Financial Planning Graduate

1 week ago

Brookvale, Australia Strategy First Financial Planning Full time

At Strategy First Financial Planning our philosophy is to understand our clients and to work proactively with them to ensure they receive the best possible advice across all areas of their financial life. We develop deep, trusting relationships and help our clients to make smart choices that will give them the greatest chance of achieving their preferred future.

We are in search of a new member for our team who can practice this philosophy for the benefit of our clients.

We have built this role to provide you with a broad and deep understanding of all parts of a Financial Planning company. Not only will you develop the knowledge of each of the areas that function within the firm, you will also understand the interdependence between the areas and how they work with a singular focus on achieving great outcomes for our clients.

This will provide you with an excellent basis of development for your career in Financial Planning.

**This is an amazing opportunity for a graduate with**:

- Completion or near completion of a relevant degree.
- Knowledge and interest in holistic financial planning advice
- The desire to be part of a team that has shared goals, shared knowledge and mutual respect
- The drive to have a positive impact on clients and their ability to reach their preferred future
- Superior written and verbal communication skills
- Keen attention to detail
- High organisational skills
- Experience with Xplan desirable but not essential

**About the role**:
Assist Financial Planners in the provision of services to new and existing clients of Strategy First. This includes preparation of advice documents.

Manage the New Client process, which involves working with the Advice Team to introduce the client to Strategy First, our processes and the “client experience”.

Be responsible for the implementation of advice as authorised by clients.

Work across the Insurance and Compliance divisions to support the respective teams

**Apply**

Only shortlisted applicants will be contacted.

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