As a self-licensed and independently owned Financial Planning and Accounting firm, our client delivers a complete, unbiased tailored service to meet their client’s individual needs. Their Financial Planning practice provides bespoke advice to their clients that supports them in achieving their personal or business objectives, while their Accounting practice delivers exceptional finance and tax advice and services to individuals and businesses. As a Graduate / Intern, you will receive all the required support, training, and opportunity to continue learn and develop into a valued member of the team and progress in your career. What's in it for you: Excellent starting salary Stunning modern office Career progression opportunities Reputable business Great workplace culture Social events Role includes: Provide high quality support to advisers in servicing clients including Review meetings and fee consents Liaising with and following up internal and external parties on client related matters Acting as a point of contact for client and third-party queries and follow ups Responsible for data integrity in XPlan, managing client information and investment portfolios to ensure they are always accurate and up to date Proactively ensuring client advice is delivered in a timely manner Proactively ensuring contact with client and management of expectations during advice process What you will need to succeed: Good knowledge of the Financial Planning process and legislative requirements Successful attainment of a relevant Bachelor’s degree, with a Financial Planning major or similar specialisation Working knowledge of XPlan would be preferential Australian/New Zealand citizenship or Australian permanent residency Great interpersonal and communication skills with internal and external stakeholders Strong team-based orientation and ability Experience or desire to work in a small team environment Excellent written and verbal communication Strong organisational and time management skills If you are interested in this new opportunity, please apply directly, or for a confidential discussion please contact Wiki Watling at Fuse Recruitment on 0411 931 034 If you know someone looking for a job, refer them to us and we'll give you $500 if we find them a new role SCR-wiki-watling ChooseFuse