Junior Financial Planner / Professional Year Candidate

Mildura Office

Are you ready to launch your career in Financial Planning? Join a thriving and supportive team where your growth is our priority.

Mulcahy & Co Financial Planning is a respected and growing financial advice firm with a strong presence in the Mildura region. With over a decade of consistent growth with our valued clients, we specialise in superannuation, investments, and personal insurance advice.


At Mulcahy & Co Financial Planning, our mission is to guide clients toward financial clarity and security. We believe in developing our people and providing opportunities for long-term success in the financial planning profession.


About the Role:

We’re looking for a motivated Junior Financial Planner or Professional Year Candidate to join our Mildura office. Whether you’re a recent financial planning graduate or currently working in client services or para-planning and ready for the next step, this is the opportunity you’ve been looking for.


You’ll receive hands-on experience, mentorship, and support to progress toward becoming a fully qualified Financial Planner. With Two qualified and experienced Advisers and 6 support staff to help you along your journey.

To apply for this role, please send a covering letter and your resume to Mulcahy & Co Mildura.

Responsibilities


  • Assist in delivering tailored financial advice in collaboration with senior planners
  • Help create comprehensive advice documents and strategies for clients
  • Support the onboarding of new clients and service existing relationships
  • Contribute ideas and fresh thinking to help drive the business forward

Required Skills


  • A Bachelor’s degree in Financial Planning, Business, Commerce, or Economics
  • Experience in para-planning or client services (preferred, but not essential)
  • A genuine interest in helping people achieve their financial goals
  • Strong communication skills and a willingness to learn and grow

Benefits


Are you ready for an exciting new challenge?


To apply, please submit your application with a cover letter and résumé to mildura@mulcahy.com.au or for a confidential discussion, please contact Mulcahy & Co Mildura on 03 5021 1968.


*Previous applicants need not apply.

Why Mulcahy & Co?


Mulcahy & Co are a busy, well established business hub who provides an extended range of specialized services from personalized taxation and business advise to legal, financial planning, loans & finance, agri-business and marketing services.


We understand the importance of offering reliable, superior service to all our clients. We offer a diverse, inclusive and flexible working environment where you are nurtured and mentored alongside our senior team members to help you achieve your best while maintaining mutual respect and support for all.


Our team is over 230 strong, so the opportunity to learn from the many team members in our six divisions is beneficial to your career.