ABOUT JOB

Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.

You’ll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.

• Analyse client data, file notes and financial statements
• Partner with advisers to develop tailored financial strategies
• Build financial models, projections and advice calculations
• Assist with portfolio construction and asset allocation
• Complete insurance needs analysis and obtain quotes
• Liaise with clients, providers and advisers
• Track implementation tasks and follow up outstanding items

Skills & Experience

• 3+ years of experience in a financial planning business
• Completed or studying relevant degree
• Strong knowledge of super, investments, tax implications, retirement planning and insurance
• Confident communicator with strong written and verbal skills
• Strong Excel and financial planning software capability

Benefits

• Flexible work options
• Career development and ongoing training
• Strong pathway for internal career progression with pathway to Professional Year
• Regular professional development days and industry events
• Exposure to complex and high-net-worth clients

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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