Are you looking to join an industry leader, a progressive firm with innovative work practices? Are you client focused, a born problem solver and love to use initiative in your day to day work? Due to expansion in our Wealth Management division, we are seeking an Associate Advisor to join the team. As an Associate Advisor, you desire to be an integral part of a driven and professional team and you are a born leader. You will have strong attention to detail and excellent communication and negotiation skills combined with proven team management and time management skills.
About BG Private
BG Private is consistently listed as an AFR Top 100 Accounting Firm. We employ 100+ staff, making us one of Melbourne’s largest suburban multi-disciplinary Accounting, Audit and Advisory firms.
We have embraced a flexible work model to support our staff in creating a harmonious work-life balance. You will be given the opportunity to work in a committed and high-performing team and be mentored by industry-leading professionals. We offer BG Skills Academy for the opportunity to fast track your professional development journey.
We partner with clients and provide exceptional service offerings, collaborating across eight service lines to holistically help clients achieve their goals.
Our people are our greatest assets, which is why we go above and beyond to ensure our staff are fulfilled and enjoy the best life can offer even when at work.
Some of the many other staff benefits are:
* BG Skills Academy to help fast track your professional development journey
* Regular staff events
* Open bar on Fridays
* Regular in-house morning teas
* Free car parking
* Financial support to complete further studies
Specifically, this role will require you to:
* Have excellent time and workflow management skills
* Take charge of implementing advice recommendations in an independent, diligent and timely manner
* Be responsible for client and product provider queries
* Prepare Records of Advice and other advice documents
* Support and work closely with the Paraplanning team in preparing advice documents
* Liaise with clients and product providers in a professional manner
* Conduct comprehensive research on products and services
* Work alongside advisers in preparing advice strategies
* Have a strong technical understanding and background of financial advice processes and products
* Support advisers in meeting ongoing service requirements
* Understanding of compliance requirements
For the right candidate, this role can provide a pathway to Provisional Financial Adviser. The role offers an excellent opportunity to develop by working with experienced Advisers on a range of complex and diverse strategies and product range.
Qualifications
* Tertiary Degree
* Working 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 adviser role
* Excellent written and verbal communication skills and a confident professional manner
* Experience using XPLAN is highly regarded
Ready to apply?
We would love to hear from you! Apply using the form below or reach out to our HR team directly via for a discreet discussion.
Apply now
I am an Australian citizen, I am a permanent resident and/or New Zealand citizen, I have a family/partner visa with no restriction, I require a sponsorship.
Upload your CV*, Cover Letter (optional), and Qualifications (optional).
Files must be in .doc or .pdf format.
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