Graduate - Financial Advisory

About the company

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 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 on investments
• Open to penultimate year students

Please Apply for this role if you are interested in a confidential conversation or email ***email_hidden*** your resume.