E&P Financial Group profile banner

E&P Financial Group Graduate Programs & Internships

The E&P Financial Group is a leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate and institutional advice and broking, and funds management.

E&P Financial Group currently has 0 opportunities.
Select the following options:

Past E&P Financial Group Graduate Hiring Statistics

If you’re interested in working at E&P Financial Group, understanding when they have opened up applications for their graduate programs, graduate jobs and internships is helpful knowledge to have so you know when you might need to apply. Use the below information to see when E&P Financial Group hires graduates, but more importantly what graduate degree’s and other student attributes they target for their jobs.


Months

Jun 20Jul 20Aug 20Sep 20Oct 20Nov 20Dec 20Jan 21Feb 21Mar 21Apr 21May 2100.751.52.2530 job0 job1 job1 job1 job0 job0 job0 job0 job3 jobs0 job1 job
  • count

Job types

  • Graduate Jobs (86%),

  • Internships (14%),

Disciplines

  • Accounting (86%),

  • Actuary (29%),

  • Banking and Finance (86%),

  • Business and Commerce (86%),

  • Compliance (14%),

  • ...show more

Locations

  • Sydney (86%),

  • Canberra (57%),

  • Melbourne (29%),

  • Perth (14%),

  • Hobart (14%),

  • ...show more

Work rights

  • Australian Citizen (100%),

  • Australian Permanent Resident (100%),

  • New Zealand Citizen (71%),

Past E&P Financial Group Graduate Programs & Internships

Check out some of E&P Financial Group's past jobs they have posted on GradConnection over the last 12 months. Understanding the details about what a graduate employer is looking for well before applications have opened can sometimes be the edge you need to secure your first graduate program.


E&P Financial Group

Closed 3 days ago

Are you a recent Accounting grad? Build your career with hands-on experience in a supportive workplace that meets your professional objectives.

JOB TYPE

Graduate Jobs

LOCATION

Canberra and 1 other locations

VACANCIES

1

E&P Financial Group

Closed a month ago

Are you a recent Accounting grad? Build your career with hands-on experience in a supportive workplace that meets your professional objectives.

JOB TYPE

Graduate Jobs

LOCATION

Canberra

E&P Financial Group

Closed 2 months ago

However you choose to define your career, partner with an organisation that is ready to invest in your success.

JOB TYPE

Graduate Jobs

LOCATION

Canberra and 2 other locations

VACANCIES

10

POSITION START DATE

Feb 2022 (approx)

E&P Financial Group

Closed 2 months ago

We are pleased to announce we will be attending the GradConnection Virtual Career Fair on 5th March , an entirely online interactive careers fair accessible to all students and recent grads.

JOB TYPE

Event

LOCATION

Canberra and 6 other locations

E&P Financial Group

Closed 7 months ago

As part of a collaborative and supportive team, this role will see you working alongside senior Accountants to provide full service for our clients Self Managed Superannuation Funds (SMSFs).

JOB TYPE

Graduate Jobs

LOCATION

Sydney

E&P Financial Group

Closed 8 months ago

As part of a collaborative and supportive team, this role will see you working alongside senior Accountants to provide full service for our clients Self Managed Superannuation Funds (SMSFs).

JOB TYPE

Graduate Jobs

LOCATION

Sydney

E&P Financial Group

Closed 9 months ago

Put your university learning into practice with Evans Dixon’s award winning internship opportunity.

JOB TYPE

Internships

LOCATION

Sydney

About E&P

E&P Financial Group


The E&P Financial Group is a leading Australian financial services firm with a focus on wealth management, SMSF accounting, corporate and institutional advice and broking, and funds management.

With around 460 employees across Sydney, Melbourne, Canberra, Brisbane, and New Jersey, the Group provides premium investment services to more than 9200 individual, corporate and institutional clients, operating through the divisions of E&P Wealth, E&P Capital (including Corporate Advisory, Institutional and Research) and E&P Funds.

