Work Type: Fixed-term - Full-time
Salary: $87,416 - $120,351
Grade: STL 5
Occupation: Accounting, finance and procurement
Location: Various
Reference: VG/TS/1891708ES
About Us
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 employ people from a range of backgrounds and industries within a client-focused environment that is supportive, inclusive and team-oriented. For more information visit www.statetrustees.com.au
About the Role
We have a great opportunity for an experienced Financial Planner to join our Trustee Services team and provide tailored financial advice and comprehensive financial plans for clients with highly complex portfolios.
This role will see you draw on your expertise in financial planning, social security, taxation, superannuation, aged care and investment products to formulate strategies that make a real difference in our clients' lives. You'll also play a key role in mentoring Para Planners and Planning Assistants, and reviewing financial plans to ensure quality and compliance.
Please note, you must meet the eligibility criteria to be recognised as an existing adviser under the Financial Advisor Standards and Ethics Authority (FASEA).
Duties
Skills and Experience
Employee Benefits
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.