Description

Our client "Planning Box" is seeking a Financial Planner/Adviser to join their team!
Are you ready to take your financial planning career to the next level? Join a dynamic, boutique firm where you'll have the autonomy to make a real impact on clients' financial futures. This role offers the perfect blend of client-focused work, team collaboration, and professional growth opportunities.

About Our Client
Planning Box is a leading financial planning firm established in 2017, based on Brisbane's south side. They are dedicated to empowering clients to achieve their financial goals through innovative, tailored solutions. With a strong reputation for excellence and a client-centric approach, Planning Box offers a supportive, down-to-earth culture where your ideas matter.

What you'll be doing?
Develop financial strategies: Create customized plans to help clients achieve their short- and long-term financial goals, making a real difference in their lives.
Provide expert advice: Offer valuable insights on investments, superannuation, and insurance, guiding clients towards financial security.
Deliver exceptional service: Maintain high client satisfaction through outstanding support and communication, building lasting relationships.
Collaborate with professionals: Work alongside other financial experts to provide comprehensive, holistic advice to clients.
Grow the business: Build trusted relationships with clients and partners to expand the firm's reach and impact.
Who are they looking for?
Qualified professional: A Financial Planner with at least 3 years of experience and relevant tertiary qualifications in Financial Planning.
FASEA compliant: Someone who has completed the FASEA education requirements and is committed to ongoing professional development.
Proven track record: A professional with a history of providing high-quality, client-focused financial advice.
Technical expertise: Strong knowledge of financial planning principles, products, and regulations to provide informed guidance.
Excellent communicator: Ability to build trust with clients through strong interpersonal and communication skills.
Problem solver: Critical thinking skills to develop tailored financial strategies for diverse client needs.
Compliance focused: Dedication to maintaining industry compliance and ethical standards.
Why you should consider this opportunity?
Our client offers an attractive remuneration package and other benefits, such as:

Competitive salary with performance-based bonuses to reward your hard work
Opportunities for professional development to advance your career
A supportive, collaborative work environment where your ideas are valued
Convenient free on-site parking
How to apply
Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us!

We encourage applications from individuals of all backgrounds and experience levels who are passionate about financial planning and client service.

All information received will be kept strictly confidential and will be used only for employment-related purposes.