Our Financial Planning Practice is seeking a full
time trainee Financial Planner to assist in the support of the day to day
running of our practice.
time trainee Financial Planner to assist in the support of the day to day
running of our practice.
The ideal candidate will be studying towards a
finance degree and in their last year of study or have recently graduated. The
candidate will be required to complete or studying towards their RG146/DFP.
finance degree and in their last year of study or have recently graduated. The
candidate will be required to complete or studying towards their RG146/DFP.
You will be trained and mentored by our Senior
Financial Planner and by our head dealer group to become a qualified Financial
Planner.
Financial Planner and by our head dealer group to become a qualified Financial
Planner.
The role will include a wide
variety of
responsibilities including but not limited to, assisting in the lodgement of
new business applications, data entry into our financial planning software
coin, calling clients and setting up new appointments and assisting the senior
financial planner.
If you meet the criteria and want your start in the
Financial Services industry please e-mail your resume to
phil@beachsidefinance.com.au.
Financial Services industry please e-mail your resume to
phil@beachsidefinance.com.au.
Only successful candidates will be contacted for an
interview.
interview.
