Current jobs related to Financial Planning Manager - Melbourne, Victoria - Accountancy Options


  • Melbourne, Victoria, Australia Insignia Financial Full time

    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...


  • 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...


  • 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...


  • Melbourne, Victoria, Australia Service Stream Full time

    About the RoleWe are seeking a Financial Planning Manager to lead our corporate finance function. Based in Melbourne, VIC, this role will be responsible for providing financial guidance to inform business decisions.Main ResponsibilitiesDevelop and implement financial plans to drive business growthProvide financial analysis and insights to inform strategic...


  • Melbourne, Victoria, Australia RSM Full time

    At RSM, we are seeking a highly skilled Financial Planning Manager to join our team. As a key member of our financial services team, you will be responsible for analysing financial information and preparing financial reports to determine or maintain record of assets, liabilities, profit and loss, tax liability, or other financial activities for our...


  • Melbourne, Victoria, Australia Gallagher Full time

    Financial Planning and Analysis Manager**Job Summary**We are seeking a highly skilled Financial Planning and Analysis Manager to join our Australian Broking Finance team. As a key member of our team, you will be responsible for leading financial planning, budgeting, forecasting, and analysis processes to support strategic decision making.**Key...


  • Melbourne, Victoria, Australia Nous Group Full time

    Financial Planning and Analysis ManagerNous Group is a leading international management consultancy with a strong presence in Australia, New Zealand, the UK, Ireland, and Canada. We are a values-based organization that is committed to improving people's lives in significant ways. Our team of experts offers innovative advice and delivers enduring solutions...


  • Melbourne, Victoria, Australia Michael Page Full time

    Financial Planning Specialist **Job Summary** We are seeking a detail-oriented Financial Planning Specialist to help drive financial health and growth within our organisation. As a key member of our finance team, you will be responsible for developing, monitoring, and managing our annual budget. You will also prepare financial forecasts to guide strategic...

  • Financial Director

    4 weeks ago


    Melbourne, Victoria, Australia Financial-advisor Full time

    Financial Controller OpportunityWe are seeking a highly skilled Financial Controller to join our team at a $20 T/O business and subsidiary of a multinational manufacturing business based in Dandenong South.The role will begin as a 6-month initial Fixed Term Contract as the business is integrated into the larger group.The Financial Controller will be...


  • Melbourne, Victoria, Australia Michael Page Full time

    Financial Planning Specialist **Job Summary** We are seeking a detail-oriented Financial Planning Specialist to help drive financial health and growth within our organisation. As a key member of our finance team, you will be responsible for developing, monitoring, and managing our annual budget. Your analytical skills and attention to detail will ensure...


  • Melbourne, Victoria, Australia Nous Group Full time

    About Nous GroupNous Group is a leading international management consultancy with a strong presence in Australia, New Zealand, the UK, Ireland, and Canada. We are a values-based organisation that is committed to improving people's lives in significant ways. Our unique, cross-disciplinary teams offer innovative advice and deliver enduring solutions that...


  • Melbourne, Victoria, Australia William Buck Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Planning Associate to join our team at William Buck. As a key member of our financial planning team, you will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies, attending client meetings, and providing exceptional support to our...


  • Melbourne, Victoria, Australia William Buck Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Planning Associate to join our team at William Buck. As a key member of our financial planning team, you will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies, attending client meetings, and providing exceptional client service.Key...


  • Melbourne, Victoria, Australia William Buck Full time

    About the RoleWe are seeking a highly skilled Financial Planning Associate to join our team at William Buck. As a key member of our financial planning team, you will be responsible for collaborating with senior advisors to devise and prepare financial planning strategies, attending client meetings, and providing exceptional support to our clients.Key...


  • Melbourne, Victoria, Australia William Buck Full time

    About the RoleAs a Financial Planning Associate at William Buck, you will play a key role in devising and preparing financial planning strategies in collaboration with senior advisors. Your responsibilities will include attending client meetings, financial modelling, and assisting in managing client relationships to ensure their needs are met and exceeded....


  • 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...


  • Melbourne, Victoria, Australia Equity Trustees Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. As a key member of our team, you will play a crucial role in providing quality support services to our Financial Advisers.Key ResponsibilitiesPrepare comprehensive financial planning Statements of Advice and Records of Advice documentsDevelop and...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds/schemes, including liquidity management, to ensure seamless...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds/schemes, including liquidity management, to ensure seamless...


  • Melbourne, Victoria, Australia Insignia Financial Full time

    Key Responsibilities:Prepare accurate and timely bank and general ledger reconciliations within established service level agreements.Ensure outstanding items are thoroughly reviewed, escalated, and resolved in accordance with service level agreements.Review daily banking requirements for funds and schemes, including liquidity management.Monitor daily...

Financial Planning Manager

2 months ago


Melbourne, Victoria, Australia Accountancy Options Full time
About the Role

We are seeking a highly skilled Financial Planning Manager to join our team at Accountancy Options.

As a key member of our finance team, you will be responsible for providing strategic financial guidance and support to our business.

Key Responsibilities
  • Develop and implement financial plans and strategies to drive business growth and profitability.
  • Prepare and present financial reports and analysis to senior management and stakeholders.
  • Provide financial guidance and support to non-financial stakeholders to ensure informed decision-making.
  • Manage and maintain financial systems and processes to ensure accuracy and compliance.
Requirements
  • CPA/CA qualification and relevant experience in a similar role.
  • Strong stakeholder and communication skills to build effective relationships with internal and external stakeholders.
  • Ability to build and maintain complex financial reports and analysis.
  • Knowledge of financial systems and processes, including accounting and budgeting.
About Us

Accountancy Options is a leading provider of accounting and financial services to businesses in the region.

We offer a dynamic and supportive work environment, with opportunities for professional growth and development.