Financial Planner

6 days ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time

You're a para-planner with three or more years' experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You're not satisfied with being a 'para'. You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors.

Dodgshun Medlin is a leading provider of rural enterprise and wealth strategies throughout regional Australia. Our team guides clients in all professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists.

We offer a unique opportunity for a Financial Planner to join our Swan Hill office. With a strong appeal to those with country roots or affinity with the land, you will be based in Collins Street suite and have the chance to grow via educational and mentoring support.

Key Responsibilities:

  • Research, modelling, documentation and preparation of applications
  • Coordination, communication, attention to compliance and record keeping
  • Client facing; relationship building
  • No selling required. Growth is organic through agronomy and accounting divisions

Requirements:

  • FASEA accredited or nearing qualification. 3+ years' experience
  • Working knowledge of platforms, investment instruments, superannuation and insurance
  • Willingsness to base in Swan Hill

Salary Range: AU$80,000 - AU$120,000 per annum

Dodgshun Medlin offers a diverse, inclusive, supportive workplace and an ethical business with commitment to sustainability and community engagement.



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