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 27 jobs
Sort by
Relevance
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
[]
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.
Posted 9d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Support 3 Senior Advisers in managing client portfolios and financial planning operations.
- Assist with trade execution, client communications, and documentation preparation.
- Ensure compliance processes and client relationship management are maintained.
Posted 55d 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.
+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.
Posted 42d 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 13d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $150k
Pay information not disclosed by advertiser
Key points we found
- Lead financial planning and analysis for the Fund.
- Deliver decision-ready insights and performance storytelling for senior leadership.
- Drive standardisation and automation in financial processes.
Posted 8d 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.
Posted 51d 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
·
Permanent
Similar jobs pay
~$120k - $150k
Pay information not disclosed by advertiser
Key points we found
- Manage and control all indirect project cost categories in accordance with approved budgets.
- Prepare and maintain accurate forecasts, including Forecast Final Cost for indirects.
- Support change management processes by assessing indirect cost impacts of scope or program changes.
Posted 2d 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.
Posted 16d ago
Full time
·
Contract
Similar jobs pay
~$130k - $150k
Pay information not disclosed by advertiser
Key points we found
- Act as a trusted finance partner to senior business leaders.
- Own financial performance management for the division, including budgeting and forecasting.
- Drive continuous improvement in working capital and financial efficiency.
+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.
+60d 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 40d 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.
Posted 18d ago
Full time
·
Contract
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Provide support and strategic advice to Advisors, Partners, and Clients.
- Generate tailored advice documents within agreed time frames.
- Collaborate with team members to formulate investment strategies.
Posted 18d ago
Full time
·
Contract
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide quality and compliant paraplanning services to Advisers and clients.
- Collaborate with team members to formulate advice strategies for optimal client outcomes.
- Lead and coach junior team members while meeting quality and productivity targets.
Posted 5d ago
Full time
·
Permanent
Similar jobs pay
~$130k - $140k
Pay information not disclosed by advertiser
Key points we found
- Prepare and analyse financial reports to support business decision-making.
- Collaborate with various departments to provide insights on financial performance.
- Assist in the preparation of budgets and forecasts.
Posted 5d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Partner with key stakeholders to enhance financial performance.
- Analyse pricing, cost drivers, and product mix to identify risks and opportunities.
- Develop financial models to support forecasts and strategic decisions.
Posted 27d 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.