We offer a broad range of flexible and custom products that...
-
Financial Planning Associate
5 days 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...
-
Financial Services Advisor
1 week ago
Melbourne, Victoria, Australia Bendigo and Adelaide Bank Full timeAbout UsBendigo and Adelaide Bank is a leading financial institution committed to feeding into prosperity, not off it. As the only bank headquartered outside of a capital city, we have a unique perspective on community-driven banking.Our vision is to become Australia's bank of choice, and we're seeking a Customer Advisor to join our team at the Warragul...
-
Corporate Legal Advisor for Financial Services
2 weeks ago
Melbourne, Victoria, Australia Ashurst Full timeJob Opportunity:This is an exciting opportunity to join a well-established organisation in the financial services sector as a Corporate Legal Advisor.About the Role:We are seeking a highly experienced and skilled Corporate Legal Advisor to join our team. The successful candidate will have a minimum of 5 years' experience in corporate legal matters, including...
-
Senior Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia KPMGau Full timeUnlock Your Potential as a Senior Financial AdvisorKPMGau is a leading professional services firm that helps businesses thrive in today's fast-paced environment. As a Senior Financial Advisor, you will play a key role in shaping the financial strategies of our clients.About the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to...
-
Strategic Financial Planning Advisor
4 days ago
Melbourne, Victoria, Australia William Buck Full timeWe are seeking an 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 comprehensive financial planning strategies in collaboration with senior advisors.Key Responsibilities:Collaborate with senior advisors to develop and implement financial planning...
-
Accountant and Financial Advisor
3 weeks ago
Melbourne, Victoria, Australia Ashurst Full timeWe are seeking a highly skilled and experienced Accountant and Financial Advisor to join our team. As a key member of our finance department, you will be responsible for providing financial guidance and support to our organization. The ideal candidate will have a strong background in accounting and finance, with excellent analytical and problem-solving...
-
Senior Financial Advisor
4 weeks ago
Melbourne, Victoria, Australia ENGIE Group Full timeJob Description:Role Overview:As a key member of the Acquisitions, Investments & Financial Advisory (AIFA) team at ENGIE Group, the Senior Financial Advisor will play a critical role in evaluating a diverse range of investment opportunities for ENGIE ANZ.Responsibilities:• Develop and sensitise robust project financial models in line with AIFA best...
-
Senior Financial Advisor
1 week ago
Melbourne, Victoria, Australia BlueRock Full timeWe are seeking a highly skilled Senior Financial Advisor to join our team at BlueRock Accounting. As a key member of our entrepreneurial community, you will work closely with business owners to deliver advisory solutions and innovative tax accounting.As a Senior Financial Advisor, your day-to-day responsibilities will include working with a diverse range of...
-
Senior Financial Advisor
1 day ago
Melbourne, Victoria, Australia Recruitment Expert Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Advisor to join our team at Recruitment Expert in South Melbourne. This is an exciting opportunity for a detail-oriented and dedicated professional to grow and develop within a reputable firm.
-
Financial Planning and Advice Coordinator
3 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeAbout 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...
-
Lead Intra Fund Financial Services Advisor
10 hours ago
Melbourne, Victoria, Australia Randstad Full timeAbout the RoleThis exciting opportunity is a member servicing intra fund financial advisor position within a leading industry fund. Your primary objective will be to provide tailored financial advice to members, helping them achieve their retirement goals.Key ResponsibilitiesDeliver strategic financial advice on retirement planning, superannuation...
-
Senior Financial Advisor
4 weeks ago
Melbourne, Victoria, Australia ENGIE Group Full timeAbout the RoleENGIE Group is seeking a Senior Financial Advisor to join its Acquisitions, Investment & Financial Advisory team in Australia. This role will involve leading the valuation and risk analysis of new investment opportunities for ENGIE ANZ, as well as structuring and executing M&A and project financing transactions across significant energy...
-
Strategic Financial Advisor
2 days ago
North Melbourne, Victoria, Australia Telstra Full timeWe are seeking an experienced Strategic Financial Advisor to join our team at Telstra. As a key member of our Strategy & Finance department, you will play a pivotal role in driving our shared strategic vision and enabling business success.About the RoleIn this exciting opportunity, you will be responsible for providing commercial advice and managing key...
-
Strategic Financial Advisor
2 weeks ago
Melbourne, Victoria, Australia BlueRock Full timeExciting Opportunity for a Strategic Financial AdvisorWe are seeking an experienced and skilled Strategic Financial Advisor to join our dynamic team at BlueRock. As a key member of our BlueRock Accounting team, you will play a vital role in delivering exceptional financial services to our clients.About the Role:This is an exciting opportunity for a motivated...
-
Executive Financial Advisor
1 week ago
Melbourne, Victoria, Australia Click and Connect Online Limited Full timeRole OverviewA premier financial services firm in Melbourne, Australia is seeking an experienced and highly motivated Executive Financial Advisor to join their dynamic team. The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills, and a deep understanding of the financial markets.
-
Senior Financial Advisor
3 weeks ago
Melbourne, Victoria, Australia WizeTalent Full timeAbout Our FirmWe believe that an accountant should be a trusted advisor to their business clients, providing proactive guidance that drives improved results. Our goal is to empower our clients to achieve success, through the implementation of innovative technology and solutions, and ongoing support.We Offer:Salary starting from $90,000 per year +...
-
Financial Accounting Advisor
1 month ago
Melbourne, Victoria, Australia Grant Thornton LLP Full timeJoin Grant Thornton LLP's Dynamic CFO Advisory TeamWe are seeking a highly motivated and organized Financial Accounting Advisor to join our dynamic CFO Advisory team. As a key member of our team, you will assist clients with understanding complex financial transactions, accounting, and reporting matters.Key Responsibilities:Attend financial accounting...