For graduates and interns, this means having access to a range of opportunities to gain experience working in diverse areas. We take pride in providing employees with an outstanding environment to gain valuable experience working directly with experienced team members, develop expertise and be rewarded for success.

2019 Top Graduate Employers TOP 100 Employer Finalist 2021 2020 Top Intern Program

E&P Culture

E&P Financial Group


Professional development

Benefit from on-the-job training, mentoring by senior staff and postgraduate study and course support.

Career progression

Advance your career with hands-on experience and a tailored development plan that meets your professional objectives. As a diversified financial services firm, you also have the opportunity to be considered for roles in other locations or areas of the business as we prefer to hire from within first.

Performance bonuses

Be rewarded for meeting your goals and contributing to the team – performance bonuses are offered to eligible staff.

A healthy environment

Enjoy the free breakfast bar each morning and take advantage of the annual fitness rebate so you can stay healthy and fit. Modern offices are also conveniently located close to public transport and cafes.

Social activities

Let your hair down and get to know the team – join us in celebrating birthdays, sporting events, monthly team gatherings and functions.

Progressive workplace culture

Embrace a progressive and inclusive workplace culture where individuals are valued and recognised for their contribution to the team.

Graduate Program

E&P Financial Group


When you commence your career with the E&P Financial Group, you'll have the opportunity to gain valuable experience across numerous areas of specialisation, while being mentored by industry-leading experts.

We have a number of rewarding and challenging graduate placements available across a broad spectrum of financial services, including

  • Wealth Management – Investment
  • Wealth Management – Strategy
  • SMSF Accounting
  • Software Development

You'll collaborate and learn from some of the best in the field as you develop your career with a business that prides itself on offering employees a dynamic and dedicated team to work with.

You can look forward to

  • Mentoring by senior staff
  • On-the-job training and professional development
  • A career development and progression plan
  • Opportunities to be considered to work in other areas of the business and locations (i.e. we try to hire from within first)
  • Payment of relevant course fees and paid study leave to support a variety of postgraduate qualifications such as CA, CPA and RG146 accreditation
  • Healthy work environment practices with access to a breakfast bar and annual fitness rebates
  • Collaborative and dynamic office culture built through regular company sponsored social events

Applications open in February each year. Register your details at www.eap.com.au/careers/graduate-program to receive an email when applications open.

Intern Program

E&P Financial Group


Put your university learning into practice with our award winning internship opportunity. Working full time for approximately 6 weeks over your summer break is the best way to gain insight into your future career. Working in an inclusive team-orientated environment, you’ll receive invaluable training, development and mentoring. You’ll work closely with senior team members and have the opportunity to make a real contribution to your chosen team.

Summer Internship positions are often available in

  • SMSF Accounting
  • Wealth Management
  • Risk and Compliance
  • Institutional Equities
  • Software Development

What’s on offer

  • practical, real-world experience and training
  • a professional client focused work environment
  • close working relationships with our highly-qualified, specialist teams
  • early consideration for our graduate program and casual positions
  • a fun, dynamic and collaborative work environment

Applications for our Intern Program open in July. Register your details at www.eap.com.au/careers/intern-program to receive an email when applications for the 2021/22 program opens.

Application Process

E&P Financial Group


Are you ready to kickstart a rewarding career with a leading wealth management organisation?

If you’re interested in working at E&P Financial Group, you can apply for the role of your choice in five easy steps. Here’s what you need to do:

  • Visit the website – https://www.eap.com.au/careers/
  • Complete the online application form – find it under the careers pages.
  • Submit your resume, cover letter, academic transcripts and passport or birth certificate – have these on hand as you’ll be asked to upload these when you submit your application.
  • Complete online psychometric testing – if your initial submission is successful, you’ll receive an invitation to participate in online testing (we’ll email it to you).
  • Come in for an interview – if you’re successful, someone from our People and Culture team will call you to arrange an interview.

