Financial Planning

FAAA; Canberra; On-site; AUD 65,000 - 90,000; Full time

Job summary

Spotlight is seeking a Financial Planning Associate in Canberra to support advisers across the full advice process, including strategy development, research and preparation of client documentation.

The role involves working on superannuation, retirement planning, investments, taxation and debt management in a collaborative, professional environment. Strong Excel skills and attention to detail are essential for success.

Qualifications

• Tertiary qualifications in Financial Planning or related field.
• Solid knowledge of superannuation, investments, retirement planning, taxation and insurance.
• Strong Excel skills and experience with financial planning systems.
• Excellent organisational skills and attention to detail.

Responsibilities

• Preparing Statements of Advice (SOAs) and Records of Advice (ROAs).
• Conducting technical research across financial planning disciplines.
• Building and maintaining financial models and projections.
• Supporting portfolio construction and investment research.
• Completing insurance needs analyses and policy research.
• Liaising with advisers, clients and external providers to obtain information.

Skills

Excel skills

Written communication

Attention to detail

Time management

Financial planning systems

Education

Financial Planning Degree

Commerce/Finance/Economics/Business

Tools

Financial planning software

Job description

Canberra ACT, Australian Capital Territory, Australia

(on-site)

Spotlight

Preferred

Posted2 days ago

Job Function

Description

Are you an associate ready to take the next step in your career? Apply today!Financial Planning AssociateYour new companyJoin a respected and growing financial advice business committed to delivering personalised, high-quality advice that helps clients achieve their financial goals. This is an excellent opportunity for an analytical and technically minded financial planning professional to work alongside experienced advisers and play a key role in developing strategic financial advice solutions.Your new roleAs a Financial Planning Associate, you will support advisers across the full advice process, assisting with strategy development, research, modelling and preparation of client advice documentation. Working across a diverse range of client circumstances, you will contribute to delivering advice in areas including superannuation, retirement planning, investments, personal insurance, taxation and debt management.

Key responsibilities include:

• Preparing Statements of Advice (SOAs), Records of Advice (ROAs) and client review documentation.
• Conducting technical research across financial planning disciplines.
• Building and maintaining financial models, projections and advice calculations.
• Supporting portfolio construction and investment research activities.
• Completing insurance needs analyses and assisting with policy research.
• Liaising with advisers, clients and external providers to obtain required information.
• Ensuring advice documentation is accurate, compliant and ready for adviser review.

What you'll need to succeed

• Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business or a related field.
• Sound knowledge of superannuation, investments, retirement planning, taxation and insurance strategies.
• Strong written communication skills with the ability to produce detailed and compliant advice documents.
• Advanced attention to detail and a commitment to accuracy.
• Strong Excel skills and confidence using financial planning systems and technology.
• Excellent organisational skills with the ability to manage competing priorities and deadlines.

What you'll get in return

• Opportunity to work within a collaborative and professional advice environment.
• Exposure to complex financial planning strategies and high-quality client work.
• Ongoing technical development and career progression opportunities.
• Supportive team culture that values collaboration, continuous improvement and professional growth.