The Company:

Our clients are a rapidly expanding Financial Services business experiencing significant growth. With almost 40 staff we are looking to further expand our Financial Planning team in order to meet the requirements of our growing business.

The Role:

Our sustained growth is providing a unique prospect for a high achieving student or graduate to join our team of technically focussed Financial Planners.

The right candidate will be driven to develop the highest level of understanding in superannuation, Self-Managed Superannuation Funds, taxation, business structures, social security and estate planning.

Your responsibilities will include:

- Building relationships to support the advisers in delivering financial advice to clients
- Utilise Excel to manipulate data, produce reports and create current reports
- Working with clients and institutions to gather information and implement recommendations
- Assisting with client investment reporting
- Lodgement of ad hoc forms,



applications and paperwork
- Assist with the implementation of Statement of Advice and Record of Advice
- Contributing to maintaining our high compliance standard
- Keeping focused on process improvement and innovation
- Performing general administrative duties related to servicing clients

Skills and Experience:

- Bachelor of Business / Finance or related degree as a minimum
- Excellent communication skills – you must be comfortable speaking to clients & colleagues
- Passion for furthering your education with formal, structured learning as well as learning the practical aspects of the job from co-workers.
- Must have a passion for investments and financial planning

Applications will be accepted for students who are about to graduate or students entering their final year of study.

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📌 Graduate - Financial Advisory (Newcastle City Council)
🏢 CANDOR Recruitment
📍 Newcastle City Council