Graduate Financial Planner

February 27, 2023
$60000 - $65000

Job Description

Our client is looking for a Graduate Financial Planner to join their team, who can they train and develop into an advising position. You will work closely with the experienced Financial Planners in the team, and they will provide you with mentoring, coaching and guidance. You will be given the opportunity to get involved in client services and paraplanning tasks in order to learn more about financial planning and progress very quickly from there!

What you will be doing:

  • Working with Financial Planners and their clients
  • Assisting with the preparation and implementation of Statements of Advice
  • Database management and general adhoc admin duties
  • Liaising with clients to coordinate meetings and follow up on any enquiries

The role would suit someone who is ambitious and eager to build a career for themselves in the financial planning industry. You will have the following:

  • Relevant degree qualification, with any financial planning qualifications to be looked upon favourably
  • Desire to succeed and build a successful career
  • Polished communication skills and presentation

  • Australian/New Zealand citizenship or Australian permanent residency
  • Excellent work ethic

  • ‘Can do’ attitude
  • Eagerness to learn

What’s in it for you?

This is a great opportunity to become part of a highly successful team that can offer you the following:

  • Stable working environment with little turnover
  • Award-nominated Graduate Program
  • Excellent starting salary
  • Ongoing training and development (education sessions and conferences etc.)
  • A culture where hard work and success is noticed and rewarded

Don’t miss the chance to kick start your career in a structured, award-nominated graduate program.

If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Wiki Watling at Fuse Recruitment on 0411 931 034

At Fuse, we specialise in recruitment for the insurance industry and actively source for a broad range of established clients. If you are a broking, underwriting or claims professional looking for your next opportunity, we’d love to hear from you!

If you know someone looking for a job, refer them to us and we’ll give you $500* if we find them a new role!