Current Opportunities
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.
Applications can be submitted via E&P Careers . Should you have any questions or have any issues applying for this opportunity please reach out to careers@eandp.com.au and we will be happy to assist.
Please use the online platform to submit your application. Applications sent via email will not be considered.
As well as an opportunity to work with an exceptional team, we’ll also help you reach the next stage of your career with paid leave and study support towards your CA / CPA qualifications.
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
Joining E&P Financial Group as an Associate in our Private Wealth Management team in Sydney, you will work across a number of our teams providing support to the Advisers. This is a great opportunity to work and gain a broad depth of experience in your first role in the industry.
Your role will have a strong administration focus where you will develop a deep understanding of all aspects of the role which will provide you with a solid foundation to grow your career over time. You will assist the team in delivering high levels of service associated with managing a private wealth client base.
A typical day may include:
- Provide technical and administration support to Advisers.
- Place buy/sell orders on the market as requested by clients.
- Manage funds product orders.
- Provide analysis and ongoing monitoring of investments.
- Preparation of formal advice documents (i.e. Statements of Advice).
- Assist with client meetings and respond to client requests.
About You
We are keen to hear from recent graduates looking to take your first step in a career in Private Wealth or someone early in their Private Wealth career looking to join a new firm.
Key to your success in the role will be:
- A relevant Bachelors’ degree (Commerce or similar)
- A strong interest in and/or prior experience in financial services and financial markets
- Excellent verbal and written communication skills
- Strong attention to detail
- A willingness to learn
- Your self-driven approach
- Technologically savviness.
How to apply
Applications can be submitted via E&P Careers .
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
This is a part-time role (9:30am – 2:30pm, Monday – Friday)
The Role
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:
- Greeting clients and offering refreshments
- Answering incoming phone calls
- Preparing meeting rooms and arranging catering for internal and external events
- Maintaining a tidy reception and office
- Managing meeting room bookings and resolving booking conflicts
- Ordering and organising stationery and kitchen supplies
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 .
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, a clothing allowance (specific to client services), and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
The Company
E&P Financial Group (E&P) delivers financial services across wealth management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
The Focus
As a provider of high-quality, market-leading financial advice for private clients, institutional clients and corporates, we value long-term client partnerships, and our people are the cornerstone of those relationships.
For E&P, the focus on your career and development is genuine, and our established structure supports the on-the-job learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
The Role
As a Business Analyst at E&P’s Canberra office, you will play an integral role in supporting the Technology Solutions team of the business, ensuring the smooth running of daily operations while working both independently and as part of a dynamic team. This is an ideal role for a proactive and motivated individual looking to enhance their analytical skills, gain valuable experience, and progress their career within Financial Services and Technology.
A typical day may include:
- Attending business stakeholder meetings to understand and document business requirements.
- Collaborating with the development team to design and implement technology solutions.
- Supporting the development team during coding and implementation phases.
- Conducting testing to ensure solutions meet business needs.
- Presenting solutions to stakeholders and incorporating feedback for continuous improvement.
About You
We are keen to hear from recent graduates (with up to two years of professional experience) looking to progress a career in Business Analysis/IT Project Management with an interest in the Financial Services sector.
Key to your success in the role will be:
- A Bachelor’s degree in Commerce, Economics, Information Technology, or a related field.
- Strong interpersonal skills to contribute to a team environment
- The ability to problem-solve and create commercially viable solutions.
- The ability to convey complex information to different audiences.
- Strong attention to detail and excellent time management skills.
- Experience or knowledge in data analytics tools (e.g. Excel, Power BI) is preferred
How to apply
Applications can be submitted via E&P Careers .
We have a range of benefits that we think you’ll like including daily breakfast options, purchased annual leave, and discounted services.
We know our people work hard, so we have an active social and sporting calendar to ensure the balance of work and social is just right. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity.
E&P Financial Group (E&P) is a diversified financial services business, servicing clients across wealth management, funds management, corporate advisory, institutional sales and trading and research. We provide high quality, market leading financial advice for individuals, families, for-purpose organisations, corporates and institutions.
An unwavering focus on our clients drives everything we do. We help our clients realise their goals. They value our collective expertise that delivers knowledge and insights to help unlock opportunities and drive growth in a constantly changing financial and economic landscape.
Our culture is guided by our values of Client First, Integrity, Growth & Innovation, Respect & Inclusion and Collaboration.
We believe that everyone should be able to be their authentic self at work and to focus on the things that matter to you. Our commitment to your career and development is genuine, and our established structure supports the learning experience you expect. Working with us means you get to learn from and collaborate with some of the best in the business.
