Graduate – Financial Planning - Full time
As a fast growing, small and flexible company our priority is to find a candidate who is the “right fit” with the drive and enthusiasm to grow as the business grows. The right candidate may be someone starting in the industry with the ambition to become a financial adviser in the future, or someone who recently entered the industry who’s looking for an opportunity to broaden their skill base and experience. 
 
THE ROLE:
The successful candidate will gain hands-on exposure to all aspects of financial planning and will work directly with the business owner in the delivery of advice to a diverse client base.  
 
The role is broad and the employee will be expected to be involved in all components of our service delivery including, but not limited to: client interaction, database management, fund manager/insurer liaison, administration and document preparation.
 
There will be no limits placed on the potential to grow and develop in this role. Full training will be provided to the successful candidate and Next Level will support further education towards attaining financial planning qualifications (as required).

QUALIFICATIONS / SKILLS 
Qualifications: Business Related Degree (Finance, Commerce, Economics) or near completion
Experience: Willing to train the right candidate 
Skills:
·       A keen interest in devising strategies to help our clients improve their lives.
·       Intermediate to advanced Microsoft Office skills 
·       Excellent verbal and written communication 
·       Organised and able to meet deadlines 
·       Strong attention to detail
·       Keen to work as part of a positive team
·       Self-motivated and can-do attitude 
·       Drivers Licence
 
This is a fantastic opportunity to work in a small, boutique financial planning organisation with an excellent training pathway. The role is full-time and based in our office in Mount Eliza. The salary will be commensurate with the experience and abilities of the successful candidate. 
 
Please include in your covering letter why you believe you would be the best fit for this position. We look forward to hearing from you. Apply via SEEK.com.au

The last 18 months has been unprecedented in a number of ways, but the rebound in the housing market has taken most by surprise. 

There are number of reasons why the market has rebounded including low interest rates, some relaxation in lending restrictions and low supply in some areas.

The outcome is that many younger people are being priced out of the market, which isn’t a new problem but one that’s intensified in recent months and one that’s likely to gain increasing media attention as we approach the next federal election.

The intent here is to summarise some recent government initiatives that are intended to assist young people enter the housing market and also some commentary about what might happen if this or future governments determine that more intervention is needed (with reference to a recent initiative from the New Zealand government).

As per Victoria Government Covid-19 restrictions, all staff at Next Level Financial Services are working from home. We are continuing to offer our full range of services via telephone calls, emails and online Zoom meetings. Please get in touch on 03 9188-4254 if you require any assistance.
Once government restrictions are eased and we return to the office, we're taking steps to protect our clients, staff and business by:
- Staying home if unwell
- Using the Victorian Government QR Code Service at point of entry
- Keeping our fitted masks handy at all times
- Keeping our distance from others where possible
- Washing our hands regularly
- Cleaning used surfaces frequently
- ​Having a COVIDSafe Plan for our business  ​

There are some important changes to superannuation regulations that will be rolled out over the next 12 months. Some of these have been expected for some time and others were announced in last month’s federal budget.

We’ll discuss the changes that will have an impact on your financial plan directly and through the normal review process to ensure that you’re taking advantage of the opportunities that are relevant to you, however as it’s difficult to keep track of all changes we’ve summarised the key issues and impacts below. 

As always, please contact me with any queries or for more information. 
​The table provides a high level summary with more detail below: