About the role

This is a fantastic opportunity to kick-start your financial planning career with an independent, boutique financial advisory firm located in the leafy Eastern suburbs. As a Financial Planning Assistant, you will have the chance to complete your Professional Year (PY) training program and work towards obtaining your Financial Adviser accreditation.

What you'll be doing

Support the financial planning team in all aspects of client engagement, including meeting preparation, research, and document preparation

Assist with the implementation of financial strategies and recommendations for clients

Maintain accurate and up-to-date client records and administration

Undertake research and analysis to support the development of financial plans

Participate in the Professional Year training program to develop your financial planning expertise

What we're looking for

A bachelor's degree in finance, accounting or a related field

Strong analytical and problem-solving skills

Excellent communication and interpersonal skills

A keen interest in financial planning and the desire to pursue a career in the industry

Eligibility to complete the Professional Year training program

What we offer

Our client is committed to supporting the professional development of our employees. In this role, you will have the opportunity to complete your Professional Year training program and work towards obtaining your Financial Adviser accreditation. We offer a competitive salary, a supportive and collaborative work environment, and ongoing training and development opportunities to help you reach your career goals.

About us

Our client is an independent, boutique financial advisory firm and we pride ourselves on providing personalized, tailored financial advice to our clients, and we are committed to helping our employees reach their full potential. If you're passionate about financial planning and are looking to start your career in a supportive and rewarding environment, we'd love to hear from you.

Apply now to join our team!