Financial Planner

Job Details
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Department: State Trustees Limited
Work Type: Ongoing - full time
Job Function: Finance
Classification: CL 3
Work Location: Melbourne - Western Metro
Reference: VG/ST/PRS/1407990ES2
Closing Date: 26-Sep-2019
Salary Range: $74,790 - $97,685
Job Duration: N/A
Attachments: Financial Planner position description.pdf (PDF, 153KB)
Job Specification

Contact: Talent Acquisition Team

Position Details

  • Located at our Head office in Footscray – close to CBD
  • Permanent full-time role
  • Salary circa $90k + super + employee benefits
  • Applications close 26 September 2019

About Us
As the public trustee of Victoria we support Victorians to protect and grow their legacy and financial wellbeing at all stages of life.

Our purpose-built Footscray head office is part of a vibrant community with a fascinating balance of a growing arts scene, international cultures and delicious cuisines. Only 6km from the CBD, Footscray is easily accessible with a variety of public transport and affordable parking options.

For more information about State Trustees and what we offer as an organisation, please visit

About the Role
We have a great opportunity for an experienced Financial Planner to join our team and provide financial plans and targeted financial advice for clients with highly complex portfolios.


  • Develop a deep understanding of highly complex financial circumstances
  • Formulate financial strategies and preparing accompanying advice documentation and investment instructions
  • Review and endorse financial plans by Para Planners and Planning Assistants
  • Coach and mentor Para Planners in the team

Skills and Experience

  • Tertiary qualified in Financial Planning
  • RG146 Compliant
  • Experience with XPLAN software
  • Understanding of highly complex financial portfolios
  • Review and endorse financial plans
  • Technical and coaching experience
  • Analytical, conceptual and problem-solving skills

Employee Benefits
We offer a range of employee benefits including:

  • Career development
  • Health and well-being programs
  • Flexible working conditions
  • Education assistance
  • Purchased leave
  • Employee assistance program
  • Reward and recognition program
  • Free Will preparation
  • Retailer discounts
  • Charitable workplace giving
  • Employee social club

How to Apply
Click the Apply button to commence the application process. In your application, please include a cover letter and resume.

Employment at State Trustees is conditional upon satisfactory Criminal History Check and Anti Money Laundering Check.

State Trustees is an Equal Employment Opportunity employer committed to fairness, diversity and respect. As such, State Trustees will respond to requests for reasonable adjustments from applicants with disabilities.

State Trustees strongly encourages applications from Aboriginal and Torres Strait Islander people.

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