At a Glance
- Tasks: Support financial advisers and assist with client onboarding and reports.
- Company: Join Accru Financial Planning, a leading mid-tier Chartered Accounting Firm.
- Benefits: Comprehensive training, flexible work arrangements, and career progression opportunities.
- Other info: Enjoy a friendly, inclusive workplace with regular social events.
- Why this job: Kickstart your career in financial planning with hands-on experience and mentorship.
- Qualifications: Tertiary qualification in Financial Planning, Finance, or related field required.
The predicted salary is between 71100 - 86900 $ per year.
Kickstart your career with Accru Financial Planning. Join a team that values growth, learning, and delivering positive financial solutions for our clients.
About Accru
Established in 1941, today Accru Felsers leads the German-Australian inbound market and is well known in the international business space. Accru is an award-winning network of Australian accounting firms, with offices in six Australian capital cities. Accru is consistently recognised for excellent client service in the AFR Client Choice awards. We provide accounting, taxation, audit, and financial advisory services to an impressive client base of multi-national and Australian businesses. We are proud of our culture which is built around supporting our employees, clients, and community. We recognise the importance of flexible work arrangements and promote work-life balance, career development, inclusion, and equality.
The opportunity
We are thrilled to invite a motivated Graduate to join our dynamic Financial Planning team. This role offers you hands-on experience in all aspects of financial advice and client service. Our structured training program combines on-the-job learning, professional training, and mentoring to help you build a strong foundation for your career in financial planning.
Responsibilities of the role will include:
- Support financial advisers in preparing advice documents, research, and client reports
- Assist with client onboarding, reviews, and ongoing service needs
- Liaise with clients, product providers, and internal teams to ensure smooth workflow
- Maintain accurate records and ensure compliance with regulatory requirements
- Contribute to team projects and process improvements
Your experience and attributes
The ideal candidate will be a team player with a tertiary qualification in either Financial Planning, Finance, Commerce, Business or a related field. You will have excellent communication skills, both written and verbal as well as well-developed interpersonal skills. To be successful you must have excellent time management and organisational skills and a confident manner with the ability to work autonomously. You will have attention to detail, a can-do attitude and a desire to learn and succeed!
The benefits for a Graduate at Accru
As a Graduate at Accru Felsers you will receive the following benefits:
- Comprehensive training and ongoing professional development, including support for further study and professional year requirements
- Access to experienced mentors and a supportive team culture
- Diverse client exposure and real responsibility from day one
- Opportunities for career progression within a national and international network
- Flexible working arrangements and a focus on work-life balance
- Friendly, inclusive, and social workplace environment
Our culture
Our team is talented, sociable, hardworking and diverse. Social events and fun activities happen regularly, and you’ll find people at all levels friendly and supportive. Inclusiveness is fundamental to our culture, and we lead the accounting industry for gender and cultural diversity.
Client Services Officer – Financial Planning in Sydney employer: Accru
Accru Financial Planning is an exceptional employer that prioritises employee growth and a supportive work culture. Located in the vibrant CBD, we offer comprehensive training, flexible working arrangements, and a friendly environment that fosters inclusivity and collaboration. Join us to kickstart your career with real responsibilities and diverse client exposure from day one, all while enjoying a healthy work-life balance.
