Banking - Retail/Branch, Financial Planning, Analysis & Reporting Jobs in Melbourne CBD & Inner Suburbs Melbourne VIC

classification: Banking & Financial Services

Career Progression - Growth opportunities available across the business!
Diverse Clients - including SMSF's & high net worth individuals
Boutique Firm - Conveniently located modern office with free parking!

Our boutique financial advisory firm is seeking a Client Services Manager to join our team w/ essential experience in the financial planning industry.

This is a featured job

Associate Adviser

at Ethos360

This is a Full time job

$80k – 100k + Super + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Multi-award winning full service business
Young and vibrant team
WFH Flexibility

Award winning Financial Planning and Mortgage Broking firm. Fantastic exposure - high growth company, fast progression, great mentorship!

at Netwealth Investments Limited

Listed fifteen hours ago

Analyst - International

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Hybrid working
Amazing technical and professional development opportunities
Great employee benefits (discount gym, health insurance and much more)

FinTech is one of the fastest growing and innovative sectors. This role is an excellent opportunity for growth and professional development.

South Melbourne, Melbourne VIC

Listed two days ago

Private Wealth Advisor - Progressive Firm

at PATRICK JOHN WALFORD

This is a Full time job

$180,000 – $200,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

You’re an ambitious Advisor seeking an opportunity to build your career in a reputable, progressive advice firm.

Listed fifteen hours ago

Financial Planner

at Fuse Recruitment

This is a Full time job

AUD 90000 - 120000 per annum

subClassification: Financial Planning

classification: Banking & Financial Services

Hybrid working arrangements
Long standing established firm
Supportive office culture

An exciting opportunity to join a long standing established firm that provides holistic advice to a range of clients.

Listed six days ago

Superannuation Advisor

at Aware Super

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Exciting opportunity to join a leading industry Superannuation Fund
Join Money Magazine's Best Superfund for 2023 & AFR Boss' Best Places to Work
Employee benefits like wellbeing days off + volunteer leave + EAP service

Coach and guide our members to achieve great retirement outcomes in this (intrafund) Superannuation Adviser role.Make an impact in our members' lives!

Listed thirteen days ago

Investment Analyst (Research & Portfolio Management)

at Mutual Trust

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Flexible and inclusive work environment, plus a range of staff benefits
Bring your research to life working alongside industry leaders
Supportive team that fosters growth through mentoring and guidance

Transform family wealth strategies with your passion for investment in leading multi-family office.

Listed five days ago

Financial Planner

at AIA Australia Limited

This is a Full time job

Competitive salary + Bonus + Staff discounts

subClassification: Financial Planning

classification: Banking & Financial Services

Join a progressive company, operating in 18 markets across Asia-Pacific
Flexible working + 4 extra re-charge days per year + AIA Vitality membership
Unique benefits to help you live well and enjoy life at work and at home

Join AIA to provide quality financial advice underpinned by an understanding of clients' immediate needs, long-term objectives. BE THE DIFFERE

Listed seven hours ago

Associate Adviser

at The Andersen Partnership

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Currently seeking a dynamic Associate Adviser for a National Financial Planning practice.

Listed thirteen days ago

Analyst

at ASIC

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Play a key role in surveillance activities
Opportunity to drive a variety of matters and outcomes
Permanent, hybrid, Melbourne, Perth or Sydney based

A future with ASIC means that your work will contribute to achieving ASIC's vision for a fair, strong, and efficient financial system for all Australi

Listed five days ago

Senior Financial Planner

at Fuse Recruitment

This is a Full time job

AUD 120000 - 150000 per annum

subClassification: Financial Planning

classification: Banking & Financial Services

Hybrid working arrangements
Highly reputable firm
Supportive office culture

An exciting opportunity to join a long standing established firm that provides holistic advice to a range of clients.

Listed five days ago

Senior Financial Planner - Leadership Responsibilities - Strong Base + Bonus

at Five Recruitment

This is a Full time job

Strong Base + Bonus

subClassification: Financial Planning

classification: Banking & Financial Services

Senior advice role within a strong corporate environment, client facing and leadership responsibiltiies.

Listed five days ago

Investment Data Operations Analyst

at Profusion PAC Pty Ltd

This is a Full time job

subClassification: Analysis & Reporting

classification: Banking & Financial Services

Join a leading investment management firm in a pivotal role ensuring the integrity of investment data operations - take your career to the next level!

Listed five days ago

Associate Advisor

at Integrate Recruitment

This is a Full time job

$75,000 – $95,000 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Amazing opportunity! To find out more apply now!

at Independent Wealth Partners

Listed two days ago

Paraplanner

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Paraplanner role for an independent award-winning financial advice firm.

Listed fourteen days ago

Financial Planner - Industry Fund

at Five Recruitment

This is a Full time job

Up to $125K

subClassification: Financial Planning

classification: Banking & Financial Services

Fantastic financial planning role within a leading Industry Fund, member-based approach, work/life balance, fantastic opportunity.

Listed fifteen days ago

Financial Planner

at Insignia Financial Ltd

This is a Full time job

Competitive salary package + range of benefits

subClassification: Financial Planning

classification: Banking & Financial Services

Permanent full-time role
Located in Melbourne
Hybrid working arrangements

An exciting opportunity for an experienced Financial Planner to join a team that values its people and its culture at Bridges.

Listed five days ago

Operations Manager

at DPM Financial Services

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Lead an engaged team of support personnel and Client Service Officers
Friendly workplace culture and great employee benefits
Flexibility to work a combination of WFH & in the office

An exceptional opportunity for an experienced leader to manage DPM’s Advice Support team and make an impact across the organisation.

Listed twelve days ago

Financial Adviser

at Godfrey Group Recruitment

This is a Full time job

$140k - $160k + super

subClassification: Financial Planning

classification: Banking & Financial Services

Growing firm with excellent long-term relationships with UHNW & HNW clients
Work with a high calibre team - lots of support and strong leadership
Existing book of longstanding & loyal clients - unlimited growth opportunities

Take over an existing book of HNW clients. Deliver advice through a commercial lens and add your expertise to an established group of Senior Advisers.