Financial Planning Graduate

We are an award winning, successful financial planning firm based in Buderim. We provide full service, holistic advice. We are looking to appoint a Financial Planning Graduate to assist and support our advisers and be part of the paraplanning team.

The key responsibilities will be:
  • Assisting clients with queries about their investment and superannuation accounts including compliance issues, set-up, contribution caps, investment restrictions, legislation impacts as it associates to upfront advice
  • Working closely with planners to solve client queries and service issues at implementation stage
  • Identifying and requesting outstanding information from clients, advisers and third-party providers
  • Assisting clients and advisers with the use of the systems to help them make the most of their products and services
Requirements
  • Relevant Bachelors Degree
  • Admin or Paraplanning experience will be an advantage
Benefits
  • Grow with the company
  • Motivating progressive culture
  • Career path to Financial Planning
Why Work for Us?

We are offering long-term secure employment and career progression, a supportive business owner who truly cares for staff well-being, staff development, friendly, informal and relaxed workplace and a dedicated admin support team. 

There are bonuses available, as well as rewards such as massages and team events.

A salary package commensurate with skills and experience will be negotiated with the successful applicant.