Sydney Financial Planning Associate

1 week ago

Sydney, New South Wales, Australia Ensombl Full time

We are a fast-growing multidisciplinary accounting and financial planning firm, serving many high-net-worth individual and family groups with their complex financial needs.

Our team of 25 staff offer a range of services including comprehensive financial advice, personal insurance, succession planning, accounting, taxation, and business improvement services.

Key Responsibilities:

  • Attend client meetings with senior financial planners.
  • Assist senior financial planners with the development of financial strategies and recommendations.
  • Assist senior financial planners with file notes and general compliance.
  • Provide detailed and accurate research and financial modeling, using tools such as XPLAN WealthSolver, Risk Researcher, and XTOOLS+.
  • Develop and maintain relationships with clients, staff members, and other key stakeholders.

Benefits:

  • We are a small, friendly, and family-focused team offering flexible working conditions.
  • While the role is full-time preferred, we will consider a part-time position for the right person.
  • The successful candidate could also work remotely if required for up to two days per week.

Requirements:

  • Minimum of three years' experience in the financial advice industry working in a paraplanning or associate adviser role.
  • Must be degree qualified and have completed or able to complete the professional year.
  • A working knowledge of XPLAN (including WealthSolver, Risk Researcher, and XTOOLS+) is essential for this role.
  • Strong attention to detail.
  • Ability to work autonomously and as part of a team.
  • Motivated to provide exceptional service and have a significant impact on the lives of our clients.

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