Arguably Bendigo’s leading financial services firm which carries advantages due to their size and brand name in the market. The brand wins interesting work and they continue to steadily grow multiple arms of the business such as compliance, advisory, outsourcing and bookkeeping. As part of the Financial Planning group you will naturally benefit from the referral work that regularly comes from these services in addition to a steady stream of already existing clients.
You will be responsible for assisting Financial Planners with the provision of financial/investment advice including but not limited to:
Superannuation / Retirement Planning
Cashflow Management and Debt Management
Life Insurances including Business Insurances
Gearing and Debt Recycling
Centrelink and Government Benefits
Your duties will include:
- Modeling scenarios and clearly articulating differences in outcomes.
- Preparing advice documents using MYOB & Xplan software.
- Maintaining file compliance in line with all necessary advice documents
- Time managing workflows (Xplan).
- Research using tools such as Wealth Solver and Risk Researcher.
As a practice, they pride themselves on their client relationships being built on a foundation of trust. They are passionate about providing forward-focused, innovative, and tailored advice. The business is dedicated to treating client’s financial well-being and steering them in the most appropriate direction for their personal and business situations.
Internally, the firm's focus has been around building a good people culture. There is an emphasis on two-way communication not only between staff and the leadership group but they also place emphasis on client feedback and undertake surveys to ensure they are delivering the best possible service and are always staying at the top of their game.
Seeking 3 + years experience.
The market is small and confidentiality is key. Please feel free to contact me with any questions or concerns you may have or to discuss the options available in the market.
Aaron Matrljan – Associate Director
ALRA | Australia’s Leading Recruitment Agency
M: 0405 100 650
P: 1300 002 572