Are you a graduate seeking a foot in the door with one of Adelaide’s leading financial planning firms? On offer for you is ongoing training and through this organisations mentor program, you will receive support and have access to an impressive wealth of knowledge from this highly successful team.

An opportunity has become available for a motivated and professional individual to join the team as a Graduate Para Planner. Day to day you will be involved in supporting the senior members of the team with preparation of Statements of Advice and assist in the completion of paraplanning projects. It will also be your responsibility to work on a number of key quarterly reports. In addition to possessing a relevant business/commerce degree along with a tertiary qualification in Financial Planning or Advising., ideally you will also have gained a years experience in the preparation of comprehensive financial calculations although this is not essential.

The ideal candidate will be disciplined and meticulous in their approach to delivering outcomes and in ensuring all compliance obligations are met. It is also crucial that you are a flexible and committed team player and have exemplary communication skills. You will be highly numerate and have an advanced knowledge of Excel including formulas. The standards are high but so are the rewards so if you believe you have all of the above attributes then apply now.

For more information you can call Donna Thomas in our Adelaide office on (08) 8463 0111 quoting Job Ref 41931 or alternatively, apply online below.