Job Description
Canberra ACT, Australian Capital Territory, Australia
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(on-site)
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Spotlight
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Preferred
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Posted2 days ago
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Job Function
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Description
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Are you an associate ready to take the next step in your career? Apply today!
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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.
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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.
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Key responsibilities include:
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Preparing Statements of Advice (SOAs), Records of Advice (ROAs) and client review documentation.
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Conducting technical research across financial planning disciplines.
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Building and maintaining financial models, projections and advice calculations.
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Supporting portfolio construction and investment research activities.
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Completing insurance needs analyses and assisting with policy research.
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Liaising with advisers, clients and external providers to obtain required information.
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Ensuring advice documentation is accurate, compliant and ready for adviser review.
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What you'll need to succeed
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Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business or a related field.
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Sound knowledge of superannuation, investments, retirement planning, taxation and insurance strategies.
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Strong written communication skills with the ability to produce detailed and compliant advice documents.
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Advanced attention to detail and a commitment to accuracy.
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Strong Excel skills and confidence using financial planning systems and technology.
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Excellent organisational skills with the ability to manage competing priorities and deadlines.
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What you'll get in return
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Chance to work within a collaborative and professional advice environment.
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Exposure to complex financial planning strategies and high-quality client work.
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Ongoing technical development and career progression opportunities.
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Supportive team culture that values collaboration, continuous improvement and professional growth.
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📌 Financial Planning (Canberra)
🏢 FAAA
📍 Canberra