Senior Financial Planner
6 days ago
At Woods & Co Recruitment, we are partnering with a respected boutique firm in South Yarra to find an exceptional Senior Financial Planner. This is a unique opportunity to join a high-performing team and take on a leadership role in wealth management and retirement planning.
Key Responsibilities:
- Develop, implement, and review client strategies for wealth creation, asset protection, and retirement planning
- Build and maintain strong relationships with clients, providing tailored advice and service
- Stay informed of industry trends and regulatory changes, ensuring compliance with all relevant standards
- Collaborate with the support team for accurate documentation, reporting, and client servicing
- Identify opportunities for clients to maximise their wealth and achieve financial goals
About You:
- A minimum of 5 years of experience as a financial planner, preferably in wealth management or retirement planning
- FASEA-accredited and CFP-accredited preferred
- Demonstrated expertise working with high-net-worth clients, with excellent interpersonal skills
- In-depth knowledge of financial planning software and regulatory requirements
- Strong analytical skills and ability to present complex information clearly and persuasively
What's On Offer:
- A competitive remuneration package with performance incentives
- A supportive, client-focused work environment
- The opportunity to lead in a boutique setting with room for career growth and professional development
- Modern offices in the heart of South Yarra, close to public transport
We offer a comprehensive salary package of $120,000 - $180,000 per annum, dependent on experience, plus additional benefits and performance-based bonuses.
-
Senior Planner
4 weeks ago
Melbourne, Victoria, Australia The Just Group Full timeAbout The Just GroupWe are a leading Australian retailer with a portfolio of iconic brands. Our commercial success is driven by our people, and we are looking for a skilled Senior Planner to join our Just Jeans Planning team.Key ResponsibilitiesDevelop and manage department financial plans in collaboration with Product Managers.Build and implement assortment...
-
Superannuation Financial Planner
4 weeks ago
Melbourne, Victoria, Australia Hostplus Full timeAbout the RoleWe are seeking a highly skilled Superannuation Financial Planner to join our team at Hostplus. As a key member of our superannuation advice team, you will be responsible for providing limited scope intra-fund personal advice to our members.Key ResponsibilitiesProvide accurate and timely limited scope intra-fund personal advice to members in...
-
Financial Planner Specialist
6 days ago
Melbourne, Victoria, Australia Equity Trustees Full timeRole OverviewWe are seeking a skilled Financial Planner Specialist to join our team in Melbourne. As a Private Client Adviser, you will deliver bespoke wealth strategies and investment advice to high-net-worth beneficiaries of Estates and Trusts.
-
Senior Urban Planner
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeSenior Town Planner OpportunityAspect Personnel is seeking a highly motivated Senior Town Planner to join a prominent project management and civil engineering consultancy in Bendigo. This innovative firm has provided high-quality professional services in the Land Development and Civil Infrastructure industry since 2009.About the Role:A qualified Town Planner...
-
Senior Urban Planner
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeA leading Town Planning firm in Melbourne is seeking a Senior Town Planner to join their team on a permanent basis.This reputable employer offers a unique opportunity for a Senior Town Planner to contribute to a diverse range of residential, commercial, and industrial developments.Reporting to an industry leader with over 20 years of experience, supported by...
-
Senior Transportation Planner
2 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeTransportation Expertise in Melbourne's Inner NorthAspect Personnel is currently working with a council in Melbourne's Inner North to find a qualified Senior Transportation Planner for an initial 3-month contract role with the possibility of extension.This hybrid work arrangement offers flexibility, with a minimum of 2 days per week spent in the office and...
-
Senior Planner for Subdivision Assessments
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeA leading municipality in Melbourne's Northern suburbs is seeking a skilled Senior Subdivisions Planner to join their Statutory Planning team.As a Senior Subdivisions Planner, you will be responsible for the assessment of combined planning and subdivision applications, greenfield subdivisions, project management of major projects, and mentoring junior...
-
Senior Statutory Planner Position
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeSenior Statutory Planner PositionAspect Personnel is seeking a highly skilled Senior Statutory Planner to join their team for a 4-month contract. The ideal candidate will have a strong background in planning and building law, with excellent customer service and presentation skills.Key ResponsibilitiesContribute to an integrated approach to all sections...
