Job Description:
At {company}, we're seeking a skilled and ambitious para-planner to join our team in rural Australia.
We offer the perfect blend of country lifestyle and career growth, with opportunities to make a real impact on the lives of clients from farming families to sophisticated investors.
Key Responsibilities:
* Research, modelling, documentation, and preparation of applications
* Coordination, communication, attention to compliance, and record keeping
* Client-facing relationship building
* Opportunity to grow through educational and mentoring support
Requirements:
* FASEA accredited or nearing qualification
* 3+ years' experience in a related field
* Working knowledge of platforms, investment instruments, superannuation, and insurance
Desirable Qualifications:
* Experience/interest in working with primary producers and regional businesses
* SMSF and gearing accreditation
* Direct equity, aged care, Centrelink, and X-PLAN experience
About Us:
{company} provides depth in all professional services specialties, including accountancy, tax, business improvement, and support. We're an ethical business committed to sustainability and community engagement.
Our diverse, inclusive, and supportive workplace offers a unique opportunity to grow and develop your skills, while making a meaningful difference in the lives of our clients.