About the Company
AMP Limited is one of Australia’s largest wealth management companies, dedicated to helping individuals and businesses achieve financial security. With a rich history spanning over 170 years, we provide a comprehensive range of financial services including superannuation, investments, banking, and financial advice. Our mission is to empower our clients with the knowledge and tools to make informed financial decisions and build a brighter future. We are committed to fostering talent and providing an exceptional learning environment for future financial leaders.
Job Description
Are you passionate about finance and eager to kickstart your career in wealth management? AMP Limited offers an exciting Financial Planning Intern placement in Hervey Bay, designed to provide a hands-on introduction to the dynamic world of financial advice. This internship is an incredible opportunity for a driven individual to gain practical experience, work alongside seasoned professionals, and contribute to meaningful projects within a leading financial institution. You will learn the fundamentals of financial planning, client relationship management, and investment strategies, setting a strong foundation for your professional journey.
Key Responsibilities
- Assist financial advisors in preparing client reports, presentations, and financial plans.
- Conduct market research and analysis on investment products and economic trends.
- Support the client service team in managing client inquiries and administrative tasks.
- Learn to utilize financial planning software and CRM systems.
- Participate in client meetings and internal strategy sessions to observe and learn.
- Help maintain accurate client records and ensure compliance with regulatory standards.
- Contribute to special projects aimed at improving operational efficiency or client experience.
Required Skills
- Currently enrolled in or recently graduated from a degree program in Finance, Economics, Business, or a related field.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- High level of attention to detail and organizational skills.
- Proactive attitude with a willingness to learn and take initiative.
- Demonstrated interest in financial markets and wealth management.
Preferred Qualifications
- Previous volunteer or work experience in an office environment.
- Basic understanding of financial planning concepts (e.g., superannuation, investments, insurance).
- Familiarity with financial software or CRM platforms.
Perks & Benefits
- Direct mentorship from experienced financial advisors.
- Exposure to real-world client scenarios and financial planning processes.
- Networking opportunities with industry professionals.
- Valuable resume-building experience at a leading wealth management firm.
- Opportunity to gain insights into potential career paths within financial services.
- Supportive and collaborative work environment.
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.
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