Strategic Financial Planner

1 week ago


Melbourne, Victoria, Australia Dodgshun Medlin Full time

You're a highly skilled para-planner seeking to transition into a more senior role, leveraging your experience and expertise to drive exceptional outcomes for clients in the rural sector. Dodgshun Medlin offers a unique opportunity to grow professionally, working alongside an outstanding team of agronomists and wealth strategists.

Job Overview

This challenging role is ideal for someone with a passion for agriculture and a strong desire to make a meaningful impact. As a key member of our team, you will be responsible for researching, modeling, and preparing applications that meet the complex needs of farming families and sophisticated investors.

The successful candidate will have excellent communication skills, with the ability to build strong relationships with clients and work collaboratively with multidisciplinary teams. A strong understanding of platforms, investment instruments, superannuation, and insurance is essential, as well as FASEA accreditation or nearing qualification.

We offer a dynamic and inclusive workplace environment, with opportunities for growth and professional development through educational and mentoring support. If you are looking for a rewarding career that aligns with your values and aspirations, this may be the perfect opportunity for you.

Key Responsibilities
  • Research, model, and prepare applications to meet client needs
  • Coordinate and communicate with clients and internal stakeholders
  • Ensure compliance and maintain accurate records
  • Build and maintain strong client relationships
Requirements
  • FASEA accredited or nearing qualification
  • Working knowledge of platforms, investment instruments, superannuation, and insurance
  • Strong communication and interpersonal skills
What We Offer
  • Opportunities for growth and professional development
  • A dynamic and inclusive workplace environment
  • Competitive salary package: $80,000 - $110,000 per annum


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