Financial Planner

6 days ago

Melbourne, Victoria, Australia PRIME Global Talent Full time $80,000 - $120,000 per year

Our client is a leading global financial group offering comprehensive and tailored financial solutions to clients worldwide. Our client's Retirement Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its Superannuation clients. They partner with and support Funds across all Superannuation sectors, including government, industry, retail and corporate; delivering market leading services and solutions.

They are currently seeking a self-motivated and energetic Financial Adviser. The role offers a hybrid working arrangement with 5 days per fortnight in their office based in Melbourne CBD, and 5 days per fortnight working from home. The working week is a total of 37.5 hours with no expected overtime or weekend work.

In this role you will be responsible for delivering strategic, quality advice to their clients through the provision of intra-fund and general advice. This is not a sales focused role, but rather a customer centric role where all leads are sourced, vetted, and booked for you. You will be providing advice to everyday Australians whilst utilising fully-automated work flow systems. You will have the support of a Paraplanning team, Technical Officer, Administration team and a Compliance team.

Responsibilities include:

Assist Australians to understand their Superannuation, providing them with simple financial advice over-the-phone, by;

  • Understanding their needs
  • Breaking complex concepts down into something they can understand
  • Gathering the client's circumstances, goals and objectives in an online fact find
  • Providing intra fund advice and retirement advice
  • Maintaining ongoing relationships with existing referral sources

Requirements:

  • Completed FASEA educational requirements
  • Registered (currently or previously) on the ASIC Financial Adviser Register
  • A passion for financial advice and helping people
  • Flexible and able to manage multiple competing business priorities
  • Strong attention to detail and analytical skills
  • Excellent verbal communication skills

What's on Offer:

  • 50:50 Hybrid working arrangement (office and home) with a focus on work/life balance
  • Reimbursement for ongoing study
  • Structured Training Program led by a dedicated Advice Coach
  • Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team
  • Salary Sacrificing via Superannuation – supporting you along your journey to retirement
  • Purchased Leave Scheme – purchase additional leave for that next family holiday
  • Parental Leave Scheme – plan your future
  • Wellness Program – rewards and resources tailored to support you and your family
  • Corporate Social Responsibility Program, including volunteer leave
  • Employee discounts – access discounted rates and offers from a variety of providers

If you are interested in hearing more about this fantastic opportunity please APPLY today

  • Financial Planner

    1 week ago

    Melbourne, Victoria, Australia AIA Australia Full time $90,000 - $120,000 per year

    BE THE DIFFERENCEAt AIA we don't simply believe in being 'the best'. We believe in better – because there's no limit to how far 'better' can take us. Everything we do is driven by our purpose to make a difference by helping people embrace Healthier, Longer, Better Lives. And every one of our people has an important role to play. If you want to make a...

  • Financial Planner

    1 week ago

    Melbourne, Victoria, Australia Berritta Consulting Full time $90,000 - $120,000 per year

    Are you ready to take ownership of a thriving client book and do your best work in a supportive, boutique environment?We have an outstanding opportunity for a Financial Planner to join a well-regarded boutique practice with a strong track record of client success. This role involves managing a substantial existing book of long-standing clients while...

  • Lead Business Planner, Pacific

    1 week ago

    Melbourne, Victoria, Australia Nike Full time

    WHO YOU WILL WORK WITHThe Lead, Business Planner will report to the Sales Planning Director and work closely with the wider team of Business Planners/Assortment Planners and succeed through their ability to collaborate and drive best practice.The Lead, Business Planner will work cross functionally with Marketplace, Merchandising and Supply Chain teams to...

  • Junior Planner

    1 day ago

    Melbourne, Victoria, Australia Planning Talent Full time $60,000 - $90,000 per year

    This fashion apparel retailer is a successful & dynamic brand, continuing to expand the product offer & store footprint. The model of retail, allows a diverse learning curve for anyone looking for growth & development.The turnover of this business is low, the Planning Manager highly respected in the industry. The team keeps growing & developing - which is...

  • Supply Planner

    1 week ago

    Melbourne, Victoria, Australia Reece Full time $90,000 - $120,000 per year

    About ReeceYou probably know Reece as Australia's largest supplier of plumbing and bathroom products.But we are much more than that. We are a leading Australian distributor of trade products to residential, commercial and infrastructure customers. We're an ASX listed company with more than 900+ branches and 10,000 employees across Australia, New Zealand and...

  • Senior Merchandise Planner

    1 week ago

    Melbourne, Victoria, Australia Planning Talent Full time $90,000 - $120,000 per year

    In a tumultuous retail market there are stand out organisations who are clear about who they are, where they are going and what they want to achieve. This is one of them. They are strategic, dynamic & dedicated to delivering product ranges that stand out from their competitors.We are searching for a strategic minded Senior Merchandise Planner who is happy to...

  • Financial Advisor

    1 week ago

    Melbourne, Victoria, Australia PictureWealth Full time $90,000 - $120,000 per year

    Company DescriptionPictureWealth connects more advice to more lives. We believe financial well-being isn't just about wealth—it's about freedom, security, and happiness. Our mission is to empower you to visualize, plan, and build the life you want with expert advice, tailored insights, and intuitive tools that put you in control of your money. Whether...

  • Senior Merch Planner- womenswear

    3 days ago

    Melbourne, Victoria, Australia Jivaro Full time $120,000 - $180,000 per year

    Lead planning across a major Ladieswear Apparel categoryHybrid working - some weeks can be fully remoteDrive sales, profit and inventory outcomes in a dynamic retail businessHybrid workingSome Weeks can be fully remote$160k + Super Love fashion? Love numbers? Here's your chance to combine both. We're looking for a Senior Merchandise Planner who can bring...

  • Merchandise Planner

    1 week ago

    Melbourne, Victoria, Australia Uniqlo Australia Full time $80,000 - $120,000 per year

    The Opportunity The Merchandise Planner is responsible for driving the merchandise strategy and optimizing inventory to meet and exceed financial goals. They develop seasonal product strategies based on business opportunities and collaborate with cross-functional departments to execute their vision. They will manage and plan merchandise inventory positions...

  • Senior Merch Planner- footwear intimates

    3 days ago

    Melbourne, Victoria, Australia Jivaro Full time $80,000 - $120,000 per year

    Senior Merchandise Planner – FootwearHybrid workingSome Weeks can be fully remote$160k + Super If you're a Planner who loves fast-moving product, thrives on trend and volume, and knows the power of getting stock flow right — this one's for you. We're looking for a Senior Merchandise Planner with strong experience in Footwear to join one of Australia's...