Financial Planner jobs
61 jobs
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+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 36d 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 52d 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.
Posted 43d 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 36d 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
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.
+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 29d 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
+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.
+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.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Perth WA 6000•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 29d ago
Associate Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$100k(Estimated)
KEY POINTS WE FOUND
- Support Lead Adviser with client relationship management
- Prepare strategy, modelling and product comparisons
- Draft SOAs and ROAs with internal paraplanners
Expiring today
Financial Planner
Insignia Financial
Sydney NSW 2000•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 drive productivity.
Posted 37d 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 22d 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.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Adelaide SA•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 29d 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
Brisbane QLD 4000•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 29d 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.