This is an opportunity for someone with around 4 years' experience in financial planning who is ready to take ownership of their client files and play an important role in delivering a high-quality client experience. You will work closely with the Financial Planning team and be responsible for supporting the advice process from technical preparation through to implementation.

Key responsibilities

- Providing high-quality administrative and technical support to the Financial Planning team
- Preparing and managing advice documentation, including ROAs
- Assisting with financial modelling, research and advice preparation
- Preparing and submitting investment and superannuation applications
- Managing implementation of advice and following up with providers
- Maintaining accurate and up-to-date client records
- Managing multiple client files and ensuring deadlines are met
- Liaising with clients, advisers and product providers
- Ensuring implementation tasks are followed through to genuine completion
- Supporting the team to deliver an efficient and consistent advice process

About you





- Has approximately 4 years' experience in financial planning
- Has strong financial planning administration and technical knowledge
- Understands the advice and implementation process
- Has excellent attention to detail and accuracy
- Is highly organised and able to manage competing priorities
- Takes ownership and follows tasks through to completion
- Has solid communication and relationship-building skills
- Is comfortable working independently while being part of a collaborative team
- Has a good understanding of financial planning compliance requirements
- Experience with WealthSolver, Risk Researcher, Xplan or similar financial planning systems will be highly regarded

About us

Butler is an established accounting and financial planning firm with a strong focus on providing quality advice and service to our clients. You'll be joining a growing team where you will have the opportunity to take ownership of your work, develop your skills and work alongside experienced financial planning professionals.

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📌 Financial Planning Administrator / Senior Financial Planning Administrator (Ballarat East)
🏢 Butler Holdings
📍 Ballarat East