Financial Planner jobs in Sydney NSW
17 jobs
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Posted 30d 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


Posted 30d 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
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Sydney NSW 2000•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 30d 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
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 1d ago
Private Executive
Westpac
Barangaroo NSW 2000•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.

+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 10d ago
Financial Adviser
Rest Super
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide personalised superannuation, insurance and retirement advice.
- Build strong relationships with members and deliver quality advice.
- Engage in proactive member education and advice initiatives.


Posted 57d ago
Group FP&A Analyst
Michael Page
Sydney CBD NSW•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Partner with executive leaders to shape strategic business decisions.
- Deliver consolidated forecasts, budgets, and management reporting.
- Collaborate with stakeholders to identify financial trends and risks.


Posted 18d ago
Finance Business Partner
Michael Page
Sydney CBD NSW•Full time
~$100k - $130k(Estimated)
KEY POINTS WE FOUND
- Drive strategic decisions through forecasting and insights.
- Partner with stakeholders to provide financial insights and advice.
- Manage budgeting, forecasting, and financial modelling activities.

+60d ago
Senior Financial Analyst - FP&A (Fixed Term Contract)
Ethos BeathChapman
Sydney NSW•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Join a leading financial services organisation on a 6-9 month fixed-term contract.
- Deliver meaningful analysis and performance reporting to support strategic decision-making.
- Collaborate with finance teams to improve performance management and decision support capabilities.
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 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.


Posted 53d 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.

+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
Intra-Fund Financial Adviser
Rest
Sydney NSW 2000•Full time
~$80k - $120k(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.
- Act in the best interest of the member and comply with all regulatory requirements.