Associate – Financial Planning/Strategy null

The Company 

E&P Financial Group (E&P) is an ASX-listed business delivering financial services across institutional sales and trading, corporate advisory, wealth management, 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.

Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration. 

We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you.  Our commitment to 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

If you’re a driven, forward-thinking individual who thrives in a dynamic environment, we want to hear from you. 

In our Private Wealth Management Strategy team, you will work on impactful projects and help provide strategic advice to our clients in areas including:

• Superannuation
• Investment considerations
• Tax management
• Aged care and social security
• Wealth creation and preservation 
• Debt management and cash flow
• Retirement planning 
• Estate planning considerations

Joining E&P Financial Group as an Associate in Canberra, you will receive mentorship directly from an experienced Strategy Adviser to service their clients in the provision of Strategic Financial Advice. 

This is a great opportunity to elevate your skills and gain a broad depth of experience in the fast-paced financial industry.

Your role will provide you with a solid foundation for career growth by developing your understanding of key financial principles and practical solutions for clients, including individuals, couples and families. You will assist the team in delivering high levels of service associated with managing a private wealth client base.  

A typical day may include:

• Coordinate and review client information and prepare for client meetings.
• Accompany the Strategy Advisor to client meetings.
• Use modelling software to create retirement plans and forecasts
• Preparation of formal advice documents (i.e. Statements of Advice).
• Coordinate with other teams to help implement strategies recommended.
• Liaise with and respond to client enquiries on behalf of the Strategy Advisor.
• Maintain compliance procedures.
• Assist with general client management tasks including scheduling meetings. 
• Assist with drafting strategy related articles and marketing materials (including presentations, website insights and media interviews)

About You

Key to your success in the role will be:

• A relevant Bachelors’ degree (Finance, Economics, Commerce or similar)
• A strong interest in and/or prior experience in financial planning
• Excellent time management and organisational skills
• Excellent verbal and written communication skills
• Strong attention to detail and sharp analytical ability
• Willingness to learn
• Self-driven approach
• Technological 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

Should you have any questions or require any specific support or adjustments throughout the recruitment process and beyond, please contact Steph at careers@eandp.com.au quoting “Associate Financial Planning - Canberra” in the subject line and we will be happy to assist.