Job Description
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.

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