Financial Planner jobs in Sydney NSW 2000
• The average pay for Financial Planner jobs in Sydney NSW 2000 is $95K per year.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $195K per year.
• 16 companies are currently advertising Financial Planner jobs in Sydney NSW 2000 including LAWSON ELLIOTT, Hays, Michael Page, EBR and Macquarie Group.
• Top skills include CPA, STRATEGIC PLANNING, FINANCIAL SERVICES, TEAM PLAYER and TIME MANAGEMENT.
• Entry-level positions start at $50K per year, while the most experienced workers can earn up to $195K per year.
• 16 companies are currently advertising Financial Planner jobs in Sydney NSW 2000 including LAWSON ELLIOTT, Hays, Michael Page, EBR and Macquarie Group.
• Top skills include CPA, STRATEGIC PLANNING, FINANCIAL SERVICES, TEAM PLAYER and TIME MANAGEMENT.
Showing 1 - 20 of 24 jobs
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Expiring in 4d
Full time
·
Contract
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Join a collaborative Paraplanning team for a 12-month contract.
- Provide support and strategic advice to Advisors and Clients.
- Generate tailored advice documents and meet quality targets.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$90k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide financial analysis to support strategic decisions within the supply chain division.
- Prepare and manage budgets, forecasts, and variance analysis to ensure financial targets are met.
- Collaborate with cross-functional teams to identify cost-saving opportunities and operational efficiencies.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Provide high quality superannuation, insurance and intra-fund advice to members.
- Engage members via phone, webchat or video conference and attend employer work sites for face-to-face advice when required.
- Act in the best interest of the member and comply with all regulatory requirements.
Expiring in 1d
Full time
·
Permanent
Similar jobs pay
~$150k - $200k
Pay information not disclosed by advertiser
Key points we found
- Lead finance transformation programmes for large enterprises.
- Enhance reporting and performance management frameworks.
- Build relationships with finance and business leaders.
Posted 24d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
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 17d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Work directly with ultra-high-net-worth clients across all aspects of financial advice and planning.
- Support Senior Advisors in developing tailored advice strategies and conducting investment research.
- Collaborate in a dynamic team environment focused on delivering client-centric advice.
Posted 48d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Support the advice process from preparation to implementation.
- Manage client files and maintain accurate records.
- Build strong relationships with clients while providing exceptional administrative support.
Posted 35d ago
Full time
·
Contract
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Work closely with Private Wealth Advisers to deliver optimal outcomes for clients.
- Conduct financial modelling and strategy assessment while ensuring compliance with policies.
- Provide high-quality proactive support to clients and assist with advice preparation.
Posted 13d ago
Full time
·
Permanent
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Provide consistent quality advice and service to clients
- Develop and maintain relationships with referral partners and clients
- Assist with the development of complex advice strategies and recommendations
Posted 13d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Deliver high-quality intra-fund advice to members and their families.
- Prepare Statements of Advice and support members with advice implementation.
- Collaborate with internal teams to run outbound campaigns on targeted advice topics.
Expiring in 2d
Full time
·
Contract
Similar jobs pay
~$70k - $90k
Pay information not disclosed by advertiser
Key points we found
- Join the Financial Coaching team to support members in making informed financial decisions.
- Provide General Advice on superannuation, investments, and retirement planning strategies.
- Build strong relationships and deliver positive member outcomes through effective communication.
Expiring in 3d
Full time
·
Permanent
Similar jobs pay
~$60k - $80k
Pay information not disclosed by advertiser
Key points we found
- Support Senior Advisers with ongoing management of client affairs.
- Attend client meetings alongside Advisers for development.
- Work with Client Service Officers to tailor SOAs and ROAs for clients.
+60d ago
Full time
·
Permanent
Similar jobs pay
~$80k - $120k
Pay information not disclosed by advertiser
Key points we found
- Join a tier-one Private Wealth Advisory Firm as an Associate Advisor in Sydney.
- Support leading private client advisers and their high-net-worth clients.
- Contribute to investment analysis, client reviews, and business development initiatives.
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 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 investment advice while managing referrals effectively.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$135k - $159k
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 4d
Full time
·
Contract
Similar jobs pay
~$80k - $100k
Pay information not disclosed by advertiser
Key points we found
- Provide high-quality superannuation, insurance and intra-fund advice to members.
- Engage members via phone, webchat or video conference and attend employer work sites for face-to-face advice when required.
- Comply with administration and record-keeping obligations while keeping up to date with legislation and industry changes.
Expiring in 4d
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.
Expiring in 4d
Full time
·
Permanent
Similar jobs pay
~$246k - $343k
Pay information not disclosed by advertiser
Key points we found
- Deliver robust financial plans and forecasts
- Manage business performance reporting and analysis
- Lead and develop the financial planning team
Posted 10d ago
Full time
·
Permanent
Similar jobs pay
~$100k - $150k
Pay information not disclosed by advertiser
Key points we found
- Manage a portfolio of High-Net-Worth clients.
- Support clients with everyday banking, lending, and wealth conversations.
- Collaborate with specialists across Private Wealth and the wider Westpac Group.