Financial Planner

- Footscray, Dandenong or Bendigo location, with flexible, hybrid work arrangement
- 12 month contract

About Us

We are the Public Trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

We employ people from a range of backgrounds and industries within a client-focused environment that is supportive, inclusive and team-oriented. For more information visit www.statetrustees.com.au

About the Role

We have a great opportunity for an experienced Financial Planner to join our Trustee Services team and provide tailored financial advice and comprehensive financial plans for clients with highly complex portfolios.

This role will see you draw on your expertise in financial planning, social security, taxation, superannuation, aged care and investment products to formulate strategies that make a real difference in our clients' lives. You'll also play a key role in mentoring Para Planners and Planning Assistants, and reviewing financial plans to ensure quality and compliance.

Please note, you must meet the eligibility criteria to be recognised as an existing adviser under the Financial Advisor Standards and Ethics Authority (FASEA).

Duties

- Develop a deep understanding of highly complex financial circumstances through client consultations and file reviews

- Formulate financial strategies and prepare accompanying plan documentation and investment instructions

- Review and endorse financial plans prepared by Para Planners and Planning Assistants

- Coach and mentor Para Planners to build their technical capability

- Maintain strong and productive relationships across the Financial Planning, Financial Administration and Trustee Services teams

- Ensure all advice complies with policies, legal requirements and service standards

Skills and Experience

- Certified Financial Planner and/or Advanced Diploma in Financial Planning

- Experience with XPLAN/xTools+ or equivalent software

- Demonstrated expertise across social security, taxation, superannuation, aged care, annuities and investments

- Strong analytical, conceptual and problem-solving skills

- Excellent written and verbal communication skills

- Proven experience mentoring and coaching others in technical financial planning

- Experience in a para planning capacity and in reviewing financial plans

Employee Benefits

- Health and well-being programs

- Flexible working conditions

- Education assistance

- Purchased leave

- Employee assistance program

- Reward and recognition program

- Free Will preparation

- Employee social club

How to Apply

Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.

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