Job Description:
We are seeking a motivated and talented individual to join our team as a finance professional. This is an exciting opportunity for someone who is passionate about finance and eager to learn and grow with our organization.
In this role, you will have the opportunity to work with a diverse range of clients and projects, developing your skills and expertise in investment advice, portfolio management, and superannuation. You will also have the chance to participate in client meetings and document key details, ensuring the accuracy and consistency of data.
Our ideal candidate will be currently studying towards or have completed a Bachelor's degree in Business/Commerce, Accounting, Economics with a Finance or Financial planning major. They will possess strong communication and interpersonal skills, with the ability to effectively communicate with clients and colleagues.
We value integrity, professionalism, and mutual respect in our team members. If you are a self-starter and a team player, bringing your unique skills and ideas to the table, we would like to hear from you.
Key Responsibilities:
* Investment advice
* Portfolio management
* Superannuation
* Retirement planning
* Personal risk insurance
* Inter-generational wealth transfer
* Learn relevant regulations and provide procedural advice
* Ensuring the accuracy and consistency of data
Requirements:
* Currently studying towards or have completed a Bachelor's degree in Business/Commerce, Accounting, Economics with a Finance or Financial planning major
* Strong communication and interpersonal skills
* Ability to work effectively in a team environment
* High level of integrity, professionalism, and mutual respect
Benefits:
* Opportunity to work with a diverse range of clients and projects
* Chance to develop skills and expertise in investment advice, portfolio management, and superannuation
* Participation in client meetings and documentation of key details
* Opportunity to work with a talented and supportive team