Financial Planning Associate

Overview

Join a respected and expanding financial advisory firm dedicated to providing tailored, high-quality guidance that helps clients meet their financial objectives. This position is ideal for a detail-oriented and technically skilled financial planning professional eager to collaborate with seasoned advisors in crafting strategic financial advice solutions.

Key Responsibilities

• Support advisers throughout the entire advice process including strategy formulation, research, financial modeling, and drafting client advice documents.
• Prepare Statements of Advice (SOAs), Records of Advice (ROAs), and client review materials ensuring accuracy and compliance.
• Undertake detailed research across various financial planning disciplines.
• Develop and maintain financial models, projections, and advice-related calculations.
• Assist with portfolio construction and conduct investment research.
• Perform insurance needs analysis and help with policy investigations.
• Coordinate with advisers, clients, and external parties to gather necessary information.

Required Qualifications and Skills

• Advanced tertiary education in Financial Planning, Commerce, Finance, Economics, Business, or a similar field.
• Comprehensive understanding of superannuation, investment management, retirement planning, taxation, and insurance strategies.
• Exceptional written communication abilities capable of producing detailed and compliant financial advice documents.
• Meticulous attention to detail and a commitment to accuracy in all deliverables.
• Proficiency in Microsoft Excel and familiarity with financial planning software and technology.
• Strong organizational skills with an ability to juggle multiple priorities and meet deadlines effectively.

Benefits and Opportunities

• Work in a collaborative and professional advisory environment.
• Gain exposure to complex financial planning tactics and high-caliber client portfolios.
• Opportunities for continuous technical development and career advancement.
• Enjoy a supportive team atmosphere that fosters collaboration, ongoing learning, and professional growth.