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Financial Planner/prudent Person


Any Industry
Source: uWorkin


Proud heritage, exciting future.

TPT Wealth is a major provider of financial products and services including Managed Investments, Wills and Estates and Commercial Lending. We’ve been playing the long game since we established back in 1887. We are also a Trustee Company authorised under the Trustee Companies Act 1953 and a wholly owned subsidiary of MyState Ltd. Our vision for Wealth is to become a national business known as an income fund management specialist as well as for our Trustee services including estate planning and advice.

Why TPT Wealth?

We have a strong track record of managing investments on behalf of our clients for over 30 years. Just one of the reasons why: ‘we are the long game’. We also navigated many economic cycles and came out the other side strongly.

Reporting directly to the Advice Manager, the Financial Planner/Prudent Person is responsible for:

· Providing sound and ethical financial planning advice to TPT Wealth in respect of estates, trusts, attorneyships and other matters it has administrative responsibility for, in accordance with the requirements of the prudent person investment principles and procedures

  • The provision of advice and ongoing service in a compliant manner to new and existing Private Clients of TPT Wealth
  • Delivery of agreed service levels to existing clients of Advice and Trustee Services
  • Portfolio management and meeting the objectives of trusts, estates or attorneyships

To be successful in this role, you will have:

· Met the requirements under FASEA standards; hold an approved degree and passed or scheduled the related exam, completed or scheduled the FASEA bridging course

· Minimum five years’ experience as a Financial Planner

· Highly developed skills in financial analysis and report preparation

· Experience in developing and maintaining investment portfolios comprising of managed funds, direct equities and other investment instruments

· Experience and knowledge in the area trusts, estate and attorneys is desirable.

· Certified Financial Planner accreditation is desirable.

Applications consisting of a resume and cover letter detailing your relevant experience for this role should be uploaded by close of business 19 April 2021. Any enquires about the role can be directed to recruitment@mystate.com.au

Employment with MyState is subject to a Bankruptcy, Police and Credit check to verify your suitability to work within the finance sector. We are a 2021 Circle Back Initiative Employer – We commit to respond to every applicant.