Financial Planning Associate

5 days ago


Sydney, New South Wales, Australia Feel Good Financial Planning Full time
About the Role

This exciting opportunity has arisen for an experienced Client Service Officer to join our dynamic team. Reporting directly to our Senior Adviser, you will play a pivotal role in delivering high-quality support and administrative services to clients. With a focus on building lasting relationships and providing exceptional customer service, this is an ideal position for someone who thrives in a fast-paced environment and values teamwork.



  • Sydney, New South Wales, Australia Commonwealth Bank Full time

    We are seeking a highly talented Financial Services Associate to join our team in a part-time capacity. This role requires strong financial acumen and analytical skills, with the ability to analyze customer data and provide actionable insights.The ideal candidate will be passionate about helping customers achieve their financial goals and objectives, working...


  • Sydney, New South Wales, Australia Feel Good Financial Planning Full time

    Company OverviewFeel Good Financial Planning is a rapidly growing firm that prioritizes delivering exceptional client experiences and fostering strong relationships. Our team of experts provides personalized financial planning services to individuals, ensuring they achieve their goals and enjoy peace of mind.


  • Sydney, New South Wales, Australia Dr. Kraus & Cie. KG Full time

    We are looking for an experienced Financial Planning Expert to join our team at Dr. Kraus & Cie. KG. As a key member of our business advisory team, you will play a critical role in shaping our clients' financial futures.The ideal candidate will have a deep understanding of financial markets, tax laws, and regulations. You will be responsible for providing...


  • Sydney, New South Wales, Australia Hoxton Wealth Group Full time

    Hoxton Wealth Group is seeking a skilled Financial Advisor to service a portfolio of clients and expand our approach to holistic financial planning. In this role, you will work collaboratively within an established team to provide comprehensive advice and help clients achieve their financial goals.Key ResponsibilitiesClient Servicing: Maintain and nurture...


  • Sydney, New South Wales, Australia Brown-Forman Corporation Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team. As a key member of our finance department, you will be responsible for developing and implementing strategic financial plans that drive business growth and profitability.Your primary focus will be on analyzing market trends, identifying opportunities for cost...


  • Sydney, New South Wales, Australia Mars Recruitment Full time

    About the CompanyMars Recruitment is a well-established and high-performing organisation that values collaboration and innovation. As a Financial Planning Specialist, you will play a critical role in shaping the company's financial strategy and driving business performance.Your responsibilities will include providing financial insights and recommendations to...


  • Sydney, New South Wales, Australia News Corporation Full time

    We are seeking a highly skilled Financial Planning Manager to join our team at News Corporation. This role is perfect for someone who thrives on data analysis and financial planning.About the RoleThe Financial Planning Manager will be responsible for providing strategic financial support to our Editorial leadership team. This involves transforming financial...


  • Sydney, New South Wales, Australia Feel Good Financial Planning Full time

    Job DescriptionCoordinate meetings with clients, scheduling appointments and ensuring seamless communication between stakeholders.Support senior staff members with administrative tasks, including document preparation and data management.Develop and implement comprehensive strategies for clients' financial plans, encompassing superannuation, pensions,...


  • Sydney, New South Wales, Australia Novo Nordisk Full time

    About the RoleWe are seeking a highly skilled Financial Planning & Analysis Manager to join our team at Novo Nordisk Oceania. As a strategic finance business partner, you will play a key role in driving the budget process and monitoring financial performance across the region.As a true finance business partner, you will be responsible for creating value by...


  • Sydney, New South Wales, Australia Hays plc Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Expert to support the finance team in a large and complex business.Your New CompanyYou will have the opportunity to work with an exciting and constantly developing business, offering hybrid working arrangements.About the RoleManage and deliver financial aspects of formal planning cycles,...


  • Sydney, New South Wales, Australia Wisetech Global Limited Full time

    We are seeking a Financial Planning Specialist to join our team at WiseTech Global Limited. As a key member of our finance department, you will play a crucial role in managing and analysing our company's cash flow.Job OverviewThis is an exciting opportunity for a highly motivated and detail-oriented individual to contribute to the success of our company by...


  • Sydney, New South Wales, Australia West Recruitment Pty Ltd Full time

    Job SummaryThe ideal candidate will have a strong analytical mindset and excellent attention to detail, with the ability to manage multiple priorities and engage with key stakeholders across the business.We are seeking a skilled Treasury Analyst to join our team in Western Sydney. In this role, you will play a critical part in managing treasury operations...


  • Sydney, New South Wales, Australia ClearCompany Full time

    Company OverviewFreelancer.com is a leading global technology company that operates the world's largest freelancing and crowdsourcing marketplace. With over 75 million users and 24 million jobs posted, we work with clients from diverse industries, including website development, marketing, copywriting, and more.We are looking for a Director of Finance to join...


  • Sydney, New South Wales, Australia Randstad Education Australia Full time

    The Client:Our Client is a critical agency within the State, committed to delivering excellence in public service. They foster a diverse and inclusive workplace, reflecting the vibrant community they serve.The Client plays a pivotal role in ensuring the safety, security, and well-being of the people of New South Wales.Duties:Forecasting and Budgeting:...


  • Sydney, New South Wales, Australia Ravenswood School for Girls Full time

    Job DescriptionThe successful candidate will provide high-quality financial planning and analysis support to the Director of Finance, ensuring accurate and timely financial information to inform business decisions.Key responsibilities include:Support the Director of Finance in achieving objectives, including budgeting, forecasting, and financial...


  • Sydney, New South Wales, Australia FourQuarters Recruitment Full time

    FourQuarters Recruitment is assisting a leading Financial Services firm in their search for a Financial Communications Associate. This role offers a unique opportunity to work at the intersection of finance, communications, and strategy.The successful candidate will be responsible for supporting the development and execution of investor relations strategies,...


  • Sydney, New South Wales, Australia Jedox AG Full time

    Job RequirementsTo succeed in this role, you will need:Bachelor's Degree or similar in a relevant fieldAt least 5 years of experience working either in Office of Finance or Implementation of EPM Solutions or Presales/Sales Engineering experience with an EPM technologyExpertise in EPM Processes (Integrated financial planning, integrated business planning,...


  • Sydney, New South Wales, Australia Transgrid Full time

    Humelink is a key project for Transgrid, aiming to deliver a more reliable and sustainable grid by increasing renewable energy supply. As a Financial Planning Expert, you will play a crucial role in achieving this goal.About the RoleYou will provide comprehensive financial reporting and analysis to support informed decision-making within the project. This...


  • Sydney, New South Wales, Australia BHP Group Full time

    About BHP GroupWe foster a collaborative work environment that encourages Aboriginal and Torres Strait Islander people to develop their skills and reach their potential. At BHP, we support our employees to grow, learn, and establish long-lasting relationships with Indigenous communities.Job SummaryThis role plays a pivotal part in guiding financial...


  • Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    What You Will AchieveAs an Associate Director, you will play a critical role in shaping the future of our financial reporting function. Your expertise and experience will help us drive improvement and automation of operational processes, and ensure that we maintain a strong focus on controls and governance.Your BackgroundQualified Chartered Accountant with...