2024/2025 Graduate - Financial Services / Wealth
1 week ago
We are committed to 'Changing Lives' through everything we do - for our clients, colleagues, and community
It's no secret why we placed 1 st in Prosple's Overall Best Workplace for Graduates in Accounting and Finance and came in 2 nd in Australia for Best Graduate Employers in Accounting and Finance, because we have wonderful people, a collaborate environment, hybrid work arrangements and social events to keep you connected
So, what makes us so great
Open door policy - 1 on 1 access to Partners & Managers
You will be included in client meetings, we believe client exposure is essential to your learning and development
Clear career pathways and focused learning and development programs - national Graduate College, monthly tax training, CA support and virtual study sessions
You will be part of a collaborative, social and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunities
We link everything we do back to our CARE values
We are Accountants, but we aren't boring You will learn a lot, you will be challenged, and you will have a lot of fun
A career in Wealth Advisory
Looking for a career that will not only have a positive impact on your life but also on the lives of others? Then it's time to explore a career in Wealth Advisory
Working closely with Partners and Senior Advisors, your key responsibilities will involve:
First point of contact for clients
Preparation of portfolio reviews for client meetings
Attending client meetings
Executing investment trades
Assisting in the development of client strategies
General correspondence and workflow management
You will be at the forefront of the client relationship and attend regular meetings - and as you develop, be given your own client list
Our team is our biggest asset and we continue to invest in and support your career by providing monthly technical training, as well as soft skills and initial client engagement training which will help you develop the skills you need to become a great Advisor.
A little about you
We are looking for talented and enthusiastic graduates or soon to be graduates who want to be challenged, inspired and are ready to carve out their career path. If you are looking to gain exposure across a diverse range of clients and industries, within a fun and collaborative team and you have a genuine interest in Wealth Management/Financial Planning, then this is the role for you
We are looking for someone with high attention to detail, good listening skills and an eagerness to learn who is studying or has recently completed a Bachelor's degree in Business, Commerce, Economics or a similar discipline with a major in Accounting.
**Benefits**:
Flexible working to help you balance work and personal responsibilities.
Career enhancement and development opportunities.
Free company provided Salary Continuance insurance
Bi-Monthly Colleague Lunch
Dress for your day
Social Club events
Working in a vibrant and collegiate culture where you as a person, and your contribution is valued
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