Financial Planning Support Specialist

5 days ago

North Geelong, Victoria, Australia Findex Full time
About the Role

We are seeking a highly skilled and motivated Financial Planning Support Specialist to join our team at Findex. As a key member of our Financial Planning team, you will play a critical role in ensuring the smooth operation of our client services.

Key Responsibilities:

  • Develop and maintain strong relationships with clients and external parties.
  • Coordinate the workflow of our team to ensure timely and efficient delivery of services.
  • Provide administrative support to our Advisers, including coordination of meetings and events.
  • Work closely with our Team Leader to achieve the goals and objectives of the team.

Requirements:

  • Proven experience in a similar role, with a strong understanding of the financial planning process.
  • Advanced knowledge of financial planning software and systems.
  • Excellent communication and interpersonal skills.
  • Able to work in a fast-paced environment and prioritize multiple tasks.

About Findex:

Findex is a leading provider of financial planning and wealth management services. We are committed to delivering exceptional client outcomes and providing a supportive and inclusive work environment for our employees.

  • Financial Management Specialist

    4 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleThe City of Greater Geelong is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our Financial Planning and Analysis team, you will play a critical role in providing financial management and analysis support to our business units.Key ResponsibilitiesProvide financial management and analysis support to...

  • Financial Planning Specialist

    4 days ago

    North Melbourne, Victoria, Australia Telstra Full time

    Role OverviewWe are seeking a highly skilled Financial Analyst to join our Strategy & Finance team at Telstra.As a key member of our team, you will play a pivotal role in the development of operating plans that support our strategic goals.Your strong technical understanding and deep knowledge of financial strategies and objectives will enable you to deliver...

  • Financial Management Specialist

    1 month ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at the City of Greater Geelong. As a key member of our Financial Planning and Analysis team, you will play a critical role in overseeing the financial performance management of our organisational business units.Key ResponsibilitiesComplete monthly variance analysis...

  • Financial Management Specialist

    1 month ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at the City of Greater Geelong. As a key member of our Financial Planning and Analysis team, you will play a critical role in overseeing the financial performance management of our organisational business units.Key ResponsibilitiesComplete monthly variance analysis...

  • Financial Management Specialist

    1 month ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at the City of Greater Geelong. As a key member of our Financial Planning and Analysis team, you will play a critical role in overseeing the financial performance management of our organisational business units.Key ResponsibilitiesComplete monthly variance analysis...

  • Financial Management Specialist

    1 month ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at the City of Greater Geelong. As a key member of our Financial Planning and Analysis team, you will play a critical role in overseeing the financial performance management of our organisational business units.Key ResponsibilitiesComplete monthly variance analysis...

  • Financial Management Specialist

    3 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Financial Management Specialist to join our team at the City of Greater Geelong. As a key member of our Financial Planning and Analysis team, you will play a critical role in overseeing the financial performance management of our organisational business units.Key ResponsibilitiesComplete monthly variance analysis...

  • Financial Planning Specialist

    5 days ago

    North Melbourne, Victoria, Australia Telstra Full time

    Job TitleFinance AnalystWe are seeking a highly skilled Finance Analyst to join our Strategy & Finance team at Telstra. As a key member of our team, you will play a pivotal role in the development of operating plans that support our strategic goals.Your strong technical understanding and deep knowledge of financial strategies and objectives will enable you...

  • Orthodontic Specialist

    1 month ago

    North Geelong, Victoria, Australia HealthcareLink Support Full time

    About the PracticeHealthcareLink Support is a growing dental clinic in Geelong, seeking a dedicated and skilled Orthodontic Specialist to join our team. As a valued member of our team, you will have the opportunity to contribute your clinical expertise and passion for delivering exceptional patient care.About the RoleWe are looking for an experienced...

