Delivering Financial Solutions with Our Team
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* A graduate role within our Wealth Division, offering a full-time and ongoing position.
* We provide learning and development tailored to your goals, ensuring you have the skills to succeed.
* With hands-on experience working with diverse clients and on meaningful projects, you'll gain valuable insights into the financial planning industry.
* This opportunity is ideal for students who have concluded their studies in the past 24 months or those in their final year of University looking to start their career.
About Us
Our organisation values continuous learning and development, recognising the importance of professional growth. We offer reward and recognition at every level, providing a supportive environment where you can thrive.
Role and Responsibilities
As a Graduate, you will work closely with clients and gain hands-on experience in a supportive team environment. You'll benefit from mentorship, continuous support, and robust feedback to ensure your continuous improvement.
Graduates will build their skills and experience while expanding their network, with access to training and development opportunities that align with your capabilities.
Career Progression
Through our carefully considered training and development programs, you will progress in line with your abilities as closely supported by your leader. We also offer post-graduate studies in Financial Planning or Chartered Accountancy (CA), and access to national training organisations.
Work-Life Balance
We understand the importance of work-life balance and offer a comprehensive wellness program, active social club that hosts regular events, and flexibility in today's dynamic workplace.
Culture and Values
Our team is driven by four core values: we care about you, we enjoy what we do, we do the right thing, and we create opportunities.
Our colleagues are helpful, friendly, and supportive, with mentoring and buddy systems in place to ensure your success.
About You
To be successful in this role, you should have recently completed or be near completion of a Business/Commerce/Accounting/Finance/Economics/Financial Planning degree.
You must be eager to continuously learn and develop, possessing strong communication skills and the ability to collaborate effectively.
Passion for Financial Planning is essential, with a desire to make a positive impact in the industry.