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Financial Planning Internship in SYDNEY with Independent financial service provider! IMMEDIATE START

Vacancy ID

V1049

Industry Finance
City Sydney
# Positions 1
Duration 6 Months
Qualifications Bachelor of Accounting / Finance

Internship Summary

This internship is open for an IMMEDIATE START and is suited for a student or graduate seeking 6 months experience in accounting, finance and financial planning.

This host is based in Sydney and is a privately owned financial service provider with a strong history of hosting interns!

This host is looking for an intern to join the team ASAP and must be available to complete a 5-6 months program. 

Tasks

This internship will have you;

  • Create client portfolio reviews
  • Liaise via phone with financial institutions to gather information on client portfolios
  • Create Records of Advice
  • Update client listings
  • Complete applications and other forms
  • Office administration and filing
  • Compose emails to clients and fund managers
  • Use Financial Planning software and calculations
  • Create and use Microsoft Excel spreadsheets for Fee & Tax calculations, and asset allocations
  • Construct basic Financial Plans (Statements of Advice)
  • Assist with quarterly company financial statements (BAS)
  • Type English language file notes of client meetings and conversations
  • Obtain practical English language experience (conversation & writing)

Host Summary

This hosting organisation is a leading Australian financial advice company that helps clients make the right choices to achieve their lifestyle and financial objectives. Founded in 200, the business is based primarily in the Eastern Suburbs region of Sydney. This hosting organisation has an office in the heart of Bondi Junction and in the Sydney Central Business District.

This host helps clients take control of their financial future providing specialised financial advice in the areas of:

•retirement planning

•longterm wealth creation and preservation

•superannuation rollover and consolidation

•career transitions including loss of employment and redundancy

•sale of business

•lump sum payments such as inheritance or compensation settlements

•cash flow and debt management

•aged care

•wealth protection including personal insurance 

This host provides financial advice to business professionals, including accountants and lawyers, to help them enhance the services they provide to clients.

Benefits

This internship will see the intern receive one-on-one hands on training, client interaction and use of the company facilities. This is an unpaid internship.

To Apply

Send your resume, cover letter and academic transcripts to info@internships.com.au. ** Australian Internships is an internship program provider specialised in organising internships for international students and recent graduates in Australia. Application and Program fees apply. Contact info@internships.com.au for a quote. More information at www.internships.com.au.