Financial Planner — Technical Strategy & Advisory Support

GOW Recruitment; Melbourne; On-site; AUD 120,000 - 170,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

Xplan knowledge

Analytical skills

Written communication

Time management

Independent worker

Financial planning knowledge

Tools

Xplan

Job description

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