Financial Services Administrator jobs in VIC
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+60d 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.
Expiring in 4d
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 41d 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 48d 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
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Support Senior Private Wealth Advisers in managing client relationships.
- Provide compliant retail financial advice to high-net-worth clients.
- Engage with referral partners and adhere to regulatory requirements.
+60d 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 8d ago
Full time
·
Permanent
Similar jobs pay
~$120k - $180k
Pay information not disclosed by advertiser
Key points we found
- Drive the delivery of complex advice solutions to ultra-high-net-worth customers.
- Build and grow business through portfolio management and successful relationships.
- Deliver strategic financial advice while managing referrals effectively.
Posted 2d 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 3d
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.
Posted 2d ago
Full time
·
Permanent
Similar jobs pay
~$180k
Pay information not disclosed by advertiser
Key points we found
- Develop and lead the financial planning and budgeting process.
- Prepare and analyse financial reports to support strategic decision-making.
- Collaborate with all departments to provide financial insights and business recommendations.
Posted 2d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Lead budgeting, forecasting, and long-range planning processes.
- Develop complex financial models to support strategic decision-making.
- Produce insightful management reports and KPI dashboards for stakeholders.
Posted 2d ago
Full time
·
Permanent
Similar jobs pay
~$150k - $160k
Pay information not disclosed by advertiser
Key points we found
- Develop and lead the financial planning and budgeting process.
- Prepare and analyse financial reports to support strategic decision-making.
- Collaborate with all departments to provide financial insights and business recommendations.
Posted 2d ago
Full time
·
Permanent
Similar jobs pay
~$130k - $150k
Pay information not disclosed by advertiser
Key points we found
- Provide financial analysis and insights to support business decisions.
- Develop and maintain financial models for forecasting and budgeting purposes.
- Collaborate with department heads to optimise financial performance and identify cost-saving opportunities.
Posted 2d 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.
Posted 2d ago
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Support the development and maintenance of professional standards and governance practices.
- Provide guidance and training to advice teams on policies and standards.
- Collaborate with stakeholders to enhance adherence to professional standards.
+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.
Posted 14d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Support Senior Private Wealth Advisers in delivering financial planning advice.
- Manage client review tasks and maintain compliance with AFSL requirements.
- Promote UniSuper Advice through events and member engagement.
+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 2d
Full time
·
Permanent
Similar jobs pay
~$120k - $180k
Pay information not disclosed by advertiser
Key points we found
- Proactively acquire and onboard HNW/UHNW clients
- Build and manage long-term, trusted client relationships
- Deliver tailored banking and wealth solutions aligned to client goals