Job Description

Woods & Co Recruitment has partnered with a highly respected wealth management firm located in the heart of Melbourne's CBD.

They pride themselves on delivering tailored financial solutions to a diverse range of HNW/UHNW clients. As they continue to grow, they are looking for a motivated and enthusiastic Graduate Financial Planner to join the team.

This is an excellent opportunity for a recent graduate looking to kickstart their career in financial planning. As a Graduate Financial Planner, you will work closely with experienced advisers to provide comprehensive financial advice and strategies to clients. You will gain hands-on experience in client relationship management, financial analysis, and strategy development.

Key Responsibilities:

• Assist in preparing and implementing financial plans tailored to client needs.
• Conduct research and analysis on various investment products.
• Support senior financial planners in client meetings and portfolio reviews.
• Ensure compliance with all relevant regulations and policies.
• Maintain accurate client records and documentation.

What We’re Looking For:

• Recent graduate with a degree in Finance, Financial Planning, or a related field.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High level of attention to detail and organisational skills.
• Eagerness to learn and develop within the financial planning industry.
• FASEA compliant.

Why Join Us?

• Comprehensive training and development program.
• Mentorship from experienced financial planners.
• Opportunity to work in a collaborative and supportive environment.
• Competitive salary package with performance incentives.
• A clear pathway for career progression.

If you're as passionate about this position as we are, please don't delay and APPLY NOW! We are interviewing immediately. For a confidential discussion please call Xavier on 0439 565 880 OR email xavier@woodsco.com.au
  
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  
*You will only be contacted if you are shortlisted.