
Senior Financial Solutions Expert
2 weeks ago
The role of a Senior Financial Planner at our organisation involves delivering strategic financial solutions and investment advice to clients, guiding junior staff, and collaborating with directors on firm-wide projects.
About the Role- Deliver detailed financial plans and investment advice to clients
- Guide and mentor Provisional Planners
- Collaborate on client strategies and firm projects
- Contribute to process improvement initiatives
- Lead client meetings and provide financial planning guidance
- Build long-term relationships with clients
- Guide and support junior staff members
- Develop tailored financial solutions
- Maintain strong technical expertise
- Ensure compliance with regulatory requirements
- Relevant tertiary qualifications in Finance or a related field
- Minimum 10+ years' experience as a Financial Planner
- Certified Financial Planner (CFP) designation
- Strong technical knowledge in superannuation and estate planning
- Proven experience with Xplan and Microsoft Office Suite
- Process-driven mindset with excellent attention to detail
- Strong leadership and mentoring abilities
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Senior Financial Expert
2 weeks ago
Melbourne, Victoria, Australia beBeeDispute Full time $180,000 - $220,000We are currently seeking a highly skilled Senior Associate to join our Disputes and Economics practice in Melbourne.About the Role:Prepare financial assessments, valuations, and analyses for clientsDevelop and maintain complex financial models using Microsoft ExcelDraft high-quality expert reports and other deliverablesWork closely with senior experts and...
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Expert in Financial Solutions
2 weeks ago
Melbourne, Victoria, Australia beBeeExpert Full time $100,000 - $150,000Financial Solutions ExpertWe are seeking an experienced and highly skilled professional to fill a challenging role as a Financial Solutions Expert. In this position, you will be responsible for delivering high-quality financial solutions that meet the needs of our clients.Deliver high-quality financial solutions that meet client requirements.Collaborate with...
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Expert Financial Solutions
1 week ago
Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $180,000Job OverviewWe are seeking a results-driven Financial Expert to provide expert guidance and advice on financial strategies, investment opportunities, and risk management.The ideal candidate will analyze complex financial data, develop comprehensive financial models, and create actionable recommendations to help clients achieve their financial objectives.Key...
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Financial Solutions Expert
2 weeks ago
Melbourne, Victoria, Australia beBeeSolutions Full time $70,000 - $100,000Job OverviewWe are seeking a highly skilled Financial Solutions Expert to join our team in Melbourne, Australia.Main ResponsibilitiesGaining deep knowledge across our product offerings, client workflows, and the financial industry to deliver tailored solutions.Building consultative relationships with clients to understand their goals and...
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Financial Solutions Expert
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $250,000Key ResponsibilitiesYou will partner with Chief Finance Officers and their finance teams to create long-term value, trust, and confidence within organizations.Combining commercial experience, deep sector and regulatory knowledge, with expertise in financial accounting and reporting, and finance function leading practices drives outcomes and provides advice...
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Senior Manager, Workday Financials
2 weeks ago
Melbourne, Victoria, Australia Collaborative Solutions, Llc Full timeJoin to apply for the Senior Manager, Workday Financials role at Collaborative Solutions, LLCContinue with Google Continue with Google2 weeks ago Be among the first 25 applicantsJoin to apply for the Senior Manager, Workday Financials role at Collaborative Solutions, LLCWe are seeking a dynamic and experienced Senior Manager to join our Workday Finance...
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Workday Financials Senior Principal Consultant
2 weeks ago
Melbourne, Victoria, Australia Collaborative Solutions, Llc Full timeThe Senior Principal Consultant will bridge the gap between the business and technical teams by solving complex Workday intersystem problems.They will guide clients through the transformation, implementation, and operation phases of a Workday Finance implementation.Key ResponsibilitiesBe a Workday Finance expert with knowledge of design, configuration,...
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Workday Financials Senior Principal Consultant
2 weeks ago
Melbourne, Victoria, Australia Collaborative Solutions, LLC Full timeThe Senior Principal Consultant will bridge the gap between the business and technical teams by solving complex Workday intersystem problems. They will guide clients through the transformation, implementation, and operation phases of a Workday Finance implementation.Key ResponsibilitiesBe a Workday Finance expert with knowledge of design, configuration,...
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ServiceNow Solution Designer
3 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeJoin to apply for the ServiceNow Solution Designer role at Insignia Financial We're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work...
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ServiceNow Solution Designer
3 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full timeJoin to apply for the ServiceNow Solution Designer role at Insignia FinancialWe're looking for a hands-on ServiceNow Solution Designer who can take ownership of the technical solution end-to-end and is comfortable rolling up their sleeves as well as shaping strategy. You'll join a mature, respected, and growing platform team with the freedom to work across...