Financial Planner jobs
62 jobs
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Posted 5d ago
Senior Paraplanner x 2 | Permanent or Contract
Godfrey Group
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support senior advisers in delivering high-quality advice
- Prepare and review personalised, compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
- Build strong relationships with the team and key stakeholders, including accountants.
Posted 5d ago
Advice Manager
AIA
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.
Posted 5d ago
Client Relationship Manager
Godfrey Group
Perth WA•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of Personal Health & Injury clients providing exceptional service.
- Liaise with families, advisers, and external stakeholders to meet client financial needs.
- Conduct compliance reviews and ensure adherence to trustee obligations.
Posted 6d ago
Junior Financial Adviser
Godfrey Group
NSW•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support existing clients and drive growth through referrals
- Work closely with a Senior Adviser to enhance client relationships
- Contribute to the Financial Advisory team and participate in industry commentary
Posted 6d ago
Graduate - Financial Planning
RSMFS RSM Financial Services Pty Ltd
Australia•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Entry level position focused on learning and development.
- Assist financial advisers with client administration and investment advice preparation.
- Opportunity to build a financial planning career with a view towards full qualification.
Posted 29d ago
Associate Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k(Estimated)
KEY POINTS WE FOUND
- Support advisers with quality advice preparation and research.
- Develop tailored financial strategies across various domains.
- Assist with portfolio construction and client communication.
Posted 21d ago
Financial Advisor
Sawyer Sourcing
Albury NSW 2640•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage and develop trusted client relationships.
- Provide advice on superannuation, investments, retirement planning, and personal insurance.
- Collaborate with specialists to identify opportunities for new clients.
+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
Posted 14d ago
Senior FP&A Analyst (Energy)
Michael Page
Melbourne VIC 3004•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver financial planning, forecasting and commercial analysis across the business.
- Prepare monthly management reports and analyse financial performance against budget.
- Develop financial models to support pricing decisions and customer profitability analysis.
+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
Private Client Adviser
Pitcher Partners
Newcastle NSW 2300•Full time
~$136k - $183k(Estimated)
KEY POINTS WE FOUND
- Build strong, lasting client relationships while delivering strategic financial advice
- Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice
- Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage
+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 37d 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 44d 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
Posted 15d 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.
+60d ago
Finance Business Partner
Michael Page
Bundoora VIC 3086•Full time
~$110k - $130k(Estimated)
KEY POINTS WE FOUND
- Lead and manage financial planning, reporting, and budgeting processes.
- Provide strategic advice and insights to support decision-making processes.
- Drive process improvements to enhance efficiency and effectiveness.
Posted 37d 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.
+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.
+60d ago
Private Client Adviser
Pitcher Partners
Hunter Valley NSW•Full time
~$136k - $182k(Estimated)
KEY POINTS WE FOUND
- Build strong, lasting client relationships while delivering strategic financial advice
- Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice
- Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage
+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.