Financial Planning Specialist

2 days ago


Launceston, Tasmania, Australia 8 Collective Full time

As a Financial Planning Specialist at 8 Collective, you will play a key role in helping our clients achieve their financial goals.

You will work closely with our clients to understand their financial needs and develop tailored solutions to meet their goals.

The successful candidate will have a strong understanding of financial structures and taxation laws, as well as experience using Xero, XPM, and FYI Document Suite.

About the Role:

  • Develop and implement financial plans for clients
  • Collaborate with clients on financial matters
  • Ensure accurate and compliant financial reporting

What We Offer:

  • Opportunities for professional growth and development
  • Flexible working arrangements
  • Competitive remuneration package


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