Job Title: Financial Planning Associate
We are seeking a highly skilled professional to support experienced financial advisors in Canberra. The role involves technical advice preparation, ensuring compliance with regulatory requirements and effective communication with clients.
The successful candidate will possess a Bachelor's degree or Diploma in Financial Planning, strong analytical skills, excellent communication skills, and a commitment to ongoing learning.
* Key Responsibilities:
* Preparation of comprehensive technical advice for clients
* Ensuring adherence to regulatory requirements and industry standards
* Developing and maintaining effective relationships with clients and colleagues
Requirements:
* Bachelor's degree or Diploma in Financial Planning
* Strong analytical and communication skills
* Commitment to ongoing learning and professional development
Benefits:
This is an excellent opportunity to work in a dynamic and supportive environment, with opportunities for career growth and professional development.