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 Culture
Are 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 Us
* Innovative 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 workplace
* BG Skills Academy to fast track your professional development journey
* Monthly social club functions
* Open bar on Fridays
* Regular in-house morning teas
* Financial support to complete further postgraduate studies
* Employee assistance, health and wellbeing programs
* Reimbursed all day car parking
* Open door access to all of our partners
About The Role
We 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 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 Advisors in preparing advice strategies
* Have a strong technical understanding and background of financial advice processes and products
* Support Advisors in meeting ongoing service requirements
* Understanding of compliance requirements
For 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 for
* 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 advisor role
* Excellent written and verbal communication skills and a confident professional manner
* Experience using XPLAN is highly regarded
How to apply
If 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 level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Consulting and Finance
* Industries
Financial Services and Accounting
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