In-Demand Officer – financial planning Jobs in Southport, Qld

Implementation Officer – Financial Planning
Septennial Group —Surfers Paradise QLD
- Full-time
- CRM software
- Organisational skills
- Communication skills
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
1d
Development Officer
Bond University —Robina QLD
- $85,707.07 a year
- Full-time
- CRM software
- Writing skills
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- Free parking
- Work from home
Community Infrastructure Planning Officer
City of Gold Coast —Bundall QLD
- From $111,401 a year
- Full-time
- Hybrid work
- Management
- Conflict management
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12d
Senior Contract Management Officer
City of Gold Coast —Bundall QLD
- $101,616 - $108,140 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
3d
Community Relation Officer
Rosebel Gold Mines N.V. —Gold Coast QLD
- Full-time
- AutoCAD
- Management
- Microsoft Office
Quick Apply
Senior Technical Officer, Science Laboratories
Bond University —Robina QLD
- $90,587.42 a year
- Full-time
- University
- Leadership
- Communication skills
- Free parking
- Work from home
2d
Senior Technical Officer, Bond Institute of Health and Sport
Bond University —Robina QLD
- $90,587.42 a year
- Full-time
- University
- Communication skills
- Free parking
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2d

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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

officer – financial planning jobs in southport, qld

Implementation Officer – Financial Planning

Community Facilities Planning Officer

Development Officer

Community Infrastructure Planning Officer

Senior Contract Management Officer

Community Relation Officer

Senior Technical Officer, Science Laboratories

Senior Technical Officer, Bond Institute of Health and Sport

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