LoginRegister

Financial Planning Assistant jobs in New South Wales

Now available 132 results are consistent

Sort by:relevance - date

FINANCIAL PLANNING ASSISTANT - IMMEDIATE VACANCY

Manage client files and administrative functions with workflow co-ordination. Liaise with clients and advisers. Prepare relevant paperwork for SOA's and work closely with paraplanners. Ensure client files are complete and complian...

CompanyCartwright Jones
AddressSydney, NSW
CategoryAccounting & Finance
Date Posted 4 days ago See detail

Financial Planning Assistant - Immediate Vacancy

Cartwright Jones

Sydney, NSW

Manage client files and administrative functions with workflow co-ordination. Liaise with clients and advisers. Prepare relevant paperwork for SOA's and work closely with paraplanners. Ensure client files are complete and complian...

4 days ago seen See more...

Financial Planning Assistant - Implementation and Portfolio administration

Hays Recruitment

Sydney, NSW

An interest in Financial Planning. Desire to learn and grow in the field. Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree). Excellent organisational a...

7 days ago seen See more...

Graduate Financial Planning Assistant - Sutherland

Cartwright Jones

Sydney, NSW

$60,000 - $70,000 a year

Career Growth. Friendly and supportive work environment. Flexible working opportunities. Strong team culture. Opportunity for long-term career prospects. Implementation of Adviser recommendations including liaising directly with...

a month ago seen See more...

Junior Financial Planning Assistant

Wealth Connect Financial Services

Pottsville, NSW

Administration support to our financial advisers. Maintaining client records via our CRM (Midwinter). Document preparation and advice implementation including lodgment and follow up of applications. Collection of research on clien...

a month ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays Recruitment

Sydney, NSW

Drawing on knowledge thats unique to our scale, our commitment to understanding your needs and our ability to meaningfully innovate we are more than just a specialist recruitment business. By providing advice, insights and expert...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays Recruitment

New South Wales

An interest in Financial Planning. Desire to learn and grow in the field. Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree). Excellent organisational a...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays - Australia & Nz

Wagga Wagga, NSW

Are you our next experienced Client Service Manager / Financial Planning Assistant? Are you young and ambitious - want a rapid career progression? Perhaps you are a enthusiastic graduate? An interest in Financial Planning. Desire...

2 months ago seen See more...

Financial Planning Assistant

Iconic Wealth Advisory Services

Woollahra, NSW

$55,000 - $80,000 a year

A supportive and collaborative work environment. Opportunities for professional growth and advancement. The chance to make a meaningful impact in the lives of our clients. Looking for candidates available to work:Monday: Morning,...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays Recruitment

Wagga Wagga, NSW

Are you our next experienced Client Service Manager / Financial Planning Assistant? Are you young and ambitious - want a rapid career progression? Perhaps you are a enthusiastic graduate? An interest in Financial Planning. Desire...

2 months ago seen See more...

Financial Planning Assistant (Client Services Manager)

Hays

New South Wales

An interest in Financial Planning. Desire to learn and grow in the field. Qualifications or experience in finance, business administration, economics, or a related field (or currently pursuing a degree). Excellent organisational a...

2 months ago seen See more...

Financial Planning Assistant

Insignia Financial

Sydney, NSW

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, wed love you to shar...

2 months ago seen See more...

 Case Worker – Food and Financial Assistance – Southern Region  

Anglicare Sydney

Wollongong, NSW

Are you looking to kick start your career in Community Services?. Do you have a passion to support clients in need?. Ensures a welcoming and safe environment for FFA clients seeking assistance which demonstrates compassion and...

3 days ago seen See more...

Financial Planning & Analysis Manager

Shellharbour City Council

Shellharbour, NSW

Permanent full time, 35 hours per week with access to flexi-time. Commencing salary range from $122,365.36 - $135,100.16 per annum (dependent on qualifications and experience). 11% superannuation. Great organisational culture wit...

4 days ago seen See more...

Senior financial planning and analyst

Macquarie University

The Rocks, NSW

From $115,030 to $127,995 (HEW Level 8), plus 17% employer's superannuation and annual leave loading. Full time continuing role. Based at Wallumattagal campus, North Ryde. High performing team. Hybrid working arrangement. Develop...

4 days ago seen See more...

Senior Financial Planning and Analysis Analyst

Macquarie University

Ryde, NSW

From $115,030 to $127,995 (HEW Level 8), plus 17% employer's superannuation and annual leave loading. Full time continuing role. Based at Wallumattagal campus, North Ryde. High performing team. Hybrid working arrangement. Develop...

5 days ago seen See more...

SAP Financial Planning Manager

Deloitte

Sydney, NSW

Salary packaging to suit your personal and financial circumstances. Buy and sell leave purchase up to 6 weeks of extra annual leave. Subsidised professional qualifications. Lead and support business development activities, in...

5 days ago seen See more...

SAP Financial Planning Manager

Deloitte

Sydney, NSW

Salary packaging to suit your personal and financial circumstances. Buy and sell leave purchase up to 6 weeks of extra annual leave. Subsidised professional qualifications. Lead and support business development activities, in...

5 days ago seen See more...

Assistant Financial Accountant

Sharp And Carter

Sydney, NSW

High volume daily reconciliations. Prepare monthly journal entries. Assistance with effective cash flow management. Assisting with the reporting of P&L statements and balance sheets. Fixed asset register. Assist with Accounts Pay...

2 days ago seen See more...

Assistant Financial Accountant

Sharp And Carter

Alexandria, NSW

High volume daily reconciliations. Prepare monthly journal entries. Assistance with effective cash flow management. Assisting with the reporting of P&L statements and balance sheets. Fixed asset register. Assist with Accounts Pay...

2 days ago seen See more...

Senior Financial Planning and Analysis Analyst

Macquarie University

Ryde, NSW

Develop expert knowledge and insight into the largest financial components of the Group to provide practical thought leadership across Group Finance processes and take ownership of the quality of end-to-end information flows (e.g....

6 days ago seen See more...

Financial Planning & Analysis Analyst

Inchcape

New South Wales

Consolidate and review the weekly and quarterly forecasts, Annual Operating Plan and long-term strategic plan, in a timely manner, with a high degree of accuracy. Detailed understanding and explanation of material variances to pri...

6 days ago seen See more...

Senior Financial Planning & Analysis (FP&A) - FMCG - APAC

Sharp And Carter

North Sydney, NSW

Develop and maintain financial models to support budgeting, forecasting, and long-term planning. Analyze financial performance, identify trends, and provide recommendations for improvement. Collaborate with cross-functional teams...

6 days ago seen See more...

Executive Assistant to Director Planning and Environmental Services

Gunnedah Shire Council

Gunnedah, NSW

Experience in a senior secretarial/administrative role, including high-level word processing and administrative skills, or similar position. Certificate IV in an Office Administration/Senior Secretarial Studies, other related disc...

4 days ago seen See more...

Administration Assistant (Financial)

The Armidale School

Armidale, NSW

Experience handling of creditor accounts (accounts payable). Experience with data entry and database management. Experience working in a busy administration and accounts office. Capacity to support in the Enrolments and Developmen...

5 days ago seen See more...

Assistant Financial Accountant

Qantas Airways

Mascot, NSW

Work within our International Finance Team to support our offshore business units by driving governance and continuous improvement projects.. Take ownership of finance related activities including transactional finance activities,...

6 days ago seen See more...

Assistant Financial Accountant (4 month Temp role)

Walker Books Australia Pty Ltd

Newtown, NSW

Month-end Journals, revenue recognition, accruals and prepayments. Review of P&L transaction level activity for veracity and variance analysis. Monthly Balance Sheet reconciliations. Monthly Cash actuals reporting. Maintain the Fi...

6 days ago seen See more...

Financial Planning & Analysis (FP&A) - FMCG - APAC

Sharp & Carter

New South Wales

$120,000-140,000 per year

Develop and maintain financial models to support budgeting, forecasting, and long-term planning. Analyze financial performance, identify trends, and provide recommendations for improvement. Collaborate with cross-functional teams...

2 weeks ago seen See more...

Financial Planning Administrator

Kaizen Recruitment

New South Wales

Permanent

Collaborate with advisers on client and account management and supporting other administrative tasks;. Participate in client meetings with Financial Advisers;. Improve internal process sheets for an orderly client management syste...

2 weeks ago seen See more...

Group Financial Planning and Analysis Manager

Voyages Indigenous Tourism Australia

Sydney, NSW

$190,000 per year

Developing financial and strategic plans, working closely with the leadership team. Modelling scenarios and developing business cases to support investments and other business decisions. Business owner of BI tools ensuring data in...

2 weeks ago seen See more...

Head of Financial Planning & Analysis

West Recruitment

Sydney, NSW

$190,000 - $190,000 a year

If you are a finance visionary who thrives in a fast-paced, dynamic environment and is ready to lead our Financial Planning & Analysis team to new heights, we want to hear from you! Join us on our journey to financial excellence.A...

3 weeks ago seen See more...

see more

What should I search to find Financial Planning Assistant jobs in New South Wales?

People who searched for Financial Planning Assistant jobs in New South Wales also searched for Assistant Category Manager, Retail Assistant Store Manager, Assistant Manager Sales, Financial Operations Manager, Registered Nurse Assistant, Store Assistant Manager, Property Manager Assistant, Digital Marketing Assistant, Assistant Associate, Health Care Assistant, Assistant Retail Store Manager, Junior Assistant Manager, Mental Health Assistant, Assistant Human Resources, Human Resource Assistant, . If you're getting few results, try a more general search term. If you're getting irrelevant result, try a more narrow and specific term.

Top Jobs in New South Wales

Accounts Payable Officer, Finance Business Partner, Senior Manager, Financial Accountant, Customer Service Specialist, Support Officer, Customer Service Advisor, Business Analyst, Manager / Financial, Customer Service Supervisor, Finance Manager, Assistant Accountant, Senior Client Service, Senior Risk Analyst, Senior Data Engineer,

Fastest job search tips

Search on Google

"Keyword" + au.123work.net

For example: Financial Planning Assistant jobs in New South Wales au.123work.net

Home
Create Cover Letter
Create CV
Account
More