Join a high‐performing, collaborative advice team supporting complex client strategies
Build deep technical capability across strategic financial advice, modelling and documentation
Work alongside senior advisers to deliver high‐quality, compliant advice outcomes
Be part of a team that's shaping high‐quality advice outcomes
At JBWere, we partner with Australia's most successful families, corporates and for-purpose organisations to help protect and grow their wealth and realise their legacies.
As a
Strategic Financial Planning Associate (SFP)
, you'll will play a critical role behind the scenes, providing high-quality technical, analytical and documentation support that underpins the delivery of strategic financial advice to complex clients.
This is an ideal opportunity for a graduate or junior team member who enjoys technical work, takes pride in accuracy and quality, and is eager to build their expertise while working closely with experienced advisers.
In this role, you'll go above and beyond to:
Support senior advisers in the delivery of timely, accurate, compliant and well‐documented financial advice
Prepare client analysis and technical modelling, including cashflow and scenario modelling, net-worth analysis, debt and gearing assessments and CGT analysis
Assist with superannuation, SMSF and retirement strategy analysis, including retirement, pension and income stream modelling
Draft advice documentation (ROAs independently and SOAs under supervision, progressing with experience)
Maintain accurate, audit‐ready client records, workflows and working papers
Prepare clear, professional file notes that appropriately document advice rationale, scope and key decisions




Proactively manage tasks and follow‐ups, helping reduce adviser workload and rework
Partner collaboratively with advisers and operational teams to support smooth delivery of advice
We're looking for someone who brings:
A strong interest in financial planning, advice strategy and technical analysis
Relevant qualifications or progress toward studies in financial planning, finance, commerce, accounting or a related discipline
Experience in wealth management or professional services (including internships, analyst, paraplanning or advice support experience) is advantageous but not required
Knowledge of the superannuation environment is advantageous but not required
High attention to detail, sound judgement and a strong sense of ownership and accountability
Clear written communication skills and the ability to produce structured, logical documentation
A willingness to learn, seek feedback and continuously build technical capability
Confidence working with systems and tools (e.g. Xplan, Excel, Adviser Desktop or similar)
Why join JBWere?
Work closely with experienced advisers on complex, strategic client matters
Develop deep technical expertise with structured learning and exposure over time
Be part of a supportive, high‐performing team that values quality, professionalism and growth
Enjoy a culture that prioritises collaboration, inclusion and flexibility
A diverse and inclusive workplace
We know our people make us who we are.
That's why we're committed to building a culture of equity and respect- where everyone feels valued for being their authentic self.
Through our Employee Resource Groups and inclusive practices, we aim to create an setting where everyone can thrive.
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📌 Strategic Financial Planning Associate, Jbwere (Melbourne)
🏢 National Australia Bank
📍 Melbourne