Financial Planning Associate

2 weeks ago

Melbourne, Victoria, Australia Tallowwood Wealth Full time $80,000 - $120,000 per year

Are you a detail-oriented and a motivated individual with a passion for helping people with their money?

We at Tallowwood Wealth Advice are seeking a Financial Planning Associate to join our team and provide crucial support to our clients. This is an exciting opportunity to contribute to the success of our clients and make a significant impact in their financial journey into retirement. This is a 100% work from home role.

Tallowwood Wealth Advice specialises in Financial Planning for retirement planning clients, offering tailored solutions that align with every client's unique goal and circumstance. One of our key referral partners is the Retire Right podcast. We are a dynamic team with flexible working arrangements and with the ability for growth within your role.

Responsibilities:

  • Collaborate with financial advisers to gather client information & assist with the creation of holistic financial plans
  • Assist in client meetings, with file notes & strategy preparation
  • Perform financial analysis and modelling to evaluate clients' financial goals, risk tolerance, and investment strategies
  • Stay updated on industry regulations, compliance requirements, and best practices in financial planning

Requirements:

  • At least 1 years' experience in a similar role is preferred
  • Intermediate experience with the Microsoft Office Suite
  • Strong knowledge of financial products, investment vehicles, and financial planning principles
  • Excellent attention to detail and organisational skills
  • Exceptional written and verbal communication abilities
  • Ability to prioritise tasks, meet deadlines, and work in a fast-paced environment
  • Outgoing, team orientated and eager to learn

Benefits:

  • Competitive salary commensurate with experience
  • Positive and collaborative work environment

Join our team and embark on a rewarding career in financial planning, helping clients achieve financial peace of mind and a comfortable retirement.

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