Build your Financial Planning within a supportive, fun and experienced team! Formulate financial plans for clients with low to medium complexity portfolios.
- Footscray location, with flexible, hybrid work arrangement
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Contract until April 2027
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Salary $75,000 plus super pro rata
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Applications close 17 July 2026
About State Trustees
At State Trustees, we support Victorians from all walks of life with their financial and legal affairs, particularly during life's most important and challenging moments. As a Victorian Government-backed organisation, we provide trusted services that help people plan, protect, and manage their affairs with confidence, ensuring peace of mind when it matters most.
For more information please visit www.statetrustees.com.au
About the Role
As a Financial Planning Assistant you will join our experienced team and formulate financial plans for clients with low to medium complexity portfolios.
Duties
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Develop a sound understanding of low to medium complex financial circumstances
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Formulate standard plans and reviews, and financial reviews
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Prepare investment instructions
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Liaise with internal consultants & external stakeholders regarding client's information and their portfolios Support the team with general administrative tasks
Skills & Experience
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Financial Planning, Finance, Commerce, or Accounting Degree
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Ability to prepare clear and structured reports and recommendations
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Intermediate computer literacy including Microsoft Office
Experience with XPLAN planning software will be highly considered.
Employee Benefits
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One-off work-from-home set up payment
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Career development
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Health and well-being programs
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Flexible working conditions
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Education assistance
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Purchased leave
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Employee assistance program
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Reward and recognition program
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Free Will preparation
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Retailer discounts
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Charitable workplace giving
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Employee social club
Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
Our Culture
For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.
How to Apply
Click the Apply button to commence the application process. Make sure you include a cover letter and resume.
We recognise the power of diversity and creating an environment where all our people feel they belong and reflect the communities in which we live, work and serve. We care about recruiting the best people, regardless of gender identity, age, ability, sexual orientation or cultural background. If you think you can do the job and would be a great fit for our team, we'd love to hear from you.
