At a Glance
- Tasks: Support financial advisors and gain hands-on experience in Wealth Management.
- Company: Established Newcastle CBD Wealth Management firm with a strong local presence.
- Benefits: Competitive salary, comprehensive training, and career development opportunities.
- Other info: Entry-level role with realistic growth expectations and supportive team environment.
- Why this job: Kickstart your career in Wealth Management with unmatched training and mentorship.
- Qualifications: Must be nearing completion of a Commerce, Business, Economics or Finance degree.
The predicted salary is between 47250 - 57750 $ per year.
Are You Looking To Take Your First Step Into Financial Planning?
Due to their continued growth (and ever-increasing workload) this established Newcastle CBD based Wealth Management firm feels it is a perfect time for them to take on a new Graduate Financial Planner/Financial Planning Assistant with the view to providing a career journey that is unlikely to be matched by any other local Wealth Management business.
Boasting a strong presence in the local market, our client has identified the need to attract an energetic, enthusiastic and "switched on" Graduate who is eager to make a start in Wealth Management.
The main goal is to provide you with great training and experience that sets you up for a successful long-term career.
It is all part of their succession plan.
Along with continually developing your technical skills within a solid training and development structure, you will also be provided with the opportunity to enhance your knowledge by working closely with the entire team, thus benefiting from their experiences.
Along with providing support to the team, you will "shadow" the advisors when they meet with clients, thus experiencing the right way to provide quality service and suitable solutions.
This process will provide you with some amazing foundation skills at the infancy of your career.
What This Firm Is Looking For?
To be considered for this opportunity you will need to have completed or be close to completing a Commerce, Business, Economics or Finance degree in Australia.
You will also need to possess excellent verbal communication skills as you will be dealing directly with clients.
A true eagerness for a career in Wealth Management is essential.
Whilst at uni, you have worked in a retail or hospitality role. Great, this will have assisted your ability to communicate with clients.
The key thing to remember is that this is an "entry level" role.
It is going to take some time for you to develop the skills and experiences to be "ready" to take on your own client base.
This firm are realistic in their approach and will be transparent with timings and the additional qualifications you will need to obtain.
You might want to call this role as the ultimate development position.
A competitive salary package will be made available to the successful applicant. This will be discussed at interview.
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Financial Planning Assistant/Graduate Financial Planner in Newcastle employer: Daniels Recruitment
This firm, based in Newcastle, is an exceptional employer known for its commitment to quality service and client satisfaction. With a strong focus on employee growth, they offer a supportive work culture that includes dedicated administrative support and modern technology, allowing advisers to concentrate on building meaningful client relationships. The firm rewards performance with competitive remuneration and regular salary reviews, making it an attractive place for motivated professionals looking to advance their careers in financial advice.
