Join a high‐performing, collaborative advice team supporting complex client strategiesBuild deep technical capability across strategic financial advice, modelling and documentationWork alongside senior advisers to deliver high‐quality, compliant advice outcomesBe part of a team that's shaping high‐quality advice outcomesAt 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 advicePrepare client analysis and technical modelling, including cashflow and scenario modelling, net-worth analysis, debt and gearing assessments and CGT analysisAssist with superannuation, SMSF and retirement strategy analysis, including retirement, pension and income stream modellingDraft advice documentation (ROAs independently and SOAs under supervision, progressing with experience)Maintain accurate, audit‐ready client records, workflows and working papersPrepare clear, skilled file notes that appropriately document advice rationale, scope and key decisionsProactively manage tasks and follow‐ups,



helping reduce adviser workload and reworkPartner collaboratively with advisers and operational teams to support smooth delivery of adviceWe're looking for someone who brings:A strong interest in financial planning, advice strategy and technical analysisRelevant qualifications or progress toward studies in financial planning, finance, commerce, accounting or a related disciplineExperience in wealth management or professional services (including internships, analyst, paraplanning or advice support experience) is advantageous but not requiredKnowledge of the superannuation environment is advantageous but not requiredHigh attention to detail, sound judgement and a strong sense of ownership and accountabilityClear written communication skills and the ability to produce structured, logical documentationA willingness to learn, seek feedback and continuously build technical capabilityConfidence 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 mattersDevelop deep technical expertise with structured learning and exposure over timeBe part of a supportive, high‐performing team that values quality, professionalism and growthEnjoy a culture that prioritises collaboration, inclusion and flexibilityA diverse and inclusive workplaceWe 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 environment where everyone can thrive.
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📌 Strategic Financial Planning Associate, Jbwere (Melbourne)
🏢 National Australia Bank
📍 Melbourne