Financial Planning Specialist

1 day ago


Brisbane, Queensland, Australia Australian Retirement Trust Full time

About the Role

We're seeking a skilled Financial Planning Specialist to join our team at Australian Retirement Trust. This is an exciting opportunity for a motivated individual to provide financial advice and support to enterprise reporting and decision making.

Key Responsibilities:

  • Provide monthly reporting and budget variance analysis to management.
  • Perform high-level and detailed analysis on financial performance.
  • Offer financial analysis support and prepare board-level submissions.
  • Spearhead the preparation of the annual budget and forecasts, offering insightful commentary and analysis.
  • Provide end-to-end corporate finance support across the team.

About You:

You'll be a great communicator with top-notch interpersonal skills. It's likely you've successfully monitored financial performance and delivered monthly reports within tight timeframes. You may have demonstrated expertise in preparing financial analyses and board-level submissions, or proven your ability to plan, prioritize, and manage multiple competing activities efficiently.

About Us:

Australian Retirement Trust has 2.3 million members who trust us to take care of almost $300 billion in retirement savings. We help them take charge of their finances and face the future with confidence. Our inclusive culture means you'll be valued and heard in a respectful workplace. You can be yourself and do amazing work.

What We Offer:

  • An estimated salary of $120,000 - $150,000 per annum, based on location and experience.
  • The flexibility to work from home, with regular office attendance required.
  • Ongoing training and development opportunities to enhance your skills and knowledge.

How to Apply:

Please submit your application, including your resume and a cover letter outlining your experience and qualifications. We look forward to hearing from you.



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