At DPM, we support the financial wellbeing of medical professionals and we’re great at what we do! We’re not your typical financial services company. We’re down to earth, collaborative, and genuinely care about our clients and each other.
As an Associate Adviser, you’ll play a key role in supporting the advice delivery process, working closely with Advisers to manage client accounts from start to finish. You’ll collaborate with a dedicated team of Client Service Officers and other Associates; all while being mentored by a group of expert Advisers. If you’re looking for an exciting opportunity to work alongside experienced Advisers, enhance your expertise, and deliver expert advice, this role is for you!
What’s in it for you?
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Flexible working: we support a balanced work style, incorporating a blend of office and work from home
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Additional leave: enjoy 5 additional days of paid leave annually
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Motivating team: be part of a forward-thinking, energetic, and supportive team committed
to constant learning and development
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Great location: work from our brand new, modern office located conveniently on St Kilda
Rd, right next to the Anzac Station and tram stop.
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A culture of learning and development: ongoing professional development, mentoring by experienced and passionate Advisers and personalised development plans
Your role will include:
- Participating in client meetings and providing support to the Adviser
- Preparing proposals, modelling, projections, executive summary presentations of advice,
and review presentations
- Assisting with preparation of Statement of Advice (SOA) requests and liaise with paraplanning team on related strategies
- Developing holistic, tax effective strategies across clients’ entities (new or existing)
in accordance with current legislative framework
- Maintaining technical knowledge base and update Adviser on any legislative changes
- Managing workflow between client, Adviser, paraplanning, compliance and client services
The full position description is available at www.dpm.com.au/careers
You will be successful in this role because you are:
- Tertiary qualified or working towards a relevant tertiary qualification (e.g. Finance, Commerce
etc.)
- Experienced working in the financial planning industry
- Experienced with Xplan
- Tech savvy and know your way around the Microsoft suite – Work, Outlook, Excel
- An enthusiastic and innovative individual with a can-do attitude
- A great communicator with exceptional written and verbal communication skills
- A highly organised individual with a strong attention to detail
Interested?
Take the exciting next step in your career with a progressive and supportive company – apply today!
To be eligible, you must be an Australian Citizen, PR or have full working rights!
