Strategic Financial Planning Associate: Technical Modelling

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

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.