Financial Planning Implementation Specialist

Fiducian Financial Services; Canberra; On-site; AUD 60,000 - 76,000; Full time

Job summary

Fiducian Financial Services in Deakin, Canberra, is seeking an organized Implementation Officer to support advisers with post-meeting execution of recommendations.

This office-based, full-time position offers training and a career path in financial services. Ideal for detail-oriented individuals who thrive in process-driven environments and can work both independently and as part of a team.

You will handle documentation, platform updates, and SOA prep, ensuring compliance and timely delivery.

Qualifications

• Experience in financial services is advantageous.
• Willingness to learn financial planning concepts.
• Strong administrative capability and accuracy.
• Ability to work both independently and in a team.

Responsibilities

• Coordinate post-meeting implementation activities for adviser recommendations.
• Prepare and process forms for transactions and account changes.
• Update client platforms and internal dashboards.
• Maintain client records and documentation.
• Assist with Statements of Advice (SOAs) preparation.
• Monitor outstanding tasks and follow up providers and clients.
• Ensure compliance documentation is properly stored.
• Liaise with product providers and platform administrators.

Skills

Attention to detail

Organisational skills

Multitasking

Account documentation

Proactive mindset

Job description

Fiducian Financial Services in Deakin, Canberra, is seeking an organized Implementation Officer to support advisers with post-meeting execution of recommendations.

This office-based, full-time position offers training and a career path in financial services. Ideal for detail-oriented individuals who thrive in process-driven environments and can work both independently and as part of a team.

You will handle documentation, platform updates, and SOA prep, ensuring compliance and timely delivery.