Graduate Financial Planner

Graduate Financial Planner

Our client is a respected wealth management firm providing tailored financial advice to a diverse client base. As part of their continued growth, they are seeking a motivated and detail-oriented Graduate Financial Planner to support senior financial planners while developing the skills and experience required to progress toward full adviser status.

• Assisting senior advisers with client meetings, preparation of financial plans, and implementation of advice
• Preparing and maintaining client documentation including fact finds, risk profiles, and file notes
• Supporting the development of client strategies through research and analysis
• Ensuring all advice and documentation complies with AFSL, ASIC, and FASEA requirements
• Maintaining accurate, up-to-date, and well-organised client records
• Providing administrative and paraplanning support to the advisory team
• Participating in structured training programs and on-the-job learning
• Keeping up to date with financial products, legislation, and industry best practices
• Completing CPD requirements and progressing toward relevant qualifications
• Shadowing senior advisers to build client engagement and advice delivery skills

• Bachelor’s degree in Financial Planning, Commerce, or a related discipline (either complete or nearing completion)
• RG146 compliance certification completed or in progress (preferred)
• At least 1 year of administrative experience highly regarded but not essential
• Strong attention to detail with excellent organisational skills
• Professional written and verbal communication skills
• Ability to manage multiple tasks and meet deadlines in a professional services environment
• Strong work ethic with a genuine interest in building a career in financial planning
• Ability to work collaboratively within a team while taking initiative when required