Back to all jobs
Dodgshun Medlin logo

Paraplanner / Associate Planner- Ag Focus (Melbourne)

Dodgshun Medlin
Melbourne1y ago
Seniority
Junior

About the role

<h2><strong><iframe src="//www.youtube.com/embed/-Hu7zLjV6wg" width="560" height="314"></iframe></strong></h2> <p>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.&nbsp;</p> <h2><strong>US</strong></h2> <p>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.&nbsp;</p> <h2><strong>ROLE</strong></h2> <ul> <li>Swan Hill base and/or Collins Street suite</li> <li>Strong appeal to those with country roots or affinity with the land</li> <li>Research, modelling, documentation and preparation of applications</li> <li>Coordination, communication, attention to compliance and record keeping</li> <li>Client facing; relationship building</li> <li>Opportunity to grow via educational and mentoring support</li> <li>No selling required. Growth is organic through agronomy and accounting divisions</li> <li>Diverse, inclusive, supportive workplace</li> <li>Ethical business with commitment to sustainability and community engagement</li> </ul> <h2><strong>NECESSARY</strong></h2> <ul> <li>FASEA accredited or nearing qualification. 3+ years’ experience</li> <li>Working knowledge of platforms, investment instruments, superannuation and insurance</li> </ul> <h2><strong>DESIRABLE</strong></h2> <ul> <li>Experience/interest in working with primary producers and regional businesses</li> <li>SMSF and gearing accreditation</li> <li>Direct equity, aged care, Centrelink and X-PLAN experience</li> </ul> <h2><strong>APPLY</strong></h2> <p>Are you an accountant looking to explore a career in Financial Planning? Check out&nbsp;<a href="accounting.ag" target="_blank"><strong>accounting.ag</strong></a></p> <h3><strong>APPLY HERE, OR CALL 1800 329 888 FOR A CONFIDENTIAL DISCUSSION.</strong></h3><div class="content-conclusion"><p><a href="https://www.dodgshunmedlin.com.au/careers?utm_source=greenhouse&amp;utm_medium=referral&amp;utm_campaign=people-like-us" target="_blank"><img src="https://www.dodgshunmedlin.com.au/assets/img/greenhouse/PeopleLikeUs_RGB_139.jpg" alt="People like us need people like you" width="139" style="max-width: 100%;"></a></p></div>

Perks & benefits

  • Equity Compensation

755,000+ hidden jobs like this

Dodgshun Medlin and thousands of companies post here first — often days before LinkedIn or Indeed. Your first 5 applications are free; go Pro to apply without limits.

Everything Pro unlocks:

  • Unlimited applications — free stops at 5
  • Track every application in one place
  • Apply straight to the source, one click
  • Save & organize roles you love
  • Roles pulled from company boards before the big sites

Weekly

$9.99
$4.99/week

For an active search. Cancel anytime.

Most popular

Monthly

$24.99
$12.99/month

The smart pick. Save 35% vs weekly.

Lifetime

$99
$49.99once

Pay once. Every future feature, forever.