Associate
Core
Support Advisers in providing strategic financial planning and investment advice, including investment structures, estate planning, superannuation, and retirement planning.
Role type
Associate Financial Planner (IC)
Builds
Client financial plans, investment structures, and compliance documentation
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, investment advice, estate planning, superannuation planning, retirement planning, regulatory compliance, client communication, documentation preparation
Preferred skills
CFP study, advanced financial planning qualifications
Technologies
Financial planning software, compliance systems
Responsibilities
Proactively communicate with clients to identify needs, support Advisers in providing strategic financial planning and investment advice, prepare pre-appointment work and participate in client meetings, ensure advice documents are compliant with legislation and policies, coordinate production of advice documentation and help prepare SOAs
Seniority
Junior, hands-on IC