Financial Planning Assistant

4 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._

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