10 Financial Strategies jobs in Australia

The Perkins is seeking a talented Financial Planning and Analysis Partner to deliver high-quality financial insights and strategic advice across the institute. This position is offered on a full-time permanent basis, located at our state-of the-art medical research facilities in Nedlands.

About this role

Reporting to the Chief Financial Officer (CFO), this is a pivotal role in which you will support world-class medical research by driving informed decision-making, optimising resources, and enabling long-term sustainability. You will collaborate with leaders across the organisation to provide clear, actionable insights that shape strategy, enhance efficiency, and strengthen the financial foundations that support our research. This is a unique opportunity to combine your technical expertise with purpose-driven work that makes a real difference to people’s lives.

Key responsibilities include:

• Develop comprehensive annual budgets and rolling forecasts, including multi-year and long-range financial plans.

• Monitor financial performance, highlighting trends and risks. Investigate and explain variances between budgets, actual results, forecasts and prior periods, and recommend corrective actions.

• Create and maintain robust financial models to analyse operational performance and assess future outcomes.

• Evaluate cost structures, funding sources and resource allocations to optimise efficiency and sustainability.

• Assess and optimise funding outlooks in relation to research and grant income streams.

• Prepare accurate and timely financial reports, dashboards and presentations for internal and external stakeholders.

• Lead the development, maintenance and enhancement of the financial reporting suite to provide clear, actionable insights.

• Contribute to the development and execution of long-term strategic plans through insightful financial analysis and recommendations. This includes preparing scenario modelling to evaluate alternative outcomes.

• Support business case development for new projects, investments and funding proposals.

• Engage with stakeholders to understand operational drivers and translate them into financial impacts.

• Maintain and enhance financial systems, reporting tools and processes to improve accuracy, efficiency and accessibility of information.

• Identify and implement opportunities for process improvements and automation in financial planning and reporting activities.

• Complete other duties as requested by supervisor and/or manager.

This role would suit someone with strong analytical skills and a passion for turning complex data financial data into insights that drive strategy and impact.

To be successful in this role, you’ll have:

• Tertiary qualification in Finance or Accounting (or similar) with professional membership as a Chartered Accountant or Certified Practicing Accountant.

• Experience in a similar position demonstrating strong technical accounting knowledge.

• Proven experience in preparing and analysing statutory and management reports, ensuring compliance with accounting standards, legislative requirements and organisational policies.

• Strong ability to interpret complex financial data, identify trends, investigate variances and recommend practical, data-driven solutions.

• Demonstrated understanding of organisational drivers, funding models and market dynamics with the ability to provide strategic financial insights that support decision-making.

• Excellent written, verbal and interpersonal communication skills, with the ability to explain complex financial concepts to non-financial stakeholders and build strong working relationships across all levels.

• Advanced Excel skills, with demonstrated experience using ERP systems, budgeting, forecasting and financial modelling tools to drive accuracy and efficiency.

• Experience developing and maintaining business intelligence dashboards (e.g. Power BI)

• Previous experience in medical research, healthcare or higher education sectors, with familiarity in grant funding models, philanthropic funding and research project cost structures (desirable).

• Experience developing and maintaining business intelligence dashboards tailored to research or project-based organisations (desirable).

• Demonstrated ability to lead or support financial systems upgrades, process automation or reporting enhancements in complex organisational settings (desirable).

• Experience collaborating with academics and researchers to align financial planning with research priorities (desirable).

• Satisfactory National Police Certificate.

If this sounds like the right fit, we can offer you:

• Flexible working options

• A supportive and passionate team

• The opportunity to make a positive impact in a community-focused organisation with global reach

• The ability to salary package up to $18,550 annually, meaning you can legitimately pay less tax and increase your tax-home pay

• Generous leave benefits, including: 3 days paid extra leave at the end of the year; up to 16 weeks paid parental leave; 2 days of paid cultural and community engagement leave.

Are you ready to make a difference?

To apply, please submit your cover letter (addressing the selection criteria) and your resume. Only applications submitted via Seek will be considered.

Applications close on 26 September 2025; however we’ll begin interviewing as soon as we hear from the right people – so don’t wait to apply!

Enquiries can be directed to Olivia Swales, Talent Advisor, on ***or email ***@perkins.org.au.

About the Perkins

The Harry Perkins Institute of Medical Research, affectionately known as ‘the Perkins’, is Western Australia’s leading medical research facility, investigating the diseases that most impact our families including the hardest to treat cancers, heart disease, diabetes and rare genetic diseases. At the Perkins, we support WA’s best medical researchers to beat the world’s toughest diseases to give you and your loved ones the best chance to live longer, healthier and better lives.

