Browse Financial Planner jobs

431 Financial Planner jobs in Australia

A financial planner guides those who employ him or her in the doings and budgeting of their money. The employer, in most cases individuals, looks to the financial planner to create a strategy to ensure that they are making the most of their wealth.

Ultimately, the financial planner works to help an individual achieve his or her monetary goals as well as oversee that he or she remains financially stable and secure given their current financial state.

The financial planner is responsible for his or her client's wealth and financial security. They may offer clients personalized maps to push them towards their goals while taking in account any financial setbacks that may occur. Not only do they provide the client with a step-by-step plan, but they also provide the client with the specific ways the plan should be implemented.

As long as there are no major setbacks to the wealth of the client, the planner must work with the funds of the client to help them achieve their goals by the target date.

Responsibilities & Skills

Financial planners work indoors and their hours vary depending on the organization but usually work the normal 9am to 5pm office hours, Monday to Friday. They could also be required to work some Saturdays to fit in with your clients' needs this job may require travel to see clients in their office or homes.

Financial planners love giving advice. They tend to be passionate about helping people, love networking, are highly organize and have good problem solving skills. If this sounds like you then this will be the perfect career for you.

The good thing about being a financial planner is that there are various settings that you could work in such as a bank, office or a call centre.
The planner must have a working knowledge of finance and economics as well as having strong math skills. Other skills that they must have are:

- Have effective communication skills.
- Judge the effects of one financial decision on several other topics.