Financial Planning Associate
Core
Support advisers across the full advice process by developing strategic financial advice solutions, conducting research, and preparing client documentation.
Role type
Associate financial planning professional
Builds
Statements of Advice (SOAs), Records of Advice (ROAs), financial models, projections, and advice calculations
Domain
Financial advice and planning
Required skills
Financial planning, superannuation, retirement planning, investments, taxation, insurance strategies, financial modelling, Excel, financial planning systems
Preferred skills
Tertiary qualifications in Financial Planning, Commerce, Finance, Economics, Business, analytical capabilities, strong written communication, attention to detail, organisational skills
Responsibilities
Prepare Statements of Advice (SOAs) and Records of Advice (ROAs), conduct technical research across financial planning disciplines, build and maintain financial models and projections, support portfolio construction and investment research, complete insurance needs analyses, liaise with advisers and clients, ensure advice documentation accuracy and compliance