In-Demand Senior financial planner Jobs in Queensland

Senior Financial Planner
Soundbridge Financial Services —Rockhampton QLD
- Microsoft Office
- Master's degree
- Business development
6d
Senior Cost Planner
John Holland —Fortitude Valley QLD
- Construction experience
- Parental leave
Senior Analyst (Energy/Techno-economics/Decarbonisation)
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Microsoft Excel
- Engineering
- Bachelor's degree
- Health insurance
- Parental leave
Senior Planner
BESIX Watpac —Brisbane QLD
- Full-time
- Construction experience
- Communication skills
- Gym membership
Quick Apply
Senior Associate Interior Designer
Architectus —Brisbane QLD
- Full-time
- Construction experience
- Leadership
- Work from home
- Parental leave
5d
Senior Sustainability and Resilience Consultant
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Technical Director/ WA Ports Lead - Perth
Moffatt & Nichol —Brisbane QLD
- Full-time
- English
- Business development
- Bachelor's degree
Quick Apply
Principal Project Manager - Regional North Queensland
AECOM —Mackay QLD
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Time management
Senior Urban Planner
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Microsoft Office
- Communication skills
1d
Client Services and Administration Officer
Apiary Financial —Milton QLD
- $60,000 - $70,000 a year
- Urgently hiring
- Microsoft Office
- Administrative experience
- Computer skills
Quick Apply
13d
Project Manager - Regional North Queensland
AECOM —Townsville QLD
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Time management
Senior Structural Engineer
Orion Consulting —Brisbane QLD
- Full-time
- AutoCAD
- Bachelor's degree
- Communication skills
- Parental leave
- Employee assistance program
Senior Electrical Designer - Resources + Industry
AECOM —South Townsville QLD
- Full-time
- Hybrid work
- AutoCAD
- Microsoft Office
- Electrical experience
BIM Technician
AECOM —Fortitude Valley QLD
- Full-time
- Hybrid work
- AutoCAD
- CAD
- Health insurance
- Parental leave
13d
Senior Analyst | Real Estate Advisory
Deloitte —Brisbane QLD
- Microsoft Excel
- Research
- Communication skills
- Parental leave
Environmental Impact Assessment Lead
AECOM —Cairns QLD
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
4d
Senior Mechanical Designer
AECOM —South Townsville QLD
- Full-time
- Hybrid work
- AutoCAD
- Engineering
- Bachelor's degree
Development Manager
DCOH —Brisbane QLD
- Full-time
- Master's degree
- Organisational skills
- Construction experience
Quick Apply
8d
Associate Director - Mechanical Engineering
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Leadership
- Communication skills
Environmental Impact Assessment Lead - Relocate to Townsville
AECOM —Brisbane QLD
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Budgeting
- Relocation assistance
4d

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senior financial planner jobs near queensland

Senior Financial Planner

Soundbridge Financial Services
Rockhampton QLD

Apply Now

Job Details

6 days ago

Qualifications

Microsoft Office
Master's degree
Business development
Bachelor's degree
Communication skills

Full Job Description

You will have at least 5 years’ experience and a proven track record providing quality, advice in Wealth Creation, Investment and Superannuation Strategies, Personal Insurance and risk protection, Retirement and Estate planning,

You will be confident talking with clients about their goals, objectives, dreams and aspirations and have the ability to develop strategies to assist clients to meet them.

Success in this role will mean introducing new clients and provide ongoing advice and service to our loyal Clients who are business owners, to everyday Mum and Dad’s and high net-worth individuals.

About you:

ADFP, Bachelors or Masters degree
Solid compliance record with evidence of ongoing CPD
Tax Practitioner Board (TPB) registration
Professional membership, CFP or FChFP
Demonstrated ability in identifying new opportunities and business development
Have a commitment to ongoing education and development
Excellent written and verbal communication skills
The ability to work well in a team environment and be independently motivated
Maintaining and building strong relationships with a wide variety of stakeholders
Demonstrated good attention to detail in all work tasks
Experience with Xplan (preferred) & Microsoft Office

The Benefits:

Competitive remuneration and bonus structure
Opportunity to grow a long and stable career path
Autonomy within a medium sized business
Full in-house paraplanning and compliance support
Administration and Client services support
Centrally located office with parking

Confidential applications in writing with a cover letter detailing your previous experience and how your skills, qualifications and personal attributes meet the requirements and responsibilities for this position. Please submit your confidential application complete with a cover letter and resume to [email protected]

Apply Now

Refine Your Search

senior financial planner jobs in queensland

Senior Financial Planner

Senior Cost Planner

Senior Analyst (Energy/Techno-economics/Decarbonisation)

Senior Planner

Senior Associate Interior Designer

Senior Sustainability and Resilience Consultant

Technical Director/ WA Ports Lead - Perth

Principal Project Manager - Regional North Queensland

Senior Urban Planner

Client Services and Administration Officer

Project Manager - Regional North Queensland

Senior Structural Engineer

Senior Electrical Designer - Resources + Industry

BIM Technician

Senior Analyst | Real Estate Advisory

Environmental Impact Assessment Lead

Senior Mechanical Designer

Development Manager

Associate Director - Mechanical Engineering

Environmental Impact Assessment Lead - Relocate to Townsville

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