So many of us have been touched by the diseases we’re investigating, which adds a deeply personal element to our work. We are proudly Western Australian and are collaborative in our approach to discovering medical breakthroughs that have a global impact.

To find out more about the Perkins, please visit

At the Perkins, we value, embrace, and celebrate the strength of our diverse experiences, thoughts, and beliefs. We are committed to a safe, equitable and inclusive culture where every person can innovate and thrive. This enables us to deliver pioneering research that improves global health outcomes.

Office of the Director of Public Prosecutions

Financial Planning and Analysis (FP&A) Manager

Prosecution Officer (Administrative) Level 7

Ongoing, full-time

Up to $196,278 package, includes salary ($49,739 - 173,174 p.a.), employer's contribution to superannuation and annual leave loading.

Leadership opportunity

About us

The Office of the Director of Public Prosecutions (ODPP) is the independent prosecuting authority responsible for the prosecution of all serious indictable offences committed against the laws of New South Wales.

Our vision is to be a dynamic prosecution service recognised for our excellence and leadership. We act with integrity, by behaving ethically and professionally.

We are committed to a diverse and inclusive workplace by providing ongoing support and opportunities for all staff.

The Role

Reporting to the Director of Finance and Facilities (and CFO), as the FP&A Manager, you will lead a team of three qualified accountants to drive innovation and continuous improvement across financial planning and analysis. This role is responsible for challenging existing processes and developing creative solutions to both new and ongoing business challenges.

You will leverage financial tools such as TM1, MyWorkZone, Excel, and Cognos Analytics (where applicable) to deliver high-quality financial insights and customer service. The FP&A Manager will also work closely with NSW Treasury and the Department of Communities and Justice (DCJ) to support the ODPP in optimising both the availability and internal utilisation of its resources.

Key accountabilities include:

• Oversight of the FP&A functions within the Finance division with line management responsibilities of three qualified accountants.

• Ownership of the annual budgeting methodology and process and engagement with NSW Treasury to meet their needs and timetables.

• Business case development to support New Policy Proposals (NPPs) and Parameter and Technical Adjustments (PTAs), and preparation of an annual multi-year strategic forecast for the ODPP.

• Continual development of the ODPP forecasting process and effective liaison with key internal business partners and build and deliver effective project financial reporting.

• Ownership and design of the ODPP cost centre structure, to best leverage the capabilities of the MyWorkZone application.

• Ownership of the IBM Planning and Analytics application (TM1) to support effective and enhanced budgeting and forecasting within the ODPP.

About you

• Experience in leading teams and developing staff.

• Relevant tertiary qualification in Accounting, and full membership of the Institute of Chartered Accountants or Certified Practising Accountants of Australia.

• Proven experience in the development and management of budgets and forecasts including scenario and sensitivity analysis.

• Highly developed skills in the management, manipulation, interrogation and presentation of financial and related data to support financial analysis, forecasting and reporting.

• Experience in using accounting and BI reporting software such as TM1 / Cognos.

• Effective communication skills with proven capability to participate in the negotiation of budgets and project priorities and effectively partner with senior management.

Why choose the ODPP

As the prosecuting authority of NSW, the ODPP offers unique career opportunities. You will:

• Be based in our brand-new office at Parkline Place, next door to Gadigal Metro station on Pitt Street in the heart of Sydney.

• Enjoy flexible work practices, 35-hour work week, access to flex leave, and hybrid ways of working (minimum 3 days in the office).

• Undertake challenging work that makes a difference to the community.

• Have excellent working conditions with a strong focus on staff wellbeing, health and safety (including access to 24/7 EAP services, a wellbeing check program, access to special fitness passport rates, and workplace adjustments).

• Have access to training and development opportunities.

• Have the opportunity to join five affinity groups including First Nations, Disability and Neurodiversity, People of Diverse Genders and Sexualities, Women, and Cultural and Linguistic Diversity. These groups foster inclusion by providing a network for social connection, support, advocacy, and a platform to share experiences and stories.

How to Apply  

Please read the Role Description and address the key accountabilities and focus capabilities when preparing your resume (maximum three pages) and cover letter (maximum two pages).  You are required to demonstrate your suitability and claim for the role by addressing the following two targeted questions within the body of your cover letter:

When completing the online application form, you will be asked to provide the contact details of two relevant referees (who can speak from a Supervisory perspective), and consent to a Criminal History Record Check.

