Financial Planner jobs in Sydney NSW
24 jobs
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Posted 16d ago
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Lead a geographically dispersed team of Financial Planners and Senior Financial Planners.
- Drive high-quality Personal Advice outcomes and enhance customer financial wellbeing.
- Champion the adoption of digital tools to improve adviser productivity.
Posted 1d ago
KEY POINTS WE FOUND
- Provide strategic financial advice to help The Still Nest achieve sustainable growth and financial independence by 2031.
- Guide budgeting, cash-flow forecasting, financial governance, reporting, funding opportunities and revenue development.
- Contribute to four online advisory meetings annually, with preparation and ongoing input, in a voluntary 24-month appointment.
Posted 1d ago
KEY POINTS WE FOUND
- Provide strategic financial advice to help The Still Nest achieve sustainable growth and financial independence by 2031.
- Guide budgeting, cash-flow forecasting, financial governance, reporting, funding opportunities and revenue development.
- Contribute to four online advisory meetings annually, with preparation and ongoing input, in a voluntary 24-month appointment.
Posted 1d ago
KEY POINTS WE FOUND
- Provide strategic financial advice to help The Still Nest achieve sustainable growth and financial independence by 2031.
- Guide budgeting, cash-flow forecasting, financial governance, reporting, funding opportunities and revenue development.
- Contribute to four online advisory meetings annually, with preparation and ongoing input, in a voluntary 24-month appointment.
Posted 2d ago
~$180k - $230k(Estimated)
KEY POINTS WE FOUND
- Lead financial planning and analysis activities, including budgeting and forecasting.
- Provide financial insights and reporting to support business decision-making.
- Manage and develop an FP&A function.
Posted 2d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide financial planning advice to clients
- Develop and maintain client relationships
- Ensure compliance with financial regulations
Posted 10d ago
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Deliver robust financial plans and forecasts
- Support business strategy and performance reporting
- Lead and develop junior team members
Posted 2d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide personalised superannuation, insurance and retirement advice to members.
- Build strong relationships and deliver quality advice through various channels.
- Participate in member education and contribute to the evolution of advice offerings.
+60d ago
~$80k - $100k(Estimated)
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.
+60d ago
~$135k - $159k(Estimated)
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 26d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Provide holistic financial advice to members.
- Build and maintain strong relationships with clients.
- Stay updated with legislative changes impacting financial advice.
+60d ago
~$150k - $200k(Estimated)
KEY POINTS WE FOUND
- Lead finance transformation programmes for large enterprises.
- Enhance reporting and performance management frameworks.
- Build relationships with finance and business leaders.
+60d ago
~$80k - $120k(Estimated)
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.
Posted 41d ago
~$80k - $100k(Estimated)
KEY POINTS WE FOUND
- Analyse market trends and competitor pricing to inform strategic decisions.
- Develop and implement pricing models that align with business goals.
- Collaborate with cross-functional teams to ensure pricing strategies are effectively executed.
Posted 41d ago
~$120k - $150k(Estimated)
KEY POINTS WE FOUND
- Collaborate with stakeholders to develop financial strategies.
- Prepare and analyse financial reports for decision-making.
- Support budgeting and forecasting activities.
Posted 5d ago
~$90k - $120k(Estimated)
KEY POINTS WE FOUND
- Join a leading financial services organisation on a 6-9 month fixed-term contract.
- Deliver meaningful analysis and performance reporting to support strategic decision-making.
- Collaborate with finance teams to improve performance management and decision support capabilities.
Expiring in 1d
~$120k - $180k(Estimated)
KEY POINTS WE FOUND
- Build and manage relationships with High Net Worth clients.
- Support clients with banking, lending, and wealth needs.
- Collaborate with specialists to deliver integrated client experiences.
+60d ago
~$80k - $120k(Estimated)
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.
Posted 14d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Join a supportive team focused on helping clients navigate personal challenges.
- Provide tailored financial solutions and emotional support to clients.
- Collaborate with advisers to develop investment strategies aligned with fiduciary principles.
Posted 14d ago
~$80k - $120k(Estimated)
KEY POINTS WE FOUND
- Support the delivery of tailored financial solutions for clients affected by health and personal injury.
- Attend client meetings with Relationship Managers, offering technical expertise and emotional support.
- Help develop investment strategies and portfolio reports aligned with fiduciary principles.