Updating Results

E&P Financial Group

  • 100 - 500 employees

Wealth Management | Casual Opportunity with Immediate Start!

Brisbane
Are you a current commerce, economics or finance student looking to pursue a career in wealth management?

Opportunity details

Opportunity Type
Casual & Part Time
Salary
Competitive Remuneration + Benefits
Start Date
ASAP

Application dates

Applications Open
9 Mar 2021
Applications Close
11 Apr 2021

Minimum requirements

Minimum Prior Qualification
Bachelor
Accepting International Applications
No
Qualifications Accepted
B
Accounting
Actuarial Studies
Economics

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.

Graduate Success Stories


  • Graduate stories
Building a perspective on a given sector or thematic, identifying the most effective way to gain exposure to that idea and being a part of successfully providing that strategy to clients is very rewarding and incredibly interesting.

Christian Beddoe

  • Graduate stories
Building a perspective on a given sector or thematic, identifying the most effective way to gain exposure to that idea and being a part of successfully providing that strategy to clients is very rewarding and incredibly interesting.

Christian Beddoe

  • Graduate stories
Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding.

Kandarp Shrivastava

  • Graduate stories
Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding.

Kandarp Shrivastava

  • Graduate stories
Building a perspective on a given sector or thematic, identifying the most effective way to gain exposure to that idea and being a part of successfully providing that strategy to clients is very rewarding and incredibly interesting.

Christian Beddoe

  • Graduate stories
Building a perspective on a given sector or thematic, identifying the most effective way to gain exposure to that idea and being a part of successfully providing that strategy to clients is very rewarding and incredibly interesting.

Christian Beddoe

  • Graduate stories
Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding.

Kandarp Shrivastava

  • Graduate stories
Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding.

Kandarp Shrivastava

Related Courses


Masters (Coursework)

Ducere Global Business School and Torrens University Australia, two world class organisations have forged a ground-breaking collaboration to transform your career with Australia’s most innovative online MBA.
Entry Requirements
  • Option A: Bachelor’s degree and a minimum of 3+ years of professional experience

  • Option B: Year 12 (or equivalent) and 7+ years of professional experience

You need to illustrate eligibility for the course by providing supporting documentation for one of the above options

Intake Months
Feb, Jul, Sep
Duration
15 months full-time, 3 years part-time
Study Mode
Online