About Bongiorno & Partners
Bongiorno & Partners is one of Australia's leading integrated professional services firms, providing Accounting, Tax, Financial Planning, Lending and Insurance solutions to medical, dental and business clients. We are committed to helping our clients achieve their financial goals while creating exceptional career opportunities for our people.
We are seeking a recent Financial Planning graduate to join our Financial Planning team as a Graduate Client Service Administrator (CSA).
This is a true graduate opportunity and may suit someone seeking their first professional role. You'll receive training, mentoring and exposure to experienced Financial Advisers while building the foundations for a long-term career in financial services.
About the role
As a Graduate CSA, you will:
- Support Financial Advisers with client reviews and ongoing service requirements
- Prepare client documentation and assist with implementing financial advice recommendations
- Maintain accurate client records in Xplan
- Process applications, forms and new client onboarding documentation
- Coordinate client meetings and follow-up activities
- Liaise with clients and financial institutions
- Help deliver an exceptional client experience
About you
To be successful in this role, you will have:
- A completed Bachelor of Financial Planning degree (essential)
- A genuine interest in building a career in Financial Planning
- Strong attention to detail and organisational skills
- Excellent written and verbal communication skills
- A positive attitude and willingness to learn
- Strong Microsoft Office skills
- Australian Citizenship, Permanent Residency or unrestricted working rights
Why join Bongiorno & Partners?
- Structured career progression from CSA through to Financial Adviser roles
- Ongoing mentoring, training and professional development
- Exposure to experienced advisers and quality clients
- Supportive and collaborative team culture
- Modern office environment in Edgecliff
- Long-term career opportunities within a growing firm
If you've recently completed your Financial Planning degree and are looking for your first step into the profession, we'd love to hear from you.
Apply now with your resume and academic transcript.
