Graduate Program Financial Planning (Perth)

Graduate Program Financial Planning (Perth)

21 Sep
|
Capital Partners Private Wealth Advisers
|
Perth

21 Sep

Capital Partners Private Wealth Advisers

Perth

Launch Your Career. Discover Your Potential.

Capital Partners is proud to launch our Graduate Program in 2027. This is a unique opportunity for recent graduates to begin a meaningful career in holistic financial planning. As a graduate, you’ll work closely with our award-winning team, gaining hands-on experience and mentorship that will sharpen your technical and communication skills. You’ll be immersed in our values — Think, Do, Live, Play, and discover what makes Capital Partners one of Australia’s most respected private wealth firms.

This program is more than a job; it’s the beginning of your journey to making a lasting impact in the lives of clients.

What to expectOur 12-month Graduate Program is designed to set you up for success.

Your journey begins.

In your first few weeks, you’ll take part in a comprehensive induction program covering everything from IT and administration to business operations. You’ll also dive into foundational technical training sessions - giving you the knowledge to hit the ground running.

Hands-on experience from day one.

From your very first day, you’ll be contributing to meaningful work. You’ll dive into client assignments, assist with real projects, and see firsthand how financial planning changes lives.

Personal Growth That Powers Your Career

We will help you uncover how you naturally approach challenges and collaborate with others. You’ll build self-awareness, strengthen communication skills, and learn to lead with authenticity. Our program will equip you with the confidence and tools to thrive professionally and personally, making a lasting impact from day one.

Support for your formal education.





We’ll support your professional development with access to our education allowance, which can be used toward your Graduate Diploma.

Connect and celebrate.

You’ll build meaningful relationships with our award-winning team and enjoy a full social calendar — including regular events, EOFY celebrations, and our end of year Christmas party.

A future with purpose.

At the end of the program, you’ll have the opportunity to transition into a permanent role with a explicit pathway to commence your Professional Year — the next step in your journey as a financial adviser.

What you will bring

We’re looking for curious, motivated graduates who are ready to grow with us. To be eligible for the program, you’ll need:

- A recent Bachelor of Commerce degree (a major in Finance or Financial Planning is ideal, but not essential)
- A minimum Weighted Average Mark (WAM) of 65 or higher
- Full working rights in Australia
- A genuine interest in people and making a difference
- Strong communication skills and a resilient, can-do attitude
- A willingness to learn, grow, and embrace new challenges

How to Submit Your Application To apply, you’ll need to submit the following:
- Resume
- Cover Letter

Application Timeline

- 31 August 2026: Applications open.
- 25 October 2026: Applications Close
- 4 - 5 November 2026: First round interviews, followed by the Assessment stage - quick activities to help us (& you) understand your strengths and working style.
- 18 & 19 November 2026 - Second round interviews & Offers - we’ll meet with our top candidates and extend offers.
- 12 January 2027: Program begins – your Capital Partners journey starts here!

Apply Now! Our People & Culture team will keep you in the loop at every stage!

📌 Graduate Program Financial Planning (Perth)
🏢 Capital Partners Private Wealth Advisers
📍 Perth

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