Date Listed 26/11/2014
LocationOther, Southern Suburbs
Advertised By Private
Job Type Graduate
This respected fee-based investment and financial planning company provides a wide range of investment and wealth management services to high net worth clients. With a 25 year history of successfully looking after investments, our client support team continues to grow resulting in this exciting opportunity.
You will be working closely with the investment planning team and Partners, both recipients of the prestigious Personal Finance; FPI “Financial Planner of the Year” award: Your duties will include providing support services to a diverse portfolio of clients, producing financial plans and investment analysis, taxation advice, estate planning, asset allocation and wealth management strategies.
If you are a B.Comm graduate enrolled in or completed the post-graduate diploma in financial planning looking to gain experience in a top independent financial planning company with an interest in investments and you enjoy building strong relationships in a team environment, you will love working with us.
The candidate will be exposed to all areas of the financial planning and implementation process during a 2 to 3 year training program.
This is not a sales-based position.
In the strictest confidence, please contact firstname.lastname@example.org with a copy of you CV, degree, university results and a short cover letter discussing your interest in the field of financial planning. If you do not comply with all the requirements you will not be considered for this position. If you are not contacted within two weeks consider your application unsuccessful.