Financial Planning Expert

5 days ago

Sydney, New South Wales, Australia Perpetual Full time

About the Role

At Perpetual, we seek a highly skilled Financial Planning Expert to join our Jacaranda Financial Planning Business. As a Senior Adviser, you will be part of a trusted team that empowers clients to achieve their financial goals with confidence.

Key responsibilities include:

  • Developing tailored superannuation, retirement, and wealth-building strategies that align with clients' financial objectives.
  • Providing specialised advice on investments, tax-efficient strategies, and maximisation of age pension entitlements.
  • Collaborating with clients to navigate inheritance, trust, and estate planning, ensuring secure financial futures.
  • Conducting detailed financial assessments, optimising clients' investment portfolios to maximise growth potential.
  • Building long-term client relationships, offering ongoing support and straightforward financial guidance.
  • Staying abreast of financial regulations and market changes, ensuring all advice is compliant and beneficial.

What We Offer

We provide a dynamic work environment, flexible work arrangements, and opportunities for professional growth and development. Our employees enjoy access to LinkedIn learning, study support, and a commitment to supporting their wellbeing.

How We Work

Our unique culture is underpinned by our three organisational behaviours: Stretch, Own it, and Make an impact. These behaviours drive our approach to day-to-day interactions with colleagues and clients, decision-making, and problem-solving.

  • Financial Planning Specialist

    3 weeks ago

    Sydney, New South Wales, Australia Insignia Financial Full time

    Unlock Your Potential as a Financial Planning SpecialistAre you passionate about helping people achieve their financial goals? Do you have a knack for providing exceptional customer service and technical support? We're seeking a skilled Financial Planning Specialist to join our team at Insignia Financial.About the RoleAs a Financial Planning Specialist, you...

  • Financial Planning Expert

    1 week ago

    Sydney, New South Wales, Australia Hostplus Full time

    About the Role:We are seeking a highly skilled Financial Planning Expert to join our team at Hostplus.The successful candidate will be responsible for delivering comprehensive and high-quality personal financial advice, focusing on retirement planning, including Home Equity Access Scheme, and Aged Care options.Key Responsibilities:Deliver comprehensive and...

  • Financial Planning Expert

    4 days ago

    Sydney, New South Wales, Australia Perpetual Full time

    Role OverviewAs a Senior Manager - Financial Planning & Analysis at Perpetual, you will be responsible for leading and managing a team to deliver value via forecasting and annual business plan for Asset Management Australia and effective decision support to the business and leaders.Key ResponsibilitiesHands on ownership of forecast and budgeting process...

  • Financial Planning Expert

    2 days ago

    Sydney, New South Wales, Australia Travelex Full time

    Key Responsibilities:• Assist with the preparation of monthly and quarterly financial reports, including profit and loss statements, balance sheets, and audit reports.• Collaborate with the GL and Reconciliation teams to ensure timely and accurate reporting, and compliance with Travelex's Group Financial Policies.• Support the development of business...

  • Financial Planning Expert

    7 days ago

    Sydney, New South Wales, Australia Bluefin Resources Full time

    About the RoleBluefin Resources is seeking a highly skilled Senior Analyst in Financial Planning & Analytics to join their dynamic team at the NSW Government Cultural Department. This is an exciting opportunity to drive impactful financial decisions and contribute to the cultural sector's success.The ideal candidate will have proven expertise in accounting...

  • Financial Planning Expert

    2 weeks ago

    Sydney, New South Wales, Australia Randstad Full time

    About the RoleThis is a key position within the Finance team at our client, who provides funds management and wealth solutions for institutional investors.The successful candidate will report directly to the Head of Finance and be responsible for accurate reporting that will facilitate planning decisions for the organisation.Key ResponsibilitiesDevelop a...

  • Financial Planning Specialist

    1 month ago

    Sydney, New South Wales, Australia Advance Recruitment Partners Full time

    Financial Planning SpecialistWe are seeking a highly experienced individual to join our team as a Financial Planning Specialist. As a seasoned professional, you will be responsible for interpreting and implementing financial advice from ROAs and SOAs with precision.Key Responsibilities:Manage the end-to-end implementation of financial advice, ensuring...

  • Expert Financial Strategist

    3 weeks ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    Role OverviewWe are seeking a highly skilled Financial Planning Specialist to join our team at Click and Connect Online Limited. As a key member of our wealth management team, you will play a crucial role in providing expert financial advice to clients, helping them achieve their financial objectives and secure their financial futures.Key...

  • Financial Planning Expert

    2 weeks ago

    Sydney, New South Wales, Australia AIA Full time

    AIA Financial Services is seeking a skilled Financial Planner to join our team. As a trusted advisor, you will provide clients with tailored financial advice, ensuring performance objectives are met.About the Role:This is a customer-centric position providing holistic financial advice with a best-in-class digital customer experience for our clients. You will...

