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Expiring in 4d
Investment Adviser (General Advice)
Brightday Australia Pty Ltd
Melbourne VIC 3000•Full time
$100k - $120k
Above avg
KEY POINTS WE FOUND
- Provide general financial product advice to clients regarding investments and superannuation.
- Conduct client meetings to discuss investment matters and provide information within authorised scope.
- Analyse investment products and market information to support senior advisers.
Posted 15d ago
Senior FP&A Analyst
Michael Page
Melbourne VIC 3004•Full time
$125k - $140k
KEY POINTS WE FOUND
- Provide financial analysis and insights to support strategic decision-making.
- Develop and manage financial models to forecast business performance.
- Business partner with key stakeholders to create budgets and monitor performance against targets.
Posted 31d ago
SMSF Specialist / Financial Adviser
FourQuarters Recruitment
Melbourne VIC 3004•Full time
$90k - $120k
KEY POINTS WE FOUND
- Join a boutique wealth management practice as an SMSF Specialist or Financial Adviser.
- Provide comprehensive SMSF advice and manage complex SMSF structures.
- Build and maintain strong client relationships while collaborating with a supportive team.
+60d ago
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Melbourne VIC 3004•Full time
$135k - $157k
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
Finance Business Partner
Michael Page
Bundoora VIC 3086•Full time
$110k - $130k
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 24d ago
Paraplanner, Perpetual Wealth
Perpetual Limited
Melbourne VIC 3004•Full time
$80k - $100k
KEY POINTS WE FOUND
- Join a collaborative and high-performing Paraplanning team
- Develop tailored advice strategies for clients
- Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs)
+60d ago
Financial Adviser
Link Group
Docklands VIC 3008•Full time
$80k - $120k
KEY POINTS WE FOUND
- Deliver high-quality, compliant financial advice to superannuation fund members via telephone.
- Conduct structured needs analysis to understand member circumstances, goals and objectives.
- Support and mentor junior advisers while collaborating with paraplanning and compliance teams.
+60d ago
Financial Adviser
Link Group
Docklands VIC 3008•Full time
$80k - $120k
KEY POINTS WE FOUND
- Deliver high-volume intrafund and retirement advice primarily over the phone.
- Conduct thorough online fact-finding to understand client circumstances and goals.
- Build and maintain strong relationships with internal and external referral partners.
Posted 39d ago
Private Wealth Adviser - Associate
UniSuper
Melbourne VIC 3004•Full time
$80k - $120k
KEY POINTS WE FOUND
- Support Senior Private Wealth Advisers in delivering financial planning advice.
- Contribute to client outcomes through preparation and coordination of advice.
- Maintain compliance with AFSL requirements and governance standards.
Posted 28d ago
Financial Planning & Analysis (FP&A) Lead
Australian Super
Melbourne VIC 3004•Full time
$120k - $150k
KEY POINTS WE FOUND
- Lead financial planning and analysis for the Fund.
- Deliver decision-ready insights and performance storytelling for senior leadership.
- Drive standardisation and automation in financial processes.
Posted 1d ago
Financial Adviser | Established Client Book | Melbourne Just posted!
Fuse Recruitment
Melbourne VIC 3000•Full time
$140k - $150k
KEY POINTS WE FOUND
- Manage an established client portfolio.
- Deliver strategic financial advice while maintaining long-term relationships.
- Collaborate with a support team to provide exceptional client experiences.
Posted 18d ago
Financial Analyst (Power BI/SQL)
Michael Page
Melbourne VIC 3004•Full time
$80k - $100k
KEY POINTS WE FOUND
- Transform and simplify the reporting environment for better decision-making.
- Build smarter reporting capability using Power BI and SQL.
- Drive automation and efficiency to enhance reporting processes.
Posted 18d ago
Rebates Analyst
Michael Page
Scoresby VIC 3179•Full time
$70k - $90k
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 18d ago
Senior FP&A Analyst - Systems & Reporting (ASAP Start)
Michael Page
Mordialloc VIC 3195•Full time
$100k - $130k
KEY POINTS WE FOUND
- Analyse financial data to support business planning and forecasting.
- Utilise D365 and Power BI for financial processes and reporting.
- Collaborate with cross-functional teams to align financial strategies.
Posted 26d ago
Senior FP&A Analyst | SaaS | Super Flexible | Temp to Perm
Michael Page
Cremorne VIC 3121•Full time
$150k - $180k
KEY POINTS WE FOUND
- Lead monthly forecasting, budgeting and long-range planning processes.
- Develop and maintain complex financial models supporting strategic initiatives and investment decisions.
- Deliver insights on key SaaS metrics including ARR, MRR, NRR, customer acquisition, retention and profitability.
Posted 35d ago
Finance Business Partner - Entertainment
Michael Page
Melbourne VIC 3004•Full time
$90k - $120k
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 48d ago
Strategic Financial Adviser – Risk & Wealth
WOODS & CO RECRUITMENT
Melbourne VIC 3004•Part time
$120k
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
Posted 12d ago
Private Executive
Profusion Group
Melbourne VIC 3004•Full time
$120k - $180k
KEY POINTS WE FOUND
- Proactively acquire and onboard HNW/UHNW clients
- Build and manage long-term, trusted client relationships
- Deliver tailored banking and wealth solutions aligned to client goals
+60d ago
Personal Banking Advisor - Caroline Springs, VIC
Westpac
Caroline Springs VIC 3023•Full time
$60k - $80k
KEY POINTS WE FOUND
- Permanent full-time opportunity at Westpac’s Caroline Springs branch
- Engage with customers to provide tailored banking solutions
- Receive comprehensive training and support to advance your career
Posted 5d ago
Financial Adviser (4-7 years post PY)
Kaizen Recruitment
Northern Suburbs Melbourne VIC•Full time
$80k - $120k
KEY POINTS WE FOUND
- Opportunity to take over an established client base.
- Supportive, team-driven culture with career growth opportunities.
- Provide strategic financial advice across various areas including superannuation and investments.