Financial Planner jobs in VIC
• The average pay for Financial Planner jobs in VIC is $97K per year.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $201K per year.
• 23 companies are currently advertising Financial Planner jobs in VIC including People Group, Michael Page, Berritta Consulting, WOODS & CO RECRUITMENT and Macquarie Group.
• Top skills include STRATEGIC PLANNING, FINANCIAL SERVICES, MICROSOFT WORD, TRADING and CPA.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $201K per year.
• 23 companies are currently advertising Financial Planner jobs in VIC including People Group, Michael Page, Berritta Consulting, WOODS & CO RECRUITMENT and Macquarie Group.
• Top skills include STRATEGIC PLANNING, FINANCIAL SERVICES, MICROSOFT WORD, TRADING and CPA.
Showing 1 - 20 of 28 jobs
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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 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.
Expiring in 4d
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 today
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.
Expiring in 4d
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.
Expiring in 4d
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.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Support clients in achieving financial ambitions through tailored advice.
- Build and maintain strong client relationships as a trusted adviser.
- Monitor client portfolios and provide ongoing strategic guidance.
Expiring in 4d
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.
Expiring in 4d
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 4d
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 4d
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.
Expiring in 4d
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.
Expiring in 4d
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 in 4d
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.
Expiring in 4d
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.
Expiring in 4d
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.
Expiring in 4d
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.
Expiring in 4d
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.
Expiring in 4d
Full time
·
Temporary
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Partner with the Commercial Manager to align financial planning and budgeting with business strategy.
- Deliver financial insights and modelling to support commercial decision-making and profitability.
- Drive continuous improvement through process optimisation and mentoring stakeholders.
Expiring in 4d
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.