Introduction
Are you a soon-to-be graduate with a passion for numbers, strategy, and helping people achieve their goals?
Launch your career with us in 2026 and take the first step toward a rewarding future in finance.
You'll gain hands-on experience, professional mentorship, and access to industry-leading training programs. You'll work with experienced advisors to develop personalized financial strategies for clients, all while building your own expertise and working towards certification.
Duties & Responsibilities
- Build relationships with new and existing clients to understand their financial goals.
- Conduct a financial needs analysis and develop financial plans for clients.
- Conduct research on investment options, insurance policies, and other financial products.
- Maintain accurate client records using CRM and financial planning software.
- Gather and analyse client financial data (income, expenses, assets, liabilities)
- Monitor financial markets and industry news to support investment strategies.
- Attend training sessions, workshops, and stay updated on financial regulations and trends.
- Ensure compliance paperwork and documentation for regulatory requirements is in order.
- Create reports and visual summaries (e.g. charts, presentations) for client meetings.
