Lead the future of Financial Planning within a leading, progressive integrated advisory business
About Your Future Strategy
Your Future Strategy, 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, not just one piece of it. Our team genuinely care about the outcomes we help clients achieve and work together to create strategies that evolve with them over time.
As we continue our national growth, we're seeking an experienced Financial Planning leader to help shape the future of our advice business while establishing and growing our Sydney presence. If you're looking for the opportunity to influence strategy, develop people, build a market and genuinely leave your mark, we'd love to hear from you.
The Opportunity
This is more than a leadership position, it's an opportunity to help shape the future direction of Financial Planning within a growing national advisory business. Initially, you'll establish and grow our Sydney Financial Planning presence while managing a portfolio of clients and leading by example. You will also focus on capability development and strategic growth of the Financial Planning function nationally. You'll be responsible for the performance, technical excellence, compliance, commercial growth and ongoing evolution of our Financial Planning division. Most importantly, you'll champion the philosophy that Financial Planning is not delivered in isolation. You'll work collaboratively with our leadership team to ensure every client receives holistic, integrated advice that is tailored to their goals, circumstances and long term aspirations.
What You'll Be Responsible For
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Leading and developing our national Financial Planning team
- Building and expanding our Sydney Financial Planning presence
- Providing technical leadership across complex advice matters
- Maintaining the highest standards of advice quality, compliance and governance
- Overseeing Statements of Advice, advice frameworks and technical standards
- Coaching, mentoring and developing advisers and support staff
- Driving sustainable business growth and identifying new opportunities
- Working collaboratively across Accounting, Lending, Property and Legal to deliver integrated client strategies
- Championing innovation, technology and continuous improvement
- Building trusted, long-term client relationships centered on achieving meaningful outcomes
About You
You're an experienced Financial Planning professional who combines exceptional technical capability with proven leadership experience. You genuinely care about helping clients achieve what matters most to them and recognise that the best outcomes often come from collaboration across multiple areas of expertise. You're equally comfortable mentoring advisers, contributing to business strategy and working directly with clients.
Most importantly, you're excited by the opportunity to help build something bigger than a traditional Financial Planning practice.
What You'll Bring
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Minimum 10 years' experience in Financial Planning or Wealth Advice
- All current required education and regulatory requirements satisfied
- Demonstrated experience mentoring Financial Advisers or Financial Planning teams
- Strong technical expertise across - Superannuation and SMSFs; Investments; Personal Insurance; Retirement Planning & Wealth Structuring
- Strong understanding of compliance, governance and advice quality
- Experience reviewing and overseeing Statements of Advice
- Commercial acumen with a passion for growing businesses and developing people
- Excellent communication and stakeholder management skills
- A genuine commitment to building lasting client relationships and delivering exceptional client outcomes
Why Join Septennial Group?
At Septennial, we're building something different. Our success is built on our people. We genuinely believe that when we invest in our team, foster a positive culture and empower our leaders, exceptional client outcomes naturally follow.
That's why we're committed to creating an environment where people are supported to grow professionally, contribute new ideas and build rewarding long-term careers.
Our values guide everything we do. We look for leaders who demonstrate Integrity, take Accountability, put Clients First, foster Collaboration, pursue Excellence and Competence, embrace Innovation, and bring genuine Passion to the work they do.
Apply Now
If you're looking for more than just another leadership role and want the opportunity to help shape the future of integrated advice while leading a team that genuinely cares about its clients, we'd love to hear from you.
Apply now and become an important part of the next chapter of Your Future Strategy and the Septennial Group.
Please apply with your resume & cover letter addressed to Megan Selbie – Chief Operating Officer. For further information please email – [email protected]
Please visit our company website for more information
