Senior Financial Planning Specialist

7 hours ago


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

About PictureWealth

We 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 financial outcomes tailored to our clients' unique goals.

The ideal candidate will have:

  • Advanced Diploma of Paraplanning
  • RG146 Completion
  • Comprehensive understanding of financial planning and advice documentation

Your role and responsibilities will include:

  • Conducting financial analysis and developing financial plans for clients
  • Collaborating with financial advisors to ensure client needs and objectives are met
  • Preparing financial planning documents, including statements of advice (SOAs), research documents, and file notes

This role requires in-depth knowledge of Australian financial regulations, strategy, and superannuation and insurance products.

You will be responsible for supporting our financial advisors in delivering high-quality advice and service to our clients.

Benefits:

  • Opportunity to work with a leading financial advice firm
  • Chance to develop your skills and expertise in financial planning
  • Collaborative team environment


  • 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 beBeeFinancial Full time $100,000 - $150,000

    Job Title: Senior Financial SpecialistWe are seeking a seasoned Senior Accountant to take on complex financial structures and work with diverse clients.Key Responsibilities:Deliver exceptional client services with strong problem-solving skills and a collaborative attitude.Assist in preparing and reviewing financial reports, statements, and budgets for...


  • Brisbane, Queensland, Australia beBeeFinancialPlanning Full time $180,000 - $220,000

    A highly sought-after Senior Financial Planning Leader is required to spearhead all financial planning and analysis activities. This role is ideal for an accomplished individual with a proven track record of success in leading cross-functional teams and driving strategic growth initiatives.Key Responsibilities:Spearhead the development and implementation of...


  • 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...


  • Brisbane, Queensland, Australia KBR, Inc. Full time $90,000 - $120,000 per year

    Title:Senior Financial Planning & Analysis ManagerJoin us todayWe are renowned for working in partnership with our clients and construction partners to deliver exceptional outcomes based on our collaborative approach and our "One Team" value.  In Australia, KBR employ over 2000 people with offices in each state. Our project delivery track record, industry...


  • 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 beBeeAccountant Full time $60,000 - $90,000

    Job Title: Senior Financial SpecialistAbout the Role:We are seeking an experienced accountant to join our team at our office. The ideal candidate will have a passion for providing quality service to clients and be looking to progress their career in public practice with a firm that will support and mentor them throughout their journey.The successful...


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

    Financial Insights SpecialistWe are seeking an experienced Financial Insights Specialist to join our organisation on a 2-month contract with the potential to transition into a permanent role.Analyse financial data and deliver insightful reports to support organisational goals.Prepare budgets, forecasts, and variance analyses to aid financial planning.Monitor...