Financial Planning Associate

Are you an associate ready to take the next step in your career? Apply today!

Financial Planning Associate
Your new company
Join a respected and growing financial advice business committed to delivering personalised, high-quality advice that helps clients achieve their financial goals. This is an excellent opportunity for an analytical and technically minded financial planning professional to work alongside experienced advisers and play a key role in developing strategic financial advice solutions.

Your new role
As a Financial Planning Associate, you will support advisers across the full advice process, assisting with strategy development, research, modelling and preparation of client advice documentation. Working across a diverse range of client circumstances, you will contribute to delivering advice in areas including superannuation, retirement planning, investments, personal insurance, taxation and debt management.Key responsibilities include:

• Preparing Statements of Advice (SOAs), Records of Advice (ROAs) and client review documentation.
• Conducting technical research across financial planning disciplines.
• Building and maintaining financial models, projections and advice calculations.
• Supporting portfolio construction and investment research activities.
• Completing insurance needs analyses and assisting with policy research.
• Liaising with advisers, clients and external providers to obtain required information.
• Ensuring advice documentation is accurate, compliant and ready for adviser review.

What you'll need to succeedTo be successful in this role, you will ideally bring previous experience in financial planning support or financial advice preparation, along with strong analytical capabilities and a passion for delivering quality client outcomes.You will also possess:

• Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business or a related field.
• Sound knowledge of superannuation, investments, retirement planning, taxation and insurance strategies.
• Strong written communication skills with the ability to produce detailed and compliant advice documents.
• Advanced attention to detail and a commitment to accuracy.
• Strong Excel skills and confidence using financial planning systems and technology.
• Excellent organisational skills with the ability to manage competing priorities and deadlines.

What you'll get in return

Opportunity to work within a collaborative and professional advice environment. Exposure to complex financial planning strategies and high-quality client work. Ongoing technical development and career progression opportunities. Supportive team culture that values collaboration, continuous improvement and professional growth.

What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call Geoff now (02) 6112 7659 or e: Geoffrey.Symons@hays.com.au.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Geoff Symons
Manager | Accountancy & Finance
(02) 6112 7659 | Geoffrey.Symons@hays.com.au
Hays Specialist Recruitment#3018793