At a Glance
- Tasks: Support financial advisers with client documents and service needs while gaining hands-on experience.
- Company: Accru Felsers, a dynamic firm focused on financial planning and client service.
- Benefits: Structured training program, mentoring, and real-world experience in finance.
- Other info: Join a collaborative team and enjoy opportunities for professional development.
- Why this job: Kickstart your career in finance with practical skills and support from experienced mentors.
- Qualifications: Recent graduate eager to learn and grow in the financial planning sector.
The predicted salary is between 63000 - 77000 $ per year.
Accru Felsers invites a motivated Graduate to join our Financial Planning team.
You will gain hands-on experience across all aspects of financial advice and client service through a structured training program featuring on-the-job learning, formal training, and mentoring.
You will support advisers with documents, onboarding, reviews, and ongoing service needs while liaising with clients, providers and internal teams to ensure a smooth workflow.
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Graduate Financial Planning Assistant in Sydney employer: Accru Felsers
Accru Felsers is an exceptional employer located in the vibrant Sydney CBD, offering a supportive and collaborative team culture that prioritises professional development and career progression. With a diverse portfolio of clients and a commitment to high-quality service, employees benefit from ongoing mentoring, regular social events, and a flexible workplace that values inclusivity. Join a respected mid-tier firm where your SMSF expertise will be nurtured and your contributions recognised.
