We seek an experienced Financial Planner - or a Paraplanner ready to step into a client-facing role - to ensure we deliver consistent services of the highest standard.

In this role, you will provide comprehensive advice to a diverse range of clients with sophisticated needs. You're passionate about crafting this advice, drawing on a deep understanding of all possible avenues for achieving wealth creation goals.

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.

You will be part of a team that has strong and enduring relationships with clients and an intimate understanding of their needs.

Your responsibilities include:

  • Investment portfolio construction and presentation
  • Advice documents
  • Centrelink applications and reporting
  • Keeping file notes at the expected standard
  • Identifying potential opportunities and risks
  • Undertaking training to further develop expertise in aged care funding advice, pension and contribution strategies and risk analysis.

ESSENTIAL

  • Accounting, tax and/or business experience
  • Understanding of business structures
  • Diploma of Financial Planning qualified (minimum)
  • Margin lending and SMSF accreditation
  • 3+ years' experience as a Paraplanner
  • Strong interpersonal, verbal and written communication skills.

DESIRABLE

  • Presenting to clients and providing simple explanations of complex concepts
  • Experience or interest in working with primary producers and regional businesses
  • Ability to coach, mentor and engage others.

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. 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. We also have a modern suite in Collins Street, Melbourne.

 

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