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 responsibilitiesProviding high-quality administrative and technical support to the Financial Planning teamPreparing and managing advice documentation, including ROAsAssisting with financial modelling, research and advice preparationPreparing and submitting investment and superannuation applicationsManaging implementation of advice and following up with providersMaintaining accurate and up-to-date client recordsManaging multiple client files and ensuring deadlines are metLiaising with clients,



advisers and product providersEnsuring implementation tasks are followed through to genuine completionSupporting the team to deliver an productive and consistent advice processAbout youHas approximately 4 years' experience in financial planningHas strong financial planning administration and technical knowledgeUnderstands the advice and implementation processHas excellent attention to detail and accuracyIs highly organised and able to manage competing prioritiesTakes ownership and follows tasks through to completionHas strong communication and relationship-building skillsIs comfortable working independently while being part of a team-oriented teamHas a good understanding of financial planning compliance requirementsExperience with WealthSolver, Risk Researcher, Xplan or similar financial planning systems will be highly regardedAbout usButler is an established accounting and financial planning firm with a robust 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