We are on the lookout for great new recruits
We are constantly looking for talented, enthusiastic and passionate individuals who are determined to deliver results, grow with us and share in our success.
If you are looking to work with the most talented experts in the industry, then you have come to the right place!
Explore below career opportunities available at Oak Financial Planning:
SENIOR FINANCIAL PLANNER
You will take over the management of a large client portfolio. In this role you will provide high quality, holistic financial advice to clients across a range of products. If you have the drive to build and grow client relationships, then you must be the right fit for us.
You will proactively engage with our large clientele and ensure a high standard of service is provided, in a timely manner. You will be actively involved in all stages of the advice process, whilst completing business development activities. If this sounds familiar, then we would like to talk to you.
CLIENT SERVICS ASSOCIATES
You will own and manage the administrative and workflow functions to facilitate the provision of advice to clients. This will be in accordance with business policies and compliance requirements. If you have a background in customer service, this could be the perfect position for you.
You will gain practical industry exposure and training while completing University studies. Our internship program is designed to be mutually beneficial to both you and the organization, while providing you with an edge, as you enter the job market. There is often the opportunity for interns to gain employment with Oak upon completion. If this is what you are looking for then we would like to help you.