For general enquiries or if you require any reasonable adjustments to be made to support you during the recruitment process, please contact Bianca Burgess, Recruitment Business Partner on 2*** or ***@odpp.nsw.gov.au.

The ODPP values diversity and supports all staff to reach their full potential. The Office welcomes applications from First Nations people, culturally and linguistically diverse people, people identifying with diverse genders and sexualities, people with disability and other diversity groups. If you have individual requirements that need to be accommodated in order to participate in the selection process, please indicate this in your application. 

Full Time (38 hours per week) Ongoing permanent role Based at Yallourn or Bairnsdale Campus Step into a role designed for growth & opportunitiesJob Reference No. 25110
About the roleThis is an exciting opportunity for a motivated and forward thinking finance professional to join TAFE Gippsland as a Financial Reporting and Analysis Accountant. Reporting directly to the Manager of Financial Planning, Reporting and Analysis, this role offers more than the delivery of financial services, it provides a platform for ongoing development, growth, and progression into higher-level responsibilities over time.
You'll partner with business units to support decision making, manage financial risks, and contribute to financial reporting, project reporting, budgeting and forecasting. The role also supports system and process improvements, with a strong focus on efficiency and data integrity.
This is a great opportunity for someone looking to grow their career in finance. The successful applicant will be supported to take on increasing responsibility over time, contribute to strategic initiatives, and develop leadership capability within a collaborative and values-driven team.
About youYou are a detail oriented and proactive finance professional with a strong foundation in accounting and a passion for continuous improvement. You have a solid understanding of accounting standards, financial reporting, and budgeting processes. Your strong analytical skills allow you to interpret financial data, identify risks, and provide clear, actionable insights to support decision making.
Confident using financial systems and navigating complex data, you are always looking for ways to improve processes and enhance reporting accuracy. You communicate effectively with stakeholders at all levels and thrive in a team environment that values integrity, excellence, and service.
Most importantly, you're ready to grow. You’re looking for a role where you can expand your skills, take on greater responsibility, and contribute to both operational and strategic outcomes as part of a dynamic and supportive team.
Qualifications and experienceA tertiary qualification in Accounting or Financial ManagementAt least three years of experience in a financial, accounting, or similar roleCPA, CA or equivalent qualification, or be actively working towards itStrong knowledge of accounting standards, principles, and practicesExperience in financial reporting, budgeting, forecasting, and analysisProficiency in Microsoft Office, particularly Excel, and familiarity with financial systems (experience with TechnologyOne would be highly regarded)High level of accuracy, numeracy, and attention to detailExcellent written and verbal communication skills, with the ability to prepare reports and liaise effectively with stakeholdersA commitment to service excellence, confidentiality, and continuous professional development
BenefitsEmployment with a progressive employerA diverse role with plenty of challengesCompetitive salary and excellent employment conditionsJob Security – an ongoing permanent roleProfessional development opportunitiesFlexible Working ArrangementsAccess to an Employee Assistance Program (EAP)Subsidised Fitness Passport Gym & Pool MembershipsA great culture and supportive team environmentThe opportunity for a rewarding career
Mandatory requirementsCurrent Victorian Working with Children ClearanceCurrent Police Check (not older than 12 months old)Current Driver’s Licence (some travel between campuses is a requirement of the role)
A 6-month probationary period applies to this role.
About usFor over 95 years, TAFE Gippsland has been at the forefront of vocational education and training, proudly serving the Gippsland community. As the winner of the TAFE Large Training Provider of the Year award in 2023, TAFE Gippsland stands out as a leader in empowering local students and supporting regional businesses. With a commitment to excellence, we offer a diverse range of programs, including pre-apprenticeships, apprenticeships, accredited short courses, certificates, and diplomas.
Our team of over 450 dedicated staff, spread across 13 campuses, works closely with industry partners to deliver tailored workplace training. This approach not only helps upskill the regional workforce but also drives the success of local businesses, reinforcing our vision of supporting a Skilled and Thriving Gippsland.
How to applyTo apply for these positions please visit the TAFE Gippsland website. Applications are to be submitted online and must include;a cover letter addressing the key requirements of the role (see Job Description)a current resume
For specific enquiries relating to this position, please contact Peter Di Lullo, Manager Financial Planning, Reporting and Analysis on .
For assistance with the online application process, please contact Jemma Kingwill, People & Culture Recruitment Advisor on .
Applications close 2.00pm on Monday 22 September 2025.
TAFE Gippsland is a Child Safe Organisation and equal opportunity employer. We value diversity and inclusion in our workforce and encourage people from all backgrounds, abilities, and identities to apply for our vacancies.
TAFE Gippsland is committed to fair and equitable recruitment and employment processes based on merit, competence and potential. If you would like assistance with your resume and cover letter, please contact the Gippsland Skills and Jobs Centre on .

