Financial Planner

FAAA; Brisbane; Hybrid; AUD 125,000 - 135,000; Full time

Benefits offered by this job

Competitive salary

Hybrid work model

Onsite parking

Mentorship opportunities

Additional leave

Supportive culture

Job summary

FAAA is seeking a Financial Planner to deliver high-quality financial advice to fund members in Brisbane, focusing on superannuation and retirement planning. You’ll conduct personal and general advice sessions over the phone and face-to-face, building trusted relationships in a supportive, purpose-driven organisation.

Join a collaborative team, stay compliant, and contribute to member outcomes while enjoying hybrid work, onsite parking, and a salary of AUD 125k–135k plus super and loading.

Qualifications

• Minimum 3 years' experience as a Financial Planner.
• Relevant Financial Planning qualifications and successful completion of the Financial Adviser exam.
• Excellent communication skills and the ability to explain financial concepts clearly.
• A proactive, motivated attitude and a willingness to contribute to team success.

Responsibilities

• Deliver high-quality personal and general financial advice to fund members.
• Help members make informed decisions about their superannuation and retirement goals.
• Build positive relationships and provide an exceptional member experience.
• Identify opportunities to improve member engagement, satisfaction and retention.
• Stay up to date with superannuation legislation, industry developments and regulatory requirements.
• Maintain high standards of compliance while always acting in members' best interests.
• Contribute to a positive, supportive and high-performing team environment.

Skills

Communication skills

3+ years experience

Explain financial concepts

Proactive attitude

Education

Financial Planning qualifications

Financial Adviser exam

Tools

Xplan

Industry Fund Services

Job description

About the company

Here's your chance to join a well-established and highly regarded industry super fund that puts its members first!With a strong reputation for supporting workers across the construction industry, our client is passionate about helping members make confident financial decisions and enjoy better outcomes in retirement.

We're looking for an enthusiastic Financial Planner to join their friendly, supportive team in Brisbane.This is a fantastic opportunity to put your financial planning expertise to good use, build meaningful relationships with members and enjoy the benefits of working within a purpose-driven organisation that values its people.

About the role

Reporting to the Senior Manager, you'll play an important role in helping members navigate their financial futures by delivering quality, personalised financial advice.Working with over the phone and face-to-face appointments, you'll provide both personal and general advice, with a particular focus on superannuation and retirement planning.You'll be joining a collaborative team that is passionate about delivering outstanding member experiences, with plenty of support and opportunities to continue developing your career.

What You'll Be Doing

• Deliver high-quality personal and general financial advice to fund members.


• Help members make informed decisions about their superannuation and retirement goals.


• Build positive relationships and provide an exceptional member experience.


• Identify opportunities to improve member engagement, satisfaction and retention.


• Stay up to date with superannuation legislation, industry developments and regulatory requirements.


• Maintain high standards of compliance while always acting in members' best interests.


• Contribute to a positive, supportive and high-performing team environment.

About You

We're looking for a Financial Planner who enjoys helping people, takes pride in delivering quality advice and brings a positive, member-focused approach to their work.

Ideally, You'll Bring

• A minimum of 3 years' experience as a Financial Planner.


• Relevant Financial Planning qualifications and successful completion of the Financial Adviser exam.


• Excellent communication skills and the ability to explain financial concepts in a clear, engaging way.


• A passion for helping people achieve better financial outcomes.


• A proactive, motivated attitude and a willingness to contribute to team success.


• Experience with Xplan or Industry Fund Services would be an advantage but isn't essential.

Why You'll Love Working Here

• Attractive Salary: $125K$135K + Super + additional Loading.


• Extra Time Off: Additional recreational leave to help you enjoy life outside of work.


• Free Onsite Parking: Take the hassle out of your daily commute.


• Fantastic Mentorship: Learn from experienced leaders who are invested in your development.


• Supportive Culture: Join a friendly, collaborative team that values its people.


• Hybrid working model: Days working from home after your settled


• Meaningful Work: Help everyday Australians build confidence in their financial futures.

If you're a Financial Planner looking for a rewarding opportunity with a respected industry super fund, we'd love to hear from you!