Financial Planning Consultant
11 hours ago
Company Overview: Forward Path Advisory is a reputable firm based in Wheelers Hill, VIC, providing expert financial services to clients.
We are seeking a skilled Senior Associate Advisor to join our team and contribute to the delivery of high-quality financial advice to our clients.
About the Role:
This full-time position requires a professional individual with strong communication skills and experience in financial planning. As a Senior Associate Advisor, you will be responsible for building long-term relationships with clients, understanding their financial goals, and implementing effective strategies to achieve them.
Main Responsibilities:
- Client Relationship Management: Develop and maintain strong client relationships by providing regular updates and ensuring effective communication.
- Advice Implementation: Oversee the execution of financial strategies, working closely with external providers to deliver advice recommendations.
- Preparation of Advice Documents: Collaborate with senior advisers to prepare financial advice documents, ensuring compliance with legal and regulatory requirements.
- Financial Analysis and Strategy Development: Conduct research and analysis on financial products and strategies, preparing detailed financial models or forecasts to support recommendations.
- Compliance and Documentation: Ensure accurate records of client meetings and advice implementation, maintaining up-to-date documentation in compliance with industry regulations.
- Support for Senior Financial Advisers: Assist senior advisers in managing complex client cases, attending client meetings, and contributing to the development of financial strategies.
Requirements:
- Bachelor's degree in banking and finance
- At least 1 year of experience in a related field
- Full working rights in Australia
Benefits: A competitive salary package ranging from $73,000 to $83,000 plus superannuation benefits.
-
Financial Services Consultant
1 week ago
Wheelers Hill, Victoria, Australia Forward Path Advisory Full timeForward Path Advisory, a professional financial services company based in Melbourne's eastern suburbs, is seeking an experienced Senior Associate Advisor to join its team.Main Responsibilities:Client Relationship ManagementDevelop and maintain long-term client relationships, ensuring ongoing communication and updates on their financial plans.Act as a key...
-
Senior Financial Planning Associate
6 days ago
Wheelers Hill, Victoria, Australia Forward Path Advisory Full timeForward Path Advisory, a professional financial services firm based in Wheelers Hill, VIC, seeks an experienced Senior Associate Advisor to serve its existing and new clientele. This is a full-time opportunity for a skilled and ethical individual.Main Responsibilities:Client Relationship Management• Act as the primary point of contact for clients, ensuring...
-
Senior Financial Planner
3 weeks ago
Wheelers Hill, Victoria, Australia Forward Path Advisory Full timeForward Path Advisory, a professional financial services firm based in Victoria, is seeking a highly skilled Senior Associate Advisor to serve their clientele.Main Responsibilities:Client Relationship Management:Act as the primary point of contact for clients, ensuring ongoing communication and updates on their financial plans. Build and maintain long-term...
-
Financial Services Professional
2 weeks ago
Wheelers Hill, Victoria, Australia Forward Path Advisory Full timeForward Path Advisory is a professional financial services company based in Wheelers Hill, VIC, seeking a skilled Senior Associate Advisor to join our team.Main Responsibilities:Client Relationship Management:• Foster long-term relationships with existing clients, ensuring ongoing communication and updates on their financial plans.• Assist clients in...
-
Agricultural Financial Expert
4 days ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeDodgshun Medlin, a trusted guide in rural enterprise and wealth strategies for farming and related industries across regional Australia, seeks an experienced Agricultural Financial Expert to join its diverse team. With over 3 years of experience in public practice, this professional will be instrumental in delivering timely and consistent financial services...
-
Agronomist in Crop Planning
4 days ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeJob OverviewDodgshun Medlin is a leading provider of agronomic and financial services to the agricultural industry. As a Graduate Agronomist, you will play a key role in assisting our clients in planning and executing their crop strategies from sowing to harvest.Key ResponsibilitiesWork in various agricultural roles to expand your knowledgeScout for...
-
Strategic Financial Analyst
4 days ago
Notting Hill, Victoria, Australia Milwaukee Tool Full timeAt Milwaukee Tools, we are committed to delivering innovative solutions for our customers. We are currently seeking a Strategic Financial Analyst to join our Commercial Finance team.This role will be based at our offices in Notting Hill and will involve working closely with the Senior Finance Business Partner – Product to drive business growth through...
-
Notting Hill, Victoria, Australia Milwaukee Tool Full timeAbout Milwaukee ToolsWe are a leading manufacturer of power tools and equipment, committed to delivering innovative solutions to professionals.About the OpportunityWe have an exciting opportunity for a Strategic Financial Partner to join our Commercial Finance team in Notting Hill. This role will involve working closely with senior stakeholders to develop...
