Graduate Financial Planning Associate

Accru; Sydney; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Comprehensive training and development

Mentoring program

Flexible working arrangements

Job summary

Accru Financial Planning is seeking a motivated Graduate to join our dynamic team. The role offers hands-on experience in all aspects of financial advice and client service through a structured training program with on-the-job learning, professional training, and mentoring.

You will support advisers, assist with onboarding and reviews, and contribute to client service while building a strong foundation for your career in financial planning within a supportive, flexible, and growth-focused

Qualifications

• Tertiary qualification in Financial Planning, Finance, Commerce or Business.
• Excellent communication skills, both written and verbal.
• Strong time management and organisational skills.

Responsibilities

• 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 to ensure smooth workflow.
• Maintain accurate records and ensure regulatory compliance.
• Contribute to team projects and process improvements.

Skills

Team player

Excellent communication

Time management

Organisational skills

Attention to detail

Can-do attitude

Education

Degree in Financial Planning/Finance/Commerce/Business

Job description

Accru Financial Planning is seeking a motivated Graduate to join our dynamic team. The role offers hands-on experience in all aspects of financial advice and client service through a structured training program with on-the-job learning, professional training, and mentoring.

You will support advisers, assist with onboarding and reviews, and contribute to client service while building a strong foundation for your career in financial planning within a supportive, flexible, and growth-focused