Financial Planning Graduate

2 days ago

Wollongong, New South Wales, Australia Chandler Macleod Full time

**About the Company**:
Our client is a leading Financial planning practice that prides themselves on their work life balance and workplace culture. They have ample career progression opportunitites if you are looking to grow into an adviser in the future.

They are looking for a Financial Planning Graduate to join their office in South Sydney. They are located near a station or have parking around the office. This role will work with the financial advisers to research and develop strategies.

**The Role**:

- Timely and accurate implementation of all advice documents
- Prepare for and attend client meetings
- Execution of share trades via broker and wrap platforms
- Develop and maintain client relationships ensuring client queries are answered
- Processing new client packs including conducting analysis on client's superannuation/investments
- Detailed understanding of client portfolio to deliver a detailed response
- Prepare all advice documents including Fee Disclosure Statements, ongoing service agreements, invoices and relevant paperwork
- Complete adhoc tasks and work on best practice strategies

**Skills & Experience**:

- Must have Bachelor of commerce or financial planning related degree
- Eager to learn and grow
- Experience with Financial Planning software; XPLAN is desirable
- Excellent telephone manner and relationship management skills

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