Financial Planner jobs in Sydney NSW
• The average pay for Financial Planner jobs in Sydney NSW is $96K per year.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $195K per year.
• 19 companies are currently advertising Financial Planner jobs in Sydney NSW including LAWSON ELLIOTT, Berritta Consulting, Michael Page, Randstad and Insignia Financial.
• Top skills include CPA, FINANCIAL SERVICES, STRATEGIC PLANNING, FINANCIAL STATEMENTS and QUOTING.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $195K per year.
• 19 companies are currently advertising Financial Planner jobs in Sydney NSW including LAWSON ELLIOTT, Berritta Consulting, Michael Page, Randstad and Insignia Financial.
• Top skills include CPA, FINANCIAL SERVICES, STRATEGIC PLANNING, FINANCIAL STATEMENTS and QUOTING.
Showing 1 - 20 of 21 jobs
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Posted 30d ago
Permanent
$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 20d 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.
Posted 8d ago
Full time
·
Permanent
$85,000 - $105,000
Key points we found
- Conduct in-depth client consultations to understand financial objectives and aspirations.
- Design and deliver personalised financial strategies including superannuation, retirement, and investments.
- Build and nurture lasting client relationships through regular plan reviews and adjustments.
Posted 13d ago
Permanent
$150,000 - $190,000
Above avg.
Key points we found
- Manage an established portfolio of approximately 50 wholesale and High Net Worth clients.
- Deliver holistic financial advice across various areas including superannuation and tax strategies.
- Collaborate with internal teams to ensure compliance and high-quality service delivery.
Expiring in 3d
Full time
·
Permanent
Similar jobs pay
~$140k - $160k
Pay information not disclosed by advertiser
Key points we found
- Manage relationships with approximately 50 wholesale and HNW clients
- Provide advice across investments, superannuation, SMSFs, and trusts
- Maintain best-practice compliance and support process improvements
Posted 3d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $150k
Pay information not disclosed by advertiser
Key points we found
- Develop and implement comprehensive financial plans tailored to clients’ goals.
- Advise high-net-worth clients on investments, retirement planning, and tax strategies.
- Build and maintain strong, long-term client relationships through proactive communication.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
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.
+60d ago
Full time
·
Contract
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
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
Full time
·
Permanent
Similar jobs pay
~$135k - $159k
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
~$246k - $343k
Pay information not disclosed by advertiser
Key points we found
- Deliver robust financial plans and forecasts
- Manage business performance reporting and analysis
- Lead and develop the financial planning team
Expiring in 3d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Manage a portfolio of ongoing advice clients
- Conduct client review meetings and maintain strong relationships
- Assist with strategy development across wealth accumulation and retirement planning
Posted 8d ago
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Join a growing financial advice business in the CBD.
- Work closely with advisors and clients to provide outstanding financial advice.
- Support client communication and assist in preparing financial reports.
Expiring in 1d
Full time
·
Permanent
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.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$81k - $143k
Pay information not disclosed by advertiser
Key points we found
- Join a tier-one Private Wealth Advisory Firm as an Associate Advisor.
- Support leading private client advisers and their high-net-worth clients.
- Contribute to investment analysis, client reviews, and business development initiatives.
Posted 50d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide financial analysis to support strategic decisions within the supply chain division.
- Prepare and manage budgets, forecasts, and variance analysis to ensure financial targets are met.
- Collaborate with cross-functional teams to identify cost-saving opportunities and operational efficiencies.
Posted 4d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $180k
Pay information not disclosed by advertiser
Key points we found
- Join a senior Sales and Distribution team within a leading Australian institutional equities platform.
- Focus on building relationships with High Net Worth investors and family offices, particularly in the Mandarin and Cantonese-speaking markets.
- Leverage the firm's research product to generate new business opportunities and expand distribution capabilities.
Posted 4d ago
Full time
·
Permanent
Similar jobs pay
~$100k - $130k
Pay information not disclosed by advertiser
Key points we found
- Support the development and execution of Mercer Super’s advice strategy.
- Build and maintain relationships with advisers and internal partners.
- Oversee service delivery and governance across advice-related activities.
Posted 13d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide quality, compliant and timely paraplanning services and strategic advice support to Advisers and clients.
- Collaborate with team members to formulate advice strategies and generate tailored advice documents.
- Lead and coach junior team members while preparing financial calculations and attending client meetings.
Posted 22d 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.
Expiring in 1d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Work across the full advice lifecycle including strategy development and implementation.
- Build and maintain relationships with clients in an established portfolio.
- Prepare high-quality Statements of Advice (SoAs) and manage compliance.