Work Type: Fixed-term - Full-time or part-time
Salary: $70,710 - $84,869
Grade: STL 4
Occupation: Accounting, finance and procurement
Location: Melbourne
Reference: VG/PRS/1875077ES
State Trustees
As the public trustee of Victoria, we support Victorians to protect and grow their legacy and financial wellbeing at all stages of life. We are a caring, passionate and united team of 400 people 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, you'll play a critical role in delivering quality financial planning services to our clients. Working within our experienced Financial Planning team, you'll provide technical and strategic support to formulate financial advice for low to medium complexity client portfolios.
You'll engage with a range of internal stakeholders and be responsible for producing advice documentation, investment instructions and client-ready reports.
What You'll Do
Skills and Experience
Employee Benefits
At State Trustees, we offer more than a job—we offer a career with purpose. Our benefits include:
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.