In-Demand Financial planning Jobs in Gold Coast, Qld

Implementation Officer – Financial Planning
Septennial Group —Surfers Paradise QLD
- Full-time
- CRM software
- Organisational skills
- Communication skills
Quick Apply
Financial Controller
HealthCare Logic Pty Ltd —Gold Coast QLD
- Full-time
- Hybrid work
- Microsoft Excel
- Finance
- Analysis skills
Quick Apply
COMMERCIAL FINANCE ANALYST
Fibrecycle PTY LTD —Helensvale QLD
- Microsoft Excel
- Analysis skills
- Manufacturing
Quick Apply
Oracle Database and EBS Applications Administrator
Rosebel Gold Mines N.V. —Gold Coast QLD
- 12 hour shift
- Oracle
- Management
- Computer Science
Quick Apply
Internal Compliance Lead
Rosebel Gold Mines N.V. —Gold Coast QLD
- Full-time
- Finance
- Master's degree
- Accounting
Quick Apply
Hospitality operations & compliance manager
Siblings @ Kirra Pty Ltd —Coolangatta QLD
- $80,000 - $90,000 a year
- Full-time
- Management
- In-person
Quick Apply
Community Facilities Planning Officer
City of Gold Coast —Bundall QLD
- From $111,401 a year
- Full-time
- Hybrid work
- Management
- Engineering
- Bachelor's degree
- Work from home
2d
Content Specialist - Broadbeach, QLD
Ignite —Broadbeach QLD
- Full-time
- Writing skills
- AI
- Editing
Project Manager
Alder Group —Helensvale QLD
- Full-time
- Engineering
- Administrative experience
- Construction experience
Quick Apply
Associate/Associate Principal | Programme and Project Management
Arup —Gold Coast QLD
- Hybrid work
- PMP
- Engineering
- Profit sharing
- Parental leave
14d
People and Culture Manager
SOFITEL —Broadbeach QLD
- Full-time
- Hospitality
- Management
- Leadership
Quick Apply
6d
Lifestyle Assistant
Anglicare Southern Queensland —Gold Coast QLD
- $44.71 - $49.93 an hour
- Full-time
- Remote
- CPR Certification
- First Aid Certification
- Health insurance
- Work from home
Environmental Analyst
ENV Solutions —Gold Coast QLD
- Full-time
- Management
- Data analysis skills
- Communication skills
Development Officer
Bond University —Robina QLD
- $85,707.07 a year
- Full-time
- CRM software
- Writing skills
- Databases
- Free parking
- Work from home
Senior Manager Technical Partners Health
Griffith University —Southport QLD
- Up to $172,057 a year
- Full-time
- Research
- University
- Recruiting
- Work from home
Quick Apply
Community Relation Officer
Rosebel Gold Mines N.V. —Gold Coast QLD
- Full-time
- AutoCAD
- Management
- Microsoft Office
Quick Apply
HR Advisor Talent Acquisition & Onboarding
Rosebel Gold Mines N.V. —Gold Coast QLD
- 12 hour shift
- Microsoft Excel
- Customer service
- Data analysis skills
Quick Apply
Digital Performance Lead - Broadbeach, QLD
Ignite —Broadbeach QLD
- Full-time
- Marketing
- AI
- Communication skills
8d
Human Resources Manager
Marriott International, Inc —Surfers Paradise QLD
- Full-time
- Hospitality
- Human resources
- Recruiting
Junior Planner
Rosebel Gold Mines N.V. —Gold Coast QLD
- Full-time
- Management
- Maintenance
- Bachelor's degree
Quick Apply

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Implementation Officer – Financial Planning

Septennial Group
Surfers Paradise QLD

Quick Apply

Job Details

Permanent | Full-time

Qualifications

CRM software
Investment
Financial planning
Organisational skills
Communication skills

Full Job Description

Your Future Strategy, part of The Septennial Group, is a full service professional firm bringing together Financial & Strategic Advisers, Accountants, and Mortgage Brokers. For over 20 years, we’ve helped clients achieve their financial goals through truly integrated, strategic advice and we’re just getting started.

Due to our continued growth, we are looking for a detail-oriented and reliable Implementation Officer to join our Financial Planning team and support the delivery of high quality client outcomes through strong execution.

About the Role

We’re looking for a proactive and process-driven Implementation Officer to join our growing Financial Planning team and play a key role in supporting the implementation of financial advice. Ideal for someone who enjoys working in the detail, ensuring accuracy, and keeping workflows moving efficiently, this role is focused on execution excellence rather than client strategy. Working closely with advisers and the broader team, you’ll help translate advice into action across platforms, providers, and internal systems, ensuring all implementation tasks are completed accurately and within required timeframes.

You’ll also play an important role in maintaining clear and timely communication with clients, advisers, and external providers throughout the implementation process, ensuring everything progresses smoothly and efficiently.

Key Responsibilities

Responsible for supporting the implementation function, you will

Action implementation of financial planning advice as directed by advisers
Process insurance applications, investment transactions, and product changes
Manage buy/sell transactions and product establishment across relevant platforms
Prepare and distribute compliance documentation (PDS, TMDs, Authority to Proceed)
Ensure all documentation is completed, signed, and stored in line with compliance requirements
Maintain accurate and up-to-date client records across CRM systems (e.g. Dynamics 365 / Fin365)
Prepare and upload review packs, authority forms, and supporting documentation
Liaise with product and platform providers to progress implementation tasks
Monitor workflow queues and ensure tasks are completed within agreed timeframes
Maintain clear communication with clients regarding progress, outstanding requirements, and next steps
Assist with shared inbox management and incoming client or provider communications
Contribute to the smooth day-to-day operation of the financial planning function

About You

You’re someone who thrives in a structured, fast paced environment and takes pride in accuracy, organisation, and getting things done properly the first time.

At least 12 months’ experience in financial planning implementation
Strong understanding of financial planning products and platforms
Experience processing insurance applications, investment transactions, and product changes
Experience using CRM systems (e.g. Xplan, Dynamics 365 or similar)
High attention to detail and strong organisational skills
Ability to manage multiple tasks and meet deadlines
Clear and professional communication skills

Most importantly, you take a proactive and accountable approach to your work, enjoy being part of a collaborative team, and are committed to delivering high quality outcomes for clients.

Why Join Us?

At The Septennial Group we pride ourselves on having a fun and rewarding team culture where personal development and career growth are critical.

We strive to uphold our core values in all that we do; Competence, Accountability, Client-Focused, Passion, Innovation, Collaboration & Integrity.

Apply now with your cover letter and CV. For further information please do not hesitate to contact Chief Operating Officer - Megan Selbie at [email protected]

Company Overview

Please visit our company website for more information

Quick Apply

Refine Your Search

financial planning jobs in gold coast, qld

Implementation Officer – Financial Planning

Financial Controller

COMMERCIAL FINANCE ANALYST

Oracle Database and EBS Applications Administrator

Internal Compliance Lead

Hospitality operations & compliance manager

Community Facilities Planning Officer

Content Specialist - Broadbeach, QLD

Project Manager

Associate/Associate Principal | Programme and Project Management

People and Culture Manager

Lifestyle Assistant

Environmental Analyst

Development Officer

Senior Manager Technical Partners Health

Community Relation Officer

HR Advisor Talent Acquisition & Onboarding

Digital Performance Lead - Broadbeach, QLD

Human Resources Manager

Junior Planner

I want to receive the latest job alert for financial planning in gold coast, qld

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