-
Financial Services Professional
4 days ago
Box Hill North, Victoria, Australia DAVID CHEN & ASSOCIATES Full timeMain Duties & ResponsibilitiesThe key responsibilities for this Senior Accounting Services position at David Chen & Associates include:1. Supervising the input and handling of financial data and reports to ensure accuracy and compliance with statutory requirements.2. Preparing and submitting state and federal income tax returns for corporations,...
-
Strategic Financial Analyst
3 days ago
Notting Hill, Victoria, Australia Milwaukee Tool Full timeAbout Milwaukee ToolsWe are a leading manufacturer of heavy-duty power tools and hand tools, with a rich history dating back over 100 years. Our legacy is built on disruptive innovation, from the products we create to the partnerships we forge.Our people and culture are the strong foundation on which our success has been built. We celebrate our centennial...
-
Business Banking Financial Analyst
3 days ago
Box Hill North, Victoria, Australia Commonwealth Bank Full timeDrive Sustainable Business Growth with Our TeamWe're a high-performing, customer-focused team at Commonwealth Bank, and we're looking for a strong Business Banking Financial Analyst to join us.About the Role:As a key member of our Relationship Management team, you will support us with research, analysis, and develop a comprehensive database of...
-
Strategic Financial Analyst
1 day ago
Notting Hill, Victoria, Australia Milwaukee Tool Full timeAbout Milwaukee Tools">For over 100 years, Milwaukee Tools has been driven by a strong foundation of innovation, people, and culture. Our legacy is built on disruptive ideas that shape our products, partnerships, and work processes.As we celebrate our centennial, we're aware that we've only just begun to explore new horizons. Our commitment to providing an...
-
Dedicated Medical Practitioner Wanted
2 weeks ago
Clifton Hill, Victoria, Australia Healthcare Professionals Group Full timeKey Highlights:A private billing clinic offering a lucrative earning potential.Appointments are consistently booked out one week in advance, indicating high demand for the position.The clinic prioritizes high-quality, preventative medicine and is a rare vacancy in a dedicated facility.Job Attributes:Seeking an experienced General Practitioner with a...
-
Seasonal Pool Team Lead
3 days ago
Swan Hill, Victoria, Australia Belgravia Leisure Full timeAbout the RoleWe are seeking an experienced Venue Manager to lead our team at this fantastic seasonal facility on a full-time fixed-term basis. As the Seasonal Pool Team Lead, you will be fully accountable for the Centre's operational, financial and program deliverables for the Summer.You will develop and execute plans through engagement with the Centre's...
-
Agricultural Accountant Position
2 weeks ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAbout Dodgshun MedlinDodgshun Medlin is a respected guide in rural enterprise and wealth strategies for farming and related industries across regional Australia.We integrate all professional services specialties – accountancy, tax, business improvement, finance, risk, wealth improvement, and more – into a seamless whole.Our team of in-house agronomists...
-
Agricultural Accountant Specialist
4 weeks ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAre you a Chartered Accountant with a passion for delivering high-quality compliance and improvement services in the rural sector? We're looking for a professional like you to join our team at Dodgshun Medlin, a trusted guide in the rural enterprise and wealth strategies of farming and related industries across regional Australia.About UsDodgshun Medlin...
-
Agricultural Accountant Specialist
2 weeks ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAre you a Chartered Accountant with a passion for providing high-quality compliance and improvement services? We're looking for a professional to deliver exceptional financial statements, tax returns, and activity statements for clients in regional Australia.About UsDodgshun Medlin is a trusted guide in the rural enterprise and wealth strategies of farming...
-
Agricultural Accountant
2 weeks ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAre you a Chartered Accountant looking for a challenging role in public practice? We're seeking a skilled professional to join our team at Dodgshun Medlin. Your expertise will be instrumental in providing high-quality services to our clients.About UsDodgshun Medlin is a trusted guide in the rural enterprise and wealth strategies of farming and related...
-
Senior Agricultural Finance Specialist
5 days ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAre you a highly skilled Chartered Accountant with over 3 years of experience in public practice and a passion for delivering high-quality compliance and improvement services? We're seeking an experienced professional like you to join our diverse team at Dodgshun Medlin.About UsDodgshun Medlin is a trusted guide in the rural enterprise and wealth strategies...
-
Agricultural Accountant
4 weeks ago
Swan Hill, Victoria, Australia Dodgshun Medlin Full timeAre you a Chartered Accountant with a passion for delivering high-quality compliance and improvement services? We're looking for a professional like you to join our team at Dodgshun Medlin. Your expertise will be instrumental in providing timely and consistent services to our clients.About UsDodgshun Medlin is a trusted guide in the rural enterprise and...