Financial Planner jobs
60 jobs
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Posted 6d ago
Client Relationship Manager
Godfrey Group
Perth WA•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Manage a portfolio of Personal Health & Injury clients providing exceptional service.
- Liaise with families, advisers, and external stakeholders to meet client financial needs.
- Conduct compliance reviews and ensure adherence to trustee obligations.
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 7d ago
Junior Financial Adviser
Godfrey Group
NSW•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Support existing clients and drive growth through referrals
- Work closely with a Senior Adviser to enhance client relationships
- Contribute to the Financial Advisory team and participate in industry commentary
Posted 7d ago
Graduate - Financial Planning
RSMFS RSM Financial Services Pty Ltd
Australia•Full time
~$60k - $80k(Estimated)
KEY POINTS WE FOUND
- Entry level position focused on learning and development.
- Assist financial advisers with client administration and investment advice preparation.
- Opportunity to build a financial planning career with a view towards full qualification.
Posted 22d ago
Financial Advisor
Sawyer Sourcing
Albury NSW 2640•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Manage and develop trusted client relationships.
- Provide advice on superannuation, investments, retirement planning, and personal insurance.
- Collaborate with specialists to identify opportunities for new clients.
+60d ago
Financial Advisor
Wood Recruitment
Perth WA 6000•Full time
~$240k - $300k(Estimated)
KEY POINTS WE FOUND
- Build and manage long-term client relationships
- Conduct client meetings and deliver tailored financial advice
- Ensure compliance with ASIC and legislative requirements
Posted 15d ago
Senior FP&A Analyst (Energy)
Michael Page
Melbourne VIC 3004•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver financial planning, forecasting and commercial analysis across the business.
- Prepare monthly management reports and analyse financial performance against budget.
- Develop financial models to support pricing decisions and customer profitability analysis.
+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.
Posted 16d ago
Comprehensive Financial Adviser
Profusion Group
Sydney NSW 2000•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide holistic financial advice to members.
- Build and maintain strong relationships with clients.
- Stay updated with legislative changes impacting financial advice.
Posted 45d 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 54d 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
Private Client Adviser
Pitcher Partners
Hunter Valley NSW•Full time
~$136k - $182k(Estimated)
KEY POINTS WE FOUND
- Build strong, lasting client relationships while delivering strategic financial advice
- Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice
- Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage
+60d ago
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Brisbane QLD 4000•Full time
~$124k - $160k(Estimated)
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
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Sydney NSW 2000•Full time
~$135k - $159k(Estimated)
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(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 38d 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
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Melbourne VIC 3004•Full time
~$135k - $157k(Estimated)
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
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.
+60d ago
Private Client Adviser
Pitcher Partners
Newcastle NSW 2300•Full time
~$136k - $183k(Estimated)
KEY POINTS WE FOUND
- Build strong, lasting client relationships while delivering strategic financial advice
- Manage and grow a portfolio of high-calibre clients by providing tailored, strategic financial advice
- Lead the delivery of advice strategies from development through to implementation, ensuring compliance and high standards at every stage
Posted 38d 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