Financial Planner - Hybrid, Mentorship & Retirement Focus

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

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.