Financial Planning Specialist
4 days ago
RSM Australia is seeking a highly skilled Financial Planning Specialist to join our Sydney Financial Services team.
As a key member of our team, you will be responsible for developing high-quality advice and technical solutions for clients, working closely with our financial advisers to deliver exceptional results.
The ideal candidate will have a minimum of 2 years' experience in the industry, with a strong understanding of financial planning concepts and processes, as well as excellent knowledge of risk and compliance in relation to investments, superannuation and insurance.
Key responsibilities will include:
- Developing and implementing technical solutions and strategies to meet the needs of our clients;
- Preparing high-quality advice documents, ensuring compliance with regulatory requirements;
- Providing exceptional client service and building strong relationships with our clients;
- Assisting in the development and implementation of business strategies to drive growth and success;
If you are a motivated and detail-oriented professional with a passion for financial planning, we encourage you to apply for this exciting opportunity.
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Financial Planning Specialist
3 weeks ago
Sydney, New South Wales, Australia Insignia Financial Full timeUnlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...
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Financial Planning Specialist
3 weeks ago
Sydney, New South Wales, Australia Allura Partners Full time{"title": "Financial Planning and Analysis Role", "subtitle": "Join Allura Partners and our client, a Private Equity backed FMCG business, as a Financial Planning and Analysis Specialist.", "content": "About the RoleIn this Financial Planning and Analysis Specialist role, you will work closely with the Finance Manager to oversee financial planning and...
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Financial Planning Specialist
1 month ago
Sydney, New South Wales, Australia Advance Recruitment Partners Full timeFinancial Planning SpecialistWe are seeking a highly experienced individual to join our team as a Financial Planning Specialist. As a seasoned professional, you will be responsible for interpreting and implementing financial advice from ROAs and SOAs with precision.Key Responsibilities:Manage the end-to-end implementation of financial advice, ensuring...
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Financial Planning Specialist
4 weeks ago
Sydney, New South Wales, Australia Advance Recruitment Partners Full timeFinancial Planning SpecialistWe are seeking a highly experienced individual to join our team as a Financial Planning Specialist. As a seasoned professional, you will be responsible for interpreting and implementing financial advice from ROAs and SOAs with precision.Key Responsibilities:Manage the end-to-end implementation of financial advice, ensuring...
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Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia Perigon Group Full timeFinancial Planning and Analysis SpecialistJoin Perigon Group, a leading ASX listed global technology business, as a Financial Planning and Analysis Specialist. This newly created role is an exciting opportunity for an up-and-coming FP&A candidate to contribute to the company's growth.Key Responsibilities:Budgeting and forecasting to support business...
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Financial Planning and Analysis Specialist
2 months ago
Sydney, New South Wales, Australia Perigon Group Full timeFinancial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Perigon Group. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to department heads, monitoring key performance metrics, and conducting commercial...
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Financial Planning Specialist
3 weeks ago
Sydney, New South Wales, Australia Ambition Full timeAmbition is seeking a highly skilled Financial Planning Specialist to join their Finance team.This role will involve supporting the development of a 5-year long-term plan, creating a weekly dashboard to monitor operational performance, and assisting with financial and operational modeling and analysis.The ideal candidate will have a strong background in...
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Financial Planning and Analysis Specialist
3 weeks ago
Sydney, New South Wales, Australia Perigon Group Full timeFinancial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Perigon Group. As a key member of our finance team, you will be responsible for providing financial analysis and planning support to department heads.Your key responsibilities will include:Developing and maintaining...
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Financial Planning Specialist
2 weeks ago
Sydney, New South Wales, Australia Aequalis Consulting (Finance & Accounting) Full timeAequalis Consulting (Finance & Accounting) is seeking a Financial Planning Specialist to join a renowned FTSE100 UK-listed company. This is a fantastic opportunity to work within a global finance team, providing key financial insights and driving business performance. The ideal candidate will have 5+ years of experience as a Management Accountant, preferably...
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Financial Planning and Analysis Specialist
3 weeks ago
Sydney, New South Wales, Australia Appreciating Talent Full timeFinancial Planning and Analysis SpecialistJoin a high-growth services business as a Financial Planning and Analysis Specialist, reporting to the Finance Manager. This role involves preparing weekly/monthly reports, journal entries, and balance sheet reconciliations. You will partner with the business to provide financial reporting and decision support, and...
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Financial Planning Specialist
3 weeks ago
Sydney, New South Wales, Australia Assurant Full timeAbout the RoleAssurant is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.Key ResponsibilitiesDrive material enhancement in the efficiency and quality of insights...
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Financial Planning and Analysis Specialist
3 days ago
Sydney, New South Wales, Australia Platinum Pacific Partners Full timeFinancial Planning and Analysis SpecialistWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Platinum Pacific Partners. As a key member of our investment team, you will be responsible for providing financial analysis and planning support to our investment professionals.Key Responsibilities:Develop and maintain...
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Financial Planning and Analysis Specialist
2 weeks ago
Sydney, New South Wales, Australia ubank Full timeThis is a Financial Planning and Analysis Specialist role with one of the leading companies in Australia right now, UBank, with an amazing team. They are continuing to grow rapidly. This is the chance to be part of a dynamic team as the company takes off.More About the Role at UBank**Your Key Responsibilities**As a Financial Planning and Analysis Specialist,...
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Financial Planning Specialist
2 weeks ago
Sydney, New South Wales, Australia AMP Full timeJob SummaryWe are seeking a highly skilled Financial Planning Specialist to join our team at AMP. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the...
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Financial Planning and Analysis Specialist
6 days ago
Sydney, New South Wales, Australia Perigon Group Full timeAbout the RoleWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Perigon Group. As a key member of our FP&A division, you will be responsible for providing financial analysis and planning support to department heads.Key ResponsibilitiesBudgeting and forecastingFinancial modeling and commercial analysisProviding...
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Financial Planning and Analysis Specialist
4 weeks ago
Sydney, New South Wales, Australia SG Fleet Full time{"title": "Financial Planning and Analysis Specialist", "description": "About SG FleetSG Fleet is a leading financial services company that specializes in fleet management, vehicle leasing, and salary packaging. With a presence across Australia, the UK, and NZ, we have a total portfolio under management of $2.5 Billion and over 1200 employees.Our company...
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Financial Planning Specialist
1 month ago
Sydney, New South Wales, Australia Assurant Full timeAbout the RoleAssurant is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.Key ResponsibilitiesDrive material enhancement in the efficiency and quality of insights...
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Financial Planning Specialist
4 weeks ago
Sydney, New South Wales, Australia Assurant Full timeAbout the RoleAssurant is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.Key ResponsibilitiesDrive material enhancement in the efficiency and quality of insights...
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Financial Planning Specialist
3 weeks ago
Sydney, New South Wales, Australia Assurant Full timeAbout the RoleAssurant is seeking a highly skilled Financial Planning and Reporting Specialist to join our team. As a key member of our Finance team, you will be responsible for supporting key stakeholders on financial planning, understanding business performance, and decision-making.Key ResponsibilitiesDrive material enhancement in the efficiency and...
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Financial Planning Specialist
2 weeks ago
Sydney, New South Wales, Australia AMP Full timeJob SummaryAMP is seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our Technology & Operations Group, you will be responsible for delivering business partnering and insights for costs.About the RoleEnsure cost management oversight and alignment of information and reporting within IT & Operations.Build the economic...