Graduates – Financial Planning

Job Description

We have opportunities for near or recent graduates to join our team.  We are seeking individuals looking to commence their careers in wealth management!  .  In this challenging, varied role you will join a team of paraplanners supporting Financial Advisers as you learn about all aspects of financial planning.  Specifically you will be responsible for:

• Drafting statements of advice;
• Preparing investment reports for clients. 
• Assisting with the preparation of financial advice documentation
• Day to day dealings with large financial institutions
• Attending client meetings with Planners;
• Adhering to regulations and compliance; and much more!

Why work for us?

We are a well established accounting/financial services firm. We are big enough to offer varied career opportunities and small enough that you are a person not a number and everyone can make a difference!  Our team members ae genuine, down to earth and helpful!  We offer a great learning, nurturing environment for our employee’s to thrive and develop in

What you will bring:

• Recent completion of a finance, commerce or business or accounting degree; (will consider candidates with one or two subjects left or with up to 12 months experience within a financial planning environment
• Well developed communication skills (written and verbal);
• High attention to detail; 
• Natural ability to work within a team environment; and
• Proactive nature and ability to work autonomously

Benefits:

As well as a great culture and working environment, other benefits include:

• Financial and mentoring support for post graduate studies
• Flexible work options including hybrid work arrangements
• Social Club and regular social events;
• Ongoing training;
• Health and well being program including subsidised gym memberships; and
• Career advancement opportunities.

If this sounds like the right for you, we’d love to hear from you!