Financial Planner jobs
60 jobs
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Posted 2d ago
Financial Adviser
Bentley Recruitment Pty Ltd
Australia•Full time
~$180k(Estimated)
KEY POINTS WE FOUND
- Join a well-established boutique financial planning practice
- Manage an established risk insurance client base
- Provide personal risk advice and develop tailored strategies
+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 9d ago
Financial Adviser
COLONIAL FIRST STATE
Hawthorn East VIC 3123•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Deliver financial advice to CFS direct customers on investment and superannuation needs.
- Collaborate with referral channels to enhance customer access to advice.
- Contribute to the growth of the Super Advice business by improving advice delivery.
Posted 24d 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
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 39d 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.
+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.
+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 31d 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.
Posted 31d 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 31d 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.
Posted 2d 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.
Posted 2d ago
Private Executive
Westpac
Melbourne VIC 3004•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.
Posted 3d 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 17d 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 10d 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 4d 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.
+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.