Financial Planning
6 days ago
Financial Planning Expressions of Interest
Are you ready to progress you career in
Wealth Management
?
We are actively recruiting driven professionals across
all experience levels -
from entry to executive. Whether you're a seasoned expert or looking to make your mark in financial services, we have diverse, challenging roles that align with your aspirations.
Current Opportunities
We are seeking talented individuals for the following roles based
across Melbourne
:
- Client Services Officers
- Paraplanners
- Associate Advisers
- Financial Advisers
- Risk Advisers
- Operations
Why Connect With Us?
- Diverse Pathways:
Roles span front, middle, and back office functions. - Confidentiality:
Discuss your career goals in a
private, tailored conversation
. - Growth Focus:
Opportunities for
professional development
and
career advancement
within a supportive environment. - Location:
Find a role that works for you, with positions available
across Melbourne
.
Don't see your exact role listed? We're always looking for top talent.
If you're ready to advance or transition your career
, reach out today for a confidential discussion.
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Financial Adviser
4 days ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time $90,000 - $120,000 per yearPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...
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Senior Financial Adviser
4 days ago
Melbourne, Victoria, Australia Paterson Retirement Planning Full time $104,000 - $130,878 per yearPaterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...
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Paraplanner - Financial Planning
6 days ago
Melbourne, Victoria, Australia Nexia Melbourne Full time $80,000 - $120,000 per yearAt Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.We're seeking a Senior Paraplanner to join our experienced team...
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Financial Adviser
1 week ago
South Melbourne, Victoria, Australia Informed Financial Services Pty Ltd Full time $120,000 - $180,000 per yearAre you an experienced Financial Adviser looking for your next opportunity?Join Informed Wealth Advisory, the newly established wealth management arm under the Informed Financial Services banner. We're a young, fast-growing finance practice backed by a strong team of mortgage brokers, referral partners, and directors with deep industry expertise.We are...
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Senior Dispute Resolution Specialist
6 days ago
Melbourne, Victoria, Australia Australian Financial Complaints Authority Full time $90,000 - $120,000 per yearCompany DescriptionAs a financial ombudsman, we are a for-purpose organisation that provides a free service for individuals and small businesses. We listen to and work with our customers and their financial firms to find solutions to complaints which have gone unheard or unresolved. This is your opportunity to make a difference.Job DescriptionWe have...
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Melbourne, Victoria, Australia BCV Financial Solutions Full time $60,000 - $80,000 per yearBCV Financial Solutions is an integrated financial services firm (Accounting, Financial Planning, Mortgage Broking and Insurance) dedicated to providing professional services to a range of SMEs, individuals and self-managed superannuation funds.Located in Frankston we are currently seeking a friendly and motivated Client Services Assistant to join our...
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Junior Paraplanner – Financial Planning
2 weeks ago
Melbourne, Victoria, Australia accru Full time $50,000 - $70,000 per yearAn ongoing graduate role within our Wealth Division, offered in both full-time and part-time capacities to suit your availability.Learning and development tailored to your goals.Hands-on experience with diverse clients and in meaningful projects.For students who concluded their studies in the past 24 months or are currently enrolled at University and looking...
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Client Service
1 week ago
Melbourne, Victoria, Australia Aged Care Financial Planning Full time $60,000 - $80,000 per yearClient Service & Office Coordinator – Melbourne CBDPrime Years Financial Advice is seeking a highly organised and compassionate Client Service & Office Coordinator to be the first point of contact for our clients and the support hub for our advisers.In this role, you'll welcome and onboard clients, manage appointments and documents, assist with technology...
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Financial Planning and Analysis Manager
2 weeks ago
Melbourne, Victoria, Australia Alexander Appointments Full time $120,000 - $180,000 per yearBayswater, Melbourne | Salary package n egotiable depending on experience.Global leader in transport and contract logistics servicesProvide genuine impact supporting Commercial and Operations ManagersAbout the CompanyOur client is the largest provider of transport and contract logistics services globally. Promoting an inclusive environment of mutual...
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Office Admin Assistant
5 days ago
Melbourne, Victoria, Australia House of Wealth Financial Planning Pty Ltd Full time $40,000 - $80,000 per yearOffice Administrative Assistant Location: MulgraveAre you organised, detail-focused, and looking to build a career in financial planning? Join our growing advice practice as an Office Administrative Assistant and support our advisers in delivering quality outcomes for clients.What you'll do:Be the first point of contact for clients.Prepare client review...