• A 12-month Max-Term Contract opportunity
• Play a key role in delivering quality processes and training in our Service Delivery Team.
• Flexible Work Environment: Hybrid working arrangement.

Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role
As Process Associate you will monitor and maintain processes for the internal Service Delivery Team, enabling a strong capability, scale, consistency and a quality service offering to our clients.

Reporting to the Training and Process Manager you will be responsible for:

• Monitor and review proposed new business rules, processes & procedures - ensuring compliance.
• Assist with creating and maintaining training material/FAQ sheets as required.
• Co-ordinate regular reviews of procedures and policies to ensure that they are accurate and maintained
• Assist with project delivery, including administration support, monitoring and follow ups with external parties.
• Assist in preparing and facilitating the delivery of material, primarily around technical and product training, including induction programs for the Service Delivery Team.
  

About you

• 5+ years of experience within the Financial Services industry, preferably with both advice and asset management operational experience.
• Extensive knowledge of compliance and regulatory requirements.
• Strong knowledge of Platforms and Process Management applications.
• A demonstrated track record of documenting and reviewing processes.
  

How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefits

• Work from anywhere in Australia for up to one month each year.
• An annual allowance to empower you to prioritise your personal wellbeing.
• Study support and commitment to supporting professional development.
  

Diversity and inclusion

• Strong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.
• A growing number of employee-led networks who work to raise awareness and drive continued change.
• We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
  

We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

A 12-month Max-Term Contract opportunityPlay a key role in delivering quality processes and training in our Service Delivery Team.Flexible Work Environment: Hybrid working arrangement. Perpetual Group is an ASX-listed company (ASX:PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management and Corporate Trust.

Perpetual Wealth Management
The wealth management business consists of three distinct brands in addition to Perpetual Private - Fordham, Jacaranda financial planning and Priority Life - offering a unique mix of wealth management, advice and trustee services. With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax management, estate planning, aged care, social security, succession planning and philanthropy. Our clients include individuals, families, businesses, not-for-profit organisations, and Indigenous communities throughout Australia.

About the role
As Process Associate you will monitor and maintain processes for the internal Service Delivery Team, enabling a strong capability, scale, consistency and a quality service offering to our clients.

Reporting to the Training and Process Manager you will be responsible for:Monitor and review proposed new business rules, processes & procedures - ensuring compliance.Assist with creating and maintaining training material/FAQ sheets as required.Co-ordinate regular reviews of procedures and policies to ensure that they are accurate and maintainedAssist with project delivery, including administration support, monitoring and follow ups with external parties.Assist in preparing and facilitating the delivery of material, primarily around technical and product training, including induction programs for the Service Delivery Team.
About you5+ years of experience within the Financial Services industry, preferably with both advice and asset management operational experience.Extensive knowledge of compliance and regulatory requirements.Strong knowledge of Platforms and Process Management applications.A demonstrated track record of documenting and reviewing processes.
How we work
Our unique culture is underpinned by our three organisational behaviours, Stretch, Own it, Make an impact which drive our approach of day-to-day interactions with colleagues and clients, the way we approach decision-making to the questions we ask and the problems we solve.

Employee benefitsWork from anywhere in Australia for up to one month each year.An annual allowance to empower you to prioritise your personal wellbeing.Study support and commitment to supporting professional development.
Diversity and inclusionStrong commitment to all aspects of Diversity and Inclusion through a robust 7 pillar strategy.A growing number of employee-led networks who work to raise awareness and drive continued change.We support over 50 First Nations Communities, helping to secure the communities' future. We encourage applications from Aboriginal and Torres Strait Islander People.
We're committed to creating an inclusive workplace where diversity is celebrated. No matter your background or circumstances, we aim to provide an environment where you can thrive.

