Financial Planning Associate - Research & SOA Prep

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

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.