All the best with your application!

Employee Profiles

E&P Financial Group


E&P Financial Group

Name: Christian Beddoe

Job Title: Wealth Analyst, E&P Wealth
University Attended: University of Sydney
Degree qualification: Bachelor of Economics
Year of graduation: 2019

What's your job about?

I work in the Wealth Management division of E&P Financial Group as a Wealth Analyst. 

My job is about managing client’s investments to help them meet their goals and objectives which may include generating capital growth or income.

I work directly with an Investment Adviser and am responsible for managing all aspects of client’s investment portfolios. A regular week involves five key activities which includes meeting with clients, preparing investment advice, implementing investment advice both on and off market, answering client queries and performing a series of administrative tasks. 

On a typical day I arrive in the office between 7:30 and 7:45am. My first task is to check my inbox and calendar to prepare myself for the day. This includes planning my tasks around any meetings, calls or other commitments I have scheduled. I then catch up on research and global markets. 

Most mornings we have a call with the Wealth Management team where research analysts update us on their market views and things to watch. After the call I prepare for client meetings by creating income projections, holding statements and asset allocation and collecting other useful information. During meetings I record key points of conversation and participate where I can add value. After the meeting my adviser and I work together to put together an advice document for the client which recommends investment strategies and securities to achieve their desired outcomes. It is my responsibility to answer client queries, implement investment advice on and off market, as well as complete the necessary administrative tasks which all contribute towards helping clients manage their investments. 

Learning is a key focus of each day.

What's your background?

I was born in regional NSW. My parents are both chemical engineers who were working in the region at the time. We were a mobile family that travelled extensively. Work saw us relocate to Albury at the age of three. Before I turned ten we then moved to Europe where I spent my formative years in Hamburg, Germany. I attended the International School of Hamburg where students from all over the world mixed together. In 2014 I relocated again to Brussels, Belgium where I finished my International Baccalaureate in 2016. I then spent a year in London, England before relocating home to Australia to begin my university education. By the time I left Europe I had become competent in French and German; however, I have lost some capability over time without consistent practice. I spent the first year of my university career at The Australian National University (ANU) in Canberra before making the decision to transfer to the University of Sydney. I graduated from there in 2020 with a Bachelor of Economics majoring in Financial Economics and Banking. I worked in hospitality throughout my university studies as I not only enjoyed the social aspect but financial independence has always been important to me.   

I applied for an internship position with E&P Financial Group in 2019 and was fortunate enough to be accepted into the program commencing in December 2019. I was then offered a graduate position at the conclusion of my internship and have been working full-time as a Wealth Analyst for the last year.

Could someone with a different background do your job?

Yes, someone with a different background than myself could do my job provided they were financially literate and have a genuine interest in the area. The most important characteristics of a Wealth Analysts are being enthusiastic to learn, self-motivated, responsible, resilient and detail focused.

Strong interpersonal skills are integral to being successful in the role. The job requires you to continually engage with a wide range of people about intellectually and sometimes emotionally challenging subjects. A key skill of the role is being able to understand and synthesise complex information, particularly in the context of investments. We deal with clients who have varying levels of financial literacy, and it is our job to make sure we can relay information in a way that is clear, concise and easy to understand. Finally, to be successful in this role you must be good at shifting your focus between tasks on demand while continuing to maintain productivity.

What's the coolest thing about your job?

The coolest thing about my job is reading, discussing and then implementing investment ideas. 

Building a perspective on a given sector or thematic, identifying the most effective way to gain exposure to that idea and being a part of successfully providing that strategy to clients is very rewarding and incredibly interesting.

What are the limitations of your job?

I have a lot of responsibility as my adviser has a large client book. While responsibility motivates me to do my best work, the job can be both emotionally and physically demanding. The job can be very fast paced, and tasks can pile up quickly. 

Investments don’t always perform well, and this leads to challenging conversations with clients. The job has high consequences because if you make a mistake it could potentially result in a financial loss.

