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~ $80,000
Work type
Full Time
Contract type
How this job matches you
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Market insights based on all Financial Planner jobs in Victoria
Estimated range
$60k - $80k
Market average
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accounting tax

Full job description
  • Leading financial services firm.

  • Continuing to win interesting work.

  • Steadily growing.

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

  • Aged Care

  • Estate Planning

  • Succession Planning

  • 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
E: aaron@alra.com.au
L: https://www.linkedin.com/in/aaron-matrljan

Job details
Date posted
16 Mar 2021
Expiring date
14 Apr 2021
Banking, Superannuation & Finance
Financial Planner
~ $80,000
Contract type
Work type
Full Time
Job mode
Standard/Business Hours
Career level
Junior (Some Experience)
Financial Services
Private Business
Desired education level
Bachelor's Degree
Work Authorisation
Australian Citizen / Permanent Resident

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