Rural Enterprise Financial Planner

1 day ago

Swan Hill, Victoria, Australia beBeeCareer Full time $70,000 - $120,000

You're looking for a new career challenge in financial planning, seeking to leverage your existing skills and experience. You want a more fulfilling role that aligns with your values and interests.

About the Role

This is an opportunity to work as a para-planner or associate planner, focusing on rural enterprise and wealth strategies for farming families and sophisticated investors.

Based in Swan Hill, you'll be part of a team that provides depth in all professional services specialties, including accountancy, tax, business improvement and support, finance, risk, and wealth improvement.

The ideal candidate will have 3+ years' experience in financial planning, FASEA accreditation, and a working knowledge of platforms, investment instruments, superannuation, and insurance.

  • Key Responsibilities:
  • Research, modelling, documentation, and preparation of applications
  • Coordination, communication, attention to compliance, and record keeping
  • Client facing; relationship building
Benefits

This role offers opportunities for growth via educational and mentoring support, without requiring selling or aggressive sales tactics.

The company prioritizes sustainability and community engagement, creating a positive work environment.

No prior experience in agronomy or accounting divisions is required; this is an organic growth opportunity through supportive teams.

Requirements
  • FASEA accredited or nearing qualification
  • Working knowledge of platforms, investment instruments, superannuation, and insurance
  • Willingness to base in Swan Hill
Desirable Skills
  • Experience/interest in working with primary producers and regional businesses
  • SMSF and gearing accreditation
  • Direct equity, aged care, Centrelink, and X-PLAN experience

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