Financial Planner jobs in Melbourne VIC
• The average pay for Financial Planner jobs in Melbourne VIC is $99K per year.
• Entry-level positions start at $55K per year, while the most experienced workers can earn up to $201K per year.
• 18 companies are currently advertising Financial Planner jobs in Melbourne VIC including People Group, Michael Page, Fuse Recruitment, Berritta Consulting and Engage Personnel.
• Top skills include FINANCIAL SERVICES, STRATEGIC PLANNING, CPA, MICROSOFT WORD and LOANS.
• Entry-level positions start at $55K per year, while the most experienced workers can earn up to $201K per year.
• 18 companies are currently advertising Financial Planner jobs in Melbourne VIC including People Group, Michael Page, Fuse Recruitment, Berritta Consulting and Engage Personnel.
• Top skills include FINANCIAL SERVICES, STRATEGIC PLANNING, CPA, MICROSOFT WORD and LOANS.
Showing 1 - 20 of 25 jobs
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Posted 22d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide holistic financial advice tailored to clients'' needs and goals.
- Build and maintain strong relationships with new and existing clients.
- Support clients through digital platforms and ensure compliance with performance objectives.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
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Key points we found
- Provide tailored personal advice solutions on superannuation products.
- Build and maintain strong relationships with clients to meet their needs.
- Ensure advice recommendations are compliant and tailored to clients' objectives.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$135k - $157k
Pay information not disclosed by advertiser
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
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Deliver high-quality intra-fund and retirement advice to members via phone.
- Understand member needs and simplify complex financial concepts.
- Maintain strong relationships with referral sources.
Posted 11d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Lead the annual budgeting and forecasting process across multiple programs.
- Deliver clear and insightful financial analysis, modelling, and scenario planning.
- Support government funding submissions and reporting requirements.
Expiring in 2d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
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 4d ago
Full time
·
Permanent
Similar jobs pay
~$60k - $80k
Pay information not disclosed by advertiser
Key points we found
- Entry level position focused on learning and development in Financial Planning.
- Assist financial advisers with client administration and investment recommendations.
- Opportunity to build a career with a view towards full qualification.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
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.
Posted 24d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $150k
Pay information not disclosed by advertiser
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.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$165k - $275k
Pay information not disclosed by advertiser
Key points we found
- Serve as trusted advisors to high net worth individuals and families, corporate executives, and select institutions.
- Deliver customized wealth management strategies and investment advice based on client needs.
- Build and develop new business opportunities while enhancing investment acumen.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Serve as the liaison for clients regarding inquiries and provide team support.
- Analyze and monitor client portfolios, assisting with managing client relationships.
- Drive compliance requirements and assist clients with asset transfers.
Posted 11d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Join a leading specialist advisory firm to guide clients through financial challenges.
- Provide expert advice and negotiate solutions for individuals and businesses.
- Be part of a supportive team that values growth and contributions.
Posted 35d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $150k
Pay information not disclosed by advertiser
Key points we found
- Lead and manage a team of superannuation advisors to provide high quality personal advice.
- Ensure compliance and operational efficiency within the superannuation advice team.
- Develop and maintain key internal and external relationships to enhance service delivery.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$100k - $130k
Pay information not disclosed by advertiser
Key points we found
- Join a large organisation undergoing transformation with a focus on innovation and collaboration.
- Leverage advanced analytics and financial modelling to enhance labour productivity and support strategic decisions.
- Develop executive dashboards and reporting to translate complex data into actionable insights.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Serve as the liaison for clients regarding inquiries and provide team support.
- Analyze and monitor client portfolios, assisting with managing client relationships.
- Drive compliance requirements and assist clients with asset transfers.
Posted 49d ago
Full time
·
Permanent
Similar jobs pay
~$110k - $130k
Pay information not disclosed by advertiser
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 35d ago
Full time
·
Permanent
Similar jobs pay
~$180k - $200k
Pay information not disclosed by advertiser
Key points we found
- Provide strategic labour insights using advanced analytics and financial modelling.
- Design and improve labour cost models to enhance productivity.
- Act as a trusted advisor to senior executives on labour analytics.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$60k - $80k
Pay information not disclosed by advertiser
Key points we found
- Opportunity to grow your career in financial planning as an Associate at Findex.
- Work under the mentorship of a Wealth Partner to build skills towards becoming a Financial Adviser.
- Enjoy a compressed work fortnight and access to career development programs.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$110k - $130k
Pay information not disclosed by advertiser
Key points we found
- Analyse financial and operational data to generate insights that influence business strategy.
- Prepare and deliver reports, forecasts, and budgets to drive growth and performance.
- Conduct market analysis to uncover trends and opportunities for business expansion.
Posted 30d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Act as the initial point of contact for an assigned client portfolio.
- Prepare strategy documents and assist with strategic financial planning.
- Support Advisers in meeting obligations related to Ongoing Service Agreements.