Graduate Financial Planner

1 day ago

Melbourne, Victoria, Australia beBeeFinancial Full time $58,000 - $65,000

Seeking a detail-oriented professional to join our fast-paced financial planning practice.

This role is ideal for graduates looking to gain experience and develop their skills in financial planning.

You will provide support to clients and planners, representing one of Australia's largest dealer groups.

As a Graduate Financial Planning Assistant, you will be responsible for:

  • Preparing client meeting materials
  • Conducting research and generating reports for analysis
  • Developing advice strategies and preparing strategy papers
  • Providing support to financial planners
  • Attending client meetings and completing post-meeting follow-ups

Requirements:

  • A suitable degree with a willingness to undertake additional study as required
  • Minimum 1-2 years' experience working in financial planning
  • High level of organization, attention to detail, and ability to learn quickly
  • Excellent English skills, both verbal and written

Why choose this role?

This is a great opportunity to gain valuable experience and develop your skills in financial planning. You will work closely with experienced advisers and have the opportunity for career progression.

Our company offers a supportive and innovative work environment, providing access to roles offered exclusively through us.

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