Associate Adviser

About the role

Join a close-knit financial planning team supporting advisers with quality advice preparation, research and technical analysis.

You’ll help shape tailored strategies across superannuation, investments, retirement planning, insurance and wealth creation.

• Analyse client data, file notes and financial statements
• Partner with advisers to develop tailored financial strategies
• Prepare SOA's, ROA's, review documents and calculations
• Build financial models, projections and advice calculations
• Assist with portfolio construction and asset allocation
• Complete insurance needs analysis and obtain quotes
• Liaise with clients, providers and advisers
• Track implementation tasks and follow up outstanding items

Skills & Experience

• 3+ years of experience in a financial planning business
• Completed or studying relevant degree
• Experience writing advice documents - SOA's and ROA's 
• Strong knowledge of super, investments, tax implications, retirement planning and insurance
• Confident communicator with strong written and verbal skills
• Strong Excel and financial planning software capability

Benefits

• Flexible work options, 1 day WFH per week
• Career development and ongoing training
• Strong pathway for internal career progression with pathway to Professional Year
• Regular professional development days and industry events
• Exposure to complex and high-net-worth clients

About the Company/Culture

Established for more than two decades, this privately owned financial planning practice forms part of a larger group. The team provides holistic wealth advice to a predominantly HNW client base. 

People enjoy working here because the team is close-knit, supportive and social. Regular events, professional development and a strong focus on internal promotion create a collaborative environment. You’ll join an established team with genuine opportunities to grow your career.

How to apply

If you're interested please send your CV to Ben Sultmann at ben@bentleyrecruitment.com.au

If you would like to discuss this or other opportunities, please call Ben on 07 3229 8020.

For a full list of similar vacancies, please head to our website: https://www.bentleyrecruitment.com.au/jobs