Financial Planner – Remote

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๐Ÿ›ก๏ธ Verified Career Listing Directly reviewed and cross-referenced with hiring sources.

KOBA Finance

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๐ŸŽ“ IT
๐Ÿ“ East Melbourne, Melbourne
โœ” Verified Job
Online Application
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Summary Weโ€™re building a tech-native financial planning business for a segment the industry has largely ignored: HENRY households โ€” High Earners, Not Rich Yet โ€” with combined incomes of $200,000โ€“$400,000. Theyโ€™re too complex for free guidance and too early in their wealth journey to be well served by traditional planning practices built around asset-based fees. Weโ€™re closing that gap with a digital-first advice model: a diagnostic tool that benchmarks a clientโ€™s financial position, purpose-buil...

Job Overview

Particulars Details
Position Financial Planner – Remote
Company KOBA Finance
Location East Melbourne, Melbourne
Job Type
Category / Department IT
Application Mode Online

๐Ÿข About KOBA Finance

A leading organization in its sector, KOBA Finance is dedicated to providing innovative solutions and delivering exceptional value. We foster an inclusive, collaborative culture that empowers our employees to learn, grow, and make a significant impact.
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Office Location
Corporate Headquarters, East Melbourne, Melbourne

๐Ÿ’ก Editor's Note / Preparation Tip

For the Financial Planner โ€“ Remote role, candidates should review core concepts of Communication. Be prepared to discuss past projects where you successfully demonstrated these skills and overcame technical or procedural hurdles.

๐Ÿ“ Job Description

We are seeking a qualified and motivated Financial Planner โ€“ Remote to join our team at KOBA Finance. This position is located in East Melbourne, Melbourne.


Job Overview


Summary Weโ€™re building a tech-native financial planning business for a segment the industry has largely ignored: HENRY households โ€” High Earners, Not Rich Yet โ€” with combined incomes of $200,000โ€“$400,000. Theyโ€™re too complex for free guidance and too early in their wealth journey to be well served by traditional planning practices built around asset-based fees. Weโ€™re closing that gap with a digital-first advice model: a diagnostic tool that benchmarks a clientโ€™s financial position, purpose-buil...


Key Responsibilities



  • Collaborate with team members
  • Execute assigned tasks
  • Maintain documentation
  • Follow organizational standards


Required Skills & Qualifications



  • Communication
  • Teamwork
  • Problem Solving
  • Detail Orientation


About the Company


A leading organization in its sector, KOBA Finance is dedicated to providing innovative solutions and delivering exceptional value. We foster an inclusive, collaborative culture that empowers our employees to learn, grow, and make a significant impact.


To learn more or apply, click on the official application link.

๐ŸŽฏ Key Responsibilities

  • โœ“ Collaborate with team members; Execute assigned tasks; Maintain documentation; Follow organizational standards

๐Ÿ’ก Required Qualifications & Skills

โœ“ Communication, Teamwork, Problem Solving, Detail Orientation

๐Ÿš€ Career Guidance & Interview Insights

To help you succeed, we've compiled original preparation guides, resume keywords, and growth analytics for this category of role.

Joining as a Financial Planner – Remote offers a fantastic opportunity to work at the forefront of technological innovation. You will be exposed to modern software development lifecycles, collaborate with cross-functional product teams, and design scalable architectures that directly impact end-users. The continuous learning curve in tech ensures that your programming, debugging, and system engineering skills remain highly marketable and sharp.

Expected Career Progression Roadmap:

The career roadmap in technology is highly rewarding. Typical progression starts as a Junior Software Engineer, moving to Associate Developer and then Senior Software Engineer (3-6 years). From there, professionals choose between an individual contributor trackโ€”becoming a Tech Lead, Staff Engineer, and Principal Architectโ€”or a management track, advancing to Engineering Manager, Director of Engineering, and Chief Technology Officer (CTO).

Expected Technical & Behavioral Questions:

  • Q1: How do you optimize database query performance?
    Answer Tip: Talk about indexing strategies, query execution plan analysis, avoiding N+1 queries, and implementing caching layers (like Redis).
  • Q2: Explain the differences between Microservices and Monolithic architecture.
    Answer Tip: Highlight scaling advantages, loose coupling, independent deployments, network latency considerations, and data consistency challenges in microservices.
  • Q3: How do you handle merge conflicts in Git?
    Answer Tip: Explain checking out the local branch, pulling the latest main branch, running git merge, opening the conflicted files to resolve blocks manually, and committing the resolved merge.
๐Ÿ’ก Pro-Tip: Before your interview, research the company's recent news, product launches, and Glassdoor work reviews. Prepare 2-3 thoughtful questions for the interviewer regarding team dynamics and success metrics for this role.

To pass automated ATS (Applicant Tracking System) screening and catch the recruiter's eye, tailor your resume with the following tips:

  • Keywords to include: Software Engineering, SDLC, OOP, CI/CD Pipelines, SQL databases, Agile, Unit Testing, Code Review, Cloud Architectures (AWS/Azure).
  • Format: Use a clean, single-column resume format. Avoid graphics, text boxes, or tables which can scramble ATS parser outputs.
  • Quantify Results: Instead of writing 'wrote code', write 'Developed a caching system that reduced server response times by 35%.'
Estimated Market Compensation in India:

Estimated compensation for this role type in India is โ‚น3,50,000 - โ‚น6,00,000 per annum (Freshers/Entry level). The actual salary package offered depends on factors such as company size, work mode (remote or on-site), individual technical proficiency, and negotiations during final HR rounds.

Suggested Professional Certifications:

Highly recommended certifications include: AWS Certified Solutions Architect, Microsoft Certified: Azure Fundamentals, Certified Kubernetes Administrator (CKA), Oracle Certified Professional Java SE, or tech-stack specific achievements (e.g. Meta Front-End Developer certification).

Frequently Asked Questions

Q: What is the primary work setting?
A: The position is based in East Melbourne, Melbourne. Please check the job link to confirm remote or hybrid possibilities.

Q: What are the key skills required?
A: Important skills for this position are: Communication, Teamwork, Problem Solving, Detail Orientation.

Q: How can I apply for this position?
A: Use the provided Job Link to submit your application directly to the employer or recruiter platform.

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