**Date Posted:**

**Country:**
Australia
**Location:**
AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, Australia
**Position Role Type:**
Unspecified
+ Fast Paced Dynamic Work Environment
+ Career Development Opportunities
+ High calibre team with great benefits and professional development
Raytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects.
Raytheon Australia is seeking smart and energised professionals with suitable skills that can join our financial planning team. At Raytheon Australia, we draw the brightest minds and give them opportunity, growth and work that excites them while continuously developing an environment for learning to maintain a highly skilled, world-class workforce.
The Financial Planning & Accounting (FP&A) Analyst is responsible for supporting the business through the coordination, preparation, reporting and provision of accurate and concise analysis of the company's budgets and forecasts. The role supports the development of the company's long-range financial plans and annual operations plans, functional overhead budgets (indirect and direct), preparation of the monthly financial reports for each business unit, coordination and explanation of monthly and year to date variances and insightful analysis of drivers of business performance.
You will join a local team and be backed with global expertise as well as a tailored professional development program to ensure you and your work are successful.
**Key Responsibilities:**
+ Produce monthly management reporting for the company (monthly financial reports, monthly operations review packs, Leadership Team finance reports and functional overhead reports).
+ Prepare financial metrics and analysis for management reviews and analysis of financial performance of the company business including forecasting and analysis of full year forecast against the budget and prior forecast.
+ Meet reporting deadlines monthly/quarterly/annually in accordance with the financial calendar.
+ Process enhancements by effectively leveraging the potential of core financial systems.
+ Support the development of the Long-Range Financial Plan and Annual Operating Plan.
+ Prepare ad hoc reports and other analysis as requested.
+ Understanding and knowledge of AUS Generally Accepted Accounting Principles (GAAP)/Accounting
+ Uses foundational understanding of key financial metrics and financial analyses to actively participate in planning and forecasting.
**Skills, Experience and Qualifications:**
+ Requires a University Degree in Finance, Accounting, or equivalent experience.
+ Minimum of 2 years prior relevant experience required.
+ Requires theoretical to advanced knowledge of Finance or Accounting.
+ Requires practical knowledge of projects, programs, or systems relevant to the business with the ability to make enhancements and leverage knowledge in daily work.
+ Strong analytical and problem-solving skills with an ability to facilitate a decision-making process.
+ Desirable - Professional qualifications, e.g. CPA, CA, or equivalent.
+ Desirable - Experience with enterprise planning software such as IBM Cognos TM1 (including TM1 Web).
This is your chance to belong to an inspiring team and build your career at a company that invests in your future.
Successful candidates must be an Australian citizen and/or able to obtain and maintain Australian Defence security clearance. Eligibility can be found at you are looking for a challenging and rewarding career access your next mission now by clicking on the "Apply" button below or contact us at
_RTX adheres to the principles of equal employment. All qualified applications will be given careful consideration without regard to ethnicity, color, religion, gender, sexual orientation or identity, national origin, age, disability, protected veteran status or any other characteristic protected by law._
**Privacy Policy and Terms:**
Click on this link ( to read the Policy and Terms
Raytheon Technologies is An Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status, age or any other federally protected class.

*** Hiring for Client Service Associates & Client Service Managers in PERTH ***
Looking for Experienced individuals within Wealth Management to join expanding financial planning teams as a Client Services Manager.
The roles offer exposure to all aspects of financial advice, including insurance, superannuation, investments, working alongside in-house professionals and specialist advisers.
Some of what you'll do:
Assist in preparing Statements of Advice and Records of AdviceLiaise with product providers to gather informationPrepare and lodge client applicationsMaintain accurate and compliant client filesHandle client inquiries and interact with administration platforms and fund managers
About You:
Bachelor's degree or Diploma of Financial Services (Financial Planning) preferredMin 1 years previous experience in a similar role within Financial Planning or Wealth Management desired.Strong Microsoft Office skills (Xplan or similar system knowledge is desired)Excellent communication and teamwork abilitiesDesire to help clients achieve their financial goalsStrong time management and multitasking skills
Benefits:Mentorship from experienced advisersOpportunities for professional developmentStrong social culture and supportive work environmentCompetitive remuneration package based on skills and experience
Send your CV to Sean at or apply via the portal.

Date Posted:

Country:

Australia

Location:

AUSSA121: Mawson Lakes SA, 1-11 Technology Drive, Mawson Lakes, SA, 5095, Australia

Position Role Type:

Unspecified

• Fast Paced Dynamic Work Environment
• Career Development Opportunities
• High calibre team with great benefits and professional development

Raytheon Australia is a trusted capability partner to the Australian Defence Force, providing technology solutions that protect and secure our sovereign projects.

Raytheon Australia is seeking smart and energised professionals with suitable skills that can join our financial planning team. At Raytheon Australia, we draw the brightest minds and give them opportunity, growth and work that excites them while continuously developing an environment for learning to maintain a highly skilled, world-class workforce.

