We seek a Financial Planner or an experienced Paraplanner looking to move into a client-facing advisory position.
In this role, you will provide comprehensive advice to a diverse range of clients with sophisticated needs.
You will be part of a team that has strong and enduring relationships with clients and an intimate understanding of their needs.
- Assist with advising in wealth creation strategies
- Investment portfolio construction and presentation
- Advice documents
- Centrelink applications and reporting
- Identifying potential opportunities and risks
- Experience, or willingness to undertake training to further develop expertise, in areas such as aged care funding advice, retirement planning and estate planning.
SKILLS + EXPERIENCE
- Ability to think commercially
- Accounting, tax, and/or business experience
- Diploma of Financial Planning qualified (minimum)
- 5+ years experience as a paraplanner
- Ability to present to clients and provide simple explanations of complex concepts
- Margin lending and SMSF accreditation
- High-level working knowledge of investment sectors, markets, business structures and taxation
- Understanding of risk profiling, direct and indirect investing, risk/return and taxation efficiencies, with an emphasis on goals-based investing
- XPLAN expertise
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.