Financial Planner jobs in Melbourne VIC
• The average pay for Financial Planner jobs in Melbourne VIC is $99K per year.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $201K per year.
• 18 companies are currently advertising Financial Planner jobs in Melbourne VIC including People Group, Michael Page, Berritta Consulting, WOODS & CO RECRUITMENT and Macquarie Group.
• Top skills include FINANCIAL SERVICES, STRATEGIC PLANNING, TRADING, CPA and MICROSOFT WORD.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $201K per year.
• 18 companies are currently advertising Financial Planner jobs in Melbourne VIC including People Group, Michael Page, Berritta Consulting, WOODS & CO RECRUITMENT and Macquarie Group.
• Top skills include FINANCIAL SERVICES, STRATEGIC PLANNING, TRADING, CPA and MICROSOFT WORD.
Showing 1 - 20 of 27 jobs
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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.
Expiring in 2d
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.
Expiring in 3d
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
~$150k - $180k
$150000 - $180000 per annum
Key points we found
- Manage and develop client relationships in financial planning.
- Deliver tailored financial advice across various wealth management needs.
- Collaborate with a team to ensure exceptional client service.
Expiring in 3d
Full time
·
Contract
Similar jobs pay
~$130k - $150k
Pay information not disclosed by advertiser
Key points we found
- Act as a trusted finance partner to senior business leaders.
- Own financial performance management for the division, including budgeting and forecasting.
- Drive continuous improvement in working capital and financial efficiency.
Expiring in 3d
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 3d
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 3d
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 3d
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 3d
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 11d ago
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 5d 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.
Expiring in 4d
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 3d
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 3d
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 3d
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 3d
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 3d
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.
Expiring in 3d
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 3d
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.