Associate, Private Wealth Management (Start ASAP)

The Company 

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across wealth management, corporate advisory, institutional sales and trading and research.  We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions. 

An unwavering focus on our clients drives everything we do.  We help our clients realise their goals.  They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.

The focus on your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.

The Role

Joining E&P as an Associate in our Private Wealth Management team in Melbourne, you will work across a number of our teams providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry.

Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time.  You will assist the team to provide high levels of service associated with managing a private wealth client base.  

A typical day may include:

• Provide technical and administration support to Advisers.
• Place buy/sell orders on the market as requested by clients.
• Manage funds product orders.
• Provide analysis and on-going monitoring of investments.
• Preparation of formal advice documents (ie Statements of Advice).
• Assist with client meetings and respond to client request.

About You

Key to your success in the role will be:

• A relevant Bachelors’ degree (Commerce or similar)
• A strong interest in and/or prior experience in financial services and financial markets
• Excellent verbal and written communications skills
• Strong attention to detail
• A willingness to learn
• Your self-driven approach
• Technologically savviness.

Our Benefits

We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services. 

We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.

How to apply

For a confidential conversation or to apply for the role please contact Steph at [email protected] quoting “Associate – PWM Melbourne” in the subject line.