Wealth Management | Casual Opportunity with Immediate Start! (Start ASAP)

As a Wealth Analyst supporting an Adviser, you will:

• Assist with client meetings and respond to client requests
• Prepare Statement of Advice documents
• Assist clients and advisers with implementation of advice
• Place buy/sell orders on the market as requested by clients
• Provide technical and administration support to advisers
• Provide analysis and on-going monitoring of investments
• Develop and use financial models
• Write research notes, reports, spreadsheets and presentations.

This is a casual position for current University students with a potential graduate opportunity upon completion of their degree.

We're looking for current University students with:

• Great academic results in a Finance, Commerce, Actuarial or Economics related degree
• An interest in the Australian economy and share market
• A desire to liaise closely with clients
• Excellent communication and presentation skills
• Strong attention to detail and analytical skills
• Capacity to start immediately

Upon joining E&P Financial Group, you will enjoy:

• Further education opportunities through a financially supported graduate study program
• Ongoing internal training structured by industry-leading professionals with one-on-one mentoring
• Early access to direct client contact and potential for accelerated career progression
• A young and vibrant culture
• E&P Financial Group sponsored social and sporting activities
• Free healthy breakfast each morning
• Generous annual fitness rebate
• Modern offices in a convenient location

The Company

E&P Financial Group is an ASX-listed financial services group (EP1). Operating through the E&P Capital, E&P Funds, Evans and Partners and Dixon Advisory brands, the Group provides a broad range of services including Wealth Advice, Corporate and Institutional and Funds Management. In Wealth Advice, we assist more than 9,200 clients, representing over $20 billion in funds under advice.