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Wealth Management | Graduate Opportunity With Immediate Start!

E&P Financial Group - Canberra, ACT

Banking & Finance
Source: uWorkin


Full Job Description
Are you a recent commerce, economics or finance graduate looking to pursue a career in wealth management? As part of a collaborative and supportive team, this role will see you supporting experienced Wealth Advisers in working with clients to navigate dynamic investment markets.

As a Wealth Analyst supporting an Adviser, you will:
Assist with client meetings and respond to client requests
Prepare Statement of Advice documents
Assist clients and Advisers with implementation of advice
Place buy/sell orders on the market as requested by clients
Provide technical and administration support to Advisers
Provide analysis and on-going monitoring of investments
Develop and use financial models
Write research notes, reports, spreadsheets and presentations.

We’re looking for recent grads with:
Great academic results in a Finance, Commerce, Actuarial or Economics related degree
An interest in the Australian economy and share market
A desire to liaise closely with clients
Excellent communication and presentation skills
Strong attention to detail and strong analytical skills
Capacity to start immediately

Upon joining E&P Financial Group, you will enjoy:
Further education opportunities through a financially supported graduate study program
Ongoing internal training structured by industry leading professionals with one-on-one mentoring
Early access to direct client contact and potential for accelerated career progression
Young and vibrant culture
Enjoy the free breakfast bar each morning and take advantage of the annual fitness rebate so you can stay healthy and fit
Company sponsored social and sporting activities
Access to discounted financial services for you and your family
The Company

E&P Financial Group is an ASX-listed financial services group (EP1). Operating through the E&P Capital, E&P Funds, Evans and Partners and Dixon Advisory brands, the Group provides a broad range of services including Wealth Advice, Corporate and Institutional and Funds Management. In Wealth Advice, we assist more than 9,200 clients, representing over $20 billion in funds under advice.

Ranked No 1 in Top Graduate Employers 2018
Voted Best Graduate Employer in the 2018 AAGE Graduate Survey
Voted Best Graduate Development Program in the 2018 AAGE Graduate Survey

To apply, please send through your CV, cover letter and academic transcript.