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




Liaise with clients, providers and advisers
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Track implementation tasks and follow up outstanding items
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Skills & Experience n
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3+ years of experience in a financial planning business
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Completed or studying relevant degree
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Experience writing advice documents - SOA's and ROA's
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Strong knowledge of super, investments, tax implications, retirement planning and insurance
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Confident communicator with strong written and verbal skillsStrong Excel and financial planning software capability
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Benefits n
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Flexible work options, 1 day WFH per week
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Career development and ongoing training
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Strong pathway for internal career progressionwith pathway to Professional Year
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Regular professional development days and industry events
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Exposure to complex and high-net-worth clients
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About the Company/Culture n
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.
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People enjoy working here because the team is close-knit, supportive and social. Regular events, professional development and a robust 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