  • Senior Financial Expert

    2 weeks ago

    Sydney, New South Wales, Australia IIQAF Full time

    IIQAF is seeking a Senior Financial ExpertWe are looking for a highly skilled Senior Financial Expert to join our team. As a Senior Financial Expert, you will be responsible for analyzing large amounts of financial data and preparing various accounting and financial reports based on this data and your research backed opinions.ResponsibilitiesAnalyze...

  • Financial Planning and Analysis Expert

    2 months ago

    Sydney, New South Wales, Australia Norton Rose Fulbright Full time

    About the RoleNorton Rose Fulbright is a global law firm that provides a full business law service to the world's pre-eminent corporations and financial institutions. We have an opportunity for an experienced Business Analyst to join our national Financial Planning & Analysis team, based in Sydney.Key ResponsibilitiesFinancial Planning and Analysis: Direct...

  • Merchandise Planning Expert

    4 days ago

    Sydney, New South Wales, Australia Fantastic Furniture Australia Full time

    Job Description:Fantastic Furniture Australia is seeking a skilled Merchandise Planning Expert to join our dynamic team. As a leading Australian furniture retailer, we are committed to creating an engaging and supportive work environment that drives our success.Key Responsibilities:Strategic Planning: Collaborate with the Merch Planning Lead and Buyer to...

  • Expert Financial Services Consultant

    1 week ago

    Sydney, New South Wales, Australia Click and Connect Online Limited Full time

    We are looking for an experienced Financial Services Consultant to join our team at Click and Connect Online Limited.We require a qualified and skilled Financial Advisor to provide expert financial advice to clients, assisting them in achieving their financial objectives and securing their financial futures.The ideal candidate will have a minimum of 5 years...

  • Urban Planning Expert

    2 days ago

    Sydney, New South Wales, Australia Urbis Full time

    About UrbisWho We AreWe are a community of passionate problem solvers, driven by our mission to help people create meaningful, sustainable cities and communities. Our team of experts provides a range of services, including advice on land use, development capability, due diligence assessments, master plans, and the approval process.Our ApproachWe pride...

  • Financial Planner

    1 day ago

    Sydney, New South Wales, Australia Hostplus Full time

    About the RoleHostplus is seeking an experienced Financial Planner to join our team and play a crucial role in helping our members attain their retirement aspirations.As a Financial Planner, you will be responsible for delivering comprehensive and high-quality personal financial advice to our members, focusing on retirement planning, including Home Equity...

  • Senior Financial Planning and Analysis Expert

    1 month ago

    Sydney, New South Wales, Australia Perigon Group Full time

    Senior Financial Planning and Analysis RoleWe are seeking an experienced Senior Financial Planning and Analysis professional to join our team at Perigon Group.Key Responsibilities:Provide full analytical support and financial and strategic advice to the Executive Committee.Drive financial performance and deliver ad hoc analysis and reporting.Direct and...

  • Financial Planner

    3 weeks ago

    Sydney, New South Wales, Australia Hostplus Full time

    About the RoleWe are seeking a highly skilled Financial Planner to join our team at Hostplus. As a key member of our financial advisory services, you will play a crucial role in helping our members achieve their retirement aspirations.As a Financial Planner, you will be responsible for delivering comprehensive and high-quality personal financial advice to...

  • Financial Markets Trader

    3 weeks ago

    Sydney, New South Wales, Australia IMC Financial Markets Full time

    **Unlock Your Potential in Financial Markets**At IMC Financial Markets, we're looking for talented individuals to join our 10-week trading internship program. As a trader, you'll be immersed in real projects, complex problem-solving, and opportunities to learn from industry experts.**Your Key Responsibilities:**Develop your trading skills and strategies with...

  • Expert Financial Hardship Consultant

    2 days ago

    Sydney, New South Wales, Australia SB Recruitment Full time

    **Financial Hardship Expert Role at SB Recruitment**At SB Recruitment, we're seeking a highly skilled and empathetic professional to join our team as a Financial Hardship Expert.This is a fantastic opportunity for an individual with a passion for delivering exceptional service and making a positive impact in people's lives.As a Financial Hardship Expert, you...

  • Financial Planning Support Specialist

    2 weeks ago

    Sydney, New South Wales, Australia AIA Full time

    The OpportunityWe are seeking a highly skilled and motivated individual to join our Financial Services business in Sydney or Melbourne as a Financial Planning Support Specialist. In this role, you will work closely with our Financial Planners to provide comprehensive administrative support and deliver a highly personable experience to our customers.Key...