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Expiring in 3d
Investment Adviser (General Advice)
Brightday Australia Pty Ltd
Melbourne VIC 3000•Full time
$100k - $120k
Above avg
KEY POINTS WE FOUND
- Provide general financial product advice to clients regarding investments and superannuation.
- Conduct client meetings to discuss investment matters and provide information within authorised scope.
- Analyse investment products and market information to support senior advisers.
Posted 2d ago
Financial Adviser | Established Client Book | Melbourne New
Fuse Recruitment
Melbourne VIC 3000•Full time
$140k - $150k
KEY POINTS WE FOUND
- Manage an established client portfolio.
- Deliver strategic financial advice while maintaining long-term relationships.
- Collaborate with administration and paraplanning teams to provide exceptional client experience.
Posted 14d ago
Financial Adviser (Relocate to Perth WA)
Kaizen Recruitment
Melbourne VIC 3004•Full time
$100k - $150k
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.
+60d ago
Senior Paraplanner, Perpetual Wealth Management
Perpetual Limited
Melbourne VIC 3004•Full time
$90k - $120k
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 8d ago
Finance Analyst - Costing & Profitability
Michael Page
Melbourne CBD VIC•Full time
$110k - $130k
KEY POINTS WE FOUND
- Deliver financial analysis, modelling, and performance reporting.
- Build and enhance costing models and support the development of an Activity-Based Costing framework.
- Partner with business leaders to provide insights and recommendations.
Posted 16d ago
Client Services / Advice Administration professional - Expression Of Interest
FourQuarters Recruitment
Melbourne VIC 3004•Full time
$70k - $90k
KEY POINTS WE FOUND
- Access exclusive client services and advice admin roles within wealth management
- Manage client service requests and correspondence
- Support financial advisers/planners with day-to-day administrative needs
Posted 16d ago
Senior FP&A Analyst
Michael Page
Melbourne VIC 3004•Full time
$125k - $140k
KEY POINTS WE FOUND
- Provide financial analysis and insights to support strategic decision-making.
- Develop and manage financial models to forecast business performance.
- Business partner with key stakeholders to create budgets and monitor performance against targets.
+60d ago
Financial Advisor - Sydney/Remote
Anton Murray Consulting
Melbourne VIC 3004•Full time
$135k - $157k
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.
Posted 2d ago
Expression of Interest — Associate Adviser
FourQuarters Recruitment
Melbourne VIC 3004•Full time
$70k - $90k
KEY POINTS WE FOUND
- Expression of interest for Associate Adviser roles in wealth management.
- Prepare Statements of Advice (SOAs) and support senior advisers.
- 2+ years' experience in wealth management or paraplanning required.
Posted 25d ago
Paraplanner, Perpetual Wealth
Perpetual Limited
Melbourne VIC 3004•Full time
$80k - $100k
KEY POINTS WE FOUND
- Join a collaborative and high-performing Paraplanning team
- Develop tailored advice strategies for clients
- Prepare high-quality Statements of Advice (SOAs) and Records of Advice (ROAs)
Posted 40d ago
Private Wealth Adviser - Associate
UniSuper
Melbourne VIC 3004•Full time
$80k - $120k
KEY POINTS WE FOUND
- Support Senior Private Wealth Advisers in delivering financial planning advice.
- Contribute to client outcomes through preparation and coordination of advice.
- Maintain compliance with AFSL requirements and governance standards.
Posted 29d ago
Financial Planning & Analysis (FP&A) Lead
Australian Super
Melbourne VIC 3004•Full time
$120k - $150k
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.
Posted 19d ago
Financial Analyst (Power BI/SQL)
Michael Page
Melbourne VIC 3004•Full time
$80k - $100k
KEY POINTS WE FOUND
- Transform and simplify the reporting environment for better decision-making.
- Build smarter reporting capability using Power BI and SQL.
- Drive automation and efficiency to enhance reporting processes.
Posted 49d ago
Strategic Financial Adviser – Risk & Wealth
WOODS & CO RECRUITMENT
Melbourne VIC 3004•Part time
$120k
KEY POINTS WE FOUND
- Take ownership of an established portfolio of clients
- Conduct structured annual client reviews and ongoing advice meetings
- Identify opportunities for broader strategic advice
Posted 36d ago
Finance Business Partner - Entertainment
Michael Page
Melbourne VIC 3004•Full time
$90k - $120k
KEY POINTS WE FOUND
- Provide financial analysis and insights to guide strategic decisions.
- Collaborate with key stakeholders to develop and monitor budgets.
- Prepare financial reports and forecasts to support operational goals.
Posted 13d ago
Private Executive
Profusion Group
Melbourne VIC 3004•Full time
$120k - $180k
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