Job Type: Full timeSalary: $100,000 – $110,000 per year + superannuationWe have an opportunity for you to join a highly respected accounting and financial planning firm, renowned for its services to the medical community across Australia for over 50 years.
This organisation is at the forefront of delivering comprehensive financial advice, including wealth creation, superannuation, insurance, and risk management.
Their expertise and commitment to exceptional client service have earned them a prestigious reputation within the industry.The position is based in their Wealth and Risk team, where you will collaborate closely with four Accounting Partners and the Head of Financial Planning.
You will attend client meetings to build and strengthen relationships, contributing to tailored financial strategies that meet the specific needs of clients.
This role is ideal for those looking to progress from paraplanning to an advisory position, with an opportunity to undertake the Professional Year (PY) training if required.Key Responsibilities:Participate in joint client meetings with senior advisers, directors, and consultants for both new and existing clients, fostering strong client relationships.Develop and document financial strategies focused on wealth creation, superannuation, and risk insurance, ensuring alignment with clients' goals and objectives.Conduct comprehensive fact-finding, analyse client needs, and prioritise recommendations to help them achieve their financial aspirations.Prepare advice requests (SoA or RoA) for internal paraplanners, ensuring clear and accurate documentation.Assist in the presentation of strategic advice to clients, ensuring clarity and understanding.Take charge of pre-meeting preparations, as well as compiling notes and action points for Client Service Officers following client consultations.Conduct regular client portfolio reviews, providing strategic recommendations and adjustments as required.Participate in quarterly Investment Committee meetings, contributing insights and expertise.To be considered for this role, you must be/have:Proficiency in MS Office 365 and Xplan, with strong technical and administrative skills.Exceptional communication and relationship-building abilities, with a collaborative approach to teamwork.Strong organisational and prioritisation skills, demonstrating flexibility and adaptability to changing client needs.Self-motivated with the ability to work autonomously and take initiative.Prior experience in a professional financial planning environment, in roles such as Client Service Officer, Paraplanner or Associate.Ability to assist senior advisers in gathering client information and formulating strategic financial models using tools like Xplan, Wealth Solver, and Risk Researcher.Experience in preparing investment recommendations, client reports, and managing Centrelink entitlements.This firm is renowned for its unwavering commitment to delivering outstanding client service.
With a stable and supportive team, the organisation fosters a culture that values long-term professional growth.
It is an ideal environment for those eager to progress from paraplanning to an advisory role, with the opportunity to undertake Professional Year training if needed.
Flexible working arrangements, including the option to work from home one to two days a week after the probation period, may also be available.
Opportunities to join this respected and dynamic team are rare, making this a unique chance to advance your career.If you are eager to advance your career and ready to take on a role that offers growth and development, apply today.#J-18808-Ljbffr