Graduates – Financial Planning

  • First step into a financial planning career!
  • Friendly, vibrant, nurturing culture!
  • Career Progression opportunities
  • On the job training!

The Role:

We have opportunities for near or recent graduates to join our team.  We are seeking individuals looking to commence their careers in wealth management!  .  In this challenging, varied role you will join a team of paraplanners supporting Financial Advisers as you learn about all aspects of financial planning.  Specifically you will be responsible for:

  • Drafting statements of advice;
  • Preparing investment reports for clients. 
  • Assisting with the preparation of financial advice documentation
  • Day to day dealings with large financial institutions
  • Attending client meetings with Planners;
  • Adhering to regulations and compliance; and much more!

Why work for us?

We are a well established accounting/financial services firm. We are big enough to offer varied career opportunities and small enough that you are a person not a number and everyone can make a difference!  Our team members ae genuine, down to earth and helpful!  We offer a great learning, nurturing environment for our employee’s to thrive and develop in

What you will bring:

  • Recent completion of a finance, commerce or business or accounting degree; (will consider candidates with one or two subjects left or with up to 12 months experience within a financial planning environment
  • Well developed communication skills (written and verbal);
  • High attention to detail; 
  • Natural ability to work within a team environment; and
  • Proactive nature and ability to work autonomously


As well as a great culture and working environment, other benefits include:

  • Financial and mentoring support for post graduate studies
  • Flexible work options including hybrid work arrangements
  • Social Club and regular social events;
  • Ongoing training;
  • Health and well being program including subsidised gym memberships; and
  • Career advancement opportunities.

If this sounds like the right for you, we’d love to hear from you!

To Apply:

Please email your resume and academic transcript to

Short Description

Graduate Finance role within the Financial Planning arm of a well established financial services firm in Hawthorn East. Immediate start.  Great team, study support and excellent career opportunities.

Start Your Journey
Buying a house? Need business advice? Want to know where to invest your money? Or does your business need an audit? We want to give you every possible chance to grow your wealth, better your health and be proud of yourself!