Strategic Financial Advisor

1 month ago

Ballarat, Victoria, Australia RSM AUSTRALIA Full time

RSM Australia is seeking an experienced Paraplanner to join our team in Ballarat. As a key member of our RSM Financial Services Australia team, you will work closely with financial advisers to develop personalized Statements of Advice (SOAs) and Recommendation of Advice (ROAs), technical solutions, and financial strategies for clients.

You will have the opportunity to work closely with a diverse range of clients and develop your career, whether your goal is to become a senior Paraplanner or transition to an adviser role. We will support you in creating a career path that suits your aspirations.

We offer a dynamic and supportive environment where you can build your skills and confidence. Our team of trusted advisors provides a personal service to clients across Australia and globally.

About this Role:
  • Develop high-quality SOAs and ROAs, ensuring compliance and meeting client expectations.
  • Collaborate with advisers to create effective advice and technical solutions for clients.
  • Prepare personalized review reports.
  • Ensure all necessary compliance requirements are met for advice documents.
  • Stay up-to-date on industry developments, product research, and legislative changes.

Key qualifications and skills required for this position include:

  • Experience in preparing SOAs and ROAs, including financial modeling.
  • Product research and comparison experience.
  • A minimum of 2 years' experience in the financial planning industry.
  • Xplan experience is preferred but not mandatory.
  • Excellent knowledge of financial planning concepts and processes.
  • Strong understanding of risk and compliance in investments, superannuation, and insurance.
  • Proficiency in Microsoft Office tools, particularly Outlook, Word, and Excel.
  • Good interpersonal and communication skills.
  • Attention to detail and organizational abilities.
  • Motivation and ability to work independently and as part of a team.

The estimated annual salary for this position is $85,000 - $110,000 AUD, depending on experience and location. This remuneration package includes a competitive base salary and opportunities for growth and professional development within our organization.

  • Financial Planning Specialist

    4 weeks ago

    Ballarat, Victoria, Australia Cafs Full time

    Cafas vision is to make a lasting difference in the lives of children, young people, families and individuals. We provide support to over 6,800 individuals and families each year across the Grampians and Central Highlands.About Our OrganisationWe deliver an innovative range of programs that includes kinship and foster care, help for young people, financial...

  • Strategic Risk Professional

    4 weeks ago

    Ballarat, Victoria, Australia Commonwealth Bank of Australia Full time

    Role OverviewWe are seeking a highly skilled Strategic Risk Professional to join our team at the Commonwealth Bank of Australia.About UsThe Commonwealth Bank of Australia is a leading financial institution that offers a wide range of banking and financial services. Our company prides itself on its commitment to excellence, innovation, and customer...

  • Strategic Communications Specialist

    4 weeks ago

    Ballarat, Victoria, Australia Federation University Australia Full time

    About the RoleFederation University Australia is seeking a skilled Corporate Communications Advisor to join our team. The successful candidate will play a pivotal role in increasing exposure and enhancing the reputation of the university through coordinated internal and external communication activities.The ideal candidate will possess strong media and...

  • Strategic Communications Professional

    4 weeks ago

    Ballarat, Victoria, Australia Federation University Australia Full time

    About the RoleThe Corporate Communications Advisor will play a pivotal role in enhancing the reputation of Federation University Australia and Federation TAFE through strategic internal and external communication activities.You will:coordinate proactive media opportunities, including writing engaging media releases, media plans, and talking points to create...

  • Financial Management Specialist

    3 weeks ago

    Ballarat, Victoria, Australia McCain Foods Full time

    About McCain FoodsMccain foods is a global company with over 60 years of experience in food manufacturing, present in more than 160 countries and employing a diverse team of 22,000 people. We are committed to our core values: Family, Authentic, Trusted, and Quality, which guide every aspect of our business.We believe that our values and culture are at the...

  • Strategic HR Consultant

    3 weeks ago

    Ballarat, Victoria, Australia Brandt Tractor Full time

    About BrandtBrandt is a global leader in the equipment industry, with dealerships across Canada, New Zealand, and Australia. Our mission is to empower customer success through practical and reliable equipment solutions and support.We believe that outstanding people are the key to our customers' success. That's why we're seeking an experienced Human Resources...

  • Business Analyst

    3 weeks ago

    Ballarat Central, Victoria, Australia Ballarat Health Services Full time

    About the RoleThis key position involves delivering a blend of strategic insight and collaboration, enabling team members to develop their financial acumen while contributing directly to organizational goals.The role supports budgeting and forecasting processes, delivers strategic financial analysis, builds relationships within Finance and across the...

  • Financial Planning Specialist

    1 month ago

    Ballarat Central, Victoria, Australia Ballarat Health Services Full time

    Role OverviewThis is an exciting opportunity to work in a dynamic healthcare environment as a Financial Planning Specialist.About the RoleThe successful candidate will have a strong background in financial management, with experience in budgeting and forecasting processes. The role will support strategic financial analysis, build relationships within Finance...

