Current Opportunities

Ready to start your career with E&P Financial Group? We’re currently looking for talented people to fill the following roles.

The Role

Are you an aspiring accountant in the penultimate or final year of your degree, looking to gain real-world experience with a top-tier financial services company this winter?

E&P Financial Group (E&P) is a leader in delivering market-leading financial solutions, offering services across wealth management, corporate advisory, institutional sales and trading, and research. We provide high-quality advice and insights to individuals, families, corporates, institutions, and for-purpose organisations, helping them achieve their goals in an ever-evolving financial landscape.

Our specialised Self-Managed Super Fund (SMSF) Accounting team is dedicated to providing exceptional service and insights that drive client success. At E&P, our unwavering commitment to our clients is at the core of everything we do.

 

Job requirements

We’d love to hear from you if you are:

  • Currently undertaking a degree with an Accounting major (penultimate or final year).
  • An Australian Citizen or Permanent Resident.
  • A proactive team player with a keen eye for detail.
  • Eager to apply your academic knowledge in real-world scenarios.
  • A confident communicator with strong written and verbal skills.

Job responsibilities

In July we are getting ready for the upcoming annual tax return period. You will get hands on experience supporting this work and will include:

  • Reconciling and updating client records in BGL
  • Processing contributions, lump sum & pension commencements, along with preparing the relevant paperwork
  • Completing End of Year Workpapers – gathering documentation to support transactions throughout the year.
  • Drafting emails to clients requesting for information

How to apply
Applications can be submitted via E&P Careers.

The Role

As a key member of the Risk & Advice (Line 1) team, you will work closely with Advisers, Associates and Risk & Compliance (Line 2) to promote and enhance E&P Financial Group’s culture of compliance and robust risk management framework.
This important role encompasses providing ongoing guidance to representatives in addition to a strong focus on coaching and training to ensure E&P Financial Group continues to identify and manage its risks in an evolving financial services landscape.

A typical day may include:

  • Conducting ongoing and thematic Line 1 supervision and reviews of both investment and strategic advice
  • Helping Advisers and Associates in the provision of advice with guidance and feedback
  • Facilitate the management of regulatory processes through technology systems
  • Coaching and training of advisers and associates
  • Assisting with the preparation of reports for risk and compliance committees, and senior management
  • Assisting Risk & Compliance (Line 2) with investigations into incidents and complaints

Our environment can be fast-paced, and you’ll often find you’re handling multiple projects and standard duties at any given time, so your ability to manage competing priorities whilst maintaining high attention to detail, critical thinking, initiative and resilience is crucial. As you will be liaising with a variety of stakeholders and dealing with technical and complex matters, strong verbal and written communication skills are essential. You will have 1-3 years’ relevant experience in risk and/or compliance, with a strong preference for wealth management and stockbroking. You also hold a bachelor’s degree of any discipline and RG146 (Financial Planning), or equivalent.

How to apply
Applications can be submitted via E&P Careers.

The Role

Working from our Sydney, Melbourne or Canberra office, on a full time or part time (minimum 3 days per week) basis you will:

  • Provided timely assistance, guidance and expertise with technical queries, supporting the national SMSF team in offering a high-quality service to clients.
  • Support internal training activities to enhance the technical skills and knowledge for the SMSF team.
  • Support the allocation of the Quality & Technical team workflows and take ownership and responsibility to complete allocated tasks.
  • Stay updated with the latest industry regulations and standards.
  • Collaborate with other departments to ensure seamless service delivery.
  • Contribute to ensuring the SMSF team met compliance obligations with regulatory changes

About You

You will bring the following to the role:

  • Minimum of 7 years of experience in SMSF accounting or a related field.
  • CA/CPA qualified.
  • A registered Tax Agent, or ability to become one (preferred not essential)
  • Strong knowledge of SMSF regulations and compliance requirements.
  • Excellent communication skills.
  • Detail-oriented with a commitment to quality and accuracy.
  • Ability to manage competing priorities

How to apply

Applications can be submitted via E&P Careers.

The Role

Due to increased deal activity, the team is seeking an Associate in our Sydney office. If you’re a motivated analyst or associate looking to gain exposure to both corporate and financial sponsor clients across a broad range of sectors then we want to talk to you!

A typical day may include:

  • Preparing and presenting client presentations
  • Responsibility for transaction execution across M&A and capital markets transaction including timetables, workstream management and documentation preparation
  • Preparing financial analysis including industry and market data (including maintaining trading and transaction comparable company benchmarks)
  • Preparation of detailed three-way operational models and valuation models using a variety of valuation methodologies including DCF and LBO
  • Drafting private and public marketing materials such as information memorandums, management presentations, scheme booklets and explanatory memorandums
  • Generation of origination ideas and participation in pitching and marketing to clients
  • Management, training and support of junior bankers (Associate level)

You will be a high achiever with strong academic results and strong skills in excel modelling and PowerPoint. You will either have a background in corporate finance or other transferable experience from a related field.

How to apply
Applications can be submitted via E&P Careers .

The Role

The Role

If you are a recent accounting graduate (or about to graduate) with a keen interest in the financial services and wealth management industry, then this may be the opportunity for you.  You will be able to develop your career with a growing specialisation.

You will receive supported client interaction from when you commence to help you grow and develop in a great work environment.

A typical day may include:

  • entering and allocating accounting transactions for self-managed super funds (SMSFs)
  • undertaking bank and investment reconciliations
  • interacting with clients over email and the phone
  • preparing financial statements and tax returns for SMSFs
  • working on rollovers, contributions, pensions and lump sums for funds
  • liaising with third parties such as the Australian Tax Office and financial institutions
  • accurate record keeping, processing and system management, and
  • supporting our network of financial and investment advisers.

About You

Key to your success in the role will be:

  • A relevant Bachelors’ degree (Commerce or similar) with a major in Accounting
  • Excellent verbal and written communications skills.
  • Strong attention to detail.
  • A willingness to learn.
  • Your ability to manage competing priorities
  • Your self-driven approach.

You will be a high achiever with strong academic results in your undergraduate accounting 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 accounting skills.

How to apply

Applications can be submitted via E&P Careers .

The Role

This is a part-time role (9:30am – 2:30pm, Monday – Friday)

As the first point of contact for our highly valued clients, you will be immaculately presented with excellent verbal and written communication skills, be motivated, driven and have a can-do attitude. This is a part-time role (9:30am – 2:30pm Monday – Friday) perfect for an enthusiastic and proactive individual looking to gain valuable experience and build on your administrative skills. A typical day may include:

  • Client Reception & Meeting Support
    • Prepare meeting rooms for client appointments
    • Greet clients and offer refreshments
    • Ensure meeting rooms are cleaned and reset after meetings
  • Office Administration
    • Monitor and replenish stationery as needed
    • Monitor and proactively restock kitchen supplies weekly
    • Assist the Office Manager with event catering and preparation
    • Answer incoming calls and direct them as required
    • Monitor the shared mailbox and respond to inquiries
    • Prepare and send outgoing mail daily

No previous experience is necessary, but we want you to be excited about the learning opportunities ahead of you.

How to apply

Applications can be submitted via E&P Careers .

Take the next step

Ready to start your career with E&P Financial Group? We would love to hear from you. Email us at careers@eap.com.au