Client Services/Junior - Entry into Financial Planning!

An outstanding opportunity has arisen for a graduate financial planning candidate to join this well regarded, accomplished and progressive advisory firm in the Inner East.

Reporting to, and supporting, the managing director of this successful financial planning business, this role will provide the opportunity to kick start your career in the industry and the long term career path to advice.

You will work closely with the team of advisors, associates and support staff, and be responsible for all financial planning administration, implementation of advice, provision of exceptional client service and liaison with clients, advisors and third parties. You will have top notch communication skills, a genuine desire to forge a career in financial planning and the following pre-requisites must be met:

  • RG146 compliant
  • Bachelors Degree in Financial Planning or relevant field.
  • Some experience in financial planning or financial services desired but not essential
  • Exceptional communication skills - both written and verbal. Demonstrated in letter of offer.
  • Excellent client relationship/client service skills
  • Impeccable presentation
  • High levels of accuracy, initiative and a pro-active and enthusiastic work ethic
  • Genuine and enthusiastic interest in a long term career in financial advice

Offering a sensational work environment, amazing boss and great team, apply today.


06/04/2021 $0 CBD & Inner Suburbs 1 Banking & Financial Services
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