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.

About you:

  • 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.