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 chance 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.
J-18808-Ljbffr

📌 Graduate Financial Advisory New South Wales
🏢 CANDOR Recruitment
📍 New South Wales