Associate Adviser

Bentley Recruitment; Canberra; Hybrid; AUD 90,000 - 125,000; Full time

Benefits offered by this job

Flexible work options

1 day WFH per week

Career development

Internal career progression

Professional development days

Job summary

Bentley Recruitment is seeking a skilled financial planning professional to join a close-knit team in Canberra. You will support advisers with quality advice preparation, research and technical analysis across superannuation, investments, retirement planning, insurance and wealth creation.

Responsibilities include analysing client data, developing tailored strategies, preparing SOA/ROA documents, building financial projections and liaising with clients and advisers.

Qualifications

• 3+ years of experience in a financial planning business.
• Completed or studying relevant degree.
• Experience writing advice documents - SOA's and ROA's.
• 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.

Responsibilities

• Analyse client data, file notes and financial statements.
• Partner with advisers to develop tailored financial strategies.
• Prepare SOA's, ROA's, review documents and calculations.
• 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

Financial planning

Client advisory

Verbal communication

Written communication

Excel

Education

Bachelor's degree or higher in a relevant field

Tools

Financial planning software

Job description

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
• Prepare SOA's, ROA's, review documents and calculations
• 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

About the role

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
• Prepare SOA's, ROA's, review documents and calculations
• 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
• Experience writing advice documents - SOA's and ROA's
• Strong knowledge of super, investments, tax implications, retirement planning and insurance
• Confident communicator with strong written and verbal skillsStrong Excel and financial planning software capability

Benefits

• Flexible work options, 1 day WFH per week
• Career development and ongoing training
• Strong pathway for internal career progressionwith pathway to Professional Year
• Regular professional development days and industry events
• Exposure to complex and high-net-worth clients

About the Company/Culture

Established for more than two decades, this privately owned financial planning practice forms part of a larger group. The team provides holistic wealth advice to a predominantly HNW client base.

People enjoy working here because the team is close-knit, supportive and social. Regular events, professional development and a strong focus on internal promotion create a collaborative environment.You’ll join an established team with genuine opportunities to grow your career.