Secure
your
future.

We continuously seek self-motivated and energetic individuals to join the team in the position of:

YOUR RESPONSIBILITIES WILL INCLUDE:

  • Preparation of financial plans and documents in English
  • Conducting reviews of investment products and strategies
  • Technical and administrative support
  • Financial modelling
  • Ongoing professional development

PREREQUISITES:

  • University degree in Economics/Finance or similar
  • Advanced level of English
  • Excellent MS Word, Excel and PowerPoint knowledge

 

REQUIRED SKILLS:

  • High level of analytical skills and attention to detail
  • Excellent communication and presentation skills
  • Highly developed planning and organisational skills
  • Good time management skills
  • Strong team culture

WE OFFER:

  • An opportunity to work in an English speaking environment
  • A place for you to kick-start your career in the financial services industry
  • A friendly and supporting working culture
  • Ongoing professional training and development
  • A company that invests in you

CLICK ON THE LINKS BELOW TO FIND OUT MORE ABOUT FINANCIAL PLANNING IN AUSTRALIA

www.moneysmart.gov.au
MoneySmart is a website that provides information to help people make smart choices about their personal finances. It is created and run by ASIC -the financial services regulator, an independent agency of the Australian Government.

www.amp.com.au
advice and guidance-educational videos

www.ato.gov.au
Australian Taxation Office