Get AI-powered advice on this job and more exclusive features.Direct message the job poster from BG Private (formerly Banks Group)Are you ready to join a dynamic, innovative, and forward-thinking Accounting firm? BG Private is a proud AFR Top 50 Accounting Firm with a presence in both Melbourne and Sydney. Recognised as a leading practice, we are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. With a team of 13 Partners and 110 staff, our culture is built on fostering growth, innovation, and collaboration, creating a work environment where people can truly thrive.Our CultureAt BG Private, we believe in continuous development and career advancement. Our people are our greatest assets, and we offer opportunities in leadership and partnership, empowering you to reach new heights. You will be mentored by industry-leading professionals who are dedicated to your growth and success, and are encouraged to contribute and bring your ideas to life.Hybrid and flexible workplaceBG Skills Academy to fast track your professional development journeyMonthly social club functionsOpen bar on FridaysRegular in-house morning teasFinancial support to complete further postgraduate studiesEmployee assistance, health and wellbeing programsReimbursed all day car parkingOpen access to PartnersAbout The RoleAn exciting new role has opened within the BG Private Financial Planning division. Working alongside the Wholesale Investment Advisor, our new Associate Advisor Wholesale will assist clients with everything from applications, building investment portfolios to ensuring a seamless implementation experience.Specifically, this role will require you to:Take charge of implementing advice recommendations in an independent, diligent and timely mannerBe responsible for client and product provider queriesPrepare Investment Memorandums and other advice documentsSupport and work closely with the Paraplanning team in preparing advice documentsLiaise with clients and product providers in a professional mannerConduct comprehensive research on products, investments and servicesWork alongside advisers in preparing advice and investment strategiesHave a strong technical understanding and background of financial advice processes, investments and productsSupport advisers in meeting ongoing service requirementsUnderstanding of compliance requirementsEnsure a seamless administration experience for our clientsThis role focuses on High Net Worth Wholesale clients and will be assisting an experienced Advisor who needs support in this growing part of our division. For the right candidate, this role can provide a pathway to Provisional Financial Adviser. The role offers an excellent opportunity to develop.What we are looking forTertiary Degree in Business, Commerce, Diploma of Financial Planning or similarWorking towards or have completed post graduate level Financial Planning related qualifications (Masters or Graduate Diploma Financial Planning) or CFAMinimum of 2 years industry experience in a client administration / paraplanning or associate advisor roleExcellent written and verbal communication skills and a confident professional mannerStrong attention to detailExcellent time and workflow management skillsExperience using XPLAN is highly regardedSeniority levelAssociateEmployment typeFull-timeJob functionConsulting, Finance, and AdministrativeIndustriesFinancial Services and AccountingReferrals increase your chances of interviewing at BG Private (formerly Banks Group) by 2xGet notified about new Associate Financial Advisor jobs in Hawthorn, Victoria, Australia.Location and posting timeline are provided for context within the original listing and do not affect the role description above. #J-18808-Ljbffr
Job Title
Associate Financial Advisor