Waterford Financial Services is seeking a Advice Associate - Financial Planning (Client Services) to join our dynamic team in Newcastle, Maitland & Hunter, NSW.
This is a full-time position that plays a crucial role in supporting our financial planning operations and delivering exceptional client outcomes.
As a Advice Associate, you will be instrumental in bridging the gap between our financial planners and clients, ensuring that comprehensive financial plans are developed, implemented, and maintained to the highest standards.
This role is essential to our commitment to providing professional and ethical financial planning services across the Hunter region.What you'll be doingPreparing comprehensive financial plans and statements under the supervision of senior financial plannersConducting client fact-finding and documentation to support the financial planning processAnalysing client financial situations and preparing recommendations for adviser reviewManaging client communications and coordinating meetings between clients and financial plannersImplementing financial planning advice and monitoring ongoing client outcomesMaintaining client files and ensuring compliance with regulatory requirements and internal policiesProcessing client transactions and liaising with product providersSupporting the development of financial planning strategies and solutionsAssisting with client onboarding and relationship management activitiesStaying current with financial planning regulations, legislation, and industry updatesWhat we're looking forQualification in financial planning or a relevant financial services qualification (such as Diploma of Financial Planning or equivalent)Demonstrated understanding of financial planning principles,



investment concepts and risk managementKnowledge of financial products including superannuation, insurance, shares and fixed income securitiesProficiency with financial planning software and Microsoft Office applicationsStrong written and verbal communication skills with the ability to explain complex financial concepts clearlyExcellent organisational and time management abilitiesAttention to detail and accuracy in preparing financial documentationProfessional demeanour and commitment to client confidentialityExperience in a financial services or advisory setting is highly desirableUnderstanding of financial services compliance and regulatory obligationsAbout usWaterford Financial Services is a respected financial planning firm committed to delivering personalised, ethical financial advice to our clients across the Hunter region.
We pride ourselves on our professional approach, strong client relationships, and a team of dedicated professionals who are passionate about helping clients achieve their financial goals.
Our values centre on integrity, expertise, and client-focused service delivery.What we offerFull-time employment with a stable and growing financial services firmCompetitive remuneration packageProfessional development opportunities and support for continuing financial services educationA collaborative team environment with experienced financial planners and support staffFlexible working arrangements where possible to support work-life balanceExposure to a diverse range of client situations and financial planning scenariosCareer progression opportunities within a professional services environmentAccess to industry training and resources to enhance your professional capabilities
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📌 Advice Associate - Financial Planning (Client Services) (New South Wales)
🏢 Waterford Accountants
📍 New South Wales