
Financial Services Professional
2 days ago
We are seeking a driven and ambitious professional to join our team, supporting the financial accounting advisory services department.
This role involves developing new client relationships, leading project teams, and delivering exceptional customer experiences on high-profile engagements.
The team provides finance, treasury, and other advisory services to clients across various sectors.
Your Key Responsibilities:- Lead diverse engagements with multiple clients across industries.
- Execute projects end-to-end, including strategy definition, problem-solving, team coaching, and budget management.
- Demonstrate advanced proficiency in financial products and understand evolving market factors affecting client businesses.
- Take ownership of preparing high-quality client deliverables.
- Ensure timely work delivery in compliance with organizational policies and quality principles.
- A bachelor's degree and completed relevant professional qualifications.
- 5+ years' experience post-qualification working experience, preferably in consulting or assurance at a professional services firm.
- Strong understanding of financial product cash flows and the Financial Services industry.
- Advanced business writing skills and communication abilities.
- Good technical finance and risk matter capabilities.
- Career development: Develop future-focused skills and equip you with world-class experiences.
- Flexible work arrangements: Balance your professional and personal life.
- A comprehensive benefits package: Cater to your diverse needs.
-
Financial Advisory Administration
3 days ago
Sydney, New South Wales, Australia BFG Financial Services Full timeBFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...
-
Financial Advisory Administration
3 days ago
Sydney, New South Wales, Australia BFG Financial Services Full timeBFG Financial Services is a leading accounting practice based in Macquarie Park. We specialise in providing independent personal financial advice on a 'fee for service' basis.About the RoleWe're seeking a client-focused individual with a university degree (preferably in business, finance, or a related discipline) to join our team full-time. This is an...
-
Financial Services Professional
2 days ago
Sydney, New South Wales, Australia beBeeFinancial Full time $58,000 - $92,000Are you a detail-oriented professional seeking a challenging entry-level opportunity in financial services?About the RoleOur organisation is looking for an individual with excellent communication skills to provide support to our advisory team.Key ResponsibilitiesPrepare and implement client advice documentation and reviewsHandle client enquiries...
-
Financial Services Professional
4 days ago
Sydney, New South Wales, Australia beBeeFinancial Full time $150,000 - $250,000Job Title: Financial Services ProfessionalThe role of Associate in our Corporate Finance team is a challenging opportunity to work on transactions that provide exposure to various services.This position involves substantial responsibility and encourages creativity and new ideas. Associates are given the autonomy to help drive business growth.Key...
-
Financial Services Professional
7 days ago
Sydney, New South Wales, Australia beBeeProfessional Full time $180,000 - $280,000Shaping futures with confidence is our driving force.A Career of OpportunityWe're seeking a Financial Services Professional to join our team and work closely with diverse clients across various industries. You will be part of a collaborative and entrepreneurial environment where you can innovate and shape your career through comprehensive development...
-
Financial Services Professional
3 days ago
Sydney, New South Wales, Australia beBeeBanking Full time $90,000 - $110,000Job OverviewAs a financial services professional, you will engage with customers to understand their needs and provide expert advice to help them achieve their goals.Key ResponsibilitiesProactively interact with customers in-person and over the phone to identify their financial needsUtilize advanced product knowledge to assist customers in achieving their...
-
Financial Planner – SW Sydney
3 weeks ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory Firm Established Accounting Relationships Hybrid Role - Book + Referrals Full Back office Support The Company Multi office Sydney based...
-
Financial Planner – SW Sydney
5 days ago
Sydney, New South Wales, Australia financial-advisor Full timeHybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. Mature Boutique Advisory FirmEstablished Accounting RelationshipsHybrid Role - Book + ReferralsFull Back office SupportThe CompanyMulti office Sydney based Financial Planning firm with strong ties to the accounting sector...
-
Financial Services Professional
3 days ago
Sydney, New South Wales, Australia beBeeCustomer Full time $90,000 - $110,000As a Financial Services Professional, you will play a pivotal role in providing exceptional customer service and support. Your expertise will be utilized to manage accounts, offer tailored advice and solutions, and build strong relationships with clients.Main Responsibilities:Assist customers with banking needs and provide personalized advice and...
-
Associate, Financial Risk Advisory
3 weeks ago
Sydney, New South Wales, Australia Chatham Financial Full timeJoin to apply for the Associate, Financial Risk Advisory role at Chatham Financial2 days ago Be among the first 25 applicants Join to apply for the Associate, Financial Risk Advisory role at Chatham Financial Get AI-powered advice on this job and more exclusive features.Overview We don't simply hire employees.We invest in them.When you work at Chatham, we...