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 25 jobs
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Posted 25d ago
Full time
$120,000 - $130,000
Above avg.
Key points we found
- Provide tailored superannuation advice to existing members over the phone or virtually.
- Conduct 4 - 5 meetings a day with full administrative support.
- Focus on delivering high quality advice without business development targets.
Posted 25d ago
Full time
$120,000 - $130,000
Above avg.
Key points we found
- Provide tailored superannuation advice to existing members over the phone or virtually.
- Conduct 4 - 5 meetings a day with full administrative support.
- Focus on delivering high quality advice without business development targets.
Posted 25d 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 36d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
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Key points we found
- Provide personalised financial advice focusing on superannuation and retirement planning.
- Build trusted relationships with members and prepare high-quality Statements of Advice.
- Collaborate with internal teams to enhance member experience and support business goals.
Posted 8d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Mentored by top financial advisors in a supportive environment
- Work with ultra-high-net-worth clients on complex financial strategies
- Collaborate with a dynamic team to deliver client-centric advice
Posted 8d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Work directly with ultra-high-net-worth clients across all aspects of financial advice and planning.
- Collaborate with senior advisors to develop tailored financial strategies and conduct investment research.
- Participate in client meetings and support the preparation of review documents.
Posted 24d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $150k
Pay information not disclosed by advertiser
Key points we found
- Inherit a high-quality book of high net worth clients.
- Deliver professional financial and investment guidance across various areas.
- Collaborate with Private Wealth Advisers and external partners to enhance client outcomes.
Expiring in 4d
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.
Expiring in 4d
Full time
·
Permanent
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 with members via phone, video, or face-to-face consultations.
- Comply with financial advice regulations and maintain accurate records.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Leverage existing infrastructure and referral sources to develop client relationships.
- Work collaboratively with the principal adviser on client advice.
- Deliver strategic and investment advice to high-net-worth clients.
Posted 5d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide holistic financial advice to members.
- Build and maintain strong relationships with clients.
- Stay updated with legislative changes impacting financial advice.
Expiring in 4d
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.
Expiring in 4d
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 4d
Full time
·
Contract
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Deliver high-quality intra-fund advice to members and their families.
- Prepare Statements of Advice and support members with advice implementation.
- Collaborate with internal teams to run outbound campaigns on targeted advice topics.
Expiring in 2d
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.
Expiring in 2d
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Drive financial performance across the business
- Produce monthly management accounts and oversee P&L reporting
- Conduct commercial analysis and manage month-end processes
Posted 15d ago
Casual/Holiday
·
Contract
Similar jobs pay
~$80k - $100k pro rata
Pay information not disclosed by advertiser
Key points we found
- Short-term project focused on simplifying and structuring content.
- Create streamlined, compliant Statement of Advice (SOA) templates.
- Utilise knowledge of Xplan and compliance standards.
Posted 16d ago
Full time
·
Permanent
Similar jobs pay
~$115k - $150k
Pay information not disclosed by advertiser
Key points we found
- Provide exceptional financial and insurance services to customers.
- Advise customers on finance and insurance options and assist with applications.
- Negotiate terms and maintain compliance with regulations.
Posted 17d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Join a team providing bespoke investment and financial advice to non-profit clients.
- Support Partners and Senior Financial Advisers with client deliverables and meetings.
- Contribute to risk and compliance management in a collaborative environment.
+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.