Financial Planner jobs
62 jobs
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Posted 15d ago
Associate Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k(Estimated)
KEY POINTS WE FOUND
- Join a growing independent financial advice practice in Brisbane.
- Support experienced advisers with strategy development and client engagement.
- Opportunity for career progression towards becoming a Financial Adviser.
Posted 1d ago
Personal Banking Advisor
Westpac
Cannonvale QLD 4802•Part time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Assist customers with their banking needs by offering tailored advice and solutions.
- Build strong relationships to ensure a positive banking experience.
- Work part-time, approximately 21.75 hours per week, with a focus on customer service.
Posted 9d ago
Deal Structuring Specialist
Accenture
Melbourne VIC•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support sales teams in developing pricing proposals.
- Direct all aspects of deal structuring activities.
- Contribute to thought leadership on emerging trends.
Posted 9d ago
First Nations - Financial Services Future Talent Program
CommBank
Sydney CBD NSW•Full time
~$50k - $70k(Estimated)
KEY POINTS WE FOUND
- Join a 12-month program designed for First Nations participants.
- Gain exposure to diverse career pathways in Financial Services.
- Develop professional skills in a supportive and culturally safe environment.
Posted 8d 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 2d 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.
Posted 9d 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 24d 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.
Posted 10d ago
Financial Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$110k(Estimated)
KEY POINTS WE FOUND
- Provide holistic financial advice across various areas including investments and retirement planning.
- Manage and grow an existing portfolio of clients while developing new business opportunities.
- Collaborate within a high-performing team culture to achieve professional growth.
+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.
+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 9d ago
Experienced Paraplanner | Professional Year Pathway
Profusion Group
Brisbane QLD 4000•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Join a respected Brisbane CBD private wealth firm as a paraplanner.
- Contribute to client outcomes through research and analysis.
- Prepare Statements of Advice and learn from experienced professionals.
Posted 2d 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 3d ago
Financial Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k - $135k(Estimated)
KEY POINTS WE FOUND
- Join a high-performing wealth advisory team managing complex, high-net-worth client portfolios.
- Deliver tailored investment, superannuation and tax strategies with dedicated support.
- Manage and grow relationships with HNW clients and prepare detailed, compliant advice.
Posted 3d 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
Associate
Findex
Canberra ACT 2600•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Opportunity to grow your career in financial planning as an Associate at Findex.
- Work under the mentorship of experienced Advisers and Partners to develop skills towards becoming a Financial Adviser.
- Enjoy a compressed work fortnight and a clearly defined career progression path.
Posted 17d 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 56d 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.
+60d ago
Commercial Finance Manager
Michael Page
Brisbane QLD 4000•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead budgeting, forecasting and financial planning.
- Develop automated reporting, dashboards and KPI frameworks.
- Analyse profitability, cash flow and key business drivers.