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Associate Advisor

2 weeks ago

Hawthorn, Victoria, Australia BG Private Full time $80,000 - $120,000 per year

About Us

Are you ready to join a dynamic, innovative, and forward-thinking Accounting firm? BG Private is a proud AFR Top 50 Accounting Firm with a presence in both Melbourne and Sydney. Recognised as a leading practice, we are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. With a team of 13 Partners and 110 staff, our culture is built on fostering growth, innovation, and collaboration, creating a work environment where people can truly thrive.

Our Culture

Are you ready to elevate your career? At BG Private, we believe in continuous development and career advancement. Our people are our greatest assets, and we offer opportunities in leadership and partnership, empowering you to reach new heights. You will be mentored by industry-leading professionals who are dedicated to your growth and success, and are encouraged to contribute and bring your ideas to life.

Our Benefits

  • Hybrid and flexible workplace

  • BG Skills Academy to fast track your professional development journey

  • Monthly social club functions

  • Open bar on Fridays

  • Regular in-house morning teas

  • Gym membership discounts

  • Financial support to complete further postgraduate studies

  • Annual flu vaccinations

  • Employee assistance, health and wellbeing programs

  • Reimbursed all day car parking

  • Open door access to all of our partners

About The Role

We are looking for a client-focused individual who is a natural problem solver and proactive in their daily work. As an Associate Advisor, you will have the opportunity to be an integral part of our driven and professional Financial Planning team. Your expertise and initiative will be highly valued as we strive to deliver exceptional service to our clients.

Using your technical expertise, you will:

  • Take charge of implementing advice recommendations in an independent, diligent and timely manner

  • Be responsible for client and product provider queries

  • Prepare Records of Advice and other advice documents

  • Support and work closely with the Paraplanning team in preparing advice documents

  • Liaise with clients and product providers in a professional manner

  • Conduct comprehensive research on products and services

  • Work alongside advisors in preparing advice strategies

  • Support advisors in meeting ongoing service requirements

For the right candidate, this role can provide a pathway to Provisional Financial Advisor. The role offers an excellent opportunity to develop, by working with experienced Advisors on a range of complex and diverse strategies and product ranges.

What we are looking for

  • Tertiary Degree in Business, Commerce, Diploma of Financial Planning or similar

  • Working towards or completion of your Masters of Graduate Diploma of Financial Planning, or related qualification

  • Minimum of 2 years' industry experience in a client administration / paraplanning or associate advisor role

  • Have a strong technical understanding and background in financial advice processes and products

  • Understanding of compliance requirements

  • Excellent written and verbal communication skills and a confident professional manner

  • Strong attention to detail

  • Excellent time and workflow management skills

  • Experience using XPLAN is highly regarded

How to apply

If you're ready to take your career to the next level and make a real impact, apply today Click on the "apply" button below.

BG Private…For Today, Tomorrow & Beyond.