Financial Planning

Job Description

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Canberra ACT, Australian Capital Territory, Australia

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(on-site)

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Spotlight

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Preferred

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Posted2 days ago

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Job Function

Description \n

Are you an associate ready to take the next step in your career? Apply today!Financial Planning AssociateYour new companyJoin a respected and growing financial advice business committed to delivering personalised, high-quality advice that helps clients achieve their financial goals. This is an excellent opportunity for an analytical and technically minded financial planning professional to work alongside experienced advisers and play a key role in developing strategic financial advice solutions.Your new roleAs a Financial Planning Associate, you will support advisers across the full advice process, assisting with strategy development, research, modelling and preparation of client advice documentation. Working across a diverse range of client circumstances, you will contribute to delivering advice in areas including superannuation, retirement planning, investments, personal insurance, taxation and debt management.

Key responsibilities include: \n

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• Preparing Statements of Advice (SOAs), Records of Advice (ROAs) and client review documentation.
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• Conducting technical research across financial planning disciplines.
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• Building and maintaining financial models, projections and advice calculations.
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• Supporting portfolio construction and investment research activities.
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• Completing insurance needs analyses and assisting with policy research.
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• Liaising with advisers, clients and external providers to obtain required information.
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• Ensuring advice documentation is accurate, compliant and ready for adviser review.
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What you'll need to succeed \n

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• Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business or a related field.
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• Sound knowledge of superannuation, investments, retirement planning, taxation and insurance strategies.
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• Strong written communication skills with the ability to produce detailed and compliant advice documents.
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• Advanced attention to detail and a commitment to accuracy.
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• Strong Excel skills and confidence using financial planning systems and technology.
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• Excellent organisational skills with the ability to manage competing priorities and deadlines.
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What you'll get in return \n

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• Opportunity to work within a collaborative and professional advice environment.
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• Exposure to complex financial planning strategies and high-quality client work.
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• Ongoing technical development and career progression opportunities.
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• Supportive team culture that values collaboration, continuous improvement and professional growth.
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