financial planning assistant jobs

Our client is a well‑established and expanding independent advisory firm with a strong national presence. Known for their ethical values, high‑calibre advice, and lasting client relationships, they continue to grow steadily across all market conditions. As part of this growth, the firm is looking to appoint a Client Service Manager to support one of their senior financial advisers. This role is...

A leading wealth management firm in Western Australia is looking for a Client Service Officer/Financial Planning Assistant. In this full-time role, you will provide high-quality administrative support to financial planning advisers. The ideal candidate will possess strong organisational skills, excellent customer service abilities, and proficiency in Microsoft Office. This is a unique opportunity...

A leading financial services provider is seeking an Advice Assistant in Melbourne. This role focuses on enhancing customer engagement and facilitating their financial advice journeys. Candidates should have experience in customer-facing roles within the financial services sector, possess strong communication skills, and be adept in managing time effectively. AIA offers excellent training and...

William Buck, more than advisors: We understand that exceptional advice comes from passionate people who thrive in an environment where they feel empowered to shape outcomes. That's why at William Buck, we've created what we like to call the 'Goldilocks' model – a top ten performing business that's just the right size to ensure every employee has a tangible impact. William Buck is the perfect...

- EARN $65,000 – $70,000 + Super | Negotiable Based on Experience - Join an Established, Respected Financial Planning Firm - Full-Time Role with Flexible Hours | Immediate Start Available About The Company Our client is a trusted and long-standing financial planning firm based in central Cleveland, established in 1999. They provide tailored advice and solutions across all areas of financial...

Financial Planning Assistant About the role We have an exciting opportunity for a motivated and enthusiastic individual to join Panacea Wealth Management, a boutique financial planning firm in Barangaroo, NSW, as a Part-Time Financial Planning Assistant (3 days per week). At Panacea, we look after our clients like our family. We manage and monitor their finances with the same care and attention...

Partner & Senior Financial Advisor at Pinnacle Partners Gold Coast Company Description Successful Financial Planning and Accounting firm specializing in wealth management for medical and business clients. Role Description This is a full-time/part-time on-site role for a Financial Planning Assistant located in Robina, QLD. The Financial Planning Assistant will be responsible for supporting...

Be part of a team and culture that values people Excellent opportunity to add value in this influential role Based in North Sydney, Permanent Full Time Opportunity The opportunity As a Financial Planning Assistant with Shadforth Financial Group, you’ll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our...

Hypersonix is an Australian aerospace engineering and advanced manufacturing company building hydrogen-powered scramjet aircraft. We work at the bleeding edge of hypersonic technology, delivering aircraft that fly faster, reach further, and open new pathways to space. The Role As our FP&A Manager, you’ll drive financial planning, analysis, and decision support across a high-growth business....

Base pay range A$75,000.00/yr - A$92,500.00/yr Position Client Services Associate / Client Services Manager – Perth The Andersen Partnership is hiring forClient Service Associates & Client Service Managers in Perth. This role is for individuals with experience in Wealth Management to join expanding financial planning teams. The roles offer exposure to all aspects of financial advice,...

Financial Planning & Analysis Manager Job no: 496511 Work type: FT - White Location: Perth Categories: Finance and Payroll - Wangara office location - Own this Finance function and set Duratec up for success - Experience in a project-based contractor preferred THE ROLE At Duratec, you'll play a key critical leadership role in driving our integrated business planning, forecasting, and...

A financial planning firm in South Australia is seeking an Associate in Client Services. This role focuses on delivering exceptional client support in financial advice. The ideal candidate will have strong communication and organizational skills, experience in client services, and a knack for detail. They will assist in delivering financial advice and ensure all compliance documentation is...

Join to apply for the Financial Planning & Analysis Analyst role at GPC Asia Pacific 1 day ago Be among the first 25 applicants Join to apply for the Financial Planning & Analysis Analyst role at GPC Asia Pacific Get AI-powered advice on this job and more exclusive features. We currently have a newly created FP&A Analyst position available within our Automotive division, to provide strategic...

Senior Business Analyst (Financial Planning & Analysis) Apply now Job no: 512706 Work type: Permanent Full Time Location: VIC - Metro Categories: Finance About Us The JB Hi-Fi Group brings together two of Australia’s best known and most trusted retail brands, JB Hi-Fi and The Good Guys. The Group sells an extensive range of consumer electronics, whitegoods, appliances, and home entertainment...

A financial advisory firm in Australia seeks an experienced Financial Investment Advisor to develop financial plans for clients. The successful candidate will advise on investment strategies, manage financial objectives, and ensure compliance with superannuation requirements. Ideal candidates have at least one year of experience and strong financial literacy. This full-time position offers a...

This is a pivotal role within a rapidly growing civil engineering business. The position is responsible for strengthening financial discipline, leading reporting transformation, and supporting strategic growth across multiple projects and geographies. Working closely with the Leadership team, you will balance hands on delivery with strategic oversight, ensuring strong financial control,...

Are you an experienced Associate/Paraplanner ready for a change? We are excited to share that Boutique Advisers Private Wealth is growing, and we have a fantastic opportunity for two experienced Associates or similar to join our award-winning team. Are you looking for a new challenge, want to build a career, have minimum 2 years’ experience in a similar role and want to find a home rather than...

A leading financial advisory firm is seeking a Client Service Manager to support senior financial advisers. This role involves managing client files, preparing SOA documentation, and ensuring compliance with standards. Ideal candidates will have at least 12 months of experience in a financial planning support role and demonstrate exceptional client service skills. The firm offers a competitive...

Join the talented team at Byfields Wealth Management as a Client Service Officer/Financial Planning Assistant. In this full-time role based in Burswood, you will provide high-quality administrative and client service support to our financial planning advisers and clients. This is an exciting opportunity to build your career in the financial services industry with a leading wealth management...

Expression of Interest - Financial Planning Opportunities Be among the first 25 applicants. Get AI-powered advice on this job and access exclusive features. Direct message the job poster from The Andersen Partnership. Recruitment Consultant specialising in Wealth Management - Queensland Have you reached your potential in your current role and feel it's time for a new challenge in the new...