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Capital Australis d.o.o. › Junior Financial Planner (Paraplanner) - Traineeship

Srpski, Engleski
na upit
Osnovne studije, Master studije
Prijava na:
Oblast studija:
Ekonomija, bankarstvo i finansije

 Capital Australis d.o.o.


Traineeship at Capital Australis d.o.o.


Opportunity for full-time employment


Capital Australis d.o.o. is a growing company located in Belgrade that specialises in providing support to financial advisers in Australia. Financial advice is provided to individuals in relation to investments, tax, pension plans and other areas of their personal finances. We are searching for self-motivated and energetic individuals to join our team in the position of:

Junior Financial Planner (Paraplanner) - Traineeship



We are looking to hire multiple people for this position.



  • Paid traineeship (November 2019 – February 2020). Certificate provided on completion
  • Working hours: Monday to Friday, 9am to 5pm
  • Full-time employment starting in March 2020


Your responsibilities will include:

  • Preparation of financial plans and documents in English
  • Conducting reviews of investment products and strategies
  • Communication with financial advisers in Australia via email and Skype
  • Technical and administrative support
  • Working in advanced software
  • Financial modelling
  • Ongoing professional development and improvement


During your traineeship, we offer the following:

  • An exciting opportunity to kick-start your career in the financial services industry
  • A carefully designed training course coupled with job-specific tasks
  • Work in an English speaking environment
  • Ongoing support from our in-house English teacher
  • A friendly and supporting working culture
  • A company that invests in you
  • Become part of a young and growing team
  • An exciting and challenging profession
  • Team building events
  • Fresh fruit, coffee and tea every day


If you prove to be the right fit for our team and the job of a financial planner, you can expect the following perks and benefits from our company in the future:

  • Regular salary increases that match your performance
  • An evolving career with the opportunity for progression
  • Ongoing professional training and development
  • Regular English classes held by our in-house English teacher that will help you improve your spoken English & Business English writing and learn job-specific vocabulary
  • An opportunity to complete an Australian Diploma of Financial Planning and become a qualified paraplanner
  • Flexible working hours
  • Remote work
  • Private health insurance
  • Gym & fitness (FitPass)



  • You have completed or are in the final stages of a university degree in Economics/Finance or a related field
  • Advanced level of English
  • Excellent MS Word, Excel and PowerPoint knowledge


Required skills:

  • High level of analytical skills and attention to detail
  • Excellent communication and presentation skills
  • Highly developed planning and organisational skills
  • Good time management skills
  • Strong team culture
  • Willingness to learn and grow professionally


We require a Curriculum Vitae and a cover letter in English explaining why you are the right candidate for this role. If you are the right person for our team, send your Curriculum Vitae and cover letter electronically. Please note that only shortlisted candidates will be contacted.


Please refer to the following websites for additional information:


Deadline for applications: 09.10.2019.





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