Description
We’re seeking a motivated and enthusiastic Financial Planning Graduate to join our growing financial advice team, on a part time or full time basis.
In this key role, you’ll work closely with financial planners, associates and paraplanners, supporting a range of activities including client engagement, investment trade execution, research, and implementing advice. You’ll attend client meetings and collaborate with the team to deliver a consistently high standard of service and support to our clients.
This role is ideal for someone starting their career in financial advice who is eager to gain hands-on experience, benefit from structured mentoring, and build client relationships. You’ll have the opportunity to develop into a trusted adviser over time within a growing practice committed to delivering advice that truly makes a difference.
Candidates should be motivated to build their skills and progress into client service, technical, and associate roles within the organisation.
If you’re looking for a supportive and dynamic environment to begin your career in financial advice, this is a great opportunity to launch your career!
About our Business
Collective Financial Partners is a wealth management and business advisory firm based in Newcastle CBD and Thornton.
We provide tailored advice to individuals and business owners across wealth creation, retirement planning, accounting, lending, and business advisory, helping clients achieve meaningful financial outcomes.
Our collaborative team of financial planners, chartered accountants, paraplanners, tax agents and lending specialists work together to support clients locally, regionally, and across Australia in reaching their financial and lifestyle goals.
For more information about our growing business, please visit www.collectivefp.com.au
Employment opportunities within Collective Financial Partners are subject to the completion of a National Criminal History check.
What You Offer
You have completed/are completing a Bachelor’s degree in Business, Commerce, Economics or a similar discipline
A genuine passion for client service and strong interest in the wealth management industry.
You’re detail oriented, eager to learn and ready to take on new challenges
A can-do attitude and a passion for continuous learning and professional growth.
Ability to build strong working relationships with your peers to contribute to team goals.
Comfortable working independently but also communicates effectively and works well in a collaborative team
Benefits
We offer a supportive team-based culture, and an outstanding work environment.
Flexible work arrangements to allow you to complete your studies, as well as study leave for exams when required.
You will be mentored professionally and given opportunities to continue your professional develop within the business.
Practical experience working on a diverse range of clients and tailored strategies and investment solutions.
Modern offices located in Newcastle CBD & Thornton.
Employee Assistance Program to support positive mental health and wellbeing.
Next Steps
If this sounds like an opportunity for you, please submit your resume and a cover letter.
For a confidential chat please contact Daniel Irving 02 900.
