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  • Brett Moseling

Associate Financial Advisor - Graduate

Updated: Feb 20


Graduate Position - Associate Financial Advisor


Cheesman Applegarth is a progressive and proactive professional services practice located in the Toowoomba CBD, providing high quality taxation, business advisory, and financial planning services.


We are seeking a highly organised and motivated Associate Financial Advisor to support the Senior Financial Planner with research, financial modelling, and projections for our growing financial services business.


This is an exciting entry level position, and great starting point, for a recent graduate looking to build a career in financial planning whilst gaining valuable industry experience and increasing your skills. Clear growth opportunities exist to develop the successful applicant into a Financial Planner.


Our Mission


The client is at the centre of everything we do. We partner closely with them to add value and improve their businesses, empowering them to create wealth and achieve financial freedom.


Our Vision


Cheesman Applegarth is regarded as the employer of choice, and the trusted advisor for businesses and individuals at every stage of their life cycle.


The role is centred around providing high quality service and advice to clients.


About you:


  • You have a financial planning related degree or are working towards completion

  • A technical and analytical mindset, with attention to detail

  • You would like to start or progress your career in the financial planning industry

  • Strong Excel skills for cash flow modelling and projections

  • Experience with Xplan would be considered a strong advantage

  • Ability to work in a team and ability to liaise between internal and external stakeholders

  • Willingness to learn

  • Self-motivated

  • Be highly organised with a positive attitude and a desire to grow your career in Financial Planning


The future


The firm has a large focus on servicing and growing our client base. You will be encouraged and supported to further develop your career and technical skills, and the future opportunity to work towards becoming a qualified Financial Planner.


Location:


Toowoomba CBD (Position includes car park)


Next step:


If you believe you match the criteria and would like to become a member of our valued team, please forward your cover letter and resume to admin@applegarth.com.au

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Cheesman Applegarth & Partners
2 Mylne Street Toowoomba

07 4638 1100

LIABILITY LIMITED BY A SCHEME APPROVED UNDER PROFESSIONAL STANDARDS LEGISLATION