Financial Planner jobs
65 jobs
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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
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Melbourne VIC 3004•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 3d ago
Paraplanner
Bentley Recruitment Pty Ltd
Australia•Full time
~$110k(Estimated)
KEY POINTS WE FOUND
- Support a team of advisers delivering high quality strategic advice
- Prepare simple, standard and complex SOAs and conduct research
- Career progression opportunities within a growing firm
Posted 4d ago
Advice Associates
AIA
Melbourne VIC 3004•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Provide comprehensive administrative support to Financial Planners in delivering Financial Advice.
- Assist in preparation for customer meetings and manage documentation.
- Continuously build knowledge of the Advice industry and complete mandatory learning.
Posted 4d ago
Client Service Manager
Godfrey Group
Sydney NSW 2000•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Provide high-quality client service to an established business.
- Engage with and manage relationships with long-term clients.
- Assist in providing seamless client service support to a team of Financial Advisers.
Posted 4d ago
Advice Associates
AIA
Brisbane QLD 4000•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Provide comprehensive administrative support to Financial Planners in delivering Financial Advice.
- Assist in preparation for customer meetings and manage documentation.
- Continuously build knowledge of the Advice industry and complete mandatory learning.
Posted 4d ago
Advice Associates
AIA
Sydney NSW 2000•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Provide comprehensive administrative support to Financial Planners in delivering Financial Advice.
- Assist in preparation for customer meetings and manage documentation.
- Continuously build knowledge of the Advice industry and complete mandatory learning.
Posted 4d ago
Paraplanner
UniSuper
Melbourne VIC 3004•Full time
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Genuine strategic paraplanning role where your expertise and ideas are valued.
- Work across retirement, investments, insurance and superannuation advice.
- Collaborate with experienced Advisers to develop tailored advice strategies.
Posted 12d ago
Deal Structuring Specialist
Accenture
Melbourne VIC•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support sales teams in developing pricing proposals.
- Direct all aspects of deal structuring activities.
- Contribute to thought leadership on emerging trends.
Posted 20d ago
Senior Manager FP&A
Ubank
Sydney NSW 2000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver robust financial plans and forecasts
- Support business strategy and performance reporting
- Lead and develop junior team members
Posted 11d ago
Senior Finance Business Partner | Engineering Consultancy
Michael Page
Melbourne VIC 3004•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Partner with Operations and Engineering leaders to provide financial insights.
- Lead budgeting, forecasting, and long-range planning processes.
- Deliver meaningful financial analysis and reporting.
Posted 19d ago
Financial Planner
Insignia Financial
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage the advice needs of existing clients and convert prospective clients.
- Proactively source and manage client referrals and relationships.
- Collaborate with team members to enhance client experience and drive productivity.
Posted 26d ago
Senior Finance Business Partner | ASX-Listed Company
Michael Page
Chadstone VIC 3148•Full time
~$140k - $150k(Estimated)
KEY POINTS WE FOUND
- Prepare and analyse financial reports to support strategic decision-making.
- Collaborate with sales, marketing, and operations to develop budgets and forecasts.
- Provide insights into business performance and identify areas for improvement.
Posted 4d ago
Associate Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k(Estimated)
KEY POINTS WE FOUND
- Join a growing independent financial advice practice in Brisbane.
- Support experienced advisers with strategy development and client engagement.
- Opportunity for career progression towards becoming a Financial Adviser.
Posted 4d ago
Private Executive
Westpac
Melbourne VIC 3004•Full time
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of High Net Worth and Ultra High Net Worth clients.
- Provide tailored banking, lending and wealth solutions.
- Build deep and enduring client relationships based on trust.
Posted 5d ago
Experienced Paraplanner | Professional Year Pathway
Profusion Group
Brisbane QLD 4000•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Join a respected Brisbane CBD private wealth firm as a paraplanner.
- Contribute to client outcomes through research and analysis.
- Prepare Statements of Advice and learn from experienced professionals.
Posted 6d ago
Asset & Wealth Management, Private Wealth Advisor, Vice President, Melbourne/Sydney
Goldman Sachs
Melbourne VIC•Full time
~$150k - $250k(Estimated)
KEY POINTS WE FOUND
- Serve as trusted advisors to high net worth individuals and families.
- Develop and implement comprehensive wealth management strategies.
- Build and maintain strong client relationships and networks.
+60d ago
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.
Posted 51d ago
Rebates Analyst
Michael Page
Scoresby VIC 3179•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Manage the end-to-end administration of customer rebate programs.
- Process recurring and ad hoc rebate payments within agreed service levels.
- Investigate and resolve discrepancies, exceptions, and payment issues.