Our client is a well-established and highly regarded Investment Advice firm with 40+ staff in their head office based in Newcastle. They have great career development opportunities and are looking for Business / Commerce Graduates to join their Graduate Program.
You will also collaborate with several Associates within the team, providing a supportive and team-oriented environment. The position offers strong mentorship and clear pathways for career progression.
We are open to graduates and experienced Adviser Assistants / Paraplanners applying for this role.
The role:
* Manage Advice Documents: Oversee the preparation and production of advice documents through our external paraplanning service provider.
* Investment Management Support: Assist the investment management team with the preparation of investment reports, approved product lists, and documents for Investment Committee meetings.
* Development: Develop the highest level of understanding in superannuation, Self-Managed Superannuation Funds, taxation, business structures, social security and estate planning.
* Financial Modelling: Operate and develop financial models to determine appropriate client strategies.
* Strategy Implementation: Implement agreed client strategies, complete necessary paperwork, and liaise with suppliers.
* Portfolio Evaluation: Support the evaluation and performance review of client portfolios.
Experience:
* Commerce or Finance Graduate with a great academic record
* Strong analytical and Excel skills.
* Excellent communication and presentation skills.
* Ability to work independently and as part of a team in a fast-paced environment.
* Passionate about investments
* Open to penultimate year students
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