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 21 jobs
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Posted 24d ago
Full time
$150,000 - $170,000
Above avg.
Key points we found
- Provide holistic financial advice to clients
- Build long-term relationships and convert leads into clients
- Work with full administrative support to focus on client service
Posted 16d ago
Full time
·
Contract
$110,000 - $130,000
Above avg.
Key points we found
- Provide expert financial guidance to clients
- Develop customized financial plans and investment strategies
- Ensure compliance with relevant regulations
Posted 35d 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.
Expiring in 1d
Full time
·
Permanent
Similar jobs pay
~$125k - $140k
Pay information not disclosed by advertiser
Key points we found
- Prepare and analyse financial reports to support business decision-making.
- Develop and maintain financial models for forecasting and budgeting purposes.
- Collaborate with various departments to ensure financial alignment with business objectives.
Expiring in 2d
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.
Expiring in 3d
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.
Posted 14d 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 36d 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
~$130k - $150k
Pay information not disclosed by advertiser
Key points we found
- Own the annual budget, rolling forecasts, and long-range planning processes.
- Deliver monthly management reporting, including variance analysis, insights, and recommendations.
- Build and maintain robust financial models to support pricing, promotions, product launches, and growth initiatives.
Posted 36d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Build financial models and run scenario analyses to support adviser recommendations.
- Prepare high-quality SOAs, ROAs, and technical advice documents.
- Coordinate end-to-end implementation of advice strategies, ensuring accuracy and compliance.
Posted 23d 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 24d ago
Full time
·
Contract
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Drive, design and develop an advice process for planners.
- Ensure compliance and effectiveness of advice guidance materials.
- Communicate and support planners through regular engagement.
+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.
Expiring in 3d
Full time
·
Permanent
Similar jobs pay
~$125k - $135k
Pay information not disclosed by advertiser
Key points we found
- Own key FP&A cycles including month-end close and forecasting.
- Deliver financial analysis across operating costs and commercial spend.
- Collaborate with cross-functional teams to manage and influence P&L outcomes.
Posted 42d ago
Full time
·
Permanent
Similar jobs pay
~$140k - $150k
Pay information not disclosed by advertiser
Key points we found
- Serve as a trusted strategic advisor to senior leaders, translating complex financial data into clear insights.
- Lead budgeting, forecasting, long-term financial modelling, and scenario planning aligned to the organisation's commercial strategy.
- Collaborate with operational teams to improve financial performance and drive transformation initiatives.
Posted 42d ago
Full time
·
Permanent
Similar jobs pay
~$140k - $150k
Pay information not disclosed by advertiser
Key points we found
- Prepare and analyse financial reports to support strategic business decisions.
- Collaborate with cross-functional teams to develop budgets and forecasts.
- Monitor and evaluate financial performance against budgets and forecasts.
Posted 12d ago
Full time
·
Permanent
Similar jobs pay
~$110k - $115k
Pay information not disclosed by advertiser
Key points we found
- Prepare accurate financial forecasts and lead the annual budgeting cycle.
- Work closely with clinic leads to identify operational improvement opportunities.
- Conduct ad-hoc financial analysis and support the CFO with revenue insights.
Expiring today
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.
Expiring in 3d
Full time
·
Permanent
Similar jobs pay
~$85k - $125k
Pay information not disclosed by advertiser
Key points we found
- Support members with financial wellness through limited scope personal advice.
- Deliver high-quality advice via video conference, phone, and face-to-face meetings.
- Generate referrals for in-house Financial Planners and participate in marketing campaigns.
Posted 15d 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.