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 solid 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 strong 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)
🏢 Butler Holdings
📍 Ballarat