Graduate Financial Planner — Client Services & Onboarding

Accru Financial Planning Pty Ltd; Sydney; In loco; AUD 55.000 - 70.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive training

Mentors and supportive team

Diverse client exposure

Career progression

Flexible working arrangements

Inclusive workplace

Descrizione del lavoro

Accru Financial Planning Pty Ltd in Sydney is launching a Graduate program in financial planning designed to give hands-on experience across all facets of financial advice and client service.

Structured training combines on-the-job learning, formal training, and mentoring to build a strong professional foundation, with mentoring, diverse client exposure, and clear pathways for career progression within a national and international network.

Competenze

• Tertiary qualification in Financial Planning/Finance/Commerce/Business or related field.
• Excellent written and verbal communication skills.
• Ability to work autonomously with strong time management.

Mansioni

• Support financial advisers in preparing advice documents, research and client reports.
• Assist with client onboarding, reviews and ongoing service needs.
• Liaise with clients, product providers and internal teams for smooth workflow.
• Maintain accurate records and ensure regulatory compliance.
• Contribute to team projects and process improvements.

Conoscenze

Communication

Time management

Organisational skills

Autonomous work

Formazione

Tertiary qualification in Financial Planning/Finance/Commerce/Business

Descrizione del lavoro

Accru Financial Planning Pty Ltd in Sydney is launching a Graduate program in financial planning designed to give hands-on experience across all facets of financial advice and client service.

Structured training combines on-the-job learning, formal training, and mentoring to build a strong professional foundation, with mentoring, diverse client exposure, and clear pathways for career progression within a national and international network.