Senior Paraplanning Analyst, Financial Planning

Fiducian Financial Services; Canberra; On-site; AUD 85,000 - 120,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Analytical

Excellent communication

Attention to detail

Team collaboration

Proficiency in Excel

Professional attitude

Education

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

Diploma in Financial Planning (desirable)

Tools

Excel

CRM systems

Financial planning software

AI-assisted tools

Job description

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.