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About
  • About us

    BG Private is an AFR Top 100 accounting, audit, and advisory firm.

  • Our history

    We have a proud 45-year history. Learn more about our journey here.

  • Our purpose statement

    Discover our client service ethos, and the philosophy that drives us.

  • Need a guest speaker?

    Our experts can present on a range of topics. Find out more here.

Services
Services for businesses
  • Accounting & Business Advisory

    Discover how our accounting and advisory services can help your business grow and reach its goals.

  • Audit & Assurance

    Find out how we can assist you with your audit, assurance, and statutory reporting requirements.

  • Tax Advisory

    Learn how we can answer your complex tax questions with our specialist insights and advice.

  • Corporate Advisory

    Find out how our strategic and operational involvement can help your business maximise its value.

  • Private Equity

    Learn how we generate healthy returns for investors by backing ambitious SME founders.

  • Property Advisory

    Discover how we can help maximise your property portfolio with insights, strategy, and transaction support.

  • Bookkeeping

    See how our bookkeeping services can help your business run smoothly so you can focus on growth and profitability.

Services for individuals
  • Accounting Services

    Discover all the ways we can help you navigate and optimise your tax matters.

  • Tax Advisory

    Learn how we can answer your complex tax questions with our specialist insights and advice.

  • SMSF Management

    Discover how we can help with the administration of your Self-Managed Super Fund.

  • Financial Planning

    Find out how we can help you reach your financial goals.

Specialisations
Industries
Business types
  • SMEs

    Learn how we partner you along your journey to help you create a thriving business.

  • Not-for-profits

    Learn how we can help with your accounting and audit needs so you can focus on helping others.

  • Family businesses

    Discover how we can help you every step of the way as you build a legacy-leaving family business.

  • Australian businesses overseas

    We can help you navigate the exciting process of expanding overseas.

  • Foreign companies in Australia

    We can help you set up and run your operations Down Under.

Our People
Insights
  • Articles

    Read the latest BG updates and interesting articles from our expert advisors.

  • Case studies

    See examples of how we have helped clients to learn how we can help you as well.

  • Video & podcasts

    Get the latest insights from our experts on a range of topical money matters.

  • Events

    Discover our upcoming events including webinars, in-person events, and fundraisers.

Careers
  • Why choose us

    Find out how we can help grow your career, and learn about our rewards and benefits.

  • Current opportunities

    We are always looking for talented people! Browse our vacancies and apply today!

  • Recruitment process

    We like to make the recruitment process as seamless as possible. Learn more here.

  • Experienced professionals

    Find out why BG Private is a great place for seasoned professionals.

  • Graduates

    Apply what you’ve been learning to real-world cases – launch your career with us!

  • Interns

    If you’re studying Accounting, kick-start your career with an internship at BG Private.

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Contact

Associate Advisor

  • Hawthorn, Melbourne, Victoria
  • Full time
  • Financial Planning

Are you looking to join an industry leader, a progressive firm with innovative work practices? Are you client focused, a born problem solver and love to use initiative in your day to day work?  Due to expansion in our Wealth Management division we are seeking an Associate Advisor to join the team. As an Associate Advisor you desire to be an integral part of a driven and professional team and you are a born leader.  You will have strong attention to detail and excellent communication and negotiation skills combined with proven team management and time management skills.

About BG Private

BG Private is consistently listed as an AFR Top 100 Accounting Firm. We employ 100+ staff, making us one of Melbourne’s largest suburban multi-disciplinary Accounting, Audit and Advisory firms.

We have embraced a flexible work model to support our staff in creating a harmonious work life balance. You will be given the opportunity to work in a committed and high performing team and be mentored by industry leading professionals.  We offer BG Skills Academy for the opportunity to fast track your professional development journey.

We partner with clients and provide exceptional service offerings, collaborating across eight service lines to holistically help clients achieve their goals.

Read more about BG Private here.

Read more about why BG Private is a great next step for experienced professionals.

Staff benefits and culture

Our people are our greatest assets, which is why we go above and beyond to ensure our staff are fulfilled and enjoy the best life can offer even when at work.

We have embraced a flexible work model to support our staff in creating a harmonious work life balance. You will be given the opportunity to work in a committed and high performing team and be mentored by industry leading professionals.

Some of the many other staff benefits are:

  • Hybrid/Flexible workplace (read our BG Flex policy)
  • BG Skills Academy to help fast track your professional development journey
  • Regular staff events
  • Open bar on Fridays
  • Regular in-house morning teas
  • Gym membership discounts
  • Free car parking
  • Financial support to complete further studies
  • Annual flu vaccinations

Read more about our rewards and benefits.

The role

Specifically, this role will require you to:

  • Have excellent time and workflow management skills
  • Take charge of implementing advice recommendations in an independent, diligent and timely manner
  • Be responsible for client and product provider queries
  • Prepare Records of Advice and other advice documents
  • Support and work closely with the Paraplanning team in preparing advice documents
  • Liaise with clients and product providers in a professional manner
  • Conduct comprehensive research on products and services
  • Work alongside advisers in preparing advice strategies
  • Have a strong technical understanding and background of financial advice processes and products
  • Support advisers in meeting ongoing service requirements
  • Understanding of compliance requirements

For the right candidate, this role can provide a pathway to Provisional Financial Adviser. The role offers an excellent opportunity to develop by working with experienced Advisers on a range of complex and diverse strategies and product range.

Qualifications

  • Tertiary Degree
  • Working towards or have completed post graduate level Financial Planning related qualifications (Masters or Graduate Diploma Financial Planning)
  • Minimum 2 years’ experience in client administration / paraplanning or associate adviser role
  • Excellent written and verbal communication skills and a confident professional manner
  • Experience using XPLAN is highly regarded

Ready to apply?

We would love to hear from you! Apply using the form below or reach out to our HR team directly via for a discreet discussion. You can also read more about our recruitment process.

Apply now