As a member of our Financial Services team, you will gain exposure to:
- Learning the relevant legislation and financial planning standards;
- Developing an understanding of financial planning software and investment platforms,
- Assisting in the preparation of investment recommendations for clients;
- Drafting Statements of Advice; and
- Managing client investment portfolios and implementing advice.
- Have completed or completing a Business degree;
- Commitment to providing excellent customer service;
- Strong ethical standards and desire to help our clients;
- A desire to learn and build your financial knowledge;
- A collaborative personality who thrives in a team; and
- Excellent written and verbal communication skills.