Senior Financial Planning Associate (Financial Planning)

Fiducian Financial Services; Canberra; Presencial; AUD 85 000 - 120 000; Tempo integral

Resumo da oferta

Fiducian Financial Services in Deakin, Canberra is seeking a confident Senior Financial Planning Associate to support advisers in delivering high-quality, tailored financial advice for clients across superannuation, retirement planning, investments and insurance.

You will analyse client information, help identify strategies, model outcomes and prepare compliant SOAs and ROAs. This office-based, full-time role offers training and long-term career development in financial services.

Qualificações

• A degree in Financial Planning, Commerce, Finance, Economics, or Business.
• Progress toward Diploma in Financial Planning is desirable but not essential.
• Experience writing complex SOAs and ROAs for clients.

Responsabilidades

• Analyse client file notes and supporting information to understand objectives and advice needs.
• Collaborate with advisers to develop and refine financial planning strategies.
• Prepare high-quality SOAs, ROAs, and review documents with accurate calculations.
• Utilise technology and AI tools for research and document preparation while verifying outputs.
• Maintain up-to-date technical knowledge of financial planning legislation and products.
• Contribute to templates, processes and team knowledge.

Conhecimentos

Analytical

Excellent communication

Attention to detail

Team collaboration

Proficiency in Excel

Professional attitude

Formação académica

Bachelor's degree in Financial Planning/Commerce/Finance/Economics/Business

Diploma in Financial Planning (desirable)

Ferramentas

Excel

CRM systems

Financial planning software

AI-assisted tools

Descrição da oferta de emprego

As part of a national brand, we are a well-respected, Financial Planning Practice, based in Deakin, Canberra, which provides highly tailored, financial advice to clients, both locally and interstate.

About The Role:

Working in our offices in Deakin, as part of our close knit team of Associates, we are seeking a confident, analytical and collaborative Senior Financial Planning Associate to support our advisers in developing high-quality, tailored financial advice for clients. The role combines technical analysis, strategy development, research, modelling and advice document preparation across superannuation, retirement planning, investments, personal insurance, taxation and debt management.

Working closely with our team of advisers, you will interpret detailed client information, help identify suitable strategies, test and model advice outcomes, and prepare clear, accurate and compliant Statements of Advice (SOAs), Records of Advice (ROAs) and review documents. This role is suited to someone who enjoys solving complex problems, discussing ideas, writing substantial advice documents and contributing to strong client outcomes.

This position is ideal for someone who has a strong sense of responsibility, enjoys process-driven work, and is eager to develop a long-term career in financial services.

About The Right Person:

We will provide training, however previous experience in a Financial Planning firm or professional services is required, as is experience writing complex SOAs and ROAs. In return we are seeking someone who is well presented and articulate, with aprofessional"can-do" attitude and appearance, who is pro-active, friendly and outcome-focused.

Key Responsibilities

Analyse client file notes, statements and supporting information to understand client circumstances, objectives and advice needs.

Collaborate with advisers to develop and refine appropriate financial planning strategies.

Prepare high-quality Statements of Advice (SOAs), Records of Advice (ROAs), review documents and supporting calculations.

Utilise approved technology and AI tools to assist with research, analysis and document preparation, while independently verifying all outputs.

Conduct research on superannuation, investments, insurance, taxation and other financial planning matters.

Build and maintain financial models, projections and advice calculations using Excel and other approved tools.

Assist with portfolio construction, asset allocation modelling and managed fund research.

Complete insurance needs analyses, research cover options and obtain quotations where required.

Liaise with product providers, insurers, advisers and clients to obtain information and support the advice process.

Ensure advice documentation, calculations and recommendations are accurate, compliant and ready for adviser review.

Maintain up-to-date technical knowledge of financial planning legislation, products and industry developments.

Contribute to continuous improvement of advice templates, processes, systems and team knowledge.

Any other ad hoc duties including managing outstanding implementation tasks and following up where required.

Skills & Experience

A degree in Financial Planning, Commerce, Finance, Economics, Business or a related discipline. Having or progressing toward completion of a Diploma in Financial Planning is desirable but not essential.

Previous experience in paraplanning, financial planning support or advice document preparation is required.

Strong working knowledge of superannuation, investments, taxation, retirement planning, personal insurance and core financial planning strategies.

Confident and professional verbal and written communication skills, including the ability to liaise with advisers, colleagues, clients and third-party providers.

Ability to manage competing priorities, work to agreed timeframes and take ownership of work through to adviser sign-off.

Microsoft Excel skills, comfort using financial planning software, CRM and workflow systems, Microsoft Office and approved AI-assisted tools.

Experience with defined benefit superannuation schemes is desirable but not essential.

Collaborate openly with advisers and other Associates, contribute ideas and be willing to test different strategy options constructively.

Take ownership of the quality and accuracy of your work and follow through on commitments.

Use professional judgement, ask thoughtful questions and raise concerns or inconsistencies early.

Treat client information with strict confidentiality and use technology and AI tools responsibly and only within approved processes.

Share knowledge, support teammates and contribute positively to a cooperative team environment.

This office-based, full-time position is available for an immediate start for the right candidate.