Financial Planning Assistant

5 days ago

Brisbane, Australia Insignia Financial Full time

Financial Planning Assistant

**The opportunity**

As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing documents and providing support to clients while answering day to day queries.

As you grow into the role, we'd love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan. It's a great entry level administration role into the dynamic world of Financial Advice with career development opportunities for those who have a desire to propel their career.

It would be great if you have experience in a similar role, or maybe you're studying Financial Advice and looking for that first step in your career ladder. Perhaps you've got a strong background of administration and a passion for providing a high level of genuine customer service where you always go above and beyond. Throughout your career, you've developed great attention to detail, an ability to manage and prioritise multiple tasks and your written and verbal communication skills are second to none.

A people person who is always on top of their game, you're adaptable, dependable and resilient. Being a quick learner with a hunger for knowledge and a passion for growing and developing your career, you easily build effective relationships with everyone you interact with and take pride in all that you do. If you like the sound of learning from some great people working for a company where you'll feel valued and supported, then we'd love to hear from you.

**Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day

**Life at Insignia Financial**

We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super. We're available to all and we look after every client like they're our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.

**To Apply**

Please submit your resume with a covering letter by clicking on **"."**

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Job ID 7218

  • Financial Planning Assistant

    4 days ago

    Brisbane, Queensland, Australia Insignia Financial Full time

    Financial Planning Assistant**The opportunity**As a Financial Planning Assistant with Shadforth on a 12 month fixed-term contract, you'll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling...

  • Financial Planning Assistant

    1 week ago

    Brisbane, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant **Location**:Brisbane, QLD, AU, 4000**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 Queen St, Brisbane Permanent Full Time Opportunity - Shadforth Financial Group is one of Australia’s leading financial advisory...

  • Financial Planning Assistant

    7 days ago

    Brisbane, Queensland, Australia Insignia Financial Ltd Full time

    Financial Planning Assistant**Location**:Brisbane, QLD, AU, 4000**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 Queen St, Brisbane Permanent Full Time Opportunity- Shadforth Financial Group is one of Australia's leading financial advisory firms...

  • Financial Planning Assistant

    1 week ago

    Brisbane, Queensland, Australia Shadforth Financial Group Ltd Full time $60,000 - $80,000 per year

    Be part of a team and culture that values peopleExcellent opportunity to add value in this influential roleBased in Queen St, Brisbane – Permanent Full Time Opportunity.Shadforth Financial Group is one of Australia's leading financial advisory firms that builds deep relationships with their clients to deliver greater peace of mind about their current needs...

  • Assistant Financial Planning

    5 days ago

    Brisbane, Queensland, Australia Youi Pty Ltd Full time

    **Assistant Financial Planning & Analysis Analyst****About the role**Join our Financial Planning & Analysis (FP&A) team as an Assistant FP&A Analyst, where you'll provide essential support to the Senior FP&A Analyst in areas such as quarterly forecasts, annual budgets, five-year plans, cost allocations and reporting. This role is a great opportunity for...

  • Financial Planning

    4 days ago

    Brisbane, Queensland, Australia Perigon Group Full time

    Key Management position, leading a team of Analysts- 13 month Fixed Term Contract- Very competitive remuneration package on offer.This large Australian ASX listed business continues to experience significant growth in each of its core business lines. Due to this growth and positive internal changes there is now a requirement for an experienced FP&A Manager....

  • Financial Planning

    22 hours ago

    Brisbane, Queensland, Australia Lorna Jane Full time

    Why Lorna Jane?At Lorna Jane, we're more than just activewear; we're a movement that inspires women to live their best, most active lives. We're passionate about empowering our team and customers alike, with a commitment to creating a supportive and inclusive workplace. When you join Lorna Jane, you're joining a family that values growth, wellbeing, and...

  • Financial Planning

    4 days ago

    Brisbane, Queensland, Australia Cross River Rail Delivery Authority Full time

    Cross River Rail Delivery Authority (CRRDA)...Your chance to work with the bestCross River Rail will transform the way we travel to, from and through Brisbane in the future. It will be a catalyst for 10 years of wider rail transformation across the whole of South East Queensland and it is already playing a key role in how we prepare for the 2032 Olympic and...

  • Financial Planning Expert

    3 days ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $90,000 - $125,000

    We are seeking a skilled Financial Planning Expert to play a pivotal role in delivering accurate and timely financial analysis.Key ResponsibilitiesBudgeting & Forecasting: Manage annual budget and forecasting cycles, consolidating and analysing financial data. Develop financial models and identify trends, risks, and opportunities.Reporting Essentials:...

  • Financial Planning Expert

    2 weeks ago

    Brisbane, Queensland, Australia beBeeAccountant Full time $90,000 - $120,000

    Financial Professional OpportunityMESH & BAR PTY LTD is an innovative and independent steel reinforcing company.We are looking for a highly skilled and detail-oriented finance professional to join our finance team in a maternity leave replacement role for 12 months.Prepare accurate and timely monthly, quarterly and annual financial statements and reports for...