Graduate Financial Planning Assistant

7 months ago


East Melbourne, Australia KLC Recruitment Full time

**Full Time Ongoing | Permanent | **Fun Fridays in the Office**:

- **Balwyn East VIC| **Stroll to local shops and cafes | Free parking**:

- **$58,000-65,000K + Superannuation | **Progress your finance career**

**About the Role**

Join a fast-paced financial planning practice and provide support to clients and planners alike. Represent one of Australia’s largest dealer groups and work with a substantial, diverse, and well-established client base. Looking for financially trained professionals, who are excited about using their knowledge and expertise to have a genuinely positive impact in society. This is a great role for a graduate to learn from a number of experienced advisers with the opportunity for career progression.

**Duties and Responsibilities**:

- Prepare client meeting materials
- Prepare bid working papers, conduct research and generate reports for analysis
- Develop advice strategies and prepare strategy papers
- Provide support to financial planners
- Work closely with the Advice Production Manager
- Attend client meetings and complete post meeting follow up

**Skills and Abilities**:

- Suitable Degree plus willingness to undertake additional study as required
- Minimum of 1-2 years experience working with Financial Planning
- High level of organization, attention to detail and be a fast learner
- Ability to work well as part of a team and independently
- Ability to prioritise and manager multiple tasks
- Excellent English skills, both verbal and written

**Benefits**:

- Great income potential
- Work life balance
- Be part of the evolution of financial services

**Why work with KLC?**

KLC Recruitment is one of the staffing providers in a wide sector of industries providing an honest and transparent experience from start to finish. We push the limits and challenge the norms of standard recruitment to consistently recruit in an innovative manner.
- Our Recruitment Consultant will work hard and assist you to secure the right roles for your skillset
- Access to roles offered exclusively through KLC



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