Para Planner

• Footscray location, with flexible work from home and office arrangement
• Salary circa $70,000 plus super
• Start your financial planning career in a vibrant and supportive team
• Applications close 6 October 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.

We are a caring, passionate and united team across 3 locations Footscray, Dandenong and Bendigo. For more information about State Trustees and what we offer as an organisation, please visit www.statetrustees.com.au

About the Role

As a Para Planner to you will be part of our experienced Financial Planning team and provide technical and financial para planning services for clients with low to medium complexity portfolios.

Duties

• Analyse client information to provide clear financial planning strategy direction
• Prepare financial plans and investment performance review documents
• Achieve revenue/volume production targets
• Liaise with key internal stakeholders
• Adhere to ASIC and FPA compliance guidelines and requirements
• Satisfy internal and external audit standards

Skills and Experience

• Diploma of Financial Planning or equivalent and satisfy the RG 146 requirements
• Strong experience in financial planning support
• Ability to prepare clear and structured reports and recommendations
• Intermediate computer literacy including competent use of Microsoft Office

Employee Benefits

Our people's wellbeing is important, and we are proud to offer the following 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

Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

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.