• Permanent full-time opportunity based at our Melbourne CBD office.
• Be part of a high-performing and collaborative team that’ll uplift your career in Wealth Management.
• Partner with our Advisers to provide the best service to our clients and communities.
  
  

Join a JBWere high‑performing advice and strategic financial planning team and play a key role in delivering high‑quality, compliant financial & planning advice to Australia’s most successful families, corporates and for‑purpose organisations.

Based in our Melbourne CBD office, this Adviser Support / Strategic Financial Planning role is ideal for someone looking to deepen their technical capability while working closely with senior Advisers & Planners in a collaborative, professional environment.

The Opportunity

As a Strategic Financial Planning support professional, you will act as an extension of the Advisers, providing high‑quality technical, analytical and administrative support that underpins the delivery of strategic wealth advice.

This role is critical to advice quality, compliance and risk management. You will progressively take ownership of advice and planning preparation, reduce adviser workload and contribute to clearer, more consistent and audit‑ready advice outcomes.

What You’ll Be Doing

• Supporting Advisers with strategic planning analysis and advice preparation for high‑net‑worth and complex clients
• Preparing and maintaining SOAs and ROAs, ensuring accuracy, clarity and compliance
• Undertaking financial modelling and analysis, including cashflow modelling, net‑worth analysis, superannuation and retirement strategies
• Supporting superannuation and SMSF advice, including contribution strategies and pension modelling
• Maintaining accurate client records, workflows and file notes to a high compliance standard
• Identifying and escalating compliance or risk considerations early
• Coordinating effectively with Advisers and internal stakeholders to keep workflows running smoothly
  
  

What We’re Looking For

• Experience in strategic financial planning / paraplanning, including end‑to‑end exposure to SOAs and ROAs
• Background in wealth management or a professional services environment
• Strong financial planning technical capability, attention to detail and a high level of accountability
• Clear written and verbal communication skills, with the ability to articulate strategy rationale
• Ability to manage priorities autonomously in a fast‑paced environment
• Proficiency in Microsoft Word and Excel; Xplan experience and familiarity with JBWere systems is advantageous
• Relevant qualifications or studies in financial planning, finance, economics, accounting or equivalent experience
  
  

Why JBWere

JBWere is client‑obsessed and outcomes‑focused. We offer exposure to complex advice, genuine development pathways and a culture built on collaboration, respect and inclusion. Over time, you’ll be trusted to manage more complex advice independently and become a valued, reliable extension of the Adviser team.

A diverse and inclusive workplace works better for everyone

We know that our people make us who we are. That's why we have built a culture of equity and respect - where everyone feels valued and appreciated for being their authentic selves. In partnership with our multiple Employee Resource Groups (ERGs), we continue to foster an inclusive environment where all JBWere colleagues’ unique backgrounds and identities are understood, respected and celebrated. We are committed to providing an environment where you can work your way.

For details on the recruitment process and accessibility, please visit:

https://www.nab.com.au/about-us/careers/apply-for-job

To discuss adjustment requirements, please contact the NAB Careers team via nab.careers@nab.com.au (please reference job number) or visit our Careers page through the link above for other contact options.

Join JBWere

If you think this role is the right fit for you, we would love to hear from you. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert. Unsolicited CVs from agencies will not be accepted.