Associate Financial Advisor

3 days ago

Hawthorn, Victoria, Australia BG Private (formerly Banks Group) Full time $90,000 - $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

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 access to Partners

About The Role

An exciting new role has opened within the BG Private Financial Planning division. Working alongside the Wholesale Investment Advisor, our new Associate Advisor – Wholesale will assist clients with everything from applications, building investment portfolios to ensuring a seamless implementation experience.

Specifically, this role will require you to:

  • Take charge of implementing advice recommendations in an independent, diligent and timely manner
  • Be responsible for client and product provider queries
  • Prepare Investment Memorandums 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, investments and services
  • Work alongside advisers in preparing advice and investment strategies
  • Have a strong technical understanding and background of financial advice processes, investments and products
  • Support advisers in meeting ongoing service requirements
  • Understanding of compliance requirements
  • Ensure a seamless administration experience for our clients

This role focuses on High Net Worth Wholesale clients and will be assisting an experienced Advisor who needs support in this growing part of our division. For the right candidate, this role can provide a pathway to Provisional Financial Adviser. The role offers an excellent opportunity to develop.

What we are looking for

  • Tertiary Degree in Business, Commerce, Diploma of Financial Planning or similar
  • Working towards or have completed post graduate level Financial Planning related qualifications (Masters or Graduate Diploma Financial Planning) or CFA
  • Minimum of 2 years' industry experience in a client administration / paraplanning or associate advisor role
  • 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

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