financial planning assistant jobs in Australia

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...

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...

Overview Senior Financial Planning & Analysis Officer – Division: Business Services. Location: Fremantle. Permanent – Full Time / Fixed Term – Full Time. Salary: Level 4, $95,782 - $100,526 pa + Super. Closing Date: 2026-02-09 4:00 PM. The Department of Communities brings together the services and functions of disability services, child protection and family support, housing, community...

Financial Planning Coordinator - Temporary Full time (Up to 12-month duration) The Mid-Western Region is located in the Central Tablelands of NSW, just over 3 hours from Sydney. With it being one of regional NSW's fastest-growing areas, Mudgee provides many reasons to relocate with great lifestyle benefits and the opportunity to escape the hustle and bustle of city life. The region's community...

Overview Posted: 20/01/2026 Closing Date: 21/02/2026 Job Type: Permanent - Full Time Location: Adelaide Job Category: Accounting Join a growing team where your career matters. Established over 130 years ago, William Buck is a leading firm of accountants and advisors trusted by businesses across Australia and New Zealand. William Buck is proud to have over 1000 talented professionals across...

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....

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...

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...

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...

A prominent international company in Welshpool is seeking a skilled Cost Controller to enhance financial performance across its business units. The role involves hands-on management of cost control, production efficiency, and financial planning. Candidates should have at least 3 years of experience, a Bachelor's in Finance/Accounting, and strong analytical skills. Benefits include competitive...

A leading financial advisory firm in Perth seeks a dedicated team leader to manage client support and operations. Responsibilities include overseeing Senior Associate Advisers, ensuring compliant processes, and mentoring the team. The ideal candidate will have solid leadership experience in financial planning, strong technical knowledge, and a degree in finance or business. This permanent...

A regional council in Australia is seeking a Financial Planning Coordinator for a temporary full-time role. The ideal candidate will have relevant tertiary qualifications in accounting or commerce and professional membership of CPA or CAANZ. Responsibilities include coordinating high-quality accounting services and managing financial planning tasks. The position offers a salary range of...

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...

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...

A leading accounting and advisory firm in Adelaide is seeking a Client Services Officer to provide critical support within the Wealth Advisory team. The ideal candidate will hold a Bachelor’s degree in Financial Planning and possess strong communication skills. Responsibilities include client investment administration, processing investment applications, and ensuring exceptional service. This...