  • Sales Strategy Champion for Compact Construction Products

    4 weeks ago

    Ballarat, Victoria, Australia Brandt Full time

    Unlock your career potential and drive success with our Corporate Sales Leadership Team.About the OpportunityWe're seeking a results-driven leader to champion our sales strategy for John Deere Compact Construction products. As a key member of our team, you'll be responsible for expanding market share and developing impactful sales strategies that align with...

  • Sales Excellence Leader

    3 weeks ago

    Ballarat, Victoria, Australia Brandt Full time

    We are seeking a results-driven Sales Excellence Leader to champion our sales strategy for John Deere Compact Construction products. If you're passionate about driving success and making a significant impact in the construction equipment industry, we invite you to join us on this exciting journey.About the RoleAs a key leader, you will drive sales...

  • Sales Leadership Specialist

    4 weeks ago

    Ballarat, Victoria, Australia Brandt Full time

    We are seeking a highly skilled Sales Leadership Specialist to drive sales performance within the construction equipment sector.As a key leader, you will focus on expanding market share and developing impactful sales strategies that align with our overarching business objectives.The role will be primarily based in the Metro Region and will involve some...

  • Business Operations Specialist

    2 months ago

    Ballarat Central, Victoria, Australia Ballarat Health Services Full time

    About the RoleThis role presents an exciting opportunity to combine strategic thinking with financial expertise, driving business growth through informed decision-making. As a key member of the team, you'll work closely with stakeholders to develop and implement financial plans, ensuring alignment with organizational goals. Your analytical and...

  • Inventory Management Leader

    3 weeks ago

    Ballarat, Victoria, Australia Brandt Full time

    We are seeking an experienced Inventory Management Leader to join our team in Ballarat, Australia. This role involves leading order planning, inventory allocation, data maintenance, and auditing activities across all Brandt Tractor locations.About the Role:The ideal candidate will oversee Wholegoods assets, collaborate with Operations, Sales, and Finance...

  • Sales Strategy Champion for Compact Construction Equipment

    3 weeks ago

    Ballarat, Victoria, Australia Brandt Tractor Full time

    Unlock Your Potential as a Sales Leader with Brandt Tractor">Are you ready to take your career to new heights and drive sales performance in the construction equipment sector?We're on the lookout for a results-oriented leader who can champion our sales strategy for John Deere Compact Construction products. As a key player in our Corporate Sales Leadership...

  • Dedicated Office Support Professional

    3 weeks ago

    Ballarat, Victoria, Australia WizeTalent Full time

    About Us:Sky Accountants is a leading accounting firm, renowned for delivering exceptional financial services to our valued clients. We pride ourselves on fostering a collaborative work environment where our team can thrive and excel.Job Overview:We are seeking an experienced and motivated Office Administrator to lead our day-to-day operations and contribute...

  • Chief Sales Strategist for Compact Construction

    4 weeks ago

    Ballarat, Victoria, Australia Brandt Tractor Full time

    Drive Sales Excellence in the Construction Equipment SectorWe are seeking a results-driven leader to champion our sales strategy for John Deere Compact Construction products. If you're passionate about driving success and making a significant impact in the construction equipment industry, this role may be for you.About the Role:Develop and execute sales...

  • Supply Chain Operations Manager

    3 weeks ago

    Ballarat, Victoria, Australia Brandt Tractor Full time

    About the Role:We are seeking a highly skilled Supply Chain Operations Manager to oversee our wholegoods inventory across all Brandt Tractor locations.This role involves leading order planning, inventory allocation, data maintenance, and auditing activities to ensure timely product delivery and efficient logistics management.Provide leadership and strategic...

  • Administrative Operations Lead

    3 weeks ago

    Ballarat, Victoria, Australia WizeTalent Full time

    About Us:WizeTalent is a dynamic award-winning accounting firm dedicated to providing exceptional financial services to our clients.We pride ourselves on fostering a supportive and collaborative work environment where our team can thrive. Our mission is to deliver outstanding results, build lasting relationships, and drive business growth.Learn more about...

  • Capital Infrastructure Strategist

    3 weeks ago

    Ballarat Central, Victoria, Australia Ballarat Health Services Full time

    At Ballarat Health Services, we are seeking a highly skilled Capital Infrastructure Strategist to join our team. This is a permanent full-time opportunity (38 hours per week plus ADO).About the RoleThis key position will provide leadership and project management expertise in relation to the initiation and development of future capital infrastructure projects...

  • Capital Infrastructure Project Strategist

    3 weeks ago

    Ballarat Central, Victoria, Australia Ballarat Health Services Full time

    Overview">Grampians Health is a leading healthcare provider in the Ballarat region, dedicated to delivering sustainable healthcare tailored to evolving community and workforce needs.About the Role">This Senior Program Manager - Planning position offers an exciting opportunity to lead the development of future capital infrastructure projects at Grampians...