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Financial Planner jobs in Sydney NSW

17 jobs

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Paraplanner, Perpetual Wealth Management

Perpetual Limited

Sydney NSW 2000•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Join a collaborative Paraplanning team for a 12-month contract.
Provide support and strategic advice to Advisors and Clients.
Generate tailored advice documents and meet quality targets.

Senior Finance Business Partner

Sydney NSW 2000•Full time

~$120k - $150k(Estimated)

KEY POINTS WE FOUND

Collaborate with stakeholders to develop financial strategies.
Prepare and analyse financial reports for decision-making.
Support budgeting and forecasting activities.

Senior Paraplanner, Perpetual Wealth Management

Perpetual Limited

Sydney NSW 2000•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
Collaborate with team members to formulate advice strategies and generate tailored advice documents.
Lead and coach junior team members while preparing financial calculations and attending client meetings.

Senior Financial Analyst

Sydney CBD NSW•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Shape key financial decisions across a major NSW Government organisation
Prepare and analyse financial reports to support organisational objectives
Collaborate with internal teams to streamline financial processes

Pricing Analyst

Sydney NSW 2000•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Analyse market trends and competitor pricing to inform strategic decisions.
Develop and implement pricing models that align with business goals.
Collaborate with cross-functional teams to ensure pricing strategies are effectively executed.

Private Executive

Barangaroo NSW 2000•Full time

~$120k - $180k(Estimated)

KEY POINTS WE FOUND

Build and manage relationships with High Net Worth clients.
Support clients with banking, lending, and wealth needs.
Collaborate with specialists to deliver integrated client experiences.

Financial Adviser

Sydney NSW 2000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Provide personalised superannuation, insurance and retirement advice.
Build strong relationships with members and deliver quality advice.
Engage in proactive member education and advice initiatives.

Associate Advisor - Private Wealth Management

Anton Murray Consulting

Sydney NSW 2000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Join a tier-one Private Wealth Advisory Firm as an Associate Advisor in Sydney.
Support leading private client advisers and their high-net-worth clients.
Contribute to investment analysis, client reviews, and business development initiatives.

Senior Financial Analyst - FP&A (Fixed Term Contract)

Ethos BeathChapman

Sydney NSW•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Join a leading financial services organisation on a 6-9 month fixed-term contract.
Deliver meaningful analysis and performance reporting to support strategic decision-making.
Collaborate with finance teams to improve performance management and decision support capabilities.

Finance Business Partner

Sydney CBD NSW•Full time

~$100k - $130k(Estimated)

KEY POINTS WE FOUND

Drive strategic decisions through forecasting and insights.
Partner with stakeholders to provide financial insights and advice.
Manage budgeting, forecasting, and financial modelling activities.

Group FP&A Analyst

Sydney CBD NSW•Full time

~$90k - $120k(Estimated)

KEY POINTS WE FOUND

Partner with executive leaders to shape strategic business decisions.
Deliver consolidated forecasts, budgets, and management reporting.
Collaborate with stakeholders to identify financial trends and risks.

Advice Manager

Sydney NSW 2000•Full time

~$120k - $150k(Estimated)

KEY POINTS WE FOUND

Lead a geographically dispersed team of Financial Planners and Senior Financial Planners.
Drive high-quality Personal Advice outcomes and enhance customer financial wellbeing.
Champion the adoption of digital tools to improve adviser productivity.

Intra-Fund Financial Adviser - 12 Month Fixed Term Contract

Sydney NSW 2000•Full time

~$80k - $100k(Estimated)

KEY POINTS WE FOUND

Provide high-quality superannuation, insurance and intra-fund advice to members.
Engage members via phone, webchat or video conference and attend employer work sites for face-to-face advice when required.
Comply with administration and record-keeping obligations while keeping up to date with legislation and industry changes.

Intra-Fund Financial Adviser

Sydney NSW 2000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Provide high quality superannuation, insurance and intra-fund advice to members.
Engage members via phone, webchat or video conference and attend employer work sites for face-to-face advice when required.
Act in the best interest of the member and comply with all regulatory requirements.

Financial Advisor - Sydney/Remote

Anton Murray Consulting

Sydney NSW 2000•Full time

~$135k - $159k(Estimated)

KEY POINTS WE FOUND

Deliver tailored financial advice in compliance with regulatory standards.
Conduct fact-finding interviews and prepare Statements of Advice (SOAs).
Collaborate with compliance teams to ensure client education and long-term relationship management.

Comprehensive Financial Adviser

Profusion Group

Sydney NSW 2000•Full time

~$80k - $120k(Estimated)

KEY POINTS WE FOUND

Provide holistic financial advice to members.
Build and maintain strong relationships with clients.
Stay updated with legislative changes impacting financial advice.

FP&A Transformation Leader | Shape Finance Strategy & Impact

Sydney NSW 2000•Full time

~$150k - $200k(Estimated)

KEY POINTS WE FOUND

Lead finance transformation programmes for large enterprises.
Enhance reporting and performance management frameworks.
Build relationships with finance and business leaders.