  • Orthodontic Specialist

    2 months ago

    North Geelong, Victoria, Australia HealthcareLink Support Full time

    About the OpportunityHealthcareLink Support is seeking a highly skilled and dedicated Orthodontic Specialist to join our team. As a valued member of our dental practice, you will have the opportunity to contribute your clinical expertise and passion for delivering exceptional care to our patients.About the RoleKey Responsibilities:Diagnose and address oral...

  • Strategic Planning Specialist

    2 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Specialist to join our team at the City of Greater Geelong. As a key member of our strategy and effectiveness team, you will play a critical role in designing and supporting organisational strategy, managing the planning catalogue, and ensuring accurate information.Key ResponsibilitiesAdvocate...

  • Strategic Planning Specialist

    2 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Specialist to join our team at the City of Greater Geelong. As a key member of our strategy and effectiveness team, you will play a critical role in designing and supporting organisational strategy, managing the planning catalogue, and ensuring accurate information.Key ResponsibilitiesAdvocate...

  • Strategic Planning Specialist

    3 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Specialist to join our team at the City of Greater Geelong. As a key member of our strategy and effectiveness team, you will play a critical role in designing and supporting organisational strategy, managing the planning catalogue, and ensuring accurate information.Key ResponsibilitiesAdvocate...

  • Strategic Planning Specialist

    2 weeks ago

    North Geelong, Victoria, Australia City of Greater Geelong Full time

    About the RoleWe are seeking a highly skilled Strategic Planning Specialist to join our team at the City of Greater Geelong. As a key member of our strategy and effectiveness team, you will play a critical role in designing and supporting organisational strategy, managing the planning catalogue, and ensuring accurate information.Key ResponsibilitiesAdvocate...

  • Dental Specialist in Geelong

    3 weeks ago

    North Geelong, Victoria, Australia HealthcareLink Support Full time

    About the Practice:Join a dynamic and growing dental team as a dedicated Dental Practitioner, and embark on a fulfilling professional journey. Contribute your clinical skills to a long-standing and welcoming dental clinic in Geelong.About the Role:We are seeking an ortho specialist or a dentist with an interest in this area. The ideal candidate will be...

  • Product Planning Specialist

    3 weeks ago

    North Altona, Victoria, Australia Toyota Full time

    Product Planning SpecialistWe are seeking a highly skilled Product Planning Specialist to join our Product Planning & Development division in a Max Term role until October 2026.The Product Planning & Development (PPD) Division is responsible for planning, coordination, and execution of all product activities to ensure new products meet the future needs of...

  • Financial Planning and Analysis Specialist

    1 day ago

    Laverton North, Victoria, Australia Veritas Recruitment Full time

    About the CompanyVeritas Recruitment is proud to partner with a dynamic company that has built a reputation for excellence over 40 years. This company supplies specialized equipment across a range of industries and is renowned for its comprehensive product range with exceptional whole-of-life value.About the RoleWe are seeking a highly skilled Management...

  • Senior Financial Data Analyst

    5 days ago

    North Geelong, Victoria, Australia Talent International Full time

    The OpportunityTalent International is seeking a skilled Financial Reporting Specialist to join their team in Geelong. This is an exciting opportunity to work with a community-focused Federal Government Agency, assisting with their Agency Budget and Financial Controls branch.As a Financial Reporting Specialist, you will be responsible for:Sourcing,...

  • Financial Director

    4 weeks ago

    North Geelong, Victoria, Australia Chandler Macleod Full time

    About the RoleThe Chandler Macleod team is seeking an experienced EL1 Assistant Director Finance to join our team on a 6-month casual temporary assignment. As a key member of our finance team, you will be responsible for providing financial leadership and guidance to support the business in achieving its goals.Key ResponsibilitiesLead the planning,...

  • Financial Director

    4 weeks ago

    North Geelong, Victoria, Australia Chandler Macleod Full time

    About the RoleThe Chandler Macleod team is seeking an experienced EL1 Assistant Director Finance to join our team on a 6-month casual temporary assignment. As a key member of our finance team, you will be responsible for providing financial leadership and guidance to support the business in achieving its goals.Key ResponsibilitiesLead the planning,...