-
Executive Financial Planner
6 days ago
Melbourne, Victoria, Australia IOOF Holdings Limited Full timeWe are seeking a highly skilled and experienced Executive Financial Planner to join our team in Ballarat.This is an exciting opportunity to work with experienced Private Wealth Advisers and be part of a strong and resilient business that values people.The role will involve managing the advice needs of existing clients and supporting our growth journey...
-
Senior Statutory Planner
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeJob Title: Senior Statutory PlannerJob Summary: We are seeking a highly skilled Senior Statutory Planner to join our team at Aspect Personnel. As a Senior Statutory Planner, you will be responsible for providing expert advice on statutory planning issues, preparing draft reports, and investigating planning applications.Key Responsibilities:Contribute to an...
-
Senior Statutory Planner
4 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeJob Title: Senior Statutory PlannerJob Summary: We are seeking a highly skilled Senior Statutory Planner to join our team at Aspect Personnel. As a Senior Statutory Planner, you will be responsible for providing expert advice on statutory planning issues, preparing draft reports, and investigating planning applications.Key Responsibilities:Contribute to an...
-
Financial Planner
6 days ago
Melbourne, Victoria, Australia Dodgshun Medlin Full timeYou're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.Dodgshun Medlin...
-
Agricultural Financial Planner
1 month ago
Melbourne, Victoria, Australia Dodgshun Medlin Full timeYou're a seasoned financial professional seeking a new challenge in rural Australia. Our Swan Hill office is looking for a skilled Agricultural Financial Planner to join our team.Role OverviewWork with farming and related industries to develop and implement financial strategiesCollaborate with our agronomists to provide comprehensive solutionsBuild strong...
-
Senior Land Use Planner Opportunity
2 weeks ago
Melbourne, Victoria, Australia Aspect Personnel Full timeA reputable Local Government in Melbourne's Northern suburbs seeks a seasoned Senior Subdivisions Planner to fill a contract role until the end of September 2025, with an opportunity to transition to a permanent position.Contract duration: September 2025Potential for permanent employmentFull-time hoursHybrid work arrangementBand 6 salary levelHourly rates...
-
Strategic Merchandise Planner
4 weeks ago
Melbourne, Victoria, Australia Adairs Full timeAbout The Opportunity:An exciting opportunity has arisen for a highly skilled and experienced Senior Merchandise Planner/Planning Manager to join Adairs' expanding team. Reporting to the GM of Planning, the Senior Merchandise Planner of Kids will drive one of Adairs' most exciting and strategically positioned categories. This role aims to optimize whole of...
-
Senior Statutory Planner
1 month ago
Melbourne, Victoria, Australia Environmental Resources Management Full timeJob Title: Senior Statutory Planner - MelbourneAs a Senior Statutory Planner at Environmental Resources Management, you will play a key role in supporting our clients in the energy, resources, and infrastructure sectors. We are seeking an experienced professional to join our team in Melbourne and contribute to the preparation of statutory permitting,...
-
Senior Financial Planning Assistant
2 weeks ago
Melbourne, Victoria, Australia Randstad Full timeCompany OverviewRandstad, a leading provider of recruitment services, is seeking a highly motivated and ambitious individual to join their team as a Senior Financial Planning Assistant. This role offers a unique opportunity for career advancement in the financial planning industry.About the RoleThe successful candidate will be responsible for supporting a...
-
Senior Planner
4 days ago
Melbourne, Victoria, Australia The Just Group Full timeAbout The Just GroupThe Just Group is a leading retailer in Australia, boasting a portfolio of iconic brands including Portmans, Peter Alexander, Smiggle, Just Jeans, Jay Jays, Dotti and Jacqui E.We operate across six markets, with our Support Office and national Distribution Centre based in Melbourne. Our store network spans Australia, New Zealand,...
-
Senior Financial Planner
3 weeks ago
Melbourne, Victoria, Australia ThompsonCook Full timeKey ResponsibilitiesPrepare financial reports in accordance with group and local statutory accounting policiesBuild relationships with other functional heads to drive continuous improvement and corporate performance efficiencyManage overhead costs, including forecasting and budgeting of people costsDevelop dashboard measures and reports to track key business...
-
Agricultural Financial Planner
4 weeks ago
Melbourne, Victoria, Australia Dodgshun Medlin Full timeYou're a para-planner looking for a new challenge in rural enterprise and wealth strategies. Our team at Dodgshun Medlin guides the financial plans of farming and related industries throughout regional Australia.ROLESwan Hill base and/or Collins Street suiteResearch, modelling, documentation and preparation of applicationsCoordination, communication,...