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Financial Planner  -  Murray Bridge / Bordertown

  • The role location can be flexible - either Murray Bridge or Bordertown, depending on preference.
  • Key role focus is on building up client base in and around Murray Bridge and Bordertown, the successful candidate will get internal referrals from Directors but will also need to source own referrals.
  • There is an existing Financial Planning client base that is skewed around Bordertown so if a successful candidate wanted to use Murray Bridge as the office location they would need to be able to travel on regular basis to clients' home or to Bordertown office for local clients to see them as necessary.  We have a large accounting client base around Kaniva and Nhill in Western Victoria so would expect that candidates would be able to travel into those areas to source and service clients.  Conversely if a Bordertown office location was desirable then regular travel to Murray Bridge and environs would be required.
  • The successful candidate must be prepared to regularly travel to Naracoorte in the initial commencement period for training and familiarisation with the internal support team.  As a guide we would expect an average of one day per week in Naracoorte for first six months – depending on individual circumstance we can be flexible to plan for the most convenient and effective start.
  • It is essential that candidates have SMSF, direct share investment experience and have future proof industry qualifications or are making progress towards future proof industry qualifications.


Tax Accountant  -  All locations
Senior Accountant  -  All locations
Administration  -  Naracoorte and Bordertown 



 

Accounting
Taxation
Business Advisory
SMSF
Succession Planning
Financial Planning