Graduate Program - Wealth Management null

About HLB Mann Judd

At HLB Mann Judd, their vision is to be the most highly regarded integrated Advisory and Accounting firm through the growth of their people and of their clients. For the eighth consecutive year, HLB Mann Judd has been voted ‘Best Accounting & Consulting Firm (revenue $50 – 200 million)’ in the Financial Review Client Choice Awards. These awards are a testament to great people building long-standing relationships with clients and understanding their needs. With 180 staff and 16 Partners, size and structure mean that you will be part of a diverse and inclusive team that promotes and supports leadership, and personal and professional growth.

Your role

HLB Mann Judd is looking for HLB’s next generation for the Sydney office within the Personal Wealth Management Team. Their Wealth Management business is fast growing and one of the largest non-bank aligned practices in Australia, with over $900M in FUM, specialising in High Net Wealth (HNW) clients. You will be a valuable team member working in a dynamic, professional and supportive team.

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

Training, development & rotations

With a focus on practical, on-the-job training, they can offer a fast-tracked learning experience to set you up for a successful career. They don’t believe in a one-size fits all approach and you’ll have a unique personal journey with HLB. You’ll commence as a recent university graduate looking to accelerate your career and grow into a proficient, well-rounded, and highly connected professional with a broad range of experience.

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 ensures you are learning from the start;
• Work-life balance is a priority;
• Opportunity for secondment to other divisions within the firm;
• A comprehensive well-being 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.

Salary & benefits

Graduate roles in Accounting & Advisory sector earn an average of A$57,100 to A$64,000. (Source: Prosple Salary Guide) 

Some of the many benefits of working at HLB Mann Judd include: 

• Flexibility & career choices
• Mentoring & coaching
• Wellness at work
• Social engagement

Career progression

Their size and structure mean that you will be part of a friendly team culture while still being presented with opportunities for leadership and personal and professional growth.

Work life balance

HLB firms support responsible work-life integration. They understand the importance of managing the boundaries between your work and personal life. They believe an integrated approach promotes a healthy lifestyle, creates unique career paths, and makes them work better together as a team.

Culture & vibe

Every successful team is made up of a unique set of individuals. Together, their differences bring strength and unity to the team. Their culture embraces diversity and inclusion which, in turn, delivers better outcomes for their firm, clients, and the broader community. 

About you

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

How to apply

To apply/pre-register for this role, simply click the "Apply/Pre-register on employer site" button on this page to submit your application directly to HLB Mann Judd.

Simply submit:

1. Online application form
2. Covering letter telling us:
   • Why do you want to work for HLB Mann Judd; and
   • What is it specifically that interests you about Wealth Management?
3. A Current Resume, and
4. A Current Academic Transcript.