Job Description
Location: Melbourne | Western Metropolitan
Job type: Full time
Organisation: State Trustees Limited
Salary: $70,710 - $84,869
Occupation: Finance
Reference: VG/PRS/1820881EF
Footscray location, with flexible work from home and office arrangement
Salary circa $70,000 plus super
Start your financial planning career in a vibrant and supportive team
Applications close 6 October 2024
About State Trustees
We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.
We are a caring, passionate and united team across 3 locations Footscray, Dandenong and Bendigo. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au
About the Role
As a Para Planner, you will be part of our experienced Financial Planning team and provide technical and financial para planning services for clients with low to medium complexity portfolios.
Duties
Analyse client information to provide clear financial planning strategy direction
Prepare financial plans and investment performance review documents
Achieve revenue/volume production targets
Liaise with key internal stakeholders
Adhere to ASIC and FPA compliance guidelines and requirements
Satisfy internal and external audit standards
Skills and Experience
Diploma of Financial Planning or equivalent and satisfy the RG 146 requirements
Strong experience in financial planning support
Ability to prepare clear and structured reports and recommendations
Intermediate computer literacy including competent use of Microsoft Office
Employee Benefits
Our people's wellbeing is important, and we are proud to offer the following benefits:
One-off work-from-home set up payment
Career development
Health and well-being programs
Flexible working conditions
Education assistance
Purchased leave
Employee assistance program
Reward and recognition program
Free Will preparation
Retailer discounts
Charitable workplace giving
Employee social club
Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
Our Culture
For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.
How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.
We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.
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