Financial Planner - Brisbane
About the role
Are you a driven Financial Planner ready to make a real impact? Do you thrive in a close-knit team, value autonomy, and want to help clients build lasting financial security? If so, we want to meet you
At our boutique financial planning firm—established in 2017 and based on Brisbane's south side—we're looking for a motivated, client-focused Financial Planner to join our dynamic team.
What you'll be doing
Develop tailored financial plans and strategies to help clients achieve their short- and long-term financial goals
Provide expert advice on investment, superannuation and insurance
Maintain a high level of client satisfaction by delivering exceptional service and support
Collaborate with other financial professionals, to provide holistic advice
Build trusted relationships to grow the business
What we're looking for
Minimum 4 years' experience as a qualified Financial Planner
Relevant tertiary qualifications in Financial Planning
Has completed FASEA education requirements
Proven track record of providing high-quality, client-focused financial advice
Strong technical knowledge of financial planning principles, products, and regulations
Excellent communication and interpersonal skills to build trust with clients
Critical thinking and problem-solving abilities to develop customised financial strategies
Commitment to ongoing professional development and industry compliance
What we offer
Competitive salary and performance-based bonuses
Opportunities for professional development and career advancement
A supportive, down-to-earth culture where your ideas matter
Free On-site Parking
About us
Planning Box is a leading financial planning firm dedicated to empowering our clients to achieve their financial goals. With a strong focus on innovation and client-centric service, we have established a reputation for excellence in the industry. Our team of knowledgeable and experienced financial professionals is committed to providing tailored solutions that help our clients navigate the complex financial landscape and secure their financial future.
Apply now to join our dynamic team and take the next step in your financial planning career.
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