Job Description
This role plays a key part in supporting a high‑performing wealth advisory team by delivering accurate, compliant and client‑focused financial planning analysis that enables informed advice and long‑term outcomes.
Why join this team?
- Work alongside an experienced Senior Wealth Planner and dedicated support team
- Be closely involved in client portfolio reviews, financial plans and tailored recommendations
- Contribute meaningfully to high‑quality advice that supports clients through different life stages
- Gain exposure to complex planning strategies, investment research and technical analysis
- Operate in a collaborative, professional environment that values precision and service excellence
What you will be doing:
- Prepare and maintain complete and compliant client files
- Compile financial plans, suitability reports and cash flow forecasts
- Draft n...