Financial Planner jobs in Melbourne VIC
27 jobs
Sort by
Posted 15d 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 8d 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 1d ago
Senior Private Wealth Adviser
ANZ
Melbourne VIC 3004•Full time
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
- Drive the delivery of complex advice solutions to ultra-high-net-worth customers.
- Build and grow business through portfolio management and successful relationships.
- Deliver strategic financial advice while managing referrals effectively.
Posted 1d ago
Private Wealth Adviser/ Associate
ANZ
Melbourne VIC 3004•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Support Senior Private Wealth Advisers in managing client relationships.
- Provide high-quality retail financial advice aligned with clients' values and goals.
- Adhere to legal and regulatory requirements while executing investment transactions.
+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 9d 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.
Posted 1d ago
Private Wealth Adviser - Associate
UniSuper
Melbourne VIC 3004•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Support Senior Private Wealth Advisers in delivering financial planning advice.
- Prepare and coordinate advice documentation and client presentations.
- Maintain compliance with governance standards and contribute to quality assurance.
Posted 2d ago
Finance Business Partner - Immediate Start
Michael Page
Melbourne VIC 3004•Full time
~$140k - $160k(Estimated)
KEY POINTS WE FOUND
- Prepare financial analysis and reports to provide a clear view of business performance.
- Partner with stakeholders to discuss financial results and support informed decision-making.
- Develop and maintain financial models that support planning and reporting activities.
Posted 2d ago
Deal Structuring Specialist
Accenture
Melbourne VIC•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support sales teams in developing pricing proposals.
- Direct all aspects of deal structuring activities.
- Contribute to thought leadership on emerging trends.
Posted 10d 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.
+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.
+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
Posted 2d ago
Private Wealth Adviser
Kaizen Recruitment
Melbourne VIC 3004•Full time
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
- Manage and develop relationships with high-net-worth clients.
- Provide comprehensive financial advice focusing on investment strategy and portfolio construction.
- Contribute to new business development initiatives and client acquisition activities.
Posted 4d ago
Head of Treasury & Operations
Godfrey Group
Melbourne VIC 3004•Full time
~$150k - $200k(Estimated)
KEY POINTS WE FOUND
- Lead the treasury function for a growing private capital business.
- Design and implement liquidity frameworks and funding structures.
- Manage cash and liquidity while ensuring compliance with regulatory obligations.
Posted 11d ago
Senior Paraplanner x 2 | Permanent or Contract
Godfrey Group
Melbourne VIC 3004•Full time
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Support senior advisers in delivering high-quality advice
- Prepare and review personalised, compliant Statements of Advice (SoAs) and Records of Advice (RoAs)
- Build strong relationships with the team and key stakeholders, including accountants.
Posted 11d 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 3d ago
Finance Business Partner (ASX)
Michael Page
Chadstone VIC 3148•Full time
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver commercial analysis and insights to improve sales and profitability
- Lead budgeting, forecasting, management reporting and variance analysis activities
- Drive process improvements and reporting enhancements to improve business performance
Posted 3d ago
Finance Business Partner (Property Development)
Michael Page
Melbourne VIC 3004•Full time
~$100k - $150k(Estimated)
KEY POINTS WE FOUND
- Prepare and review financial analysis to support property development planning.
- Develop financial models to clarify project assumptions and costs.
- Provide clear financial information to stakeholders across the business.
Posted 3d ago
Financial Adviser
Kaizen Recruitment
South Eastern Suburbs Melbourne VIC•Full time
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Inherit an established portfolio of loyal clients.
- Provide comprehensive financial planning advice across a broad range of client needs.
- Collaborate with support staff to ensure efficient client outcomes.
Posted 4d ago
General Advice Specialist
Link Group
Docklands VIC 3008•Full time
~$70k - $90k(Estimated)
KEY POINTS WE FOUND
- Support members with general financial product advice regarding superannuation and retirement.
- Deliver high-quality member experiences while adhering to compliance and regulatory standards.
- Facilitate referrals to personal advice services when necessary.