We seek an experienced Financial Planner for a client-facing position. In this role, you will be part of a team that has strong and enduring relationships with a wide range of clients, most of them based in regional Victoria. You will tailor bespoke strategies that reflect an intimate understanding of the needs of each and every one of our clients and work closely with paraplanners to ensure comprehensive high-quality advice documents.
In return, you will derive great satisfaction from seeing your advice make a real difference and be rewarded with an attractive salary and a clear career path, offering access to professional development and mentoring by our team of outstanding senior advisors.
Skills + Experience
- FASEA approved qualifications in financial planning
- 5+ years in client-facing, relationship-building roles
- A track record in identifying opportunities for growing client wealth
- Direct equity experience
- Strong technical understanding of investment markets, portfolio construction, risk insurance and superannuation
- Solid foundation in tax
- Experience or interest in working with primary producers and regional businesses
- ASX ALPA accredited
- SMSF and gearing accreditation
- Aged Care and Centrelink experience
- XPLAN expertise
During the past year much has changed, including attitudes and priorities. It has ever been that the country migrates to the city and now it’s the reverse. The COVID experience has convinced many to escape the crush and find better, more open worlds for themselves and their families, existing and future. They have discovered what they can do without and perhaps more tellingly, what they cannot do without.
If you’re in professional services – Accountancy, Tax, Business Development or Wealth – consider Dodgshun Medlin. We have a swish Collins Street office but our engine-room is in Swan Hill, on the Murray. Here, you can accelerate your CBD-grade career with stability and purpose, while enjoying a more fulfilling lifestyle. You will also gain the respect and appreciation of genuine country clients in sophisticated industry, agriculture and retail.