Intern - Advice Support

AdviceLab is an Australian owned fast-growing back-office solutions provider to the financial planning industry in Australia & New Zealand. Our fuel is team work and we believe that to deliver our purpose efficiently, we are stronger together.Check out our Instagram & LinkedIn page to find out more about us.📌 What is Advice Support?The Advice Support internship provides hands-on exposure to the Australian financial advice industry. You will work alongside financial advice support teams to assist with client service, advice application preparation and implementation, practice operations, and compliance. This role offers an excellent foundation for those looking to build a career in financial planning or relevant industries.Hands on Learning Opportunities During Your Advice Support InternshipGain exposure to the end-to-end financial planning process by supporting advisers and support teams.Work behind the scenes by preparing client meeting packs, onboarding documentation, and advice-related paperwork that advisers need before client meetings.Build professional communication skills by working with Australian product providers and support teams.Develop practical experience using financial planning platforms and CRMs such as XPlan while maintaining accurate client records.Develop a strong understanding of financial advice compliance requirements and industry regulations.Learn how financial planning practices manage client relationships, service delivery, and ongoing advice support.Develop problem-solving, attention-to-detail, and stakeholder management skills in a fast-paced financial services setting.Candidate ProfileDegree in Finance/ Business Management/ Banking/ Insurance/ International BusinessProfessional qualification related to CIMA or ACCA (preferable)Fresh graduates and undergraduates in relevant fieldsStrong written and verbal communication skills in EnglishTeam playerBenefits offeredInternship allowanceAn in-depth training program that will give you skills you can't learn anywhere elseA growing culture built by employees for the employeesAn internal leadership program