Financial Planner jobs

A leading financial services firm in Australia, known for its client-centric approach, is seeking an experienced Financial Planner. The role involves providing tailored superannuation advice to existing members through virtual meetings, without business development targets, allowing for focus on high-quality advice. Ideal candidates hold AR status and possess experience in the Financial Planning...

3 days ago Be among the first 25 applicants Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. This position is best for a candidate who seeks to sharpen technical competency before advancing...

Hybrid new business and existing client role for an experienced Financial Planner. Work closely with aligned accounting group on-site. - Mature Boutique Advisory Firm - Established Accounting Relationships - Hybrid Role - Book + Referrals - Full Back office Support The Company Multi office Sydney based Financial Planning firm with strong ties to the accounting sector and a proud 10 year...

A financial services firm in Townsville City is seeking a Graduate Financial Adviser to join their structured program. You will gain valuable skills through mentoring and progressive roles in administration and paraplanning, eventually qualifying as a financial planner. Ideal candidates will have a relevant graduate degree and a proactive, client-focused approach. This role offers excellent...

Overview Fortuna Advisory Group is a multi-disciplinary professional services firm delivering integrated solutions across Business Advisory, Tax and Accounting, Legal and Estate Planning, Financial Planning and Wealth Management, Mortgage Broking and Business Finance, Insurance Broking, Managed IT and Cyber Security, and HR and Recruitment services. With over 15,000 clients and a strong national...

A boutique financial planning practice in Queensland seeks a dedicated Financial Planner to join their team. This role offers comprehensive training and an opportunity for career growth, focusing on providing ethical financial advice to doctors and their families. Ideal candidates will have at least 18 months of experience and a strong passion for financial planning. An excellent modern office...

About Us We're a well-established Australian financial planning practice known for our integrity, client-first approach, and genuine team culture. We provide holistic financial advice across retirement planning, investments, superannuation, insurance, and wealth creation. Our clients value our professionalism, care, and commitment — and we're proud to have built lasting relationships based on...

A local financial advisory firm is seeking an Undergraduate Financial Adviser in Townsville City to develop financial skills through a structured program alongside university studies. Responsibilities include starting in administration, transitioning to paraplanning, and completing the FASEA professional year. Ideal candidates are current undergraduates in relevant fields with excellent...

A leading financial advisory practice in Perth is seeking an Associate Adviser to support senior advisers in preparing tailored financial plans and conducting client research. The ideal candidate will possess strong knowledge of financial planning concepts, excellent interpersonal skills, and relevant financial qualifications. This role is crucial for delivering high-quality client experiences in...

A financial advisory firm in Townsville City is seeking an Undergraduate Financial Adviser to join their team. The role offers aspiring professionals a chance to develop essential financial skills through a structured training program while completing their studies. Responsibilities include starting in administration, transitioning to paraplanning, and completing the FASEA professional year....

A growing financial advisory firm in Australia is seeking an Associate Adviser to support senior advisers in delivering holistic financial advice. Responsibilities include preparing file notes, contributing to client meetings, and supporting advice strategies. Ideal candidates should have over 2 years in the financial planning industry, strong communication skills, and be confident using Xplan....

About the Firm This privately licensed wealth management firm has been established for almost two decades and is based in South Yarra. They specialise in strategic financial planning, investment consulting and relationship management for high net worth individuals, families, businesses and family offices. The firm is evidence-based in its investment approach, highly client focused, and...

Fantastic opportunity for an experienced Senior Financial Planner to join a well established firm with multi offices in NSW. This is a new role created to support the continued growth of the business. Take home a high percentage of new client revenues as a reward for growing the business. Apply your professional capabilities in a highly focused financial advice firm geared for extensive growth....

A financial advisory group located in Australia is seeking a Graduate Financial Adviser to join their team. The role involves participating in a structured program with expert mentoring aimed at developing your skills in financial planning. Responsibilities include transitioning from administration to paraplanning and completing the FASEA Professional Year. Ideal candidates will have a degree in...

A financial advisory organization is seeking an Undergraduate Financial Adviser in Townsville. This role is designed for undergraduate students studying Business or Finance, offering them a chance to develop financial skills through a structured mentorship program while working part-time. Key responsibilities include administration roles, transitioning to technical planning, and completing the...

This highly regarded and well established leading industry fund has been established for many years and has always put a client centric approach at the heart of their business, allowing them to develop a solid and loyal client base. They are known for providing outstanding intrafund and holistic financial advice to a wide range of clients. Due to recent growth, they are looking for an experienced...

A leading financial planning firm in Sydney is seeking a Financial Planner for a hybrid role focusing on both existing and new clients. The successful candidate will leverage established client relationships and collaborate closely with an accounting group. Ideal applicants have 5 years of relevant experience and strong technical skills. A competitive salary and incentives are on offer, alongside...

A leading financial services firm in Townsville City is seeking a Graduate Financial Adviser to undergo a structured program with expert mentoring. The successful candidate will participate in a team-oriented environment and gain skills in administration and paraplanning. Ideal applicants will have a completed Graduate Degree in relevant fields and possess excellent communication and...

A well-established financial firm in New South Wales is looking for an experienced Senior Financial Planner. This hybrid position focuses on driving growth from new client revenues and managing existing client referrals. The ideal candidate has a minimum of three years in a client-facing advisory role, with strong client engagement and analytical skills. Competitive base salary starting from...

Opportunity to grow your career as a specialist financial planner in a high performing practice Comprehensive mentoring, training and ongoing education Join a wonderful, collaborative team and culture This is an exciting opportunity for an up and coming Financial Planner to join a high-performing boutique practice, with excellent career growth opportunities. With significant training and...