Senior Financial Planner

At FWD, we are expanding our team of dedicated professionals and looking for driven individuals to fill the role of Financial Wealth Planners.This is a fantastic opportunity for those who are passionate about delivering personalized insurance and investment solutions to help clients work toward their long-term financial goals. As a Financial Wealth Planner,...

Job OpportunityWe are seeking a detail-oriented and highly skilled Paraplanner to support our financial planning team.The ideal candidate will have experience preparing Statements of Advice (SOAs) and Records of Advice (ROAs), conducting product comparisons, and performing strategy modelling in areas such as superannuation, insurance, and pensions.The role...

About the RoleGorilla Commerce is seeking a skilled Merchandise Planner to join their team. This individual will be responsible for developing and managing strategic financial plans that drive sustainable growth and profitability of assigned categories.

Financial Planning SpecialistThis role requires a highly analytical and detail-oriented individual to provide strategic financial planning support across the organization.Key Responsibilities:Developing and managing financial plans, budgets, and forecastsCollaborating with cross-functional teams to identify business needs and develop financial...

We are seeking a highly skilled Financial Specialist to join our team. As a Financial Specialist, you will be responsible for managing various financial tasks, including tax returns, bookkeeping, and budgeting.Key Responsibilities:Prepare accurate and complete tax returns for clients, covering personal and business incomeConduct research on necessary laws...

Job OverviewWe are seeking an experienced Merchandise Planner to lead our Allocation and Store Analysts team. This key role is responsible for ensuring the right product is in the right place at the right time, aligning inventory with demand.The ideal candidate will have a proven background in multi-store or multi-channel retail operations, with strong...

Job Description We are seeking a skilled and experienced Senior Tax Accountant to join our team. As a Senior Tax Accountant, you will be responsible for completing working papers and assisting the onshore team with client tax compliance reports. Key Responsibilities: Preparation and lodgement of individual income tax returns Preparation and lodgement of...

Paraplanning Role OverviewAs a detail-oriented and highly skilled paraplaner, you will play a pivotal role in supporting our financial planning team in providing research, analysis, and documentation to ensure seamless client service.Key responsibilities include preparing comprehensive Statements of Advice (SOAs) and Records of Advice (ROAs) in line with...

Insurance Advice Planner RoleThis role is a great opportunity to work closely with advisors in creating comprehensive financial plans for clients. You will conduct research on insurance products, financial concepts, superannuation, and tax strategies to prepare and analyze financial needs analysis reports.The ideal candidate should have strong numerical and...

Role SummaryAs a Financial Wealth Planner, you will play a pivotal role in delivering personalized insurance and investment solutions to clients, helping them achieve their long-term financial objectives.Key ResponsibilitiesProvide tailored advice on insurance and investment products to meet clients' diverse needs and goals.Conduct thorough needs analyses to...