Financial Planner Jobs

27 roles available

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  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    our Head Office
    Posted 21 days ago
    Contract
    Provide frontline education support and general advice to customers regarding wealth-related needs.
    Assist customers with self-service options or referrals to financial planners while meeting service KPIs.
    Work in a hybrid model with flexible hours, contributing to a supportive team environment.

  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    Brisbane, Queensland
    Posted 22 days ago
    Contract
    Provide frontline education support and general advice to customers regarding wealth-related needs.
    Assist customers with self-service options or referrals to financial planners while meeting service KPIs.
    Work in a supportive team environment with flexible work options and opportunities for career progression.

  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    Melbourne, Victoria
    Posted 22 days ago
    Contract
    Provide frontline education support and general advice on wealth-related needs to customers as part of the Wealth Concierge team.
    Assist customers in accessing self-serve options or referrals to financial planners while meeting service KPIs.
    Work in a hybrid model with flexible hours, contributing to a supportive team environment focused on customer impact and career progression.

  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    Sydney, New South Wales
    Posted 22 days ago
    Contract
    Provide frontline education support and general advice on wealth-related needs to customers as part of the Wealth Concierge team.
    Assist customers with self-service options or referrals to financial planners while meeting service KPIs.
    Possess RG 146 accreditation and experience in financial services, demonstrating strong customer service and communication skills.

  • Wealth Concierge - General Financial Advice Consultant

    Bendigoadelaide
    Adelaide, South Australia
    Posted 22 days ago
    Contract
    Provide frontline education support and general advice on wealth-related needs to customers.
    Assist customers in accessing self-serve options or arranging referrals to financial planners.
    Achieve service targets while working in a supportive team environment with flexible work options.

  • Adviser Support (Strategic Financial Planning) - JBWere – Melbourne CBD

    National Australia Bank Ltd.
    Melbourne, Victoria
    Posted 36 days ago
    Permanent
    Provide high-quality technical and analytical support to Advisers in strategic financial planning for high-net-worth clients.
    Prepare and maintain Statements of Advice (SOAs) and Records of Advice (ROAs) ensuring compliance and accuracy.
    Collaborate effectively with Advisers and internal stakeholders while managing priorities in a fast-paced environment.

  • Category Planner

    Officeworks
    Victoria
    Posted 57 days ago
    Full-Time
    Drive sales and productivity through financial planning and merchandise strategy across product categories.
    Collaborate with cross-functional teams to ensure accurate forecasting and inventory management aligned with category KPIs.
    Utilise strong analytical skills and stakeholder engagement to implement effective range planning and budget management.

  • Merchandise Planner

    Bapcor Limited
    Victoria
    Posted 15 days ago
    Develop and execute merchandise financial plans to optimise sales, margins, and inventory performance.
    Lead forecasting, replenishment, and inventory flow strategies while collaborating with category and buying teams.
    Provide performance insights through data analysis and mentor a direct report to build team capability.

  • Planner- Menswear Apparel

    Kmart Australia Limited
    Victoria
    Posted 45 days ago
    Lead end-to-end commercial planning for the Menswear Apparel category to drive sales, profitability, and inventory efficiency.
    Manage OTB, range architecture, and assortment optimisation while minimising markdown exposure.
    Coach and develop junior team members while collaborating with stakeholders to align category execution with broader strategic priorities.

  • Planning Assistant - Retail

    Target Australia Pty Ltd
    Chadstone, VIC
    Posted 62 days ago
    Full-Time
    Support the Planning team by conducting sales, sizing, and regional analysis reporting to inform strategic decisions.
    Manage the setup of seasonal planning documents and produce post-seasonal reports to enhance planning processes.
    Utilise strong analytical and communication skills to present insights and recommendations effectively in meetings.

  • Supply Planner

    Australia Post Group
    Victoria
    Posted 34 days ago
    Manage outbound supply activities for Retail Merchandise to ensure timely stock delivery and high service levels.
    Develop and implement replenishment and allocation strategies to drive operational and financial outcomes.
    Build effective partnerships with stakeholders and provide operational support for store inventory management.

  • Space Planner (12 Month FTC)

    Kmart Australia Limited
    Victoria
    Posted 28 days ago
    Contract
    Drive innovation in store space utilisation and ensure planograms align with business strategy and customer buying patterns.
    Collaborate with Merchandise teams to generate planograms and provide timely layout information for effective implementation.
    Utilise Power BI and Space Optimisation reporting to maximise product capacity and drive sales across Kmart Group stores.

  • Strategic Asset Planner

    James Cook University
    Townsville, Queensland
    Posted 4 days ago
    Full-Time$111,960 – $128,567
    Responsible for developing and implementing an optimised maintenance program and managing the University Strategic Asset Management Framework.
    Oversees compliance with WHS, Australian Standards, and Statutory Compliance while managing asset management risks.
    Requires extensive experience in strategic asset planning within large organisations and strong leadership skills for stakeholder management.

  • Buyer - Toys and Gaming

    Target Australia Pty Ltd
    Victoria
    Posted 26 days ago
    Permanent
    Responsible for building and trading the Toys and Gaming department range to meet financial KPIs.
    Collaborate with stakeholders to develop assortment plans and manage product range from development to execution.
    Lead critical path processes and implement merchandise strategies based on trade analysis and customer insights.

  • Project Controller

    Transgrid Group
    Sydney, New South Wales
    Posted 6 days ago
    Full-Time
    Manage cost forecasts and controls for high-value capital projects within the energy sector.
    Conduct variance analysis and change control to provide actionable insights for project leadership.
    Collaborate with cross-functional teams to ensure integrated cost outcomes and support project performance decisions.

  • Estimator

    Monadelphous Group
    Victoria
    Posted 46 days ago
    Prepare and submit competitive tenders and proposals for the Engineering Construction division.
    Collaborate with project managers, engineers, and commercial teams to ensure accurate and commercially sound estimates.
    Analyse data, review tender documentation, and provide expert estimating advice for major projects.

  • Estimator

    Monadelphous Group
    Victoria Park
    Posted 13 days ago
    Prepare and submit competitive tenders and proposals for the Engineering Construction division.
    Collaborate with project managers, engineers, and commercial teams to ensure accurate and commercially sound estimates.
    Analyse data for tenders, providing expert estimating advice and ensuring quality and completeness of submissions.

  • Senior Estimator

    Monadelphous Group
    Victoria Park
    Posted 13 days ago
    Prepare and submit competitive tenders and proposals for the Engineering Construction division.
    Collaborate with project managers, engineers, and commercial teams to ensure accurate and commercially sound estimates.
    Provide expert estimating advice, analyse data, and develop tenders for quality and completeness.

  • Project Development Lead

    Transgrid Group
    Sydney
    Posted 16 days ago
    Full-Time
    Lead end-to-end development and design coordination of complex infrastructure projects within Transgrid's Network and Customer programs.
    Manage multidisciplinary teams, procurement of external services, and establish project budgets, forecasts, and schedules.
    Build strong relationships with internal and external stakeholders, ensuring compliance with regulations and promoting continuous improvement.

  • Space Planner - Anko Global

    Kmart Australia Limited
    Victoria
    Posted 40 days ago
    Develop and maintain store layouts and planograms to enhance customer experience and drive sales.
    Utilise data and space optimisation tools to improve store layouts and operational efficiency.
    Collaborate with cross-functional teams to ensure consistency and timely updates in merchandising strategies.
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