Associate Planner / Paraplanner - Reputable practice

International Search Partners; Canberra; On-site; AUD 80,000 - 110,000; Full time

Job summary

International Search Partners – Canberra ACT is seeking an Associate Adviser to support Senior Advisers in delivering technical and strategic financial advice for retirees, wealth creators, government employees, and other clients. You will participate in meetings, prepare fact finds, and contribute to SOA/ROA drafting while ensuring compliant, accurate client records.

The ideal candidate has paraplanning experience, strong knowledge across investments, superannuation and retirement planning,

Qualifications

• Experience as Associate or Senior Client Services Officer with paraplanning experience.
• Ability to prioritize workflow to achieve business and client outcomes.
• Strong technical knowledge across Investments, Superannuation & Retirement planning.
• Proficient in Microsoft Office Suite and Excel, AI and various platforms.
• Strong communication skills, able to work well with team members and clients.
• Strong attention to detail and analytical skills, able to produce accurate reports.

Responsibilities

• Attend client meetings, completing fact find information and file notes using AI.
• Research and assist in the development of appropriate technical and strategic advice.
• Develop and formulate Statements of Advice and Records of Advice.
• Be a point of contact for clients, delivering solutions for client inquiries.
• Facilitate and take part in the advice review process.
• Maintain accurate client information to meet compliance and reporting requirements.
• Be part of a cohesive team, delivering positive client outcomes.

Skills

Strong communication skills

Attention to detail

Analytical skills

Prioritization

Team collaboration

Education

Financial Planning qualification

Tools

Microsoft Office Suite

Excel

AI platforms

Job description

International Search Partners – Canberra ACT

A new opportunity has been created within a mid-size practice with locations across NSW. The practice is well established and are renowned for their professionalism and quality service provided to clients. Due to an internal promotion, a new position is available for an Associate Adviser to work alongside one of the Senior Advisers assisting in the development and delivery of technical and strategic financial advice for a range of clients including Retirees, Wealth Creators, Government employees etc.

Key responsibilities will include:

• Attend client meetings, completing fact find information and file notes using AI.
• Research and assist in the development of appropriate technical and strategic advice.
• Develop and formulate Statements of Advice and Records of Advice.
• Be a point of contact for clients, delivering solutions for client inquiries.
• Facilitate and take part in the advice review process.
• Maintain accurate client information to meet compliance and reporting requirements.
• Be part of a cohesive team, delivering positive client outcomes.

We are ideally seeking the following experience:

• Experienced Associate or Senior Client Services Officer ideally with paraplanning experience.
• Ability to prioritize workflow to achieve business and client outcomes.
• Strong technical knowledge across Investments, Superannuation & Retirement planning.
• Competent in using Microsoft Office Suite and Excel, AI and various platforms.
• Strong communication skills, able to work well with other team members and clients.
• Strong attention to detail and analytical skills, able to produce accurate reports.
• Close completion of Financial Planning or Tertiary qualification

This is an excellent opportunity for a motivated individual who is passionate about financial planning and enjoys working as part of a team assisting clients to achieve their financial goals. The company will support your career progression through ongoing training and professional year development.