Financial Planning Specialist

2 days ago

Adelaide, South Australia beBeeadviser Full time $90,000 - $120,000
Financial Planning Expert Role

This is an exciting opportunity to take on a growing financial planning role in Adelaide, delivering tailored advice and managing an existing client book.

Main Responsibilities:
  • Deliver comprehensive financial advice across various areas, including investments, superannuation, retirement planning, insurance, and estate planning.
  • Build and maintain long-term relationships with clients through effective communication and trust-building.
  • Grow the existing client base and attract new business by identifying opportunities and implementing strategies.
  • Conduct high-quality conversations with clients to understand their goals and needs, ensuring that advice aligns with compliance and the best interests of the client.
Key Requirements:
  • FSAEA qualification with relevant tertiary studies.
  • At least 3 years' experience as a Financial Adviser.
  • Strong written and verbal communication skills.
  • Able to build rapport and trust with clients.
  • Driven to grow and develop professionally.
Company Benefits

This well-established financial services firm provides holistic advice to professionals, families, and wealth builders. The company values career development, employee well-being, and low turnover.

  • Financial Planning and Reporting Specialist

    2 days ago

    Adelaide, South Australia beBeeAccountant Full time $120,000 - $150,000

    Financial Planning and Reporting SpecialistWe are seeking a skilled Financial Planning and Reporting Specialist to support the delivery of accurate and timely financial information. As a key member of our team, you will collaborate with operational teams and corporate functions to provide budgeting, forecasting, and performance analysis.

  • Financial Planning and Control Specialist

    3 days ago

    Adelaide, South Australia beBeeFinancialPlanning Full time $60,000 - $100,000

    Financial Planning and Control SpecialistThis role is ideal for someone who enjoys working with contracts, tracking funding, and ensuring project plans align with goals.Support the establishment and coordination of frameworks and baselines for project cost, schedule, and risk.Assist in establishing weekly, monthly, quarterly, and annual project rhythms for...

  • Financial Planning Specialist

    4 days ago

    Adelaide, South Australia beBeeAccountant Full time $80,000 - $100,000

    We are seeking a highly skilled professional to join our team in Adelaide.Job Description:The role of the Project Accountant is responsible for maintaining the integrity and transparency of financial data to facilitate planning and decision making for the project.Key Responsibilities:Provide detailed, accurate and relevant reporting by specified deadlines on...

  • Financial Planning and Analysis Specialist

    1 day ago

    Adelaide, South Australia beBeefinancial Full time $90,000 - $115,000

    Financial Planning and Analysis ExpertThe ideal candidate will have a strong background in financial planning and analysis, with expertise in month-end close processes, reconciliations, and audit compliance. They will be responsible for ensuring the integrity of trial balances, preparing journal entries, and balancing sheet reconciliations.This role requires...

  • Senior Financial Planning

    3 weeks ago

    Adelaide, South Australia The HR Room Full time

    Add expected salary to your profile for insightsOur client is a well-established wealth planning firm with several offices across Adelaide. We are looking for a dynamic, confident Senior Financial Planner to join their experienced team within our city-fringe office. Our client is Focused on Clients and has an excellent reputation in Financial Planning from...

  • Senior Financial Planning

    3 weeks ago

    Adelaide, South Australia The HR Room Full time

    Add expected salary to your profile for insightsOur client is a well-established wealth planning firm with several offices across Adelaide. We are looking for a dynamic, confident Senior Financial Planner to join their experienced team within our city-fringe office. Our client is Focused on Clients and has an excellent reputation in Financial Planning from...

  • Financial Planning Specialist

    10 hours ago

    Adelaide, South Australia beBeeFinancial Full time $90,000 - $120,000

    Job Title: Strategic Financial ProfessionalAbout the Role:This strategic financial professional will play a key role in supporting the delivery of accurate and timely financial information to drive business decision-making.The role will collaborate closely with both operational teams and corporate functions to provide budgeting, forecasting, and performance...

  • Head of Financial Planning

    4 weeks ago

    Adelaide, South Australia Underwood Executive Full time

    Head of Financial Planning & Performance - SA Power NetworksJoin to apply for the Head of Financial Planning & Performance - SA Power Networks role at Underwood ExecutiveHead of Financial Planning & Performance - SA Power Networks1 day ago Be among the first 25 applicantsJoin to apply for the Head of Financial Planning & Performance - SA Power Networks role...

  • Head Of Financial Planning

    3 weeks ago

    Adelaide, South Australia Underwood Executive Full time

    Head of Financial Planning & Performance - SA Power Networks Join to apply for the Head of Financial Planning & Performance - SA Power Networks role at Underwood Executive Head of Financial Planning & Performance - SA Power Networks 1 day ago Be among the first 25 applicants Join to apply for the Head of Financial Planning & Performance - SA Power Networks...

  • Strategic Financial Planning Specialist

    10 hours ago

    Adelaide, South Australia beBeeFinancial Full time $80,000 - $120,000

    About This Role">We are seeking an experienced Project Accountant to join our Strategic Surveillance team. In this role, you will work closely with the Accounting Manager to maintain financial data integrity and facilitate planning and decision making.">The ideal candidate will have a degree qualification, including CA, CIMA, or CPA certification, and...