Financial Planner
Core
Develop tailored financial planning strategies and provide technical expertise across superannuation, investments, retirement planning, taxation, and wealth transfer for clients.
Role type
Financial Planner (Wealth Management)
Builds
Statements of Advice and related documentation
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial modelling, Superannuation knowledge, Investment analysis, Retirement planning, Taxation expertise, Regulatory compliance
Preferred skills
Analytical problem-solving, Written communication, Verbal communication, Attention to detail, Proactive attitude
Technologies
Financial planning software, Modelling tools
Responsibilities
Develop and model tailored financial planning strategies, Conduct research and analysis to support advice recommendations, Partner with advisers to develop solutions for complex client circumstances, Maintain understanding of legislative and regulatory developments
Seniority
Mid-level, collaborative team member