Financial Planning Associate - Hybrid, Brisbane

PSK Private Wealth; Brisbane; Hybrid; AUD 60,000 - 86,000; Full time

Benefits offered by this job

FLARE benefits

Employee Assistance Program

Hybrid working arrangement

Study assistance

Mentorship from Private Client AdvisAd

Job summary

PSK Private Wealth in Brisbane is seeking an Associate to support Private Client Advisers with research, strategy development, portfolio construction, and client engagement. The role is full-time, based in our Brisbane Office, with a transition to a hybrid work model after probation, combining work from home and office in line with our WFH policy.

You will assist in preparing advice documents, records of advice, and client communications while upholding compliance and delivering professional,

Qualifications

• Knowledge and experience with Financial Planning Software, Xplan including Wealthsolver, Risk Researcher and Xtools+.
• Diploma or Advanced Diploma of Financial Planning qualified or equivalent.
• 2+ years in the same or equivalent role highly desirable.
• Strong organisational skills and ability to multitask effectively.

Responsibilities

• Collaborating with Private Client Advisers to develop and produce high-quality, complex strategy advice documents.
• Conducting research and assisting in the development of financial strategies across wealth accumulation, investment planning, superannuation, debt management, estate planning, and asset protection.
• Providing strategic input to the preparation of client review documents.
• Attending to client queries and liaising with other professionals to deliver optimal client outcomes.
• Preparing advice documentation, including Records of Advice, modelling and analysis, and documentation for Statements of Advice.
• Working closely with the Advice Delivery team to ensure timely and high-quality client service.
• Ensuring all advice is compliant and appropriate documentation is produced, in line with industry legislation, as well as meeting regulatory and licensee standards.
• Building strong client relationships through meaningful client interaction.

Skills

Research & analysis

Client communication

Multitasking

Time management

Education

Diploma or Advanced Diploma of Financial Planning

Tools

Xplan

Wealthsolver

Risk Researcher

Xtools+

Job description

PSK Private Wealth in Brisbane is seeking an Associate to support Private Client Advisers with research, strategy development, portfolio construction, and client engagement. The role is full-time, based in our Brisbane Office, with a transition to a hybrid work model after probation, combining work from home and office in line with our WFH policy.

You will assist in preparing advice documents, records of advice, and client communications while upholding compliance and delivering professional,