Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.
You'll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.
Analyse client data, file notes and financial statements
Partner with advisers to develop tailored financial strategies
Prepare SOA's, ROA's, review documents and calculations
Build financial models, projections and advice calculations
Assist with portfolio construction and asset allocation
Complete insurance needs analysis and obtain quotes
Liaise with clients, providers and advisers
Track implementation tasks and follow up outstanding items
About the role
Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.
You'll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.
Analyse client data, file notes and financial statements
Partner with advisers to develop tailored financial strategies
Prepare SOA's, ROA's, review documents and calculations
Build financial models, projections and advice calculations
Assist with portfolio construction and asset allocation
Complete insurance needs analysis and obtain quotes
Liaise with clients,



providers and advisers
Track implementation tasks and follow up outstanding items
Skills & Experience
3+ years of experience in a financial planning business
Completed or studying relevant degree
Experience writing advice documents - SOA's and ROA's
Strong knowledge of super, investments, tax implications, retirement planning and insurance
Confident communicator with strong written and verbal skillsStrong Excel and financial planning software capability
Benefits
Versatile work options, 1 day WFH per week
Career development and ongoing training
Strong pathway for internal career progressionwith pathway to Professional Year
Regular professional development days and industry events
Exposure to complex and high-net-worth clients
About the Company/Culture
Established for more than two decades, this privately owned financial planning practice forms part of a larger group. The team provides holistic wealth advice to a predominantly HNW client base.
People enjoy working here because the team is close-knit, supportive and social. Regular events, professional development and a strong focus on internal promotion create a collaborative environment.You'll join an established team with genuine opportunities to grow your career.
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📌 Associate Adviser (Canberra)
🏢 Bentley Recruitment
📍 Canberra