Associate Planner - PY Opportunity

International Search Partners; Canberra; On-site; AUD 70,000 - 100,000; Full time

Job summary

International Search Partners in Canberra seeks an Associate Adviser to support Senior Advisers in delivering technical and strategic financial advice to retirees, wealth creators, government employees and more. The role emphasizes paraplanning, client liaison, and accuracy in reports within a collaborative team.

The ideal candidate has paraplanning experience, strong technical knowledge across investments, superannuation and retirement planning, and proficiency with AI-assisted processes and MS

Qualifications

• Paraplanning experience required.
• Qualification in Financial Planning or related field.
• Experience with investments, superannuation and retirement planning.
• Proficient in MS Office and AI platforms.
• Excellent communication and attention to detail.

Responsibilities

• Attend client meetings, complete fact find and file notes using AI.
• Research and assist in development of technical and strategic advice.
• Develop Statements of Advice and Records of Advice.
• Be a point of contact for clients, delivering solutions for client inquiries.
• Facilitate and participate 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

Paraplanning experience

Strong communication skills

Attention to detail

Analytical skills

Team collaboration

Time management

Education

Financial Planning qualification

Tools

Microsoft Office Suite

Excel

AI tools

Financial planning 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 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.