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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
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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.
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+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.
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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.
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+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.
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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.
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+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.
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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.
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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.
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+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.
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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.
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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.
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+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.
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+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.
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+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.
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