E&P Financial Group
Associate, Private Wealth Management (Start ASAP)
Sydney
Opportunity details
- Graduate Job or Program
- AUD 60,000 - 70,000 / Year
- Fantastic Health/Wellness Benefits + Free Breakfast
- 1 vacancy
- Apply by 23 Feb 2025
- Start date ASAP
The Company
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds 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.
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
Joining E&P Financial Group as an Associate in our Private Wealth Management team in Sydney, you will provide support to a couple of 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 in delivering 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 ongoing monitoring of investments.
- Preparation of formal advice documents (i.e. Statements of Advice).
- Assist with client meetings and respond to client requests.
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 communication 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.
Hiring criteria
- No experience required
- Australian Citizen +more
- Business & Management +more
- Bachelor or higher
Reviews
Apart from my daily tasks, the day-to-day tasks depend on what my team and buddy is working on at the time so they can vary. As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The tasks vary between admin work and interesting work. However there is a conscious effort among support teams to reduce the admin work-load.
Ad-hoc tasks include preparing letters and documents, responding to emails, receiving calls, completing ATO lodgements. A major on-going task involves preparing funds for the financial year.
About the employer
E&P Financial Group
4.8
100 - 500 employees
Banking & Financial Services
A leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate & institutional advice & funds management.
Pros and cons of working at E&P Financial Group
Pros
The best aspect of working here is the culture.
Working within the team is the best part at working at E&P. The team is friendly and supportive - there is always someone available to help. I also receive regular feedback and great tips to help improve my work.
- Competitive graduate salary - Clear promotion criteria - Good culture.
- The knowledge I have gained, it has been a great learning experience - The people and company culture - Access to morning meetings where I learn more about the economy on a macro and micro level - My team's devoted efforts to ensure I take the most I can from this experience e.g. watching them conduct trades, and attending client meetings.
In the program, they are giving me valuable work and in-depth feedback so I can get the most out of the internship program.
Cons
Lots of admin work.
Two presentations. I can understand that the skillset is needed for the job however considering its unsettling nature I think 1 is sufficient.
Not many opportunities for remote work - however very positive culture inside the office.
As we approach Christmas I would like to be busier however understand this is a quiet time for the industry.
The training program is thoughtful, designed to keep the interns busy and concurrently educated. In terms of feedback, I think two presentations is excessive given the small role as an intern.