Financial Planning Associate

The Opportunity

We help professionals, business owners and families build, protect and grow their wealth through integrated financial planning, lending, accounting, tax and property solutions.

Named Australia's Best Large Non-Franchise Firm, we are a high growth, values driven business redefining the client experience while building an exceptional place to work. Our people are ambitious, collaborative and committed to delivering outcomes that genuinely improve our clients' financial wellbeing.

As our advice team continues to grow, we are looking for a motivated and technically capable Financial Planning Associate who wants to work closely with experienced advisers, contribute to strategy and help deliver high-quality advice from concept through to implementation.

What You'll Do

·   Collaborate with advisers and the advice team to develop tailored client strategies and prepare high quality Statements of Advice (SoAs).

·   Conduct technical research and translate complex information into practical, compliant advice solutions.

·   Support the advice and client services teams with product, strategy and technical queries.

·   Contribute to investment strategy discussions and product selection alongside senior advisers.

·   Manage advice workflows, competing priorities and agreed turnaround times without compromising quality.

·   Help improve advice processes, templates and the overall client experience.

What You'll Bring

·   At least two years' experience as a Financial Planning Associate or Paraplanner.

·   A degree in Finance, Financial Planning, Commerce or a related discipline is highly regarded.

·   Strong knowledge of investment and financial planning strategies.

·   Sound understanding of SoA structures, advice documentation and the regulatory standards underpinning compliant advice.

·   Experience using Xplan is highly regarded.

·   Strong analytical and problem-solving skills, with exceptional attention to detail.

·   The ability to work efficiently and at pace while maintaining accuracy.

·   Clear written and verbal communication, a collaborative style and a genuine focus on client outcomes.

Why You'll Love Working Here

Award-winning team: Join a nationally recognised financial services firm with ambitious plans for growth.

Career momentum: Access mentoring, coaching and professional development that supports your next step.

Expert exposure: Work alongside experienced advisers and technical specialists who share knowledge freely.

Meaningful impact: Help deliver advice that improves clients' financial confidence and wellbeing.

CBD workplace: Enjoy a modern, centrally located office and a collaborative team environment. 

Paid birthday leave: Take an extra paid day off to celebrate your birthday.

We are managing this recruitment directly. No agencies, outsourcing providers or overseas applicants, please.