In-Demand Financial planner Jobs in Fortitude Valley, Qld

Financial Planner
Septennial Group —Brisbane QLD
- Full-time
- Management
- Presentation skills
- Communication skills
Quick Apply
Senior Cost Planner
John Holland —Fortitude Valley QLD
- Construction experience
- Parental leave
Project Cost Controller
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Maintenance Cost and Performance Analyst
Emeco —Brisbane QLD
- Full-time
- Microsoft Excel
- ERP systems
- Finance
Experienced Graduate
Architectus —Brisbane QLD
- Full-time
- Microsoft Office
- Organisational skills
- Construction experience
- Work from home
- Parental leave
Senior Sustainability and Resilience Consultant
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Client Services and Administration Officer
Apiary Financial —Milton QLD
- $55,000 - $70,000 a year
- Urgently hiring
- Microsoft Office
- Administrative experience
- Computer skills
Quick Apply
6d
Senior Planner
BESIX Watpac —Brisbane QLD
- Full-time
- Construction experience
- Communication skills
- Gym membership
Quick Apply
Senior Analyst (Energy/Techno-economics/Decarbonisation)
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Bachelor's degree
- Health insurance
- Parental leave
Finance Partner Assistant
Architectus —Brisbane QLD
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Work from home
- Parental leave
Ecologist
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Communication skills
BIM Technician
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Health insurance
- Parental leave
7d
Senior Heritage Specialist
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Management
- Research
Architect - Health
Jacobs —Brisbane QLD
- Hybrid work
- AutoCAD
- Microsoft Office
- Master's degree
- Parental leave
12d
Environmental Scientist/Geoscientist/Engineer/Geologist and Hydrogeologist
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
Electrical Engineer (Building Services)
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- AutoCAD
- Microsoft Office
- Electrical experience
Technical Director/ WA Ports Lead - Perth
Moffatt & Nichol —Brisbane QLD
- Full-time
- English
- Business development
- Bachelor's degree
Quick Apply
Interior Designer
Architectus —Brisbane QLD
- Full-time
- Bachelor's degree
- Construction experience
- Work from home
- Parental leave
Senior Analyst | Real Estate Advisory
Deloitte —Brisbane QLD
- Microsoft Excel
- Research
- Communication skills
- Parental leave
Senior Structural Engineer
Orion Consulting —Brisbane QLD
- Full-time
- AutoCAD
- Bachelor's degree
- Communication skills
- Parental leave
- Employee assistance program

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financial planner jobs near fortitude valley, qld

Financial Planner

Septennial Group
Brisbane QLD

Quick Apply

Job Details

Permanent | Full-time

Qualifications

Investment
Financial planning
Management
Presentation skills
Communication skills

Full Job Description

Your Future Strategy, a part of the Septennial Group, is redefining the way professional advice is delivered. We believe clients deserve more than standalone advice. They deserve a trusted team that understands the bigger picture and works collaboratively to help them achieve their personal, financial and lifestyle goals.

By bringing together Financial Planning, Accounting, Lending, Property and Legal, we deliver holistic, integrated advice that considers every aspect of a client’s journey. Our team genuinely cares about the outcomes we help clients achieve and works together to create strategies that evolve with our clients over time.

As we continue to grow, we are seeking an experienced Financial Planner to join our Brisbane team.

The Opportunity

This is an opportunity to join an established, progressive advice business and develop trusted, long-term relationships with clients.

You will manage and grow a portfolio of clients, providing strategic advice tailored to their individual goals and circumstances. You will be supported by an experienced advice and implementation team, allowing you to focus on building relationships, delivering quality advice and achieving meaningful client outcomes.

A key part of the role is working collaboratively with specialists across Accounting, Lending, Property and Legal. This integrated approach enables you to consider the client’s complete financial position and develop coordinated strategies that go beyond traditional Financial Planning.

You will be responsible for

Managing and developing trusted relationships with new and existing clients
Understanding clients’ goals, circumstances and long-term aspirations
Developing and presenting comprehensive, strategic financial advice
Providing advice across superannuation, investments, insurance, retirement planning and wealth creation
Working closely with paraplanning and implementation support throughout the advice process
Maintaining high standards of advice quality, compliance and client care
Conducting ongoing client reviews and identifying changing advice needs
Collaborating across Accounting, Lending, Property and Legal to deliver integrated client strategies
Contributing to business growth through strong client relationships, referrals and professional networks
Embracing technology, innovation and continuous improvement

About You

You are an experienced Financial Planner who combines strong technical knowledge with a genuine ability to connect with people.

You take the time to understand what matters to your clients and translate complex financial concepts into clear, practical strategies. You are organised, commercially minded and committed to delivering advice that creates meaningful, long-term value.

Most importantly, you enjoy working collaboratively and recognise that the strongest client outcomes often come from bringing together multiple areas of expertise.

A minimum of five years’ experience in Financial Planning or Wealth Advice
Completion of all current education and regulatory requirements
Current registration on the Financial Advisers Register, or eligibility to be registered
Strong technical knowledge across superannuation and SMSFs, investments, personal insurance, retirement planning and wealth structuring
Experience developing and presenting comprehensive Statements of Advice
A sound understanding of compliance, governance and advice quality
Strong relationship management and communication skills
The ability to work collaboratively with advisers, support teams and professionals from other disciplines
A genuine commitment to building lasting client relationships and delivering exceptional outcomes

Why Join Septennial Group?

At Septennial, we are building something different. Our success is built on our people, and we believe that investing in our team, fostering a positive culture and encouraging new ideas naturally leads to better client outcomes.

You will join a collaborative and growing business where you can broaden your expertise, contribute to the way advice is delivered and build a rewarding long-term career.

Our values guide everything we do: Integrity, Accountability, Client Focus. Collaboration, Competence, Innovation and Passion.

Apply now

If you are looking for more than a traditional Financial Planning role and want to deliver genuinely integrated advice within a progressive, client-focused business, we would love to hear from you.

Please apply with your resume and cover letter addressed to Megan Selbie, Chief Operating Officer.

Company Overview

Please visit our company website for more information

Quick Apply

Refine Your Search

financial planner jobs in fortitude valley, qld

Financial Planner

Senior Cost Planner

Project Cost Controller

Maintenance Cost and Performance Analyst

Experienced Graduate

Senior Sustainability and Resilience Consultant

Client Services and Administration Officer

Senior Planner

Senior Analyst (Energy/Techno-economics/Decarbonisation)

Finance Partner Assistant

Ecologist

BIM Technician

Senior Heritage Specialist

Architect - Health

Environmental Scientist/Geoscientist/Engineer/Geologist and Hydrogeologist

Electrical Engineer (Building Services)

Technical Director/ WA Ports Lead - Perth

Interior Designer

Senior Analyst | Real Estate Advisory

Senior Structural Engineer

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