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Financial Planner jobs

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+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 26d 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.
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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 11d 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 12d 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.
Posted 4d 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 4d ago

Financial Accountant New

LAWSON ELLIOTT
Brisbane CBD QLD•Full time
~$110k - $120k(Estimated)
KEY POINTS WE FOUND
  • Opportunity for career development and growth in a dynamic environment
  • Key responsibilities include financial reporting, project accounting, and compliance
  • Ideal candidate will be CA/CPA qualified with strong Excel skills
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Posted 5d 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.
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Posted 5d 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.
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+60d ago

Finance Business Partner - Entertainment

Michael Page
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
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.
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+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.
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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.
+60d ago

Strategic Financial Adviser – Risk & Wealth

WOODS & CO RECRUITMENT
Melbourne VIC 3004•Part time
~$120k(Estimated)
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
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Posted 19d ago

Finance Business Partner - 12 Month FTC

Michael Page
Doncaster VIC 3108•Full time
~$130k - $150k(Estimated)
KEY POINTS WE FOUND
  • Partner with stakeholders to provide commercial and financial advice.
  • Lead budgeting, forecasting, and financial planning activities.
  • Deliver monthly reporting and financial insights to senior stakeholders.
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+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.
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Posted 19d 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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Posted 58d 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 5d 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 comprehensive training provided.
Posted 6d ago

Advice Manager

AIA
Melbourne VIC 3004•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.
Posted 6d 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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