The Financial Planning & Accounting (FP&A) Analyst is responsible for supporting the business through the coordination, preparation, reporting and provision of accurate and concise analysis of the company’s budgets and forecasts. The role supports the development of the company’s long-range financial plans and annual operations plans, functional overhead budgets (indirect and direct), preparation of the monthly financial reports for each business unit, coordination and explanation of monthly and year to date variances and insightful analysis of drivers of business performance.

You will join a local team and be backed with global expertise as well as a tailored professional development program to ensure you and your work are successful.

Key Responsibilities:

• Produce monthly management reporting for the company (monthly financial reports, monthly operations review packs, Leadership Team finance reports and functional overhead reports).
• Prepare financial metrics and analysis for management reviews and analysis of financial performance of the company business including forecasting and analysis of full year forecast against the budget and prior forecast.
• Meet reporting deadlines monthly/quarterly/annually in accordance with the financial calendar.
• Process enhancements by effectively leveraging the potential of core financial systems.
• Support the development of the Long-Range Financial Plan and Annual Operating Plan.
• Prepare ad hoc reports and other analysis as requested.
• Understanding and knowledge of AUS Generally Accepted Accounting Principles (GAAP)/Accounting
• Uses foundational understanding of key financial metrics and financial analyses to actively participate in planning and forecasting.

Skills, Experience and Qualifications:

• Requires a University Degree in Finance, Accounting, or equivalent experience.
• Minimum of 2 years prior relevant experience required.
• Requires theoretical to advanced knowledge of Finance or Accounting.
• Requires practical knowledge of projects, programs, or systems relevant to the business with the ability to make enhancements and leverage knowledge in daily work.
• Strong analytical and problem-solving skills with an ability to facilitate a decision-making process.
• Desirable - Professional qualifications, e.g. CPA, CA, or equivalent.
• Desirable - Experience with enterprise planning software such as IBM Cognos TM1 (including TM1 Web).

This is your chance to belong to an inspiring team and build your career at a company that invests in your future.

Successful candidates must be an Australian citizen and/or able to obtain and maintain Australian Defence security clearance. Eligibility can be found at

If you are looking for a challenging and rewarding career access your next mission now by clicking on the “Apply” button below or contact us at

RTX adheres to the principles of equal employment. All qualified applications will be given careful consideration without regard to ethnicity, color, religion, gender, sexual orientation or identity, national origin, age, disability, protected veteran status or any other characteristic protected by law.

Privacy Policy and Terms:

Click on this link to read the Policy and Terms

Alex Brown Strategic Financial Planners – Gawler East, SA

Are you an experienced financial planning professional who thrives in a client-focused role? At Alex Brown Strategic Financial Planners, we’re looking for a motivated Client Services Manager to join our boutique practice and help us deliver an exceptional client experience.

About Us

We are a small, family-owned business committed to providing personalised financial advice that makes a genuine difference in our clients’ lives.

Being part of a boutique practice means you’ll gain exposure to a wide variety of responsibilities, making your work both diverse and rewarding. Unlike larger firms, you won’t be just a number – your contribution will have a real and lasting impact on our clients and our business.

The Role

As a Client Services Manager, you’ll support our advisers and ensure clients enjoy a seamless, high-quality experience. This role is ideal for someone with initiative, strong attention to detail, and a passion for service excellence.

Key responsibilities include:

• Managing client relationships with warmth and professionalism

• Coordinating and preparing client review meetings and documentation

• Liaising with product providers and following up applications, withdrawals, and transfers

• Maintaining compliance and accurate record-keeping

• Supporting advisers with strategy implementation and client follow-up

About You

To succeed in this role, you will bring:

• At least 2 years’ experience in financial planning client services

• Strong organisational skills with the ability to prioritise competing deadlines

• Excellent written and verbal communication skills

• A client-first mindset and proactive problem-solving approach

• A positive attitude and willingness to contribute to a close-knit team

Why Join Us?

• Work directly alongside an experienced financial adviser and gain insight across the full financial planning process.

• Gain exposure to a wide variety of client situations – from SMSFs and insurance to retirement planning and Centrelink advice – keeping your work both interesting and rewarding.

• A supportive and friendly workplace where your efforts are recognised and valued.

• Opportunities to develop your skills and grow your career in financial planning support.

How to Apply

If you’re ready to take the next step in your financial planning career and want to be part of a team where your contribution truly matters, we’d love to hear from you.

Apply now via SEEK with your resume and a brief cover letter outlining why you’d be a great fit.

We are open to part-time applicants.