Financial Planner jobs
65 jobs
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Posted 25d ago
Finance Business Partner
Michael Page
Glen Waverley VIC 3150•Full time
~$150k - $175k(Estimated)
KEY POINTS WE FOUND
- Collaborate across departments to provide financial insights and recommendations
- Support budgeting and forecasting processes to ensure alignment with business goals
- Analyse financial performance and identify areas for improvement
Posted 41d ago
FP&A Transformation Leader | Shape Finance Strategy & Impact
Michael Page
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.
+60d ago
Intra-Fund Financial Adviser - 12 Month Fixed Term Contract
Rest
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.
Posted 25d ago
Senior Financial Advisor
Davies Stewart
Adelaide SA 5000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide tailored financial advice and strategies to clients.
- Build and maintain strong, long-term client relationships.
- Collaborate with internal teams to deliver comprehensive solutions.
Posted 32d ago
Financial Adviser
WOODS & CO RECRUITMENT
Melbourne VIC 3004•Full time
~$120k - $140k(Estimated)
KEY POINTS WE FOUND
- Deliver tailored financial advice across superannuation, life insurance, and risk products
- Attend pre-scheduled client meetings and provide expert recommendations
- Build long-term client relationships based on trust and quality advice
+60d ago
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.
+60d ago
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$135k - $157k(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.
+60d ago
Financial Adviser
Link Group
Docklands VIC 3008•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Deliver high-quality, compliant financial advice to superannuation fund members via telephone.
- Conduct structured needs analysis to understand member circumstances, goals and objectives.
- Support and mentor junior advisers while collaborating with paraplanning and compliance teams.
Posted 40d ago
First Nations - Financial Services Future Talent Program
CommBank
Sydney CBD NSW•Full time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Join a 12-month program designed for First Nations job seekers.
- Gain exposure to diverse career pathways in Financial Services.
- Develop professional skills in a supportive and culturally safe environment.
Posted 3d ago
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.
Posted 18d ago
Senior Finance Business Partner
Michael Page
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.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Brisbane QLD 4000•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.
Posted 11d ago
Financial Adviser (Risk/Insurance)
Godfrey Group
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Join a new Risk Advice team in a growing financial advisory firm
- Provide quality financial advice to high-net-worth clients
- Collaborate with Wealth Advisers to enhance client relationships
Posted 18d ago
Associate Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k(Estimated)
KEY POINTS WE FOUND
- Support Lead Adviser with client relationship management
- Prepare strategy, modelling and product comparisons
- Draft SOAs and ROAs with internal paraplanners
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Perth WA 6000•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.
Posted 18d ago
Finance Business Partner - Property Development
Michael Page
Prahran VIC 3181•Full time
~$100k - $130k(Estimated)
KEY POINTS WE FOUND
- Provide financial analysis and insights to support business decisions.
- Collaborate with stakeholders to develop budgets and forecasts.
- Prepare and present financial reports to senior management.
Posted 18d ago
Pricing Analyst
Michael Page
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.
+60d ago
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.
Posted 18d ago
Senior Financial Analyst
Michael Page
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
+60d ago
Financial Advisor
Wood Recruitment
Perth WA 6000•Full time
~$240k - $300k(Estimated)
KEY POINTS WE FOUND
- Build and manage long-term client relationships
- Conduct client meetings and deliver tailored financial advice
- Ensure compliance with ASIC and legislative requirements