Back to all jobs

- 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. </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. </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 <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&utm_medium=referral&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