3 pieces of advice for yourself when you were a student...

  • Effort and perseverance is always rewarded. Although it seems like a cliché, the ability to apply yourself and keep working hard when others give up will help you greatly. 
  • Be open to critique and advice. Embrace feedback and use it to help you improve. 
  • Choose to view challenges positively. Take them as an opportunity to learn.

E&P Financial Group

Name: Kandarp Shrivastava

Job Title: Software Developer
University Attended: The Australian National University (ANU)
Degree qualification: Bachelor of Software Engineering (Honours) and Bachelor of Commerce (Finance major)
Year of graduation: 2018

What's your job about?

E&P is a diversified financial services business providing high-quality, market-leading financial advice for private clients, institutional clients and corporates. I am a full stack developer which means I work on both frontend (user interface/experience) and backend (database/logic) for an internal application used by the company. My job mainly involves adding new features to this application. It requires problem solving to come up with solutions and then putting that into code so it can be used. It may be difficult for a student from a non-IT related degree to understand the technical coding part of my job, but they should relate to the logical steps and approach used to tackle these problems. Often this will involve working with others, we have to communicate our ideas and collaborate to build the solution.

What's your background?

I was born in India but then moved to Germany and lived there for two years. After that I moved to New Zealand when I was five and grew up there. After finishing high school I decided to go to Australian National University (ANU) in Canberra as it offered a double degree in both software engineering and finance. At this stage I wasn’t sure what I wanted to do so I thought a double degree would keep my options open and the disciplines complemented each other nicely. 

It was the first time leaving my family so it was quite a big change for me. I had to start cooking food and take more responsibility! During my time at ANU, I did a few summer internships which helped me prepare for getting a job after university. I wasn’t sure if I wanted to stay in Canberra, but I applied for a graduate position at E&P and was successful! I’ve been working with the firm the last two and a half years now and moved onto a software developer role after finishing my graduate role.

Could someone with a different background do your job?

Yes, as long as they have some basic coding knowledge and an interest in the area. The most important skill my job requires is being able to work with other people in order to solve problems, and then being able to convert your solution into written code.

What's the coolest thing about your job?

The coolest thing about my job is being able to work with a great team to solve many different types of problems. I am often faced with new problems that have no set solution so it’s up to me to break things down and find an effective time-saving solution. I may get ideas from others in the team which gives me a new perspective to solve these problems. Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding.

What are the limitations of your job?

During busy periods near the release of new applications I will often work a bit later to try to get all my tasks done. You also have to be prepared to face problems you can’t completely solve ―no matter how much effort you put in. This can get frustrating, but it is part of the job.

3 pieces of advice for yourself when you were a student...

  • Don’t be afraid to try new things
  • Prepare yourself for life after uni – if you’re interested in a particular company or job, find out more about what is involved in working there
  • Try to enjoy whatever you’re doing!

A Day in the Life - Wealth Management

E&P Financial Group


E&P Financial Group

Name: Hibah Jamal

Title: Associate – Private Wealth Management
Qualifications: Bachelor of Commerce, University of Melbourne

Hibah Jamal started at E&P Wealth as an associate in 2019, after previously completing an internship within the E&P Financial Group in 2018. During 2020 when the world and business sector was impacted by COVID-19, Hibah more than proved her adaptability by quickly being able to pivot from working in her new office environment to working from home for several months.

Applying learnings to the real world

Keen to put what she had learnt from her university studies into practice, Hibah takes us through a typical day working in the office as a new graduate.

“I wake up early as I like to fit in a morning workout before work. After a shower and a quick breakfast at home, I catch the train into the city,” she says.

Then once at the office, Hibah will tune in to the 8.00am daily morning meeting. She says these meetings are great for getting updated on overnight market news, discussing current trends and insights, and hearing from research analysts.

Hibah says: “When I first started in the role, it took me a little while to understand all the discussions but then over time it became easier to apply