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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.
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Expiring in 1d
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.
Expiring in 1d
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 2d ago
Full time · Permanent
Similar jobs pay ~$80k - $120k

Pay information not disclosed by advertiser

Key points we found

  • Build and nurture trusted relationships with clients.
  • Deliver holistic financial advice while maintaining compliance.
  • Identify and pursue new client and business opportunities.
Posted 3d ago
Full time · Permanent
Similar jobs pay ~$100k - $150k

Pay information not disclosed by advertiser

Key points we found

  • Perth based Financial Adviser role with long term equity potential.
  • Work with high-net-worth clients with an average client balance of $3 million+.
  • Relocation support available for candidates from other major cities.
Expiring in 1d
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 1d
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 1d
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Entry level position focused on learning and development in Financial Planning.
  • Assist financial advisers with client administration and investment recommendations.
  • Opportunity to build a career with a view towards full qualification.
Expiring in 1d
Full time · Permanent
Similar jobs pay ~$80k - $100k

Pay information not disclosed by advertiser

Key points we found

  • Lead the annual budgeting and forecasting process across multiple programs.
  • Deliver clear and insightful financial analysis, modelling, and scenario planning.
  • Support government funding submissions and reporting requirements.
Expiring in 1d
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 1d
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.
Expiring in 1d
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 1d
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 1d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Engage with customers to understand their banking needs and provide tailored solutions.
  • Work towards sales and referral targets while maintaining excellent customer service.
  • Receive comprehensive training and support to develop your banking knowledge and skills.
Expiring in 1d
Full time · Permanent
Similar jobs pay ~$180k - $200k

Pay information not disclosed by advertiser

Key points we found

  • Provide strategic labour insights using advanced analytics and financial modelling.
  • Design and improve labour cost models to enhance productivity.
  • Act as a trusted advisor to senior executives on labour analytics.
Expiring in 1d
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 4d ago
Full time · Permanent
Similar jobs pay ~$60k - $80k

Pay information not disclosed by advertiser

Key points we found

  • Start your career in financial services with a structured graduate program.
  • Build foundational skills in a supportive and inclusive team environment.
  • Access to a range of benefits and opportunities for career growth.
Expiring in 1d
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 1d
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 1d
Full time · Permanent
Similar jobs pay ~$70k - $90k

Pay information not disclosed by advertiser

Key points we found

  • Join a leading specialist advisory firm to guide clients through financial challenges.
  • Provide expert advice and negotiate solutions for individuals and businesses.
  • Be part of a supportive team that values growth and contributions.