Paraplanner / Associate Planner - Ag Focus (Swan Hill)

You're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.
USDodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists. Our wealth people work within multidisciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes.
ROLESwan Hill base. Collins Street suiteStrong appeal to those with country roots or affinity with the landResearch, modelling, documentation and preparation of applicationsCoordination, communication, attention to compliance and record keepingClient facing; relationship buildingOpportunity to grow via educational and mentoring supportNo selling required. Growth is organic through agronomy and accounting divisionsDiverse, inclusive, supportive workplaceEthical business with commitment to sustainability and community engagementNECESSARYFASEA accredited or nearing qualification. 3+ years' experienceWorking knowledge of platforms, investment instruments, superannuation and insuranceWillingness to base in Swan HillDESIRABLEExperience/interest in working with primary producers and regional businessesSMSF and gearing accreditationDirect equity, aged care, Centrelink and X-PLAN experienceAPPLYAre you an accountant looking to explore a career in Financial Planning? Check outaccounting.ag APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.
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