Associate - Private Wealth Management

E&P Financial Group; Canberra; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Daily breakfast options

Purchased annual leave

Regular wellness initiatives

Active social and sporting calendar

Job summary

E&P Financial Group in Canberra is seeking an Associate in Private Wealth Management to support a small team of experienced advisers. This role offers broad exposure whether you are starting your career or seeking to build experience in wealth management.

You will be immersed in administration, client service and investment analysis, with opportunities to prepare advice documents and assist with client meetings, while learning the platforms and systems used across our private wealth business.

Qualifications

• Bachelor's degree (or equivalent) in a relevant field.
• Strong interest in financial services and financial markets.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Willingness to learn and adapt to new systems and processes.
• Self-driven and proactive approach.
• Confidence using technology and learning new platforms.

Responsibilities

• Provide administrative support to Advisers and the Private Wealth Management team.
• Place buy/sell orders on behalf of clients and manage funds product orders.
• Provide analysis and ongoing monitoring of investments.
• Assist with preparation of formal advice documents (e.g., Statements of Advice).
• Support client meetings and respond to client requests.

Skills

Communication skills

Attention to detail

Willingness to learn

Self-driven

Tech-savvy

Education

Bachelor's degree

Job description

The Company

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.

Associate - Private Wealth Management

E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.

An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.

Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.

We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

As an Associate in our Private Wealth Management team in Canberra, you’ll support a small group of experienced Advisers. This is a great opportunity to work and gain broad experience whether you’re starting your first role in the industry or looking to build on existing experience in this area.

The role will have a strong administration focus, giving you a deep understanding of all aspects of the role and a solid foundation to grow your career over time. You will assist the team in delivering high levels of service associated with managing a private wealth client base.

A typical day may include:

• Provide technical and administration support to Advisers
• Place buy/sell orders on the market as requested by clients
• Manage funds product orders
• Provide analysis and ongoing monitoring of investments
• Prepare formal advice documents such as Statements of Advice
• Assist with client meetings and respond to client requests

About You

Key to your success in the role will be:

• A relevant Bachelors’ degree (or prior experience in a similar role)
• Strong interest in and/or prior experience in financial services and financial markets
• Excellent written and verbal communication skills
• Strong attention to detail
• A willingness to learn
• A self-driven approach
• Confidence using technology and learning new systems

Our Benefits

We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and regular wellness initiatives.

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right.

We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds.