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My client is a successful and ethical mid sized accounting/financial planning firm based in Victoria's North Western region. Currently a fantastic and highly rewarding opportunity has arisen for an experienced Para planner wanting to take the next step OR an existing Financial Advisor with a minimum of 3-4 years' experience to join their friendly supportive team. 


Key responsibilities include:

• Delivering complex advice to clients
• Willingness to assist with processes and systems to improve the advice process.
• Analyse client needs and match to appropriate strategies
• Strong technical skills, and extensive experience across all aspects of financial planning
• Experience in Centrelink, Risk, Superannuation and Retirement planning.
• This role will include tasks such as the preparation of SOA strategies, ROA's and review documents, preparation of relevant research, liaising with internal and external stakeholders, managing the implementation process and ensuring compliance is maintained.
• Statements of Advice need to be accurate, professional and logically prepared with a focus on client outcomes and be tailored specifically to our clients' needs. A high level of attention to detail is an absolute must.

  
 To be successful you will have the following:

• Proven para planning experience (minimum 4 Years), ready to take the next step OR 4-5 years experience as a Financial Advisor
• Excellent communication skills & have an ability to work closely with planners to achieve the best outcome for clients.
• High level attention to detail & result driven.
• Xplan experience essential.
• ADFP qualification minimum/CFP preferred.

To be considered for this highly rewarding role please email your resume via the link below or to hear more about this role confidentially and other opportunities across the Superannuation and Wealth Management sector, please contact Paul Zantuck on 03 8637 7320 or email your resume to p.zantuck@ensurerecruitment.com.au