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Overview of salaries statistics of the profession "Financial Planning Assistant in Australia"

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Financial Advisor Sydney
Prestige IFA Careers Offshore, Sydney, NSW, AU
Does your current job provide you with the best possible opportunity to succeed professionally and financially? Are you looking for an environment ready to match your ambitions? Do you want to join a team of experienced licensed professionals with a strong work ethic utilising cutting edge analysis tools and client management systems?As a privately owned, independent investment boutique, my client provides retirement planning and investment advice to the expatriate market in Australia, and are specialists in UK pension transfers.As a result of continued growth they are extending their team of experienced Financial Advisers based in Sydney, where they offer services for the large and affluent expatriate communities in Australia.We are looking for highly motivated, successful Independent Financial Advisers already living on location or ready to relocate.Do you want to move your career to a company that will:• Recognise your efforts with excellent potential earnings• Give you access to a vast market ensuring excellent earning potential• Share ongoing fees• Provide you with qualified online leads and back office assistance• Provide continuous first class business development and financial trainingTheir financial advisers are committed to providing our clients with a first class experience. You will assess their needs regarding financial planning and wealth management issues, advise on appropriate products from top global financial institutions and offer tailored solutions. Through face to face meetings you will help our clients realise their financial goals.My client expects the very best from their advisers and they know that to be successful with then you will:• Pride yourself on your track record of achieving and exceeding targets in the financial services sector• Use your excellent communication skills to listen to, assess and connect to clients• Thrive in a challenging role using your drive and determination to personally succeed• Use your experience, maturity and wisdom to ensure client commitment and lasting relationshipsSKILLS REQUIRED:• Proven ability to work closely with HNI people remotely• Can generate business• Can deal with problems and challenges while staying calm• Relevant IFA qualifications are strongly preferred, but not essential if the candidate can clearly demonstrate the desire and ability gain their qualifications in a timely manner.IDEAL CANDIDATE:• UK qualified financial advisors with experience in advising UK expatriates• Has built or grown business by their own efforts• Worked under sales pressure• Provided complex financial advice• Enjoys a challenge• Has ability to deal with business risk• Has been recognised for achievements in business growth / sales• Can identify things they have done• Can turn data into a sales story• Can understand complex financial information• Consistent drive to move things forwardPlease note: This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession. Please only apply if you have the required investment product sales experience. UK level 4 CISI financial services qualifications preferable.
Full-time Management Accountant
JVE Contractors Pty Ltd, Pitt Town, NSW, AU
JVE Contractors Pty LtdAddress: 30 Avondale Rd, Pitt Town NSW 2756Full-time Management AccountantSalary range: $100,000pa plus superannuationCompany backgroundJVE Contractors is an established Trade Labor company that has been operating in the NSW Western Coal Fields for 15+ years. We supply experienced quality tradespeople to a variety of coal mines in NSW.We take pride in working with some of the biggest mining companies in Australia and providing the highest level of service to all of our customers.Duties- Plan, review, and analyse accounting records, financial statements and other financial reports to assess accuracy, completeness and compliance to reporting and procedural standards.- Assist management in preparing the annual budget.- Assessing financial risks and growth opportunities- Making presentations and recommendations to senior management regarding an organisation’s financial direction.- Ensuring organisational compliance with related financial and accounting laws and guidelines.- Arrange financial statements for key shareholders.- Manage the implementation and maintenance of accounting systems with our organisation.- Financial and taxation advice.- Evaluate financial risk and cash flow for capital projects.Required SkillsEducationBachelor’s degree in Finance/Account Management or relevant field.Work experience- 7+years of experience in financial/accountant managementSkills- Strong analytical, strategic planning, and communication skills.- Expertise in financial software and advanced Excel skills.- Ability to supervise other employees as required.- Good time management skills.
Experienced Executive Assistant (7-Month FTC)
, Melbourne
Flexible and truly Hybrid workplace|7 month Contract. Immediate startThe client specialises in providing innovative financial solutions tailored to meet their clients' unique needs. They offer a wide range of services, including investment management, wealth planning, and risk management strategies. Their goal is to empower their clients with the tools and expertise needed to navigate the complexities of the financial world confidently.Provide comprehensive strategic and administrative support to executives.Proactively manage executives' calendars, travel arrangements, expenses, and other administrative tasks.Attend meetings as necessary, taking notes, and actively participating to ensure executive preparation and effectiveness.Maintain complex calendars, coordinating with executives, partners, and other members of the Executive Operations Team.Identify and implement new work processes to maximise executives' time, including weekly and quarterly reporting, goal-tracking, and team meetings.Prioritise and take ownership of projects, assisting in compiling materials and agendas for various team meetings and events.Collaborate within our centralised Executive Operations team to provide support, mentorship, and guidance for team enhancement.Previous experience supporting multiple executives at once.Proficiency in Google Suite, including Google Calendar, Docs, Sheets, Forms, and Slides.Essential experience with Macbook.Background in technology, with the ability to adapt quickly to changes.Understanding of engineering and technology concepts.6+ years of experience as an Executive Assistant with exposure to both small and large-scale technology and/ or engineering companies. Desire for a careered Executive Assistant.Note: While candidates with a background in technology are preferred, we are open to considering Executive Assistants from other industries as well. Candidates must resided in Australia. Full time remote options however candidates preference based in Melbourne Victoria will be highly desired for office location.You will be joining a highly functioning team and additional benefits such as:- Full working from home flexibility- Apple computer provided- Potential to progress with the company post assignment
Financial Accountant - Immediate Start
Michael Page, Melbourne CBD
Drive core financial activity including month and year end closingEnsure timely and accurate external financial reportingReview, improve & implement internal financial control procedures - assist with financial planningOversee FBT, GST and payroll tax processesAssist the Head of Finance with strategic decision makingMentor and support junior team membersCA/CPA qualified or working towards thisBig 4 / ASX listed experience highly regardedStrong interpersonal and stakeholder management skillsDemonstrated experience preparing complex financial statementsComprehensive knowledge of accounting standardsSuperior analytical and financial modelling skillsImmediate availability