Wealth Management 2025 Graduate (Trainee Adviser)

Wealth Management

Date posted: 21 February 2024 |
Date Closing: 15 April 2024
Job Ref: 210224WMG

Apply now
  • Maintain work-life balance with ability to work from home
  • Dress for your Day | CBD office overlooking Barangaroo
  • Award winning firm with a supportive team environment

About Us:

At HLB Mann Judd, our vision is to be the most highly regarded integrated advisory and accounting firm through the growth of our people and of our clients. HLB Mann Judd has repeatedly been voted by our clients for ‘Best Accounting & Consulting Firm’ at the Client Choice Awards.

These awards are testament to our great people building long-standing relationships with our clients and understanding their needs. With 180 staff and 16 Partners, our size and structure means that you will be part of a diverse and inclusive team which promotes and supports leadership, personal and professional growth.

We are looking for HLB’s next generation for the Sydney office within the Personal Wealth Management Team. Our Wealth Management business is fast growing and one of the largest non-bank aligned practices in Australia, with over $1bn in FUM, specialising in High Net Wealth (HNW) clients. You will be a valuable team member working in a dynamic, professional and supportive team.

The successful candidate will be enthusiastic, well presented, demonstrate a genuine passion for wealth management, and have high attention to detail as well as strong written and verbal communication skills in order to develop solid working relationships with our clients.

If you’re either recently qualified or in your final year of a Business or Commerce degree with a Wealth Management major who wants to work with the best and is ready to make it happen, then apply today!

Responsibilities will include:
  • Assisting advisers in the preparation of financial advice including superannuation, tax structuring and family office planning
  • Client review meeting preparation and follow up
  • Assisting with investment portfolio reviews and changes Self-Managed Superannuation Fund (SMSF) accounts preparation
  • Listed securities research analysis for advisers as needed
  • Quarterly report preparation and performance analysis

As a leading professional services firm, we are committed to caring for our people. We do this by offering on the job training from our accessible partners and managers, ensuring mentoring as you learn;

  • Smaller teams where you are not just a number, you really count;
  • Client contact ensuring you are learning from the start;
  • Work-life balance as a priority;
  • Opportunity for secondment to other divisions within the firm;
  • A comprehensive wellbeing program including access to our Employee Assistance Program (EAP), discounted health insurance, lunchtime sports teams, subsidised yoga and bootcamp exercise sessions, flu shots and health screens.
To be eligible you must meet the following criteria:
  • Have a genuine passion for wealth management
  • Have recently completed an undergraduate Business, Commerce or Economics degree, preferably with a major in Wealth Management
  • Have a credit or above GPA
  • Be an Australian citizen or have Permanent Residency status
In your application you must include:
  1. Online application form
  2. Covering letter telling us:
  3. Why you want to work for HLB Mann Judd; and
  4. What is it specifically that interests you about Wealth Management?
  5. A Current Resume, and
  6. A Current Academic Transcript.

To apply:

If you are interested, click Apply now and complete the online application.

Alternatively, you can forward your CV to our Talent Acquisition Specialist Georgia Stratford at gstratford@hlbnsw.com.au

Please note the successful applicant will be required to undertake a National Police Check as part of our reference checking process.

At HLB Mann Judd, the diversity of our people is one of our greatest strengths. Every successful team is made up of a unique set of individuals. We are seeking candidates who are ready to bring their point of difference to Team HLB. If you require any additional support or reasonable adjustments made during the recruitment process, please contact the HR team at 02 9020 4000 or hr@hlbnsw.com.au.

Date posted: 21 February 2024 |
Date Closing: 15 April 2024
Job Ref: 210224WMG

Apply now