Canberra ACT, Australian Capital Territory, Australia

(on-site)

Spotlight

Preferred

Posted2 days ago

Job Function

Description

Are you an associate ready to take the next step in your career? Apply today!Financial Planning AssociateYour new companyJoin a respected and growing financial advice business committed to delivering personalised, high-quality advice that helps clients achieve their financial goals. This is an excellent opportunity for an analytical and technically minded financial planning professional to work alongside experienced advisers and play a key role in developing strategic financial advice solutions.Your new roleAs a Financial Planning Associate, you will support advisers across the full advice process, assisting with strategy development, research, modelling and preparation of client advice documentation. Working across a diverse range of client circumstances, you will contribute to delivering advice in areas including superannuation, retirement planning, investments, personal insurance, taxation and debt management.

Key responsibilities include:

- Preparing Statements of Advice (SOAs), Records of Advice (ROAs) and client review documentation.
- Conducting technical research across financial planning disciplines.
- Building and maintaining financial models, projections and advice calculations.




- Supporting portfolio construction and investment research activities.
- Completing insurance needs analyses and assisting with policy research.
- Liaising with advisers, clients and external providers to obtain required information.
- Ensuring advice documentation is accurate, compliant and ready for adviser review.

What you'll need to succeed

- Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business or a related field.
- Sound knowledge of superannuation, investments, retirement planning, taxation and insurance strategies.
- Strong written communication skills with the ability to produce detailed and compliant advice documents.
- Advanced attention to detail and a commitment to accuracy.
- Solid Excel skills and confidence using financial planning systems and technology.
- Excellent organisational skills with the ability to manage competing priorities and deadlines.

What you'll get in return

- Opportunity to work within a collaborative and professional advice environment.
- Exposure to complex financial planning strategies and high-quality client work.
- Ongoing technical development and career progression opportunities.
- Supportive team culture that values collaboration, continuous improvement and professional growth.

#J-18808-Ljbffr

📌 Financial Planning (Canberra)
🏢 FAAA
📍 Canberra