Financial Planning Specialist

16 hours ago


Brisbane, Queensland, Australia beBeeFinance Full time

Are you a finance professional looking for a new challenge? Our team is seeking a Senior Finance Advisor to join our ranks.

This role will see you play a key part in providing client-focused finance advice and guidance. You will be involved in delivering high-quality financial services, focusing on budgeting and reporting.

As the Senior Finance Advisor, you will contribute to the provision of effective business and financial planning processes. You will also contribute to a culture of continuous improvement and high standards of client service.

You will provide high-quality strategic advice and timely reports on the operation of our operations. You will lead the annual budget preparation process, including contributing to budget submissions, briefing notes and costing models.

Additional responsibilities include leading the monthly financial reporting process, maintaining and developing relationships with key stakeholders, and contributing to the development of best practice financial policies and procedures.

Key Responsibilities
  • Contribute to the provision of effective business and financial planning processes
  • Contribute to a culture of continuous improvement and high standards of client service
  • Provide high-quality strategic advice and timely reports
  • Lead the annual budget preparation process
  • Lead the monthly financial reporting process
  • Maintain and develop relationships with key stakeholders
  • Contribute to the development of best practice financial policies and procedures
Benefits
  • Comprehensive support to help you achieve your professional development goals
  • The opportunity to work in a state-of-the-art building situated on the river's edge
  • First-class facilities to all employees
  • A flexible working arrangement and a health, safety, and wellbeing program

At our organization, we take pride in offering a supportive and inclusive environment that values diversity and promotes equity. We are committed to creating a positive environment, respectful of the views of others.



  • Brisbane, Queensland, Australia beBeeWealth Full time $90,000 - $120,000

    Financial Planning SpecialistWe are seeking a dynamic individual to play a critical role in converting warm internal leads into engaged clients.As a Financial Planning Specialist, you will meet and engage with new clients, understanding their financial needs and goals.You will partner with a team of trusted professionals to deliver seamless experiences for...


  • Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $110,000 - $130,000

    Financial Planning Specialist">We are seeking a highly skilled Financial Planning Specialist to join our team. In this role, you will be responsible for analysing financial performance and providing actionable insights to support operational and strategic decision-making.You will work collaboratively with key stakeholders to foster a culture of innovation...


  • Brisbane, Queensland, Australia beBeeTax Full time $100,000 - $150,000

    About the Role:As a Financial Planning Specialist, you will play a pivotal role in supporting our operations and contributing to our continued growth.We are seeking an experienced professional to join our team as a Financial Planning Specialist. This is a key role within our organization that requires strong technical skills and expertise in financial...


  • Brisbane, Queensland, Australia beBeeParaplanner Full time $100,000 - $126,071

    Job OverviewAbout PictureWealthWe are dedicated to helping everyday Australians create a clear and confident picture of their financial future. Our mission is focused on delivering 'More Advice to More Lives', making expert financial advice accessible and impactful for all.As a trusted financial advice firm, we specialise in delivering best-in-class...


  • Brisbane, Queensland, Australia beBeeCareer Full time $60,000 - $120,000

    Job Title: Junior Financial Advisor">">We are seeking a skilled and enthusiastic junior financial advisor to join our team. In this role, you will be responsible for delivering high-quality financial advice to clients, with a focus on aged care and retirement planning.">Key Responsibilities:Assist in delivering tailored aged care financial advice to...


  • Brisbane, Queensland, Australia beBeeFinance Full time

    Manager, Financial PlanningJoin a forward-thinking organization as a Manager, Financial Planning to play a pivotal role in shaping the financial direction of the business.About the Role:We are seeking an experienced Manager, Financial Planning with a strong background in finance and accounting. You will be responsible for developing key performance...

  • Financial Specialist

    2 weeks ago


    Brisbane, Queensland, Australia beBeeAccountant Full time $80,000 - $90,000

    Financial SpecialistWe are seeking a skilled and dedicated Financial Specialist to join our team. The ideal candidate will be responsible for various financial tasks, including bank reconciliations, balance sheet reconciliations, and preparing monthly profit and loss statements.This role requires strong analytical and problem-solving skills, as well as...


  • Brisbane, Queensland, Australia beBeeParaplanner Full time $80,000 - $100,000

    We are seeking an experienced paraplanner to join our team in a dynamic and well-established financial advice business.The successful candidate will work closely with highly experienced financial advisers and directors to deliver holistic solutions to affluent individuals and families.Excellent opportunity for career growth and developmentStrong support from...


  • Brisbane, Queensland, Australia Straight Path Financial Planning Full time

    1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...


  • Brisbane, Queensland, Australia Straight Path Financial Planning Full time

    1 day ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Are you an organised, proactive, and client-focused professional looking to join a growing financial planning firm? Straight Path Financial Planning is seeking a Client Services Officer to support our advisers and deliver an exceptional experience to our...