Financial Planner

GOW Recruitment; Melbourne; In loco; AUD 120.000 - 170.000; Tempo pieno

Descrizione del lavoro

GOW Recruitment in Melbourne seeks a technically strong Financial Planner to support experienced Wealth Advisers and deliver high-quality financial advice. You will develop Statements of Advice, research investments, and provide ongoing technical analysis across client needs, including superannuation, taxation, and estate planning.

This role requires RG146 compliance and ASIC standards, with strong written communication and a collaborative, client-focused approach within a leading wealth

Competenze

• Must meet ASIC Financial Adviser Standards and exam eligibility.
• RG146 compliance across investments, superannuation, and insurance.
• Experience preparing Statements of Advice and supporting documentation.
• Strong knowledge of taxation, social security, and estate planning.
• Excellent written communication and regulatory compliance.
• Ability to manage multiple priorities and deadlines.

Mansioni

• Prepare Statements of Advice and supporting documents.
• Research investments and provide strategic insights to advisers.
• Provide technical support across superannuation, taxation, and estate planning.
• Ensure compliance with regulatory requirements and standards.
• Collaborate with advisers and support staff on implementation.
• Maintain relationships with product providers and BDMs.

Conoscenze

Xplan knowledge

Analytical skills

Written communication

Time management

Independent worker

Financial planning knowledge

Strumenti

Xplan

Descrizione del lavoro

Join a leading wealth management firm as aFinancial Planner, providing high-quality technical and strategic support to experienced Wealth Advisers while contributing directly to the delivery of exceptional client outcomes.

The Opportunity

This role is ideal for a technically strong financial planner who enjoys working closely with advisers, researching complex strategies and preparing high-quality financial advice. You will be responsible for developing Statements of Advice, undertaking investment and strategy research, supporting implementation, and providing ongoing technical analysis across a broad range of client needs.

Key Responsibilities

• Prepare accurate, clear and technically robust Statements of Advice and supporting documentation.
• Research investments across listed and unlisted markets and provide strategic insights to advisers.
• Provide technical support across superannuation, taxation, social security, insurance and estate planning.
• Stay current with financial planning legislation, regulatory requirements and emerging strategies.
• Assist with the implementation of client strategies, including superannuation, insurance and social security matters.
• Support Adviser Assistants with implementation and technical queries.
• Maintain strong relationships with product providers and BDMs across approved products.
• Ensure all advice and correspondence meet internal and regulatory compliance requirements.
• Contribute technical knowledge and insights to the broader Wealth Management team.
• Complete required professional development and regulatory training.
• Represent the brand through their corporate values.

You will have:

• Relevant tertiary qualifications and meet applicable ASIC Financial Adviser Standards, including completion of the Financial Adviser Exam and eligibility for registration on the Financial Adviser Register.
• Completion of, or eligibility to complete, the Professional Year where applicable.
• Approved Tax (Financial) Adviser education where providing tax (financial) advice services.
• RG146 compliance across Managed Investments, Securities, Superannuation and Insurance, at minimum.
• Advanced Xplan knowledge and experience.
• Strong technical, analytical, mathematical and written communication skills.
• Demonstrated experience preparing high-quality financial advice documentation.
• A strong understanding of financial planning strategies, legislation and compliance.
• Excellent organisation and time-management skills, with the ability to manage competing priorities and deadlines.
• A collaborative, client-focused approach and the initiative to work independently.

This is an opportunity to build your career within atier one wealth management environment, working alongside experienced advisers and a high-performing team. You will be exposed to sophisticated client strategies, investment research and a broad range of technical financial planning matters.