Financial Strategy Associate

7 days ago

Canberra, ACT, Australia E&P Financial Group Full time

**The Company**:
E&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.

E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong Kong and has over $20 billion of funds under advice.

**The Focus**:
As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships, and our people are the cornerstone of those relationships - regardless of whether they have day-to-day contact with clients.

For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

**The Benefits**:
As part of a collaborative and supportive team, this role will see you working alongside an experienced Financial Strategy Adviser in providing personalised financial advice to a range of clients. You will get the opportunity to meet and speak with clients and other stakeholders directly as part of the advice process while developing your technical knowledge in the areas of superannuation, taxation, debt management and wealth building.

While you gain valuable practical experience, we will help you reach the next stage of your career with paid leave and study support towards your Kaplan/FASEA qualifications.

**The Role**:
If you are a graduate with a keen interest in financial services and wealth management, then we want to talk to you. A typical day may include:

- Liaising with internal teams and external institutions (such as superannuation funds) to gather client information required for meetings
- Coordinating and reviewing personal client information to prepare for client meetings
- Taking thorough meeting notes during client meetings you attend
- Using financial modelling software and calculators
- Preparing draft Statements of Advice
- Client record keeping and client database management
- Maintaining ongoing professional development to meet legislative and industry requirements including attending regular internal and external training sessions

**What We Stand For**:
When it comes to our clients, our service standards are high, so you will become a natural when it comes to communication and building strong relationships.

You will be a high achiever with strong academic results in your undergraduate degree and attention to detail is a must. Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your analytical skills.

We want to take care of you, so you can take care of our clients Our state-of-the art offices are equipped with a selection of healthy breakfast options and each year you'll receive an annual fitness rebate which you can use in a way that suits you.

We know our people work hard, so we have an active social and sporting calendar of activities to ensure the balance of work and social is just right. We take our responsibilities to staff, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.

**How To Apply**:

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