 
						Senior Financial Planning Associate
1 day ago
Our client is a dynamic and rapidly expanding accounting and financial planning practice based in the heart of Melbourne. Known for their strong client relationships and integrated service offering, they're on a mission to help clients thrive financially while remaining compliant.
As a key member of the advisory support team, you'll work closely with two experienced Financial Advisers to help deliver tailored wealth strategies to a diverse portfolio of clients. From implementation through to ongoing client care, this is a role for someone who thrives in a fast-paced, people-centric environment.
What You'll be Doing
- Implementing a range of advice strategies including Superannuation, Investments, SMSF, Pensions, and Insurance
- Supporting Advisers during client reviews, compiling reports and strategy packs
- Managing investment transactions, trades, and portfolio rebalances in AdviserLogic
- End-to-end support for personal insurance applications
- Ensuring documentation and compliance is accurate and up to standard
- Preparing SOA execution packs and maintaining all client files
- Handling client queries related to investments and platform administration
What You'll Bring
- Tertiary qualifications in Finance, Financial Planning, or similar
- Experience in a paraplanning, associate adviser, or advice implementation role
- Confident user of AdviserLogic, XPLAN or similar platforms
- Strong communication, initiative, and attention to detail
Why Join This Team
- Large, energetic team with strong mentoring culture
- Head office in the CBD with multiple Melbourne sites
- 1-day WFH after probation + birthday leave + regular food-fuelled team events
- Career pathways toward advice or strategy roles
- Salary: $90,000 – $100,000 + super
Please Note
Candidates must have
full Australian working rights
and be
based in Melbourne
to be considered.
Want to build a long-term career in a professional but fun team that values growth and client success? Apply today and take your next step in financial services with a business that's investing in your development.
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