Direct message the job poster from BG Private (formerly Banks Group)BG Private is one of Australia’s leading Accounting, Audit and Advisory firms. Proudly ranked among the AFR Top 50 Accounting Firms nationally, we are recognised as a leading practice in both Melbourne and Sydney. Our team of 13 Partners and 110 staff are committed to excellence and client satisfaction, helping over 7,000 clients achieve their personal and business goals. We are constantly pushing the boundaries with our innovative work practices and cutting-edge solutions and believe in creating a fulfilling and inspiring work environment where our people can thrive.Our CultureAre you ready to elevate your career? At 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.Why Work With UsInnovative Culture: We embrace modern work practices and continuously strive to offer cutting-edge solutions to our clients.Collaborative Environment: Be part of a supportive team where your ideas and contributions are valued.Career Growth: We are committed to helping our people achieve their professional and personal goals.Work-Life Balance: A fulfilling career and a balanced lifestyle are important to us.Industry Recognition: As part of a Top 100 AFR accounting firm, you’ll be working with some of the best in the business.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 door access to all of our partnersAbout The RoleWe are looking for client-focused individuals who are natural problem solvers and proactive in their daily work. As an Associate Advisor, you will have the opportunity to be an integral part of our driven and professional team. Your expertise and initiative will be highly valued as we strive to deliver exceptional service to our clients.Specifically, this role will require you to:Have excellent time and workflow management skillsTake charge of implementing advice recommendations in an independent, diligent and timely mannerBe responsible for client and product provider queriesPrepare Records of Advice 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 and servicesWork alongside Advisors in preparing advice strategiesHave a strong technical understanding and background of financial advice processes and productsSupport Advisors in meeting ongoing service requirementsUnderstanding of compliance requirementsFor the right candidate, this role can provide a pathway to Provisional Financial Advisor. The role offers an excellent opportunity to develop by working with experienced Advisors on a range of complex and diverse strategies and product ranges.What we are looking forTertiary DegreeWorking towards or have completed post graduate level Financial Planning related qualifications (Masters or Graduate Diploma Financial Planning)Minimum 2 years’ experience in client administration / paraplanning or associate advisor roleExcellent written and verbal communication skills and a confident professional mannerExperience using XPLAN is highly regardedHow to applyIf you’re ready to take your career to the next level and make a real impact, apply today!BG Private…For Today, Tomorrow & Beyond.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionConsulting and FinanceIndustriesFinancial Services and AccountingReferrals increase your chances of interviewing at BG Private (formerly Banks Group) by 2xSign in to set job alerts for “Financial Advisor” roles.Melbourne, Victoria, Australia A$80,000.00-A$120,000.00 3 weeks agoExpression of Interest - Home & Investment Lenders, Melbourne *HYBRIDMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 months agoMelbourne, Victoria, Australia 1 week agoConsultant - Corporate Tax Advisory (Financial Services)Melbourne, Victoria, Australia 6 days agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 4 days agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$75,000.00-A$90,000.00 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoExpression of Interest - Restructuring (National)Melbourne, Victoria, Australia 2 weeks agoSenior Consultant - Business Transformation - Financial ServicesMelbourne, Victoria, Australia 2 weeks agoDirector - Debt and Capital Advisory - Sydney or MelbourneMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 3 weeks agoSenior Directors/Directors/Associate Directors – Expression of Interest (Transaction Advisory Group)Melbourne, Victoria, Australia 6 days agoMelbourne, Victoria, Australia 6 hours agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 4 days agoAnalyst/Experienced Analyst | Financial Services | Regulatory Audit | MelbourneMelbourne, Victoria, Australia 6 hours agoPersonal Financial Consultant, Aged CareFinancial Counsellor (6 month fixed term) MelbourneMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 3 days agoRegional Director, Independent Advisor GroupMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 3 days agoSenior Consultant or Manager - Banking Financial RiskMelbourne, Victoria, Australia 5 days agoRisk Advisory Services - Expressions of InterestMelbourne, Victoria, Australia 1 week agoSenior Consultant - Financial Accounting Advisory ServicesMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoWe’re unlocking community knowledge in a new way. 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