Chief Financial Planning Specialist

7 days ago

Melbourne, Victoria, Australia beBeeFinancial Full time $80,000 - $150,000

**Job Opportunity: Financial Planning Professional**

We are seeking a skilled and experienced professional to join our team as a Superannuation Advisor. This role involves providing limited scope intra-fund personal advice, referrals, and appointments to our in-house Financial Planners and Scaled Advisers.

**Key Responsibilities:**

  • Provide members with accurate and timely limited scope intra-fund personal advice in accordance with relevant AFSL policies and regulatory requirements.
  • Contribute to the provision of limited scope intra-fund advice at employers within our network.
  • Generate referrals and appointments for our scaled advisers and financial planners.
  • Participate in marketing campaigns, promotions, and strategic activities involving the financial planning department.

**Required Skills and Qualifications:**

  • RG146 accreditation and FASEA exam completion.
  • Graduate Diploma of Financial Planning or equivalent education and training standards.
  • Demonstrated experience in financial planning, paraplanning, or similar client servicing roles.
  • Sound knowledge of superannuation, investment, and insurance products.
  • Practical knowledge of financial planning software and CRM systems.
  • Solid understanding of superannuation and taxation legislation.
  • Excellent communication and interpersonal skills.
  • High level of self-management and ability to work autonomously.

**Benefits and Perks:**

We offer a dynamic and inclusive work environment that promotes diversity and values individual contributions. Our employees enjoy hybrid and flexible work arrangements, competitive salaries, additional leave benefits, and access to professional development opportunities.

  • Chief Financial Planning And Analysis Officer

    5 days ago

    Melbourne, Victoria, Australia Bebeefinancial Full time

    Job Summary:The role of a Chief Financial Planning and Analysis Officer is pivotal to the finance leadership team, responsible for driving strategic budgeting, forecasting, and insightful reporting across various business units. This position reports directly to the General Manager of Finance, collaborating closely with the Chief Financial Officer to provide...

  • Chief Financial Planning and Analysis Officer

    7 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $250,000

    Job Summary:The role of a Chief Financial Planning and Analysis Officer is pivotal to the finance leadership team, responsible for driving strategic budgeting, forecasting, and insightful reporting across various business units. This position reports directly to the General Manager of Finance, collaborating closely with the Chief Financial Officer to provide...

  • Chief Financial Transaction Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $75,000 - $90,000

    Job DescriptionWe are seeking a Chief Financial Transaction Specialist to join our Finance Team. In this role, you will be responsible for accurately tracking purchase orders, processing invoices for payment, and undertaking creditor payments in a timely manner.Required Skills and QualificationsTo be successful in this role, you will need:A solid...

  • Financial Planning and Analysis Specialist

    7 days ago

    Melbourne, Victoria, Australia beBeeFinancial Full time $180,000 - $220,000

    FP&A ManagerGenuine progression plans offer direct exposure to senior leadership.About the Role:This role reports directly to the Chief Financial Officer, with close ties to the Senior Leadership Team and Board. It requires partnering closely with key stakeholders across the business to provide timely and accurate financial insights to support commercial...

  • Chief Financial Officer

    4 days ago

    Melbourne, Victoria, Australia TWH Advisory Pty Ltd Full time $104,000 - $130,878 per year

    Our client is a leading services organisation with extensive community impact and engagement in the Eastern suburbs of Melbourne. Uniquely positioned as a 'challenger' brand, the organisation has created a Chief Financial Officer role within their org structure to add commercial flair and risk management discipline to their operations. Reporting to the Chief...

  • Financial Planning Specialist

    1 week ago

    Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $64,000 - $97,000

    Financial Planning SpecialistOur organization is seeking a highly skilled Financial Planning Specialist to work with various entities, including individuals, companies, partnerships, trusts, and SMSFs.Key Responsibilities:Day-to-day financial planning and compliance tasksPreparation and audits of financial statementsReviewing bookkeeping work and financial...

  • Chief Financial Officer

    3 days ago

    Melbourne, Victoria, Australia Shk Asia Pacific Full time

    OverviewPartner @ SHK Asia Pacific | Executive Search of CFO's, Executive Finance Leaders & Senior Finance & Accounting ProfessionalsExecutive leadership role in a respected public health serviceStrategic partner to the CEODrive performance, transformation, and community impactAbout the OrganisationAustin Health is one of Victoria's largest healthcare...

  • Financial Planning Assistant

    2 weeks ago

    Melbourne, Victoria, Australia Insignia Financial Full time

    6 days ago Be among the first 25 applicantsBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time OpportunityBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time...

  • Chief Financial Strategist

    2 weeks ago

    Melbourne, Victoria, Australia beBeeLeadership Full time $145,000 - $175,000

    Job Title:Chief Financial Strategist About the Role:The Chief Financial Strategist will lead and inspire the finance function to develop and continually grow, delivering solutions aligned to business needs and driving commercial outcomes.This role requires a dynamic leader who can contribute to shaping the strategic direction of the business, build a culture...

  • Financial Planning Specialist

    2 days ago

    Melbourne, Victoria, Australia beBeeFinancialPlanning Full time $77,000

    Job Title: Financial Planning SpecialistAt our organization, we are seeking an experienced Financial Planning Specialist to join our team.The ideal candidate will have:Extensive experience in financial planning and analysis.Proven ability to work with financial data and perform complex calculations.Strong communication skills to effectively present financial...