Graduate Financial Planner
Our client is a respected wealth management firm providing tailored financial advice to a diverse client base. As part of their continued growth, they are seeking a motivated and detail-oriented Graduate Financial Planner to support senior financial planners while developing the skills and experience required to progress toward full adviser status.
Responsibilities
* Assisting senior advisers with client meetings, preparation of financial plans, and implementation of advice
* Preparing and maintaining client documentation including fact finds, risk profiles, and file notes
* Supporting the development of client strategies through research and analysis
* Ensuring all advice and documentation complies with AFSL, ASIC, and FASEA requirements
* Maintaining accurate, up-to-date, and well-organised client records
* Providing administrative and paraplanning support to the advisory team
* Participating in structured training programs and on-the-job learning
* Keeping up to date with financial products, legislation, and industry best practices
* Completing CPD requirements and progressing toward relevant qualifications
* Shadowing senior advisers to build client engagement and advice delivery skills
Essentials
* Bachelor's degree in Financial Planning, Commerce, or a related discipline (either complete or nearing completion)
* RG146 compliance certification completed or in progress (preferred)
* At least 1 year of administrative experience highly regarded but not essential
* Strong attention to detail with excellent organisational skills
* Professional written and verbal communication skills
* Ability to manage multiple tasks and meet deadlines in a professional services environment
* Strong work ethic with a genuine interest in building a career in financial planning
* Ability to work collaboratively within a team while taking initiative when required