Financial Planning Assistant

2 days ago

Melbourne, Australia State Trustees Limited Full time

Location: Melbourne | Western Metropolitan

Job type: Full time / 12 months

Organisation: State Trustees Limited

**Salary**: $70,710 - $84,869

Occupation: Finance

Reference: VG/PRS/1832535ES

Build your Financial Planning within a supportive, fun and experienced team Formulate financial plans for clients with low to medium complexity portfolios.
- ** Footscray location, with flexible work from home and office arrangement**:

- **12 month contract**:

- **Salary $70,710 plus super pro rata**:

- **Applications close 5 December 2024**

**About State Trustees**

We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing. With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.

**About the Role**

As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.

**Duties**
- Develop a sound understanding of low to medium complex financial circumstances
- Formulate standard plans and reviews, and financial reviews
- Prepare investment instructions
- Liaise with internal consultants & external stakeholders regarding client's information and their portfolios Support the team with general administrative tasks

**Skills & Experience**
- Financial Planning, Finance, Commerce, or Accounting Degree
- Ability to prepare clear and structured reports and recommendations
- Intermediate computer literacy including Microsoft Office

Experience with XPLAN planning software will be highly considered.

**Employee Benefits**
- One-off work-from-home set up payment
- Career development
- Health and well-being programs
- Flexible working conditions
- Education assistance
- Purchased leave
- Employee assistance program
- Reward and recognition program
- Free Will preparation
- Retailer discounts
- Charitable workplace giving
- Employee social club

Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.

**Our Culture**

For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion - we are here, we work together and we bring our best.

**How to Apply**
- We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you._

  • Financial Adviser

    4 days ago

    Melbourne, Victoria, Australia Paterson Retirement Planning Full time $90,000 - $120,000 per year

    Paterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...

  • Client Services Assistant – Financial Services Firm

    6 days ago

    Melbourne, Victoria, Australia BCV Financial Solutions Full time $60,000 - $80,000 per year

    BCV Financial Solutions is an integrated financial services firm (Accounting, Financial Planning, Mortgage Broking and Insurance) dedicated to providing professional services to a range of SMEs, individuals and self-managed superannuation funds.Located in Frankston we are currently seeking a friendly and motivated Client Services Assistant to join our...

  • Senior Financial Adviser

    4 days ago

    Melbourne, Victoria, Australia Paterson Retirement Planning Full time $104,000 - $130,878 per year

    Paterson Retirement Planningis a financial planning firm based in Melbourne, Victoria, specialising in retirement planning, superannuation, aged care, and Centrelink advice. We are passionate about removing financial complexity so our clients can focus on what matters most.While we provide retirement advice to all Australians, we have a deep understanding of...

  • Financial Planning Analyst

    2 days ago

    Melbourne, Australia CitiPower and Powercor Full time

    **Financial Planning Analyst**: - Melbourne, VIC, AU, 3000**About us**: CitiPower, Powercor and United Energy own and operate the electricity distribution networks servicing 1.9 million customers located across 65% of Victoria. These customers include a large number of households, as well as commercial and industrial businesses, world class arts, health and...

  • Financial Planning

    6 days ago

    Melbourne, Victoria, Australia The Andersen Partnership Full time $80,000 - $120,000 per year

    Financial Planning Expressions of InterestAre you ready to progress you career inWealth Management?We are actively recruiting driven professionals acrossall experience levels -from entry to executive. Whether you're a seasoned expert or looking to make your mark in financial services, we have diverse, challenging roles that align with your aspirations....

  • Office Admin Assistant

    5 days ago

    Melbourne, Victoria, Australia House of Wealth Financial Planning Pty Ltd Full time $40,000 - $80,000 per year

    Office Administrative Assistant Location: MulgraveAre you organised, detail-focused, and looking to build a career in financial planning? Join our growing advice practice as an Office Administrative Assistant and support our advisers in delivering quality outcomes for clients.What you'll do:Be the first point of contact for clients.Prepare client review...

  • Financial Planning Analyst

    1 week ago

    Melbourne, Australia Tennis Australia Full time

    Join a passionate team and become part of a fun and inclusive culture - Flexible work practices, ensuring a positive work-life balance - Great perks including event tickets, onsite car parking and gym! Tennis Australia (TA) is one of the largest sport’s governing body, entertainment and sports rights-holder, and media production houses in Asia-Pacific. We...

  • Financial Planning

    1 week ago

    Melbourne, Australia AMA Group Non-Drive Full time

    ASX Listed Organisation and Leading collision repairer - Melbourne location with hybrid working arrangements on offer - Welcoming and dynamic team AMA Group is the leader in collision repair, with the biggest network of facilities across Australia and New Zealand, supported by Australia’s leading distributor of vehicle parts and accessories. Our Team...

  • Paraplanner - Financial Planning

    6 days ago

    Melbourne, Victoria, Australia Nexia Melbourne Full time $80,000 - $120,000 per year

    At Nexia Melbourne, we don't just talk about potential — we nurture it, cultivate it and bring it to life. When you join our team, you'll work alongside talented professionals, gain exposure to diverse clients, and build a rewarding career in an environment that values growth and collaboration.We're seeking a Senior Paraplanner to join our experienced team...

  • Financial Planning

    4 days ago

    Melbourne, Australia AMA Group Heavy Motor Full time

    ASX Listed Organisation and Leading collision repairer - Melbourne location with hybrid working arrangements on offer - Welcoming and dynamic team AMA Group is the leader in collision repair, with the biggest network of facilities across Australia and New Zealand, supported by Australia’s leading distributor of vehicle parts and accessories. Our Team...