We seek an experienced Chartered Accountant ready to make the move into financial planning to ensure we deliver compliant, consistent services of the highest standard.

In this role, you will initially provide technical and administrative support to our trusted advisors while learning our advice processes. You will quickly become an integral part of the team that has strong and enduring relationships with clients and an intimate understanding of their needs. You will then be equipped and encouraged to develop the expertise to provide comprehensive advice to a diverse range of clients.

In return, we offer an attractive salary and a clear career path, with access to professional development and mentoring by our team of outstanding senior advisors.

RESPONSIBILITIES

  • Investment portfolio construction and presentation
  • Assist with preparing advice documents and advising in wealth
    creation strategies across the full spectrum of investments
  • Centrelink applications and reporting
  • Identifying potential opportunities and risks to protect and grow wealth and structure investments.

ESSENTIAL

  • Bachelor of Business or Commerce, majoring in Accounting or a related field
  • Chartered Accountant with 3+ years’ post-qualification experience
  • Accounting, tax, and/or business experience
  • High-level working knowledge of investment sectors, markets, business structures and taxation implications
  • Ability to think commercially
  • Strong interpersonal, verbal and written communication skills, including the ability to present to clients and provide simple explanations of complex concepts
  • Experience, or willingness to undertake training to develop expertise, in areas such as aged care funding advice, retirement planning and estate planning.

DESIRABLE

  • Interest in becoming a Certified Financial Planner or completing a Diploma of Financial Planning
  • Margin lending and/or SMSF accreditation.

ABOUT US

Dodgshun Medlin provides integrated professional services to enterprises, individuals and families – farmers, manufacturers, retailers and investors – throughout regional Victoria, New South Wales and South Australia, and to city people with sophisticated rural interests. We deliver the foresight, confidence and clarity needed to help grow thriving communities. 

Why should you join Dodgshun Medlin?

  • Move to beautiful Swan Hill - Our base is at Swan Hill, on the Murray River, where the people are welcoming, the air is clean, housing affordable and the commute is a breeze. 
  • Career development - We offer a clear career path, with access to professional development and mentoring by our team of outstanding trusted advisors.
  • Relocation assistance - We will help you settle in, whether you're moving on your own or with your family.
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