Financial Services Traineeship

This is a unique opportunity to break into the Financial Services Industry!

An excellent opportunity has arisen for a Trainee Financial Planner, to gain paid on the job experience within a Financial Services company and a Nationally Recognised Qualification.

Our client is a multidisciplinary Financial Services company and is seeking a talented Trainee who is keen to pursue a career within Financial Planning.
 
Whilst your main role will be to provide administration support to the financial planners and paraplanners, you must be flexible as you will have the opportunity to learn new and varied tasks on an ongoing basis.

Your duties will include:
  •            Preparing correspondence;
  •            Liaison with clients;
  •            Preparing reports;
  •            Dairy management and coordination of travel and meetings;
  •            Maintaining of confidential records, reports, database and filing system;
  •            Assist with marketing campaigns

So if a role offering you exposure to the worlds of Accounting, Planning and Lending appeals to you and you have:

  •             Intermediate to advanced computer and typing skills,
  •             An eye for detail;
  •             The ability to multi-task;
  •             A pleasant and professional phone manner;
  •             A keen interest to pursue a career in Financial Services
 
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This traineeship is a 24 month full time opportunity to commence as soon as possible. You are not eligible if you have already completed a higher qualification above a Certificate III level.
 
All wages are paid in accordance with the National Training Wage Schedule. You must have Australian Citizenship, Permanent Residency, to be considered.