Formulate financial plans for clients with low to medium complexity portfolios. Receive coaching and advice from experienced Senior Planners.
- Footscray, Bendigo or Dandenong location, with flexible, hybrid work arrangement
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Contract until 30 June 2027
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Salary circa $75k plus super pro rata
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Applications close 17 July 2026
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.
About the Role
As a Para Planner, you'll play a critical role in delivering quality financial planning services to our clients. Working within our experienced Financial Planning team, you'll provide technical and strategic support to formulate financial advice for low to medium complexity client portfolios.
You'll engage with a range of internal stakeholders and be responsible for producing advice documentation, investment instructions and client-ready reports.
What You'll Do
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Analyse client information to provide clear financial planning strategy direction
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Prepare financial plans and investment performance review documents
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Achieve revenue/volume production targets
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Ensure compliance with ASIC and FPA guidelines and requirements
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Satisfy internal and external audit standards
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Maintain accurate records, update systems, and contribute to team targets
Skills and Experience
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Bachelor of Business/Commerce (Financial Planning), Diploma of Financial Planning (or equivalent) and RG 146 compliant
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Experience in para planning roles
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Excellent written communication and report-writing skills
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Strong attention to detail and stakeholder engagement skills
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Comfortable working with Microsoft Office and financial planning software (e.g. Xplan/Xtools+)
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Desirable: Tertiary qualification in business/finance
Employee Benefits
At State Trustees, we offer more than a job—we offer a career with purpose. Our benefits include:
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Career development and education support
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Flexible working arrangements and purchased leave
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Health and wellbeing initiatives
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Free will preparation and retailer discounts
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Reward and recognition programs
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Inclusive and values-driven culture
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. In your application, please 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.
