Senior Financial Planning Professional
6 days ago
We are seeking a skilled and experienced professional to join our team as an Associate Advisor. This role is well suited for an individual in the early years of their Financial Planning career.
This is a fantastic opportunity to deliver exceptional and personalized service for medium to high net wealth individuals.
Key Responsibilities:- Developing strategic and accurate Statements of Advice and Records of Advice
- Supporting Senior Advisers in the preparation of advice and review of documents, including data collection and accuracy
- Working closely with Managing Directors and Senior Advisers to manage clients and investment portfolios
- Ensuring client data is accurately recorded and maintained in business systems
- Creating efficiencies for the team by driving technology use and identifying productivity improvements
The ideal candidate will possess deep knowledge of the financial planning process and legislative requirements. Knowledge and experience using Xplan is highly desirable.
Australian Citizenship or Permanent Residency is also required, along with a Diploma in Paraplanning.
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Financial Planning Assistant
2 weeks ago
Melbourne, Victoria, Australia Insignia Financial Full time6 days ago Be among the first 25 applicantsBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time OpportunityBe part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Collins Street, Permanent Full Time...
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Senior Financial Planning Manager
6 days ago
Melbourne, Victoria, Australia beBeeFinancial Full time $150,000 - $180,000Job Overview:The Senior Financial Planning Manager is a pivotal role in driving business performance through insightful financial analysis and strategic recommendations.Key Responsibilities:Lead the finance team, overseeing various reporting and analysis suites to inform business decisions.Manage data integrity, super user management, and outsourced support...
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Financial Planning Assistant
7 days ago
Melbourne, Victoria, Australia Insignia Financial Ltd Full timeFinancial Planning Assistant**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time- Be part of a team and culture that values people- Excellent opportunity to add value in this influential role- Based in Ballarat, Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms that...
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Senior Financial Planning Coordinator
6 days ago
Melbourne, Victoria, Australia beBeeParaplanning Full time $80,000 - $100,000Job OverviewA Key Role in Financial Planning SupportThis position plays a crucial component in delivering accurate, compliant, and tailored financial strategies to clients.Main ResponsibilitiesPrepare Statements of Advice (SOAs) and Records of Advice (ROAs) in compliance with regulatory requirementsConduct research and analysis on superannuation, insurance,...
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Senior Financial Professional
2 weeks ago
Melbourne, Victoria, Australia beBeeFinancial Full time $100,000 - $140,000Job Title: Senior Financial ProfessionalWe are seeking an experienced Senior Financial Professional to join our dynamic team. As a key member of our finance department, you will play a pivotal role in driving business growth and success.Key Responsibilities:Provide strategic financial guidance to support business objectivesDevelop and implement effective...
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Senior Financial Planning Specialist
2 weeks ago
Melbourne, Victoria, Australia beBeeAccountant Full time $156,800 - $216,000Job Description:We are seeking a highly skilled Senior Management Accountant to join our finance team. The successful candidate will be responsible for providing financial planning, forecasting and reporting support to the business.The role involves managing cash flow forecasting, preparing and delivering monthly financial reports and analysis, and...
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Senior Financial Professional
3 days ago
Melbourne, Victoria, Australia beBeeAccountant Full time $45,000 - $60,000Job Title: Senior Financial ProfessionalWe are seeking a talented and highly motivated individual to fill the role of Senior Financial Professional. This is an excellent opportunity for someone who is passionate about accounting and finance, and wants to take their career to the next level.Job Description:The successful candidate will be responsible for...
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Financial Planning and Analysis Professional
5 days ago
Melbourne, Victoria, Australia beBeeFinance Full time $134,955 - $164,965Key Finance RoleWe are seeking a highly skilled and experienced finance professional to join our organization in Australia. As a key member of our commercial team, you will play a critical role in setting, tracking, and aligning business strategy across the region.Main Responsibilities:Run standard financial planning and analysis (FP&A) work including...
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Senior Financial Planning Analyst
6 days ago
Melbourne, Victoria, Australia beBeeFinance Full time $125,000 - $175,000About This RoleThis senior role requires a skilled and experienced professional to lead the financial planning and analysis function within our organisation.Key responsibilities include preparing, analysing and reporting on financial forecasts, budgets and performance metrics. Additionally, you will collaborate with cross-functional teams to provide...
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Financial Planner
6 days ago
Melbourne, Victoria, Australia Lakeside Financial Full timeOverviewLakeside Financial is a boutique financial services company dedicated to providing exceptional advice for individuals and businesses on wealth growth and protection. With specialist advisors and a holistic approach across Personal Risk Insurance, Lending, Financial Planning, Wills and Estate Planning, and Accounting, Lakeside Financial delivers...
