Are you progressive in your thinking?

Are you looking to be part of a firm that:

• Works hard to engage its team
• Questions and challenges the status quo to lead and build on best practice
• Works together to leverage the genius of the team
• 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 the Role

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

Key Responsibilities

• Strong attention to detail
• Build on and maintain an in-depth technical knowledge on financial planning issues
• In conjunction with an Adviser, develop strategies for the firm’s clients with emphasis on demonstrating value
• Manage and prepare the delivery of SOAs
• Preparation of Cashflow Projections

Key Attributes:

• Minimum 2 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
• Previous experience with XPLAN financial planning software to complete cashflow projections with minimal guidance
• Have a broad knowledge of Insurance Cover
• Knowledge of asset ownership structures
• Knowledge of tax implications and technical strategies

Company Culture

• A fun, collaborative and professional working environment
• A progressive firm that promotes work/life balance for all team members

Benefits

• A personalised Individual Development Plan
• Realistic career progression opportunities
• A supportive and mentoring environment

You have a passion for finding a better way of doing things, delivering exceptional outcomes and have a can do attitude. You will relish and understand the opportunities this position presents.

For more details visit Seek Paraplanner

To express your interest in this opportunity 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.

Are you looking to move to an energetic practice in the North Eastern Suburbs?  Due to the complexity in our clients and an increase in workflow we are looking for a switched on accountant ready to take on a new challenge.

Ideally you will:

• Have at least two years Accounting experience to immediately add value to the firm’s clients and team
• Already have gained exposure to clients which will help you to hit the ground running with the firm’s interesting and challenging client base
• Have the ability to liaise with internal stakeholders from different teams in the firm
• Be a Qualified Accountant or completing – CA/CPA
• Have exceptional communication skills
• Be able to demonstrate a proactive attitude and a desire for more client interaction

You have a passion for finding a better way of doing things, delivering exceptional outcomes and have a can do attitude. You will relish and understand the opportunities this position presents.

To express your interest in this opportunity please apply by forwarding your resume and cover 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.