Graduate - Financial Advisory (Newcastle City Council)

Our client is a well-established and highly regarded Investment Advice firm with 40+ staff in their head office based in Newcastle. They have great career development opportunities and are looking for Business / Commerce Graduates to join their Graduate Program. You will also collaborate with several Associates within the team, providing a supportive and team-oriented environment. The position offers solid mentorship and clear pathways for career progression. We are open to graduates and experienced Adviser Assistants / Paraplanners applying for this role. The role:
- Manage Advice Documents : Oversee the preparation and production of advice documents through our external paraplanning service provider.
- Investment Management Support : Assist the investment management team with the preparation of investment reports, approved product lists, and documents for Investment Committee meetings.
- Development : Develop the highest level of understanding in superannuation, Self-Managed Superannuation Funds, taxation, business structures, social security and estate planning.
- Financial Modelling : Operate and develop financial models to determine appropriate client strategies.
- Strategy Implementation : Implement agreed client strategies, complete necessary paperwork, and liaise with suppliers.
- Portfolio Evaluation : Support the evaluation and performance review of client portfolios. Experience:
- Commerce or Finance Graduate with a great academic record
- Strong analytical and Excel skills.
- Excellent communication and presentation skills.
- Ability to work independently and as part of a team in a fast-paced environment.
- Passionate about investments
- Open to penultimate year students #J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3qlsog