Servicing Adviser / Paraplanner
Location: AU, VIC, Melbourne
Employment type: Full-time
Required experience: Associate
Required education: Bachelor's Degree
Industry: Financial Services
Function: Finance
Salary range: 60000-120000
Company profile: Our vision is to be the accountant and financial advisor of choice for medical practitioners across Australia.We are a young, entreupreunerial and driver team focused on delivering the absolute best in customer experience. Tired of providing one-dimensional advice? Tired of product-sales and conflicted advice? Are you looking for a challenging career in fast growing firm? We are MEDIQ. We are a fiercely independent, holistic advice firm with a niche client profile of high net worth professionals.If this appeals to you - we look forward to catching up for a coffee to talk about opportunities to work together.
Description: We are a company with aspirations to change the financial services space; we are at the forefront of independent holistic advice movement business, and everything that means. People are sick of getting D grade conflicted financial advice, it’s time that what you believe in, and your culture and people, are the brand that matters.This is pivotal position in our business which involves sincerely caring about our clients, ensuring they are serviced to our exacting standards. You will be building and maintaining strong relationships and taking our clients through a journey from the moment they engage with us right through to their annual reviews, whilst meeting all their necessary compliance needs. You will be providing support and value on a large scale. We have fantastic clients and they deserve the best.This role is about providing support to the Financial Adviser and CEO in the administration and end-to-end management of our client’s wealth strategies, You will be their go-to personal for financial planning research, applications and on-going servicing. This is about ensuring our clients have their wealth protected and are able to retire comfortably. Here at MEDIQ - we are a young, fast growing business. Hence this is a ground floor opportunity to be part of something seriously special, life changing and unique. This is more like a mission than a job, and a once in ten life time’s opportunity rather than a career stepping stone, so if you are looking for the highest salary for 'time effort' spent then look somewhere else. However, rarely is there an opportunity to be at the ground floor of a business with plans for national expansion and the potential for success that may provide.If you are the kind of person that likes counting down the hours until you finish work, or you’re just waiting around for the weekend, then DON’T read any further. There are no B players in our squad and in a team of A players there is nowhere to hide.This is your chance to be part of something amazing and to put your stamp on destiny. Our team is the ultimate in professional, but fun.In this squad, your work week will make you want your weekends to go faster because you will be fulfilled, valued, and a part of something outstanding.Your friends will think you are crazy because all you do is talk about how freaking cool your new job is.You will be surrounded by passionate and excited people; your dream A team.You are not a disposable commodity; you are valuable and we will appreciate you!Being on an A team doesn't mean you know everything; in fact if you think you know everything, also DON’T read any further.
Requirements: Your obsession will be with managing all the aspects of our Financial Planning division. You will be a natural for ensuring everything is organised and chaos is unacceptable. You are always two steps ahead and you love being in control. You will love asking questions, researching, finding out about people and figuring out ways to give the absolute best outcomes in simple and effective ways. You have a love/hate relationship with Xplan - but secretly you know its the best thing out there. You will be beaming with experience and best practice and can't wait to show us how you have previously 'wowed' clients with the quality of your work and communication skills. But make sure that what you wish for is actually what you want because we hold each other accountable. We have high standards and you are going to be mentored and pushed to move beyond your own fears and roadblocks to be a better version of yourself. That doesn't mean we require perfection, that isn't real, you will be expected to have the courage to make mistakes, and to learn from them.
Benefits: It’s a crazy fulfilling mind blowing team to be a part of, however beware, when you come to Planet MEDIQ you will enter what we call The Time Vortex, where a day feels like a week because you lived a normal week in a day and achieved more than you would in two!There is no business like ours in the world, we are growing fast and have big plans, so this is your chance to invent with us as we go. To us the experience is EVERYTHING. We are going to make Australia stand up and take notice of how business should be. If you are the right person, then these last sentences were the clincher for you; what you just felt is your future in YOUR hands.To find out about us go to our business site:  #URL_1b400dde63e82c506897dd888cb632514feb751d86b497c831ee560e61bfde45#  and Google us to find out more about the awards we win and why we do what we do.We don’t create pigeon holes and then stuff you in them. At our place, the saying "it’s not my job" doesn’t exist. We are building something special and we do it together!Team and culture is more important to us than a piece of paper with 'whatever' written on it. Don’t get us wrong, you do need skills, but we know the true value of a person lies not in that piece of paper but in their character, their integrity, and their passion for what they believe in.Ok, back to business...Your pay structure will be determined based on your skill set, qualifications and basically, what you can bring to the table. This can only be determined in consultation and negotiation with you.This is a full-time or permanent part-time position, and is based in our spacious offices on St Kilda Road, Melbourne.
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