Graduate Financial Planner

2 weeks ago

Gold Coast, Queensland, Australia Deakin Commerce Society Full time

The financial planning industry is a career choice worth exploring, and here's why:

  • Dynamic and Meaningful: Play a key role in helping individuals and families achieve their financial goals and security.
  • Supportive and Resilient: Provide guidance during major life events, offering solutions that create lasting impact.
  • Embrace Innovation: Utilise cutting-edge financial tools and technologies to deliver tailored advice and insights.
  • Diverse Roles: Specialise in areas like retirement planning, wealth management, estate planning, or investment strategies.
  • Career Growth: Enjoy a clear path to advancement and opportunities to start your own business.
  • Work-Life Balance: Benefit from flexible working arrangements, wellbeing initiatives, and supportive team environments.
  • Make an Impact: Contribute to an industry that empowers individuals to shape their financial futures.
What does a Financial Planner do?

As a financial planner, you'll work closely with individuals to understand their financial goals, create personalised strategies, and provide advice that helps them achieve financial security. Whether it's planning for retirement, managing investments, or ensuring their family's future is secure, your role is pivotal in creating lasting value.

You'll work with a diverse range of clients, from young professionals to retirees, with opportunities to specialise in specific areas of interest. Every client's situation is unique, and no two days are ever the same

What does your day-to-day look like?
  • Client consultations: Connect with clients to assess their financial goals and current financial health.
  • Strategy development: Design and present personalised financial plans, including savings, investment, insurance, and tax strategies.
  • Ongoing advice and support: Build long-term relationships by reviewing and adapting financial plans as clients' needs evolve.
  • Market research: Stay informed about the latest financial products, trends, and regulations.
  • Professional development: Participate in training sessions and pursue further studies, such as CFP (Certified Financial Planner) accreditation.
What's in it for you?

Our clients offer a variety of benefits, and here are some of our top picks:

  • Ongoing professional development and support to attain required certifications
  • Wellbeing bonuses and initiatives: mental health support, fitness memberships, and flexible work arrangements
  • Paid day off for your birthday
  • Volunteer/community engagement days
  • Networking opportunities through industry events and professional associations
  • Clear pathways for career progression within the financial planning field
We're looking for someone who has:
  • Degree qualifications within the past three years in Business, Finance, Commerce, Economics, Financial Planning, or related disciplines
  • AUS/NZ Citizen or Australian Permanent Resident status
  • Strong interpersonal skills to build meaningful client relationships
  • Analytical thinking to design and adapt financial strategies
  • Eagerness to learn and a passion for the financial planning industry
What's the Application Process?
  1. Application: Submit your CV outlining your suitability for the role.
  2. One-way Video Interview: Receive an email with a link to complete a one-way video interview and a short questionnaire. Complete the Fuse Recruitment registration form.
  3. Interview with Fuse: Our graduate team will review your application and arrange an interview to discuss your experience and career goals.
  4. Interview with Clients: Meet with companies to further explore specific positions.
  5. Start Your New Role: Begin your exciting career as a Financial Planner
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