Senior Financial Planning Assistant

2 days ago

Perth, Western Australia beBeeFinancialPlanning Full time $60,000 - $80,000

Financial planning is a crucial aspect of personal and corporate finance. This role provides an exciting opportunity to be part of a team that delivers superior financial advice to individuals and small to medium-sized enterprises.

The successful candidate will have the ability to work collaboratively with other professionals, demonstrating strong interpersonal skills and attention to detail. They will assist in the preparation and implementation of Statements of Advice and Records of Advice, as well as manage ongoing client relations and liaise with fund managers, platform providers, and insurers.

This is a flexible working environment that offers comprehensive training and professional development opportunities. The ideal candidate must have an interest in financial planning and be self-motivated, producing high-quality work while working independently and collaboratively.

The following responsibilities include:

  • Preparing review reports for Partner meetings
  • Assisting with SOA's and ROA's
  • Managing ongoing client relationships
  • Liaising with external parties
  • Supporting management duties and reporting tasks

Key skills and qualifications include:

  • Interest in financial planning
  • Exceptional attention to detail
  • Strong interpersonal skills
  • Ability to work collaboratively and independently
  • Self-motivation and pride in work produced

Benefits of this role include:

  • Flexible working hours
  • Comprehensive on-the-job training
  • Professional development sessions

  • Financial Planning Assistant

    1 week ago

    Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...

  • Financial Planning Assistant

    2 weeks ago

    Perth, Western Australia Insignia Financial Full time

    1 week ago Be among the first 25 applicantsBe part of a team and culture that values people Excellent opportunity to add value in this influential role Permanent Full Time Opportunity, Location: Perth Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of...

  • Financial Planning

    6 days ago

    Perth, Western Australia The Andersen Partnership Full time

    OverviewMULTIPLE FINANCIAL PLANNING & WEALTH VACANCIES IN PERTH.We are actively recruiting for a variety of Wealth Management positions across all experience levels, ranging from Client Service Officers to Financial Advisers and Investment Specialists. Whether you're looking to advance your career or explore opportunities in the financial services industry,...

  • Financial Planning Client Services Officer

    5 days ago

    Perth, Western Australia Approved Financial Planners Full time

    Approved operates a successful Financial Planning and Finance practice based in Floreat. As an award-winning practice with an 18 years history assisting our long-term clients, we have a culture of excellence and outstanding client service.Key accountabilities of this position include:- Administration support to financial advisers and fellow team members-...

  • Financial Planning Assistant

    3 days ago

    Perth, Western Australia Embodied Full time

    An exciting opportunity to join the Financial Planning division of this highly respected firm renown for delivering superior financial advice to high net worth individuals, and Directors of small and medium enterprises.With an enviable reputation in the industry, they continue to grow their market share through strong relationship and ensuring their clients...

  • Financial Planning

    2 weeks ago

    Perth, Western Australia The Andersen Partnership Full time

    OverviewMULTIPLE FINANCIAL PLANNING & WEALTH VACANCIES IN PERTH.We are actively recruiting for a variety of Wealth Management positions across all experience levels, ranging from Client Service Officers to Financial Advisers and Investment Specialists. Whether you're looking to advance your career or explore opportunities in the financial services industry,...

  • Financial Planning

    2 weeks ago

    Perth, Western Australia The Andersen Partnership Full time

    OverviewMULTIPLE FINANCIAL PLANNING & WEALTH VACANCIES IN PERTH.We are actively recruiting for a variety of Wealth Management positions across all experience levels, ranging from Client Service Officers to Financial Advisers and Investment Specialists. Whether you're looking to advance your career or explore opportunities in the financial services industry,...

  • Senior Financial Planning Professional

    4 days ago

    Perth, Western Australia beBeeAccountant Full time $120,000 - $180,000

    Job Title: Senior Financial Planning ProfessionalWe are seeking a seasoned Senior Financial Planning Professional to join our Corporate Finance team and support the business in managing group overheads reporting.This role offers a broad range of exposure, including budgeting, forecasting, and management reporting. You will engage with senior management,...

  • Senior Financial Planning Specialist

    2 weeks ago

    Perth, Western Australia beBeeAccountant Full time $120,000 - $140,000

    Financial Planning SpecialistThe Senior Project Accountant will play a crucial role in overseeing financial planning activities, ensuring accurate and timely reporting to support strategic decisions.This key position involves supporting business stakeholders with high-quality financial analysis, forecasting, and budgeting processes, including monthly,...

  • Senior Financial Planning Specialist

    2 weeks ago

    Perth, Western Australia beBeeAccountant Full time $180,000 - $200,000

    Financial Planning SpecialistThe Senior Project Accountant will play a pivotal role in overseeing financial planning activities, managing budget cycles, and ensuring accurate and timely reporting to support strategic decisions.Key Responsibilities:Lead the preparation, analysis, and commentary of financial and management reports to inform...