Paraplanner / Associate Planner - Ag Focus (Swan Hill)

You’re a para-planner with three or more years’ experience, looking for more from your chosen career. You want a country life but opportunity to rival the best in the business. You’re not satisfied with being a ‘para’.

You want the real deal and to make big differences to the lives of clients from farming families to sophisticated investors. US Dodgshun Medlin guides the rural enterprise and wealth strategies of farming and related industries throughout a broad sweep of regional Australia. We provide depth in all the professional services specialties – accountancy, tax, business improvement and support, finance, risk, wealth improvement and more – underpinned by an outstanding team of in-house agronomists.

Our wealth people work within multidisciplined teams and are supported by all the data and advice they need to achieve outstanding outcomes. ROLE Swan Hill base. Collins Street suite Strong appeal to those with country roots or affinity with the land Research, modelling, documentation and preparation of applications Coordination, communication, attention to compliance and record keeping Client facing; relationship building Opportunity to grow via educational and mentoring support No selling required.

Growth is organic through agronomy and accounting divisions Diverse, inclusive, supportive workplace Ethical business with commitment to sustainability and community engagement NECESSARY FASEA accredited or nearing qualification. 3+ years’ experience Working knowledge of platforms, investment instruments, superannuation and insurance Willingness to base in Swan Hill DESIRABLE Experience/interest in working with primary producers and regional businesses SMSF and gearing accreditation Direct equity, aged care, Centrelink and X-PLAN experience APPLY Are you an accountant looking to explore a career in Financial Planning? ag APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.