Graduate Financial Adviser role at My Fortress offers structured training, mentorship, and a pathway to becoming a fully qualified financial planner.
Your Role
Key responsibilities include:
* Participating in a formal Graduate Financial Adviser program with mentoring from a Partner and Senior Financial Adviser.
* Learning all aspects of the financial planning process.
* Commencing in the administration team to develop core skills in supporting the advice team.
* Transitioning to paraplanning to build technical skills.
* Completing the program as a fully qualified financial planner.
* Completing the FASEA Professional Year as part of the program.
* Demonstrating excellent time management in a team-focused environment.
About You
The ideal candidate will possess:
* Completed Graduate Degree in Business, Commerce, Financial Planning, Accounting, Economics, or Finance.
* Willingness to continue relevant financial planning industry education.
* Desire and enthusiasm to learn and understand all aspects of the financial services profession.
* A professional work ethic.
* Excellent verbal and written communication skills.
* High standard of Microsoft Office competency.
* Proactive approach and problem-solving ability.
* Client-focused mindset.
* Ability to work autonomously.
Compensation & Benefits
* Competitive graduate salary package.
* Mentoring and support from experienced financial advisers.
* Access to professional development resources.
* Team-oriented work environment.
* Opportunity to complete the FASEA Professional Year as part of employment.
Training & Development
* Formal Graduate Financial Adviser program with structured mentoring from senior staff.
* Rotational training through administration, paraplanning, and financial planning.
* Ongoing professional development and support for industry education.
Career Progression
* Clear pathway from administration to paraplanning and ultimately to a fully qualified financial planner.
* Opportunity to be mentored by senior advisers and partners, supporting long-term career growth within the company.
This job may close before the stated closing date, you are encouraged to apply as soon as possible.
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