Financial Planning Manager

About UsAt Insignia Financial, we pride ourselves on being one of Australia's leading financial advisory firms. Our team is dedicated to building deep relationships with our clients to deliver greater peace of mind about their current needs and financial futures.A Career in Financial AdviceWe have a proud history of helping Australians achieve real financial...

Job SummaryAs a Client Relationship Manager with Insignia Financial, you will be responsible for building strong relationships with clients, providing exceptional support, and ensuring seamless implementation of financial advice. This role requires strong communication skills, attention to detail, and the ability to work under pressure.Key...

About the RoleWe are seeking a Client Relationship Manager to join our team at Insignia Financial in Geelong/Collins Street.In this role, you will be responsible for preparing information, meeting packs, updating records, and facilitating the implementation of financial advice that our advisors recommend to our clients.You will also manage, schedule, and...

About the RoleWe are seeking a Financial Planning Manager to lead our corporate finance function. Based in Melbourne, VIC, this role will be responsible for providing financial guidance to inform business decisions.Main ResponsibilitiesDevelop and implement financial plans to drive business growthProvide financial analysis and insights to inform strategic...

Job Description:The Financial Planning Manager will play a crucial role in providing support to the Finance Business Partner Data Digital & Reporting team.This position involves leading and coordinating the annual/3 year planning/forecasting processes, as well as provision of month-end reporting, ad-hoc financial analysis and delivery of business...

Accountancy Options is seeking a highly skilled Regional Financial Planning Manager to join their team in the high country region of Victoria.The successful candidate will have a strong background in accounting and finance, with experience in managing financial planning and reporting for large seasonal primary producers.This is an excellent opportunity for a...

Nous Group is a leading international management consultancy with a strong presence in Australia and New Zealand, the UK, Ireland, and Canada. We are a values-based organisation that strives to improve people's lives in meaningful ways.Our unique, cross-disciplinary teams offer innovative advice and deliver enduring solutions that transform businesses,...

About the Role:We are seeking a highly skilled and experienced Strategic Financial Planning Manager to join our team in Australia. In this exciting role, you will have the opportunity to make a significant impact on the success of our organization by providing strategic financial planning and analysis support to our senior leadership team.Key...

At Shadforth, we're dedicated to helping Australians feel confident about their financial future.We're seeking an Executive Financial Planning Manager to join our team in Ballarat. This is a fantastic opportunity for someone who wants to take on a key role in delivering high-quality financial advice and mentoring others.The successful candidate will be...

About the RoleGallagher is a global leader in insurance, risk management, and consulting services, with a growing team of over 52,000 professionals worldwide. As a Financial Planning and Analysis (FP&A) Manager, you will play a critical role in driving financial performance and supporting strategic decision-making for our Australian Broking Finance team. We...

About Nous GroupNous Group is a leading international management consultancy with a strong presence in Australia, New Zealand, the UK, Ireland, and Canada. We are a values-based organisation that is committed to improving people's lives in significant ways. Our unique, cross-disciplinary teams offer innovative advice and deliver enduring solutions that...

We are seeking a highly skilled Financial Planning Strategist to join our team at William Buck.About the RoleThe successful candidate will have a Bachelor's degree in a relevant discipline and a minimum of 2+ years' experience in a paraplanning or similar position within a professional services environment or boutique practice.They will possess a...

Job Description:A senior financial role in a private family office, responsible for managing the company's financial planning and reporting.About the Role:Manage financial year-end files, statutory financial reports, and external auditsPrepare income tax reconciliations, BAS, and FBT returnsLiaise with tax advisors to prepare overseas entities'...

Job Description:At Bupa Asia Pacific, we are seeking a highly skilled Senior Finance Analyst to join our team. As a Senior Finance Analyst, you will play a crucial role in providing support to the Finance Business Partner Data Digital & Reporting team, leading and coordinating the annual/3-year planning/forecasting processes, provision of month-end...

About the Role:We are seeking a talented and experienced Associate Advisor to join our team at William Buck. As a key member of our financial planning team, you will be responsible for devising and preparing financial planning strategies in collaboration with senior advisors.Key Responsibilities:Collaborate with senior advisors to develop and implement...

We are seeking a skilled Financial Planning Specialist to join our growing team at Equity Trustees. In this role, you will be responsible for providing quality support services to our financial advisers and contributing to the growth of our business.As a Financial Planning Specialist, your main focus will be on creating Statements of Advice and Record of...

Role Overview:We are seeking a highly skilled Financial Planning Specialist to join our team at The Andersen Partnership. As a key member of our hybrid advisory team, you will provide crucial support to our Financial Planners, ensuring seamless client strategies and advice documents are prepared.Your responsibilities will include:Supporting the preparation...

Financial Planning Role OverviewFuse Recruitment is seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients. The ideal candidate will have a strong knowledge of financial planning principles, investment products, and insurance.Key ResponsibilitiesAssist...

Key Responsibilities:As a Paraplanning Professional at Fuse Recruitment, you will play a crucial role in supporting our financial advisors by preparing comprehensive financial plans, conducting research, and ensuring the highest standards of service delivery.Key Accountabilities:Assist financial advisors in preparing detailed financial plans and...

About the RoleWe are seeking a detail-oriented and highly motivated Paraplanner to support our financial advisors in delivering exceptional financial advisory services to clients.Key ResponsibilitiesAssist financial advisors in preparing detailed financial plans and recommendations for clients.Conduct thorough research and analysis on investment options,...