Financial Planner jobs in Melbourne VIC
20 jobs
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Posted 8d ago
Financial Adviser
COLONIAL FIRST STATE
Hawthorn East VIC 3123•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Deliver financial advice to CFS direct customers on investment and superannuation needs.
- Collaborate with referral channels to enhance customer access to advice.
- Contribute to the growth of the Super Advice business by improving advice delivery.
+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 23d 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 38d 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 1d ago
Private Executive
Westpac
Melbourne VIC 3004•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.
Posted 9d ago
Financial Planner
Insignia Financial
Docklands VIC 3008•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 coach colleagues.
Posted 3d ago
Head of Member Advice
Hostplus
Melbourne VIC 3004•Full time
~$150k - $200k(Estimated)
KEY POINTS WE FOUND
- Lead Hostplus' national advice function to enhance member retirement outcomes.
- Drive the evolution of advice delivery across various channels including digital and hybrid solutions.
- Manage key external advice providers and align services with broader strategic objectives.
+60d 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.
Posted 3d 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.
Posted 4d ago
FP&A Manager
Michael Page
Melbourne VIC 3004•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead the annual budgeting process and ongoing financial forecasting across the firm.
- Act as a trusted finance business partner to partners and senior management.
- Prepare and deliver monthly management reports and financial performance presentations.
+60d ago
Strategic Financial Adviser – Risk & Wealth
WOODS & CO RECRUITMENT
Melbourne VIC 3004•Part time
~$120k(Estimated)
KEY POINTS WE FOUND
- Take ownership of an established portfolio of clients
- Conduct structured annual client reviews and ongoing advice meetings
- Identify opportunities for broader strategic advice
+60d ago
Finance Business Partner - Entertainment
Michael Page
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide financial analysis and insights to guide strategic decisions.
- Collaborate with key stakeholders to develop and monitor budgets.
- Prepare financial reports and forecasts to support operational goals.
Posted 18d ago
Finance Business Partner - 12 Month FTC
Michael Page
Doncaster VIC 3108•Full time
~$130k - $150k(Estimated)
KEY POINTS WE FOUND
- Partner with stakeholders to provide commercial and financial advice.
- Lead budgeting, forecasting, and financial planning activities.
- Deliver monthly reporting and financial insights to senior stakeholders.
Posted 5d ago
Advice Manager
AIA
Melbourne VIC 3004•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
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 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.
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
+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.