Financial Planning Associate - Research & SOA Prep (Harman)

Financial Planning Associate - Research & SOA Prep (Harman)

06 Oct
|
FAAA
|
Harman

06 Oct

FAAA

Harman

Job Description

Spotlight is seeking a Financial Planning Associate in Canberra to support advisers across the full advice process, including strategy development, research and preparation of client documentation.

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The role involves working on superannuation, retirement planning, investments, taxation and debt management in a collaborative, professional workplace. Strong Excel skills and attention to detail are essential for success.

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📌 Financial Planning Associate - Research & SOA Prep (Harman)
🏢 FAAA
📍 Harman

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