Description:We are committed to 'Changing Lives' through everything we do - for our clients, colleagues, and community!It's no secret why we placed in Prosple's 2024 Top 100 Graduate Employers list, because we have wonderful people, a collaborative environment, hybrid work arrangements, and social events to keep you connected!So, What Makes Us So GreatOpen door policy - 1 on 1 access to Partners & ManagersYou will be included in client meetings; we believe client exposure is essential to your learning and development!Clear career pathways and focused learning and development programs - national Graduate College, monthly tax training, CA support, and virtual study sessionsYou will be part of a collaborative, social, and inclusive culture - we have lots of social events, firm drinks, and regular colleague networking opportunitiesWe link everything we do back to our CARE values!We are Accountants, but we aren't boring!
You will learn a lot, you will be challenged, and you will have a lot of fun!A career in Wealth AdvisoryLooking for a career that will not only have a positive impact on your life but also on the lives of others?
Then it's time to explore a career in Wealth Advisory!Working closely with Partners and Senior Advisors, your key responsibilities will involve:First point of contact for clientsPreparation of portfolio reviews for client meetingsAttending client meetingsExecuting investment tradesAssisting in the development of client strategiesGeneral correspondence and workflow managementYou will be at the forefront of the client relationship and attend regular meetings - and as you develop, be given your own client list!Our team is our biggest asset, and we continue to invest in and support your career by providing monthly technical training, as well as soft skills and initial client engagement training which will help you develop the skills you need to become a great Advisor.A Little About YouWe are looking for talented and enthusiastic graduates or soon-to-be graduates who want to be challenged, inspired, and are ready to carve out their career path.
If you are looking to gain exposure across a diverse range of clients and industries, within a fun and collaborative team, and you have a genuine interest in Wealth Management/Financial Planning, then this is the role for you!We are looking for someone with high attention to detail, good listening skills, and an eagerness to learn who is studying or has recently completed a Bachelor's degree in Business, Commerce, Economics, or a similar discipline with a major in Finance.BenefitsFlexible working to help you balance work and personal responsibilities.Career enhancement and development opportunities.Free company provided Salary Continuance insuranceBi-Monthly Colleague LunchDress for your daySocial Club eventsWorking in a vibrant and collegiate culture where you as a person, and your contribution is valued.If this sounds like the right role for you, apply now!
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