Graduate - Financial Planning
Core
Entry-level role focused on learning financial planning legislation, standards, and assisting in the preparation of investment advice documents for clients.
Role type
Junior financial planning associate
Builds
Investment advice documents and client administration processes
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
Financial planning knowledge, investment advice preparation, client administration, regulatory compliance
Preferred skills
Business/Finance degree, graduate diploma in Financial Planning
Responsibilities
Learning relevant legislation and financial planning standards, Assisting in the preparation of investment advice documents, Supporting financial advisers with client administration, Supporting implementation of investment recommendations