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Grant Thornton

3.9
  • #6 in Accountancy & advisory
  • 1,000 - 50,000 employees

Grant Thornton 2019 - Financial Planning Graduate - Melbourne

We are currently seeking a competent and well-rounded Graduate to join our growing Private Wealth team.

    Opportunity details

    Opportunity Types
    Graduate Job
    Number of Vacancies
    1
    Salary
    $55,000 - $59,999
    Start Date
    ASAP

    Application dates

    Applications Open
    26 Jul 2019
    Applications Close
    24 Aug 2019

    Minimum requirements

    Level of Study
    Bachelor
    Accepting International Applications
    No
    Degrees Accepted
    B
    Actuarial Studies
    Business Administration & Management
    Human Resources
    Marketing, Advertising & Public Relations

    About the Company
    Grant Thornton is a leading advisory firm that helps dynamic organisations and their owners unlock their potential for growth. Our brand is respected globally, as one of the major global accounting organisations recognised by capital markets, regulators and international standards-setting bodies.

    About the Role
    Grant Thornton's Private Wealth team of experts work closely with mid-size business owners, high-net-worth individuals and their families to deliver outstanding, integrated advice across the spectrum of their wealth management requirements. We are currently seeking a competent and well-rounded Graduate to join our growing Private Wealth team.

    This role offers an opportunity for a defined career path into a para-planning/associate adviser role.

    Your responsibilities will include:

    • Administrative support to clients, ie handling client enquiries, following up information, preparing documentation.
    • Liaising with third parties to follow up information from platforms, fund managers, share registries, banks and insurers.
    • Administrative support to advisors, ie maintaining records and handling client documents in accordance with regulatory guidelines and internal policies.
    • Assisting with the implementation of advice including, buy/sell execution, opening super funds, managing rollovers, insurance applications etc.
    • Assisting clients with execution-only instructions such as corporate actions, executing acceptance, and supervising all stages of the process
    • Assisting with paraplanning services with the preparation of advice documentation, financial modelling projections and annual review presentations.

    Skills and Experience
    You will be agile, responsive and intuitive. This role will suit someone with the following skills, experience and attributes:

    • Relevant tertiary qualification / FASEA approved degree or near completion
    • Passion for a career within a wealth management or financial planning
    • Self-motivated and thrives in a fast-paced environment
    • Ability to work independently and manage numerous tasks
    • Confident and proactive communicator
    • High attention to detail and accuracy
    • Experience with XPLAN preferred


    Culture
    At Grant Thornton, we encourage our people to bring their whole selves to work. We recognise, appreciate and harness our people's individual skills and talents. You will thrive in our down to earth yet entrepreneurial environment which empowers our people to succeed within a social work culture. We recognise the increasing importance of flexible work options and family-friendly work practices in maintaining a diverse, adaptive and high performing workforce able to meet our current and future business needs.

    Benefits

    • Free Annual gym membership
    • Regular social activities

    How to apply
    To apply, please click on the Apply Now button, complete our online application form and upload your CV.

    If you experience any technical difficulties applying please contact the Grant Thornton People & Culture team on GTTalentScouts@au.gt.com

      Graduate Success Stories


      • Graduate stories
      In my role at Grant Thornton I am able to engage with the clients to build relationships, be involved in audit team discussions, and rapidly build my technical experience.

      Jane Kennedy

      • Graduate stories
      In my role at Grant Thornton I am able to engage with the clients to build relationships, be involved in audit team discussions, and rapidly build my technical experience.

      Jane Kennedy

      Read full story
      • Graduate stories
      The majority of the time, I am out at the client site. The size of the client and the type of visit influences how many days I am at their site.

      Karen Dang

      • Graduate stories
      The majority of the time, I am out at the client site. The size of the client and the type of visit influences how many days I am at their site.

      Karen Dang

      Read full story
      • Graduate stories
      In my role at Grant Thornton I am able to engage with the clients to build relationships, be involved in audit team discussions, and rapidly build my technical experience.

      Jane Kennedy

      • Graduate stories
      In my role at Grant Thornton I am able to engage with the clients to build relationships, be involved in audit team discussions, and rapidly build my technical experience.

      Jane Kennedy

      Read full story
      • Graduate stories
      The majority of the time, I am out at the client site. The size of the client and the type of visit influences how many days I am at their site.

      Karen Dang

      • Graduate stories
      The majority of the time, I am out at the client site. The size of the client and the type of visit influences how many days I am at their site.

      Karen Dang

      Read full story