Are you a recent Finance, Commerce or Business graduate looking to launch your career in financial services?
This is an exciting opportunity to join a highly respected private wealth team where you'll gain hands-on exposure to investment markets, financial planning support and client relationship management.
Working alongside experienced advisers, you'll receive on-the-job training while building a strong foundation for a long-term career in wealth management.
Whether you're looking to become a Financial Adviser, Paraplanner or build a career within private wealth, this role provides an excellent pathway into the industry.
The Opportunity
As a Financial Planning Assistant, you'll play a key role supporting a team of Private Wealth Advisers with day-to-day operations, client service and administration.
You'll be the first point of contact for clients while ensuring the smooth running of adviser activities and maintaining exceptional service standards.
This is a fast-paced, professional environment where no two days are the same.
Key Responsibilities
Provide exceptional service to clients via phone, email and face-to-face interactions.
Coordinate adviser meetings, appointments and client communications.
Prepare and distribute client correspondence and documentation.
Maintain accurate client records and investment portfolio information.
Assist with investment transactions, corporate actions and settlements.
Prepare portfolio reports and support ongoing client administration.
Manage incoming correspondence, scanning, filing and document management.
Support the day-to-day operations of the office, meeting rooms and administrative functions.
Build robust relationships with clients and internal stakeholders.
About You
We're looking for someone who is eager to learn, enjoys working with people and has a genuine interest in financial markets and wealth management.
You'll ideally have:




A recent degree in Finance, Commerce, Business or a related discipline.
Strong communication and interpersonal skills.
Exceptional attention to detail and organisational ability.
A proactive attitude with a willingness to learn.
Strong Microsoft Office skills, particularly Word, Excel and Outlook.
The ability to manage competing priorities and meet deadlines.
A professional and client-focused approach.
Previous administration or customer service experience within financial services is advantageous but not essential.
What's on Offer
Excellent entry point into the private wealth and financial planning industry.
Mentorship from experienced Financial Advisers.
Ongoing training and career development.
Exposure to investment markets and wealth management.
Supportive and collaborative team environment.
Long-term career progression opportunities within financial services.
If you're ready to kick-start your career in wealth management and are passionate about delivering exceptional client service, we'd love to hear from you.
Apply now
by submitting your resume, or contact us for a confidential discussion about this opportunity.
Who we are
At
PERSOL
, we connect people to meaningful work and growth.
With decades of experience and a future-focused mindset, we're here to support your career journey.
We offer fresh opportunities, trusted guidance, and a people-first approach.
We're committed to creating a safe, inclusive, and respectful workplace that embraces diverse experiences, backgrounds, and perspectives.
We strongly encourage applications from women, people of Aboriginal and Torres Strait Islander descent, and individuals from all communities.
Ready to make your next move?
Apply now to join our team.
To learn more about life at PERSOL, visit persolaustralia.com
Or follow us on LinkedIn at linkedin.com/company/persolapac for the latest updates and opportunities.

📌 Financial Planning Assistant (Private Wealth) (Canberra)
🏢 Programmed Maintenance Services
📍 Canberra