Associate Adviser
Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.
You’ll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.
- Analyse client data, file notes and financial statements
- Partner with advisers to develop tailored financial strategies
- Prepare SOA's, ROA's, review documents and calculations
- Build financial models, projections and advice calculations
- Assist with portfolio construction and asset allocation
- Complete insurance needs analysis and obtain quotes
- Liaise with clients, providers and advisers
- Track implementation tasks and follow up outstanding items
About the role
Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.
You’ll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.
- Analyse client data, file notes and financial statements
- Partner with advisers to develop tailored financial strategies
- Prepare SOA's, ROA's, review documents and calculations
- Build financial models, projections and advice calculations
- Assist with portfolio construction and asset allocation
- Complete insurance needs analysis and obtain quotes
- Liaise with clients, providers and advisers
- Track implementation tasks and follow up outstanding items
Skills & Experience
- 3+ years of experience in a financial planning business
- Completed or studying relevant degree
- Experience writing advice documents - SOA's and ROA's
- Strong knowledge of super, investments, tax implications, retirement planning and insurance
- Confident communicator with strong written and verbal skillsStrong Excel and financial planning software capability
Benefits
- Flexible work options, 1 day WFH per week
- Career development and ongoing training
- Strong pathway for internal career progressionwith pathway to Professional Year
- Regular professional development days and industry events
- Exposure to complex and high-net-worth clients
About the Company/Culture
Established for more than two decades, this privately owned financial planning practice forms part of a larger group. The team provides holistic wealth advice to a predominantly HNW client base.
People enjoy working here because the team is close-knit, supportive and social. Regular events, professional development and a strong focus on internal promotion create a collaborative environment.You’ll join an established team with genuine opportunities to grow your career.
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