Strategic Financial Planning Associate, JBWere

NAB; Melbourne; Presencial; AUD 70.000 - 90.000; Jornada completa

Descripción de la vacante

JBWere is seeking a Strategic Financial Planning Associate to support senior advisers with high‑quality, compliant financial advice. You’ll contribute to client analysis, cashflow and scenario modelling, and retirement strategy work while developing deep technical capability alongside experienced advisers.

You’ll thrive in a team that values accuracy, structured documentation and collaborative problem solving, gradually taking on more complex client matters.

Formación

• Interest in financial planning and strategy development.
• Attention to detail and accuracy in technical work.
• Ability to produce structured, clear documentation.
• Willingness to learn and grow technical capability.

Responsabilidades

• Support senior advisers in delivering timely, compliant financial advice.
• Prepare client analysis and technical modelling (cashflow, scenarios, net‑worth).
• Assist with superannuation, SMSF and retirement strategy analyses.
• Draft ROAs and SOAs with supervision, advancing with experience.
• Maintain audit‑ready client records and working papers.

Conocimientos

Financial planning

Technical analysis

Documentation

Learning mindset

Educación

Progress toward studies in financial planning/related

Herramientas

Xplan

Excel

Adviser Desktop

Descripción del empleo

Strategic Financial Planning Associate, JBWere

• Join a high‑performing, collaborative advice team supporting complex client strategies
• Build deep technical capability across strategic financial advice, modelling and documentation
• Work alongside senior advisers to deliver high‑quality, compliant advice outcomes

Be part of a team that’s shaping high‑quality advice outcomes

At JBWere, we partner with Australia’s most successful families, corporates and for‑purpose organisations to help protect and grow their wealth and realise their legacies.

As a Strategic Financial Planning Associate (SFP), you’ll will play a critical role behind the scenes, providing high‑quality technical, analytical and documentation support that underpins the delivery of strategic financial advice to complex clients.

This is an ideal opportunity for a graduate or junior team member who enjoys technical work, takes pride in accuracy and quality, and is eager to build their expertise while working closely with experienced advisers.

In this role, you’ll go above and beyond to:

• Support senior advisers in the delivery of timely, accurate, compliant and well‑documented financial advice
• Prepare client analysis and technical modelling, including cashflow and scenario modelling, net‑worth analysis, debt and gearing assessments and CGT analysis
• Assist with superannuation, SMSF and retirement strategy analysis, including retirement, pension and income stream modelling
• Draft advice documentation (ROAs independently and SOAs under supervision, progressing with experience)
• Maintain accurate, audit‑ready client records, workflows and working papers
• Prepare clear, professional file notes that appropriately document advice rationale, scope and key decisions
• Proactively manage tasks and follow‑ups, helping reduce adviser workload and rework
• Partner collaboratively with advisers and operational teams to support smooth delivery of advice

We’re looking for someone who brings:

• A strong interest in financial planning, advice strategy and technical analysis
• Relevant qualifications or progress toward studies in financial planning, finance, commerce, accounting or a related discipline
• Experience in wealth management or professional services (including internships, analyst, paraplanning or advice support experience) is advantageous but not required
• Knowledge of the superannuation environment is advantageous but not required
• High attention to detail, sound judgement and a strong sense of ownership and accountability
• Clear written communication skills and the ability to produce structured, logical documentation
• A willingness to learn, seek feedback and continuously build technical capability
• Confidence working with systems and tools (e.g. Xplan, Excel, Adviser Desktop or similar)
• Work closely with experienced advisers on complex, strategic client matters
• Develop deep technical expertise with structured learning and exposure over time
• Be part of a supportive, high‑performing team that values quality, professionalism and growth
• Enjoy a culture that prioritises collaboration, inclusion and flexibility

A diverse and inclusive workplace

We know our people make us who we are. That’s why we’re committed to building a culture of equity and respect—where everyone feels valued for being their authentic self. Through our Employee Resource Groups and inclusive practices, we aim to create an environment where everyone can thrive.