Financial Planning Specialist

5 days ago

Melbourne, Victoria, Australia Equity Trustees Full time
About the Role

We are seeking a highly skilled Financial Planning Specialist to join our team at Equity Trustees. As a key member of our team, you will play a crucial role in providing quality support services to our Financial Advisers.

Key Responsibilities
  • Prepare comprehensive financial planning Statements of Advice and Records of Advice documents
  • Develop and implement financial planning strategies and investment recommendations
  • Conduct investment portfolio reviews and undertake product research
  • Manage and maintain quality assurance programs within the team
  • Support the Fiduciary Investment team in preparing Prudent Person Reviews as needed
  • Prepare Investment Committee submissions as necessary
Requirements
  • Significant experience in a paraplanning position
  • Demonstrated competency in the usage of XPlan
  • Experience in Centrelink and Superannuation
  • Investment knowledge and experience, including direct Australian equities
  • Sound knowledge of ASIC compliance requirements and Financial planning standards
  • Financial Planning Qualifications
What We Offer
  • A warm and supportive culture
  • An attractive remuneration package, including reward and recognition programs
  • An employee wellness program, including discounted health insurance and an employee assistance program
  • An individual learning and development budget to help you grow
  • A workplace volunteering and giving program to enable you to help others in the community
  • Group Salary Continuance insurance to protect you when you need it most
  • Discounted tax and estate planning services
About Us

Equity Trustees was established in 1888 and is now one of Australia's largest specialist trustee companies. We help our clients grow, manage and protect their wealth now and for generations to come. As a trustee company, it is our responsibility to always act in our clients' best interests, ensuring they feel safe, valued, and cared for.

We are committed to providing a workplace that is flexible, rewarding, and supportive of individual development. Just as you will help us grow our business, we will help you grow in your career.

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