E&P Financial Group
2022 Wealth Associate - Private Wealth Management (Start ASAP)
Sydney
Opportunity expired
Opportunity details
- Graduate Job or Program
- AUD 55,000 - 70,000 / Year
- Competitive Remuneration Package + Benefits
- 1 vacancy
- Apply by 12 Jun 2022
- Start date ASAP
The company
E&P Financial Group (E&P) is an ASX-listed financial services business with an international network of experienced industry specialists working across wealth management, SMSF accounting, corporate advisory, institutional sales and trading, research, and funds management.
E&P has offices in Sydney, Melbourne, Canberra, Brisbane, New Jersey and Hong Kong and has over $20 billion of funds under advice.
The focus
As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships and our people are the cornerstone of those relationships – regardless of whether they have day-to-day contact with clients.
For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The benefits
As well as an opportunity to work with an exceptional team, we’ll also help you reach the next stage of your career with paid leave and study support towards your Kaplan/ CFA qualifications. We believe success breeds success.
The role
If you are a graduate with a keen interest in the financial services and wealth management industry, then we want to talk to you. A typical day may include:
- Liaising directly with clients and providing relevant market information with a high level of professionalism and customer service
- Staying up to date with current financial news and markets, macroeconomic and stock-specific research and other capital markets transactions
- Accepting trading instructions and placing orders on market
- Assisting advisers in the drafting of advice documents and generating potential investment ideas
- Attending client meetings and preparation of client portfolio reviews
- Ensuring a streamlined on-boarding and client life cycle for new and existing clients and maintaining account information and documentation
What we stand for
When it comes to our clients, our service standards are high, so you’ll be a natural when it comes to communication and building strong relationships.
You will be a high achiever with strong academic results in your undergraduate Finance/Economics degree and attention to detail is a must. Our environment can be fast-paced, and we work with multiple clients at any one time, so your ability to manage competing priorities is equally as important as your analytical skills.
We want to take care of you, so you can take care of our clients! Our state-of-the art offices are equipped with a selection of healthy breakfast options and each year you’ll receive an annual fitness rebate which you can use in a way that suits you.
We know our people work hard, so we have an active social and sporting calendar of activities to ensure the balance of work and social is just right. We take our responsibilities to staff, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
Ranked Top Graduate Employers 2022
Voted Top 100 Finalist Graduate Employer in the 2022 AAGE Graduate Survey
How to apply
For a confidential conversation or to submit an application please contact Josh at careers@eap.com.au quoting “
Wealth Associate - PWM” in the subject line.
Hiring criteria
- No experience required
- Australian Work Visa (All Other) +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.