Financial Planner

Finwell Group Pty Ltd; Melbourne; Remote; AUD 90,000 - 120,000; Full time

Job summary

Finwell Group Pty Ltd in Melbourne offers a full-time remote Financial Planner role. You will meet clients virtually, assess financial situations, and build tailored plans spanning cash flow, wealth creation, debt, super, and property strategies.

The role emphasizes compliance, monitoring, and documentation within a supportive, tech-enabled team. Office presence is optional as the admin hub is in-office; a paraplanning team supports plan curation.

Qualifications

• Strong skills in financial planning with a client focus.
• Solid knowledge of finance, investments, budgeting and cash flow management.
• Experience or expertise in Retirement Planning including superannuation.
• Tertiary qualification in finance or related field and regulatory awareness.
• Excellent communication and ability to simplify complex concepts.

Responsibilities

• Conduct client meetings (virtual) to understand goals and needs.
• Develop tailored financial plans covering cash flow, wealth creation, debt and super.
• Present Statements of Advice and ensure regulatory compliance.
• Monitor portfolios and update plans as circumstances change.
• Maintain accurate records and collaborate with paraplanning and advisory teams.

Skills

Financial Planning

Personal Financial Planning

Budgeting & Cash Flow

Retirement Planning

Regulatory compliance

Client communication

Remote work

CRM systems

Education

Bachelor's degree in Finance or related field

Tools

CRM software

Financial planning software

Job description

Company Description

Finwell Group Pty Ltd is a family-owned business that supports clients across financial planning, mortgage broking, self-managed superannuation, and property investment advice. The team draws on lived experience, having progressed from modest backgrounds to building wealth through practical, tested strategies. Finwell focuses on helping clients clarify their purpose, identify the right approach, and apply proven methods to reach their financial goals. The company is committed to improving the financial wellbeing of Australians while respecting that clients’ time and circumstances are unique. Team members share a collaborative, client-centered culture that values authenticity and long-term relationships.

Role Description

This is a full-time remote role for a Financial Planner. The Financial Planner will work with clients to understand their goals, assess their financial situation, and develop tailored financial plans covering cash flow management (we have a well-grooved system for this), wealth creation, debt management, superannuation, and property investment strategies. Daily responsibilities include conducting client meetings (virtual), preparing and presenting Statements of Advice, reviewing investment and retirement strategies, and ensuring compliance with relevant regulations and internal standards. The role involves ongoing monitoring of client portfolios, updating plans as circumstances change, and maintaining accurate records and documentation. We have a strong tech stack that integrates well with financial planning processes, supporting ease of administration. Importantly, an experienced paraplanning team curates plans. The Financial Planner will collaborate with other professionals in the business who will provide qualified leads to deliver integrated solutions and a seamless client experience.

Qualifications

• Strong skills in Financial Planning and Personal Financial Planning, with a client-focused approach to developing tailored strategies.
• Solid knowledge of Finance and investment principles, including budgeting, cash flow management, and risk management.
• Experience or expertise in Retirement Planning, including superannuation, self-managed super funds, and long-term wealth preservation.
• Relevant tertiary qualification in finance, economics, financial planning, or a related field.
• Sound understanding of Australian financial regulations and compliance requirements.
• Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
• Comfort working remotely, with strong organisational skills, attention to detail, and proficiency with digital tools and CRM systems.
• Ethical mindset, integrity, and a genuine interest in helping clients identify their goals and improve their financial well-being.

We have offices in Melbourne and Sydney, and in office work is optional as our administration hub is in office.