Financial Planning Intern – Wealth Management Placement

🏢 AMP Limited📍 Tuggeranong, ACT, Australia💼 Internship💻 On-site🏭 Financial Services💰 28-35 per hour

About the Company

AMP Limited is a leading wealth management company with a rich history of helping Australians manage their finances. We provide superannuation, retirement, banking, and financial advice services to individuals and businesses across the country. Our purpose is to help people create their best tomorrow, offering innovative solutions and expert guidance.

Job Description

Embark on a rewarding journey in the financial services industry with an internship at AMP. This Financial Planning Intern placement offers a unique opportunity to gain hands-on experience in wealth management, working alongside experienced financial advisors. You will contribute to real client projects, learn about financial strategies, investment products, and client relationship management. This role is perfect for students or recent graduates eager to kickstart their career in financial planning and wealth advice.

Key Responsibilities

  • Assist financial planners in preparing client proposals and financial plans.
  • Conduct research on investment products, market trends, and regulatory changes.
  • Support the client relationship team with administrative tasks and client correspondence.
  • Participate in client meetings and observe the advice process.
  • Help maintain accurate client records and ensure compliance with industry standards.
  • Contribute to ongoing projects aimed at enhancing client service and operational efficiency.

Required Skills

  • Currently enrolled in or recently graduated from a degree in Finance, Business, Economics, or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication abilities.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
  • High attention to detail and accuracy.
  • A genuine interest in financial planning and wealth management.

Preferred Qualifications

  • Previous volunteer or part-time work experience in a professional office environment.
  • Understanding of financial market basics and investment principles.
  • Ability to work effectively both independently and as part of a team.
  • Demonstrated proactive attitude and eagerness to learn.

Perks & Benefits

  • Mentorship from experienced financial planners.
  • Opportunity to work on real-world projects and gain practical experience.
  • Exposure to a leading financial services organization.
  • Networking opportunities with industry professionals.
  • Potential for future career opportunities within AMP.
  • Paid internship with competitive hourly rate.

How to Apply

If you are interested in this position, please click the "Apply Now" button below. To ensure your application is properly considered, please prepare the following:

  • An up-to-date Resume or CV
  • A brief cover letter summarizing your experience and motivation

Applications are reviewed on a rolling basis. Only shortlisted candidates will be contacted for an interview.

Apply Now

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