Financial Planning Analyst

Brisbane CBD, Award-Winning and prestigious financial & wealth business, Immediate Start - with Attractive Salary.

Global Synergy have partnered with a highly regarded and Award-Winning Financial Advisory and Wealth Management business.

We are looking to attract a tech savvy Financial Planning Analyst with excellent communication skills to join this dynamic and strategic oriented team of business professionals in Brisbane. Wealth Management is a key division of the business, with the immediate need to engage a professional to analyse, research and contribute to a new technology strategy, tools and processes for Wealth Management & Financial Planning.


To be successful in this role; your skills & exp will include -

  • Ability to grasp an understanding of business requirements, for Financial Planning tools
  • Practical experience in an environment with tools such as CRM, Statement of Advice Tools, Coin +, Wealth Management Solutions (desired)
  • Tertiary qualifications in finance, IT or a related discipline (desired)
  • Make recommend solutions for financial planning strategies
  • Must have prior experience in the financial services industry, as a Financial Planner
  • Exp in Business Analysis, Project Leadership, Solution Analysis processes
  • Agile Project methodologies
  • Strong stakeholder engagement skills at all levels and ability to proactively elicit and manage business and functional requirements
  • Proven success in your ability to work successfully as part of a team and individually
  • Natural and effective problem solver
  • Strong attention to detail
  • Ability to self-manage demanding business workloads


This role will be based in the Brisbane City office, with some opportunity to also work autonomously for the right person.  Looking to commence this role immediately on an attractive figure full-time salary basis which will be fixed term for just over 6 months initially, with view for extending this.

Is this is sounding like the right opportunity for you, and would like to know more

09/11/2020 $0 Brisbane 1 Banking & Financial Services
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