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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 seeking a dedicated and client-focused Financial Advisor to join our team. In this role, you will provide ethical, compliant, and comprehensive financial advice tailored to individual client needs. You will play a key role in helping clients achieve their financial goals through strategic planning, product recommendations, and ongoing relationship management.
Using your technical expertise, a typical week would include:
* Conduct thorough financial assessments to understand clients’ current financial situations, goals, and risk tolerance
* Provide comprehensive, compliant, and ethical financial advice aligned with clients’ best interests
* Proactively identify opportunities to enhance clients’ financial wellbeing and develop customised financial plans
* Recommend suitable financial products and services that align with clients’ objectives and market conditions
* Ensure financial plans remain current and effective through regular assessments and updates
* Build and maintain strong, long-term relationships with clients through regular communication and exceptional service
* Respond promptly to client enquiries and provide ongoing support and education
* Identify and pursue new business opportunities to expand the client base and drive growth
* Ensure strict adherence to all legislative, regulatory, and professional standards
* Collaborate with internal teams to deliver seamless, integrated client service
What we are looking for
* Tertiary Degree in finance, financial planning, business or a related degree
* RG146, CFP or other recognised financial planning qualification
* 1-2 years’ proven industry experience as a Financial Advisor
* Strong knowledge of financial products, investment strategies, and regulatory requirements
* Excellent interpersonal, written, and verbal communication skills
* High ethical standards and a client-first mindset
* Exceptional time management skills and the ability to prioritise effectively
* Highly organised with strong attention to detail
* Ability to work collaboratively in a team environment
* Experience using XPLAN is highly regarded
How to apply
We are looking for talented, driven individuals to join our team and contribute to our continued success. If you are looking for an opportunity to grow professionally, work with exceptional clients, and be part of a team that values excellence, we want to hear from you!
BG Private…For Today, Tomorrow & Beyond.
Seniority level
* Seniority level
Mid-Senior level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance, Consulting, and Sales
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