We are working with a privately owned boutique financial planning firm to place an experienced Associate into their growing advice team. This firm operates under their own AFSL and works with a broad, established client base across complex financial strategies.
They're looking for a talented Associate to step in and take ownership of the technical and strategic side of the advice process.
The Role
This is not a traditional client-facing associate position. The Associate plays a critical role as the liaison between advisers and that team ensuring quality, consistency, and efficiency across all advice output. The current associate team are technically focused professionals.
Day to Day
- Working closely with senior advisers and directors on a large, established client base
- Acting as the primary liaison between advisers and the outsourced paraplanning team
- Researching, analysing, and developing investment and strategy modelling
- Preparing and reviewing SOAs, ROAs, discussion papers, and strategic review documents
- Managing end-to-end advice implementation for new and existing clients
- Preparing financial calculations and detailed cash flow projections
- Coordinating Xplan workflows, tasks, and client file management
- 4 to 5 or more years' experience in a financial planning environment
- Strong technical knowledge across SOAs, ROAs, financial modelling, and strategy
- Solid Xplan proficiency
- Genuinely excited by the technical side of advice
- Comfortable working autonomously and liaising confidently with advisers and external partners
- Someone with real attention to detail and a proactive, organised approach
- A personality that fits. This is a team with diverse characters and culture matters to them
- $95,000 – $115,000 package
- A technically rich role with genuine depth and variety
- Strong systems and processes to support your work
- Regular social and cultural events
- Charitable and community engagement opportunities