Financial Planning Associate

Edge Advisory Partners are a Financial Planning business serving regional Victoria and New South Wales with our office locations in Geelong, Merimbula, Ballarat, Shepparton and Echuca.We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting, and managing their wealth and lifestyle for them and their families.Key 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.Develop relationships with clients to support them in meeting their goals.Stay updated on industry regulations, compliance requirements, and best practices in financial planning.Minimum Requirements:A minimum 3-year experience in Financial Planning.Intermediate to advanced Microsoft Office skills (Word, Excel, and Outlook)Excellent verbal and written communication skills.Team playerWork Environment:Flexible work arrangements, including working from home/in office when outside client meetings.A professional, supportive, and friendly culture.Social and community activities including annual celebrations and regular events across our offices.Group Income Protection and Travel insurance.How to ApplyPlease apply online with your CV including a detailed cover letter addressing your administration and industry experience.Please note: Preferred candidates will be required to successfully complete appropriate assessments, reference, and background checks as part of our recruitment process.
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