
Graduate Financial Advisor
7 days ago
Our organization is seeking an exceptional individual to fill the role of Graduate Program.
About the Job:
- This position involves assisting with portfolio administration, research, client services, and client reviews as part of the Financial Advice and Accounting teams.
- The successful candidate will be responsible for managing compliance needs and supporting analytical and consulting projects.
- As you progress in your career, you will participate in client meetings and paraplanning.
- You will also collaborate with colleagues to understand client needs and add value to our organization.
Requirements:
- A degree in finance, accounting, or a related field is essential for this role.
- Strong analytical and communication skills are expected from the ideal candidate.
- A proactive approach to learning and problem-solving is highly valued.
- The ability to work effectively in a team environment is necessary for success.
Benefits:
- We offer an induction program, online seminars, and mentoring opportunities for CA, CPA, and professional years.
- Personal and technical skill development are supported through various training initiatives.
Career Progression:
- Promotions are based on performance and adherence to our organizational values.
- We offer opportunities for roles such as Paraplanner, Associate Adviser, or Financial Adviser as you progress in your career.
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