Our customers rate us Excellent 
based on 696 ratings over the past
year 
Build your career with Finance Planning
At Finance Planning, we believe our people are our greatest asset. Joining our team means becoming part of a dynamic, forward thinking organisation dedicated to delivering exceptional financial solutions to our clients. Whether you’re starting out in your career or looking for your next challenge, we offer a supportive and collaborative environment where you can excel.
Why join Finance Planning?
At the Finance Planning, we help mortgage and protection advisers build successful, sustainable businesses with the freedom to work their way and the support to thrive. As an award-winning network with over 3,700 five-star reviews, we offer whole-of-market access, exclusive products, cutting-edge technology, expert compliance, and marketing support — all while allowing you to run your business independently. Whether you're just starting out or scaling up, you'll have a trusted team behind you every step of the way.
Apply OnlineWe offer award-winning support without compromising your independence. You get access to whole-of-market products, expert compliance, and cutting-edge tech — all designed to help you grow your business, your way.
No — you can join as a self-employed adviser under our umbrella or operate as an appointed representative (AR) firm. We’ll help you choose the structure that suits your goals.
You can do both. Many of our advisers grow through their own referrals, but we also offer lead generation options and support, depending on your needs and ambitions.
Our compliance team works with you, not against you. We provide clear, proactive support that helps you stay on track without adding unnecessary admin to your day.
We’re flexible — if you’re passionate about delivering great advice and are committed to building a successful business, we’d love to talk to you. Let’s find out what’s possible together.
Simple and supportive. From your first enquiry to your go-live date, we guide you every step of the way — with training, system setup, and personal onboarding support.
Just fill in our short enquiry form, give us a call, or email the team. We’ll arrange a no-obligation chat to explore whether the Finance Planning Group is right for you.
