E&P Financial Group
Associate – Financial Planning/Strategy (Start ASAP)
Canberra
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 60,000 - 70,000 / Year
- Fantastic Health/Wellness Benefits + Free Breakfast
- 1 vacancy
- Apply by 31 Oct 2024
- Start date ASAP
The Company
E&P Financial Group (E&P) is an ASX-listed business delivering financial services across institutional sales and trading, corporate advisory, wealth management, and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
If you’re a driven, forward-thinking individual who thrives in a dynamic environment, we want to hear from you.
In our Private Wealth Management Strategy team, you will work on impactful projects and help provide strategic advice to our clients in areas including:
- Superannuation
- Investment considerations
- Tax management
- Aged care and social security
- Wealth creation and preservation
- Debt management and cash flow
- Retirement planning
- Estate planning considerations
Joining E&P Financial Group as an Associate in Canberra, you will receive mentorship directly from an experienced Strategy Adviser to service their clients in the provision of Strategic Financial Advice.
This is a great opportunity to elevate your skills and gain a broad depth of experience in the fast-paced financial industry.
Your role will provide you with a solid foundation for career growth by developing your understanding of key financial principles and practical solutions for clients, including individuals, couples and families. You will assist the team in delivering high levels of service associated with managing a private wealth client base.
A typical day may include:
- Coordinate and review client information and prepare for client meetings.
- Accompany the Strategy Advisor to client meetings.
- Use modelling software to create retirement plans and forecasts
- Preparation of formal advice documents (i.e. Statements of Advice).
- Coordinate with other teams to help implement strategies recommended.
- Liaise with and respond to client enquiries on behalf of the Strategy Advisor.
- Maintain compliance procedures.
- Assist with general client management tasks including scheduling meetings.
- Assist with drafting strategy related articles and marketing materials (including presentations, website insights and media interviews)
About You
Key to your success in the role will be:
- A relevant bachelor's degree (Finance, Economics, Commerce or similar)
- A strong interest in and/or prior experience in financial planning
- Excellent time management and organisational skills
- Excellent verbal and written communication skills
- Strong attention to detail and sharp analytical ability
- Willingness to learn
- Self-driven approach
- Technological savviness
Our Benefits
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
How to apply
Should you have any questions or require any specific support or adjustments throughout the recruitment process and beyond, please contact Steph at careers@eandp.com.au, quoting “Associate Financial Planning - Canberra” in the subject line and we will be happy to assist.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management
- Bachelor or higher
Reviews
Apart from my daily tasks, the day-to-day tasks depend on what my team and buddy is working on at the time so they can vary. As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The tasks vary between admin work and interesting work. However there is a conscious effort among support teams to reduce the admin work-load.
Ad-hoc tasks include preparing letters and documents, responding to emails, receiving calls, completing ATO lodgements. A major on-going task involves preparing funds for the financial year.
About the employer
E&P Financial Group
4.8
100 - 500 employees
Banking & Financial Services
A leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate & institutional advice & funds management.
Pros and cons of working at E&P Financial Group
Pros
The best aspect of working here is the culture.
Working within the team is the best part at working at E&P. The team is friendly and supportive - there is always someone available to help. I also receive regular feedback and great tips to help improve my work.
- Competitive graduate salary - Clear promotion criteria - Good culture.
- The knowledge I have gained, it has been a great learning experience - The people and company culture - Access to morning meetings where I learn more about the economy on a macro and micro level - My team's devoted efforts to ensure I take the most I can from this experience e.g. watching them conduct trades, and attending client meetings.
In the program, they are giving me valuable work and in-depth feedback so I can get the most out of the internship program.
Cons
Lots of admin work.
Two presentations. I can understand that the skillset is needed for the job however considering its unsettling nature I think 1 is sufficient.
Not many opportunities for remote work - however very positive culture inside the office.
As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The training program is thoughtful, designed to keep the interns busy and concurrently educated. In terms of feedback, I think two presentations is excessive given the small role as an intern.