Financial Planning Professional Year Program

Who is WT Financial Group?

WT Financial Group Limited is a listed financial services group, delivering services through a national advice network of self-employed financial advisers operating within one of four groups: Wealth Today, Sentry, Synchron and Millennium3.

Professional Year (PY) Program 

Designed for both graduates and final year undergraduates, our PY Program provides a gateway into the financial planning profession, offering career paths as financial advisers, paraplanners, and risk-management professionals. It focuses on talent development, career growth, and aligning individuals with the right career trajectory. 

There are full-time graduates and paid part-time internships opportunities available.

What will I get out of a career at WT Financial Group?

We are committed to nurturing talent, with a focus on extensive training and career advancement from the outset. Our company is dedicated to the growth of staff, rewarding achievements and offering opportunities for career progression based on performance. As we continue to expand, more opportunities for advancement arise. Your development will encompass:

• Acquire expertise in the foundational elements of financial advising tailored for different client groups, including wealth creators, retirement planners, and retirees.

• Enhance your understanding of key financial areas, including the intricacies of superannuation, the essentials of risk management, and the principles of estate planning.

• Engage in the comprehensive analysis of diverse financial advice documents, with an emphasis on client strategy while adhering to the law and regulatory standards.

• Gain a thorough comprehension of and proficiency in applying ASIC regulations to ensure compliant and ethical financial practices.

Who is WT Financial Group looking for?

We seek career-driven individuals passionate about personal success born out of helping others. Successful candidates can come from various backgrounds, but what's crucial is their quality and mindset. We value experience in finance, economics, business, law, sales, accounting, or marketing, regardless of its relation to financial services.

Your ability to show a consistent history of success is essential. We also require:

• High motivation and drive

• Enjoyment of a fast-paced, diverse work environment

• Adaptability to change and challenges

• Strong communication skills

Qualifications:

• Possess, or be on track for, an approved Financial Planning degree, in preparation for your Professional Year.

• Demonstrates a keen willingness to learn.

• Excellent communication skills, both written and verbal.

• Skilled in prioritising tasks, meeting deadlines, and thriving in a fast-paced setting.

• Proficient in computer use.

What is the recruitment process at WT Financial Group?

We operate an intensive multi-staged recruitment process.

How to Apply

Please submit your CV and a brief cover letter outlining your experience and interest in the role.

The most suitable and compelling candidates will be contacted to attend a first round interview.

Please note: Applications without cover letters will NOT be considered.