Job Description

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Graduate Financial Planning Position

Private Advertiser

Job Information

Job Listing Date
11 Jan 2019
Melbourne, CBD & Inner Suburbs
Work Type
Full Time
Banking & Financial Services, Financial Planning

Boutique Financial Planning practice is seeking a talented individual to join our team as a graduate in our Client Services Team.  We have a broad and diverse client base and pride ourselves on developing trusted, long-term client relationships.  With a commitment to fostering career pathways via active training and development, we strive for excellence and are focused on providing our clients with superior and tailored personalised advice. 

Develop within a team of employees driven by a commitment to provide outstanding service to customers and preserving customer sentiment. You will be working with an experienced Client Services team and you will have a broad array of responsibilities, including (but not limited to):

  • Administrative duties;
  • Support the team to implement recommendations;
  • Database maintenance using Xplan;
  • Support the business in project implementation.

To be successful in this role, you will be possess the following skills, attributes and qualifications:

  • Exceptional written & verbal communication skills;
  • Degree in Finance and/or Commerce is desirable;
  • High level of attention to detail;
  • Possess a 'can do' attitude to get the job done.

Shape your career and enjoy growth opportunities and progression. Gain invaluable exposure to Wealth Management and Financial Planning. Your new team is a collaborative, high functioning team that values performance based on integrity and quality.

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