Personal Financial Planning Assistant - TAFE Students Preferred null

About the role

We are building a small A-team, looking for a high achiever who has the intellect and passion to excel in our profession.

You will be trained to assist these clients in all areas of personal financial planning and to learn how to run our small business.

You must be in your final year (or a recent graduate) of a Financial Planning, Financial Services Law or Accounting degree, and interested to pursue a career in the personal financial planning profession.

The successful candidate must be

• Professionally presented with strong career ambitions in the financial advisory profession.
• Mature and well-organised, with strong time management, numerical and reasoning skills.
• Proficient in writing and enjoy producing Statements of Advice for clients.
• Inquisitive and capable of conducting deep independent investment and legal research.
• Experienced in filing your own tax returns and managing your own shares, managed funds and property investment portfolio.

If you would like to launch a career in the finance industry, this is an amazing opportunity for you!