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+60d ago
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Brisbane QLD 4000•Full time
~$124k - $160k(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.
Posted 24d ago
Senior Financial Adviser - Insurance Specialist
Godfrey Group
Brisbane CBD QLD•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide risk-only advice over-the-phone and virtually.
- Conduct comprehensive reviews across all aspects of insurance including business risk.
- Manage a small team of Financial Advisers and direct workflow accordingly.
Posted 3d ago
Senior Private Wealth Adviser
UniSuper
Brisbane QLD 4000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver high-quality, complex financial advice to clients.
- Focus on business development and client engagement.
- Mentor Associate Advisers and contribute to advice innovation.
+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 18d ago
Paraplanner - Next step in your career
Profusion Group
Brisbane QLD 4000•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Join a boutique private wealth firm with a focus on high net worth clients.
- Contribute to financial advice strategies and portfolio management.
- Work in a supportive team environment with opportunities for mentorship.
Posted 12d ago
Senior Private Wealth Adviser
ANZ
Brisbane QLD 4000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Identify and understand high-net-worth customers'' needs.
- Deliver strategic financial advice and build relationships with clients.
- Proactively manage internal and external relationships to grow the Private Banking & Advice business.
Posted 25d 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 19d ago
Senior Private Banker
ANZ
Brisbane QLD 4000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Join the Brisbane Private Banking team as a Senior Private Banker or Private Banker based on experience.
- Manage a portfolio of high-value clients with complex needs, providing tailored financial solutions.
- Collaborate with specialists to deliver timely and relevant solutions for clients.
Posted 49d ago
Senior FP&A Analyst
Michael Page
Brisbane QLD 4000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead the Group''s budgeting, forecasting, and financial planning processes
- Develop and maintain financial models including P&L, Balance Sheet, and Cash Flow
- Provide financial management analysis of key Group KPIs and deliver actionable reporting