Financial Planner

Join a leading wealth management firm as aFinancial Planner, providing high-quality technical and strategic support to experienced Wealth Advisers while contributing directly to the delivery of exceptional client outcomes.

The Opportunity

This role is ideal for a technically strong financial planner who enjoys working closely with advisers, researching complex strategies and preparing high-quality financial advice. You will be responsible for developing Statements of Advice, undertaking investment and strategy research, supporting implementation, and providing ongoing technical analysis across a broad range of client needs.

Key Responsibilities

• Prepare accurate, clear and technically robust Statements of Advice and supporting documentation.
• Research investments across listed and unlisted markets and provide strategic insights to advisers.
• Provide technical support across superannuation, taxation, social security, insurance and estate planning.
• Stay current with financial planning legislation, regulatory requirements and emerging strategies.
• Assist with the implementation of client strategies, including superannuation, insurance and social security matters.
• Support Adviser Assistants with implementation and technical queries.
• Maintain strong relationships with product providers and BDMs across approved products.
• Ensure all advice and correspondence meet internal and regulatory compliance requirements.
• Contribute technical knowledge and insights to the broader Wealth Management team.
• Complete required professional development and regulatory training.
• Represent the brand through their corporate values.

You will have:

• Relevant tertiary qualifications and meet applicable ASIC Financial Adviser Standards, including completion of the Financial Adviser Exam and eligibility for registration on the Financial Adviser Register.
• Completion of, or eligibility to complete, the Professional Year where applicable.
• Approved Tax (Financial) Adviser education where providing tax (financial) advice services.
• RG146 compliance across Managed Investments, Securities, Superannuation and Insurance, at minimum.
• Advanced Xplan knowledge and experience.
• Strong technical, analytical, mathematical and written communication skills.
• Demonstrated experience preparing high-quality financial advice documentation.
• A strong understanding of financial planning strategies, legislation and compliance.
• Excellent organisation and time-management skills, with the ability to manage competing priorities and deadlines.
• A collaborative, client-focused approach and the initiative to work independently.

This is an opportunity to build your career within atier one wealth management environment, working alongside experienced advisers and a high-performing team. You will be exposed to sophisticated client strategies, investment research and a broad range of technical financial planning matters.

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