Senior Financial Planning Professional

6 days ago


Sydney, New South Wales, Australia beBeeManager Full time $170,000 - $250,000
**Job Description:**

We are seeking a seasoned professional to fill the role of Manager in our organization. In this position, you will be responsible for delivering financial planning and analysis, performance reporting, and providing meaningful insights on financial performance.

This is a permanent full-time opportunity with a hybrid working model, allowing you to balance your work and personal life. You will be based in Sydney and will have the opportunity to work collaboratively with a talented team of professionals.

Your key responsibilities will include:

  • Establishing and maintaining effective consultative relationships with business partners;
  • Delivering expense forecasting and providing constructive challenges to assumptions;
  • SUPPORTING THE DELIVERY OF REPORTING TO GM AND GM1S AS REQUIRED;
  • Presenting financial performance reporting to leadership teams;
  • Supporting performance reporting, consolidation, and financial control teams;
  • Working collaboratively with finance colleagues to foster a culture of curiosity and learning;

What we offer:

  • A competitive remuneration package;
  • Opportunities for career growth and development;
  • A collaborative and supportive work environment;
  • Flexible working arrangements;
  • Generous parental leave policies;
  • Access to training and upskilling opportunities;

About us:

We are a dynamic organization dedicated to making a difference in the lives of our customers and communities. Our values are centered around collaboration, innovation, and customer satisfaction. If you are a motivated and results-driven individual who is passionate about delivering exceptional results, we encourage you to apply for this exciting opportunity.

Requirements:

  • Tertiary qualifications in accounting or finance;
  • 6+ years of experience in financial control, business partnering, or financial planning & analysis;
  • Previous experience in management reporting and financial modelling;
  • Strong financial modelling skills;
  • Understanding of performance drivers within the wealth management industry;
  • Excellent relationship building with senior stakeholders;
  • Demonstrated ability to work collaboratively in teams;

Contact Us:

To apply for this exciting opportunity, please click on the 'Apply Now' button. We look forward to hearing from you



  • Sydney, New South Wales, Australia Insignia Financial Full time

    **The opportunity**As a Financial Planning Assistant with Shadforth, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing...


  • Sydney, New South Wales, Australia beBeeFinancial Full time

    Finance Strategy ConsultantThis is a finance role that will see you at the heart of our business, directly reporting to the Chief Financial Officer. You will have the opportunity to shape financial decisions and guide investment in a high-performing environment.Key Responsibilities:Develop comprehensive budgets, forecasts, and financial models to inform key...


  • Sydney, New South Wales, Australia beBeeSeniorAccountant Full time $80,000 - $120,000

    Job OpportunityWe are seeking a highly skilled Senior Accountant to join our corporate advisory team. As a senior accountant, you will be responsible for overseeing a team of juniors and providing strategic financial planning and advisory services.Main Responsibilities:Manage a team of accountants, providing guidance and direction.Offer CFO Advisory services...


  • Sydney, New South Wales, Australia Falcon Financial Advisers Pty Ltd Full time $90,000 - $120,000 per year

    Company Overview:Falcon Financial is a rapidly growing financial advice business, closely aligned with a highly reputable accounting group, servicing clients across the Northern Beaches of Sydney, Newcastle, and Southeast Queensland. Through a tried and tested business model, we truly believe the best path to success is by nurturing and developing people to...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $100,000 - $130,000

    Job Title: Senior Financial Planning Manager">This role is a great opportunity for an experienced financial planning professional to join our team. The job involves working closely with the finance team to develop and implement financial strategies that drive business growth.">As a senior financial planning manager, you will be responsible for analyzing...


  • Sydney, New South Wales, Australia beBeeAnalytical Full time $127,000 - $143,000

    Financial Planning Professional OpportunityThis is a challenging mid-senior level financial planning position, located in the financial planning and analysis department. The role involves delivering key financial management activities, including strategic planning, forecasting and reporting across all funding sources.The successful candidate will have a...


  • Sydney, New South Wales, Australia beBeeFinancial Full time $80,000 - $120,000

    Financial Planning RoleWe are seeking a highly motivated and skilled Financial Services Specialist to fill this key position.This role offers an opportunity to advance your career in the financial services industry by providing excellent client service, working closely with clients, and developing comprehensive financial plans.Responsibilities:Work...


  • Sydney, New South Wales, Australia beBeeFinance Full time $60,000 - $80,000

    Financial Planning Career OpportunityWe are seeking a motivated individual to join our team in a full-time financial planning role.About the RoleThis entry-level position offers an exciting opportunity for a recent graduate or career changer to launch their career in financial planning. As a key member of our advisory team, you will be responsible for...


  • Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time

    OverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...


  • Sydney, New South Wales, Australia Shadforth Financial Group Ltd Full time

    OverviewShadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs and financial futures. We have a proud history of helping Australians achieve real financial independence for 100 years, and today are the largest fiduciary...