Financial Planning Associate

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions An unwavering focus...

As the Financial Adviser Associate the purpose of the role is to provide professional and proactive support to the Senior Financial Adviser to enhance client relationships and ensure they are well equipped to service their clients. Whilst importantly, developing your personal confidence in client facing situations, strategy formulating and presentations....

A diversified financial services firm is seeking a Financial Planning Associate to support experienced advisers in preparing client advice and communications. This role involves technical advice preparation, compliance, and client interaction. Ideal candidates should have a Bachelor's degree or relevant diploma, exceptional attention to detail, and strong...

A financial planning firm in Gold Coast seeks an experienced client service professional to support Financial Planners and manage client queries. Responsibilities include implementing SOA's and maintaining client databases. Ideal candidates have 2-3 years' experience in the financial sector, excellent communication skills, and familiarity with Xplan. This...

A financial planning firm in Gold Coast is seeking an experienced client service professional to support Financial Planners and manage client queries. The ideal candidate will have 2-3 years of experience in the financial sector, excellent communication skills, and familiarity with Xplan. This role not only offers professional development but also the...

The role HPH Solutions is seeking a curious and motivated Client Services Associate to join our dynamic Financial Planning team in Geraldton, Western Australia. As a Client Services Associate, you will play a crucial role in providing exceptional customer service and administrative support to our financial planning clients. Key responsibilities Manage client...

Financial Planning Assistant – Pinnacle Partners Wealth Management (Gold Coast, QLD) Location: Gold Coast, QLDWork type: Full-time or Part-time (flexibility available for students, graduates or semi retired.)Salary: $60,000 – $85,000 + super (pro rata for part-time) – Based on experience and qualifications About Us We’re a growing Gold Coast–based...

A financial advisory firm is seeking a Senior Associate Adviser in Melbourne to deliver tailored financial advice to high-quality clients. The role involves supporting the advice process, preparing documentation, and maintaining client relationships. Candidates should have a minimum of 5 years’ experience in financial planning, relevant qualifications, and...

Job Summary We are seeking a strategic and results-driven Head of FP&A (Associate Director) with deep experience in the Tech or SaaS industry to lead our financial planning and analysis function. This role is critical in driving data-informed decision-making, optimizing financial performance, and supporting scalable growth across our fast-paced,...

A financial planning firm in Gold Coast is seeking a Financial Planning Assistant to support advisers in delivering quality client outcomes. The role offers experience in the advice process with strong pathways for career progression into a Financial Adviser position. Ideal candidates have a genuine interest in financial planning and experience with CRM...