Rural Financial Advisor

2 weeks ago

Melbourne, Victoria, Australia Dodgshun Medlin Full time

You're a driven and ambitious professional seeking a challenging role in rural finance. With 3+ years' experience as a paraplanner, you're ready to take your career to the next level and make a meaningful impact on the lives of clients from farming families to sophisticated investors.

Dodgshun Medlin is a leading provider of rural enterprise and wealth strategies, serving a broad sweep of regional Australia. Our team of experts offers a comprehensive range of services, including accountancy, tax, business improvement, finance, risk management, and wealth creation. We're committed to delivering outstanding outcomes for our clients through our multidisciplinary approach and dedication to excellence.

As a Rural Financial Advisor with Dodgshun Medlin, you'll be based in either Swan Hill or our Collins Street suite, appealing to those with country roots or an affinity for the land. Your responsibilities will include:

  • Researching and modelling financial strategies for clients
  • Preparing and documenting applications
  • Coordinating and communicating with clients
  • Ensuring compliance and maintaining accurate records
  • Building strong relationships with clients and collaborating with our agronomy and accounting teams

We offer a unique opportunity for growth and development through educational support and mentoring. You'll work in a diverse, inclusive, and supportive environment, contributing to an ethical business that prioritizes sustainability and community engagement.

To succeed in this role, you'll need:

  • FASEA accreditation or nearing qualification, with at least 3 years' experience
  • A working knowledge of platforms, investment instruments, superannuation, and insurance

While not essential, experience or interest in working with primary producers and regional businesses, SMSF and gearing accreditation, direct equity, aged care, Centrelink, and X-PLAN experience would be highly valued.

The estimated salary for this position is around $80,000 - $110,000 per annum, depending on experience and qualifications. If you're passionate about rural finance and eager to take on new challenges, we encourage you to apply for this exciting opportunity.

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