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Financial Services Administrator jobs in VIC

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+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.
+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 ~$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.
+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 ~$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.
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.
Posted 2d ago
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.
Posted 2d ago
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.
Posted 55d 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 18d 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 26d ago
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.
+60d ago
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.
Posted 18d 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 26d ago
Full time · Permanent
Similar jobs pay ~$120k - $150k

Pay information not disclosed by advertiser

Key points we found

  • Lead and manage a team of superannuation advisors to provide high quality personal advice.
  • Ensure compliance and operational efficiency within the superannuation advice team.
  • Develop and maintain key internal and external relationships to enhance service delivery.
Posted 57d ago
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.
Posted 56d ago
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.
Posted 40d 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.
Posted 13d 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 ~$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.