Description

The Company
 
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions
 
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
 
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
 
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role
 
We are looking for a Financial Planning Associate to join our team in either Canberra or Melbourne. You will support a group of experienced Financial Advisers to support their clients.

As a Financial Planning Associate, your role will encompass all aspects of technical advice preparation, compliance and administration. It will provide you with both interesting and rewarding work where you will be a valued member of the team and make a real difference to our clients' lives.

Working in a hybrid environment, you'll assist Advisers with the preparation of client advice and communications. 

A typical day may include:

Prepare comprehensive Statements of Advice working from adviser briefs, file notes and client data.
Discuss and finalise financial strategies with Financial Advisers and prepare draft advice documentation.
Conduct detailed financial analysis and modelling including cash flow, tax, superannuation and estate planning considerations.
Research and analyse superannuation products and financial structures to support recommendations
Coordinate implementation of accepted Statements of Advice and ongoing client reviews
Prepare technical briefing notes and strategy papers for advisers, proactively identifying innovative solutions to enhance outcomes and efficiency.
Coordinate and review client information and prepare materials for client meetings.
Respond to technical queries from advisers and liaise with product providers on their behalf.
Maintain compliance procedures and ensure all documentation meets regulatory and quality standards.
 
About You
 
We’re looking for someone with:

Bachelor's degree in Finance, Commerce, Business or related field (or Diploma of Financial Planning) and RG146 compliant or able to achieve compliance within three months.
Graduate or career changer from accounting, banking, insurance, investment management or related professional services.
Exceptional attention to detail and outstanding written communication skills.
Strong analytical abilities and ability to interpret complex financial planning concepts.
Self-motivated and comfortable working independently in a hybrid environment.
The ability to quickly learn new software systems.
Committed to ongoing learning and professional development.
Comfortable working in a technical specialist role supporting advisers.
Eager to contribute innovative ideas to improve processes and outcomes.
 
If you're looking to build a career in technical financial planning support with a market-leading firm, we'd love to hear from you.