Financial Planning Associate — Client Services & Growth

Waterford Accountants Pty; Newcastle; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

Professional development

Flexible work arrangements

Career progression

Exposure to diverse client scenarios

Job summary

Waterford Financial Services in Newcastle is seeking an Advice Associate - Financial Planning (Client Services) to support our growing team in delivering compliant financial plans and client outcomes. The role bridges our financial planners and clients, ensuring plans are developed, implemented and maintained to high professional standards.

You will assist with client onboarding, fact-finding, documentation, and coordinating meetings while staying current with regulatory updates.

Qualifications

• Qualified in financial planning or a relevant financial services qualification.
• Strong understanding of financial planning principles and investment concepts.
• Knowledge of superannuation, insurance, shares and fixed income securities.

Responsibilities

• Prepare comprehensive financial plans and statements under supervision.
• Conduct client fact-finding and document planning needs.
• Analyse client financial situations and prepare adviser recommendations.
• Coordinate meetings between clients and financial planners.
• Implement planning advice and monitor client outcomes.
• Maintain client files and ensure regulatory compliance.
• Process client transactions with product providers.
• Assist with onboarding and relationship management.

Skills

Financial planning knowledge

Investment concepts

Regulatory compliance

Software proficiency

Communication skills

Education

Diploma of Financial Planning or equivalent

Tools

Financial planning software

Microsoft Office

Job description

Waterford Financial Services in Newcastle is seeking an Advice Associate - Financial Planning (Client Services) to support our growing team in delivering compliant financial plans and client outcomes. The role bridges our financial planners and clients, ensuring plans are developed, implemented and maintained to high professional standards.

You will assist with client onboarding, fact-finding, documentation, and coordinating meetings while staying current with regulatory updates.