Why work with us?


We have a strong culture driven by ownership of and adherence to our values and behaviours which include mutual respect, integrity, accountability, team based success, open communication, understanding and leadership.

We appreciate that our people are our most valuable resource and have a commitment to making an investment in professional development and technical training. A clear framework for career advancement offers team members opportunity for progression within the firm.

We are looking for passionate people who have a commitment to creating value for our clients by thinking outside the square to offer them innovative, tailored solutions. If you would like to work with like-minded people also attracted to our firm, clients and work, we'd love to hear from you at hr@obbc.com.au.

Paraplanner

Are you progressive in your thinking?

Are you looking to be part of a firm that:

  • Works hard to engage its team
  • Is innovative in its thinking
  • Has a collaborative approach
  • Mentors, leads and empowers their people

We are looking for someone who values these attributes and is willing to deliver exceptional outcomes with a can do attitude for our clients.

About this role

In this dynamic role, you will be an important member of the Financial Planning Team working alongside four Financial Advisers and two Support Specialists to develop strategies for the firm's clients. You will be required to complete all administrative matters for client meetings, including preparation of meeting papers and client presentations.

To be successful in this opportunity you will need to have:

  • Minimum two years experience in a Paraplanning role
  • RG146 compliance or a Diploma of Financial Planning and/or a tertiary qualification in a finance discipline is preferred
  • Excellent technical skills with a high level of attention to detail
  • A strong focus on internal compliance requirements and current legislation
  • Passion for quality advice

For more details visit Seek Paraplanner O'Brien's

To express your interest please apply by forwarding your resume and covering letter for consideration to hr@obbc.com.au

Please note, only successful candidates will be contacted for the next stage in the recruitment process. Thank you for your understanding.

Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330