Graduate - Financial Planning

2 months ago

North Sydney, Australia Advance Recruitment Partners Full time

**Job Title**: Graduate Financial Adviser

**Location**: North Sydney

**About Us**: Our client is a leading Financial Planning firm dedicated to helping individuals and businesses achieve their financial goals. With a strong commitment to excellence, innovation, and client satisfaction, we have built a reputation for providing tailored financial advice and solutions. Our team of experienced professionals is looking for a motivated Graduate to join our North Sydney office.

**Position Overview**: As a Graduate in Financial Planning, you will have the opportunity to jumpstart your career in the dynamic world of Financial Advice. You will work closely with our senior advisers to learn the ropes, gain hands-on experience, and develop the skills necessary to provide top-notch financial advice to our clients. This role offers a unique chance to grow within the organisation, making it an ideal starting point for recent graduates passionate about finance.

**Key Responsibilities**:

- Collaborate with senior advisers to understand client financial goals and objectives.
- Assist in conducting comprehensive financial assessments and analyses.
- Support in the development of tailored financial strategies and investment portfolios.
- Research and stay up-to-date on financial markets, products, and industry trends.
- Participate in client meetings and presentations under the guidance of senior advisers.
- Provide exceptional customer service and build strong client relationships.

**Qualifications**:

- Bachelor’s degree in financial planning
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Eagerness to learn and adapt to a fast-paced, ever-changing industry.
- Ability to work collaboratively in a team environment.
- Basic knowledge of financial tools and software is a plus.

**What We Offer**:

- A solid entry level salary package
- Comprehensive training and a pathway into PY
- Exposure to a wide range of financial products and services.
- Career growth opportunities
- A supportive and inclusive workplace culture.
- The chance to make a meaningful impact on clients' financial success.

You must have Financial Planning qualifications, be available to work full time in a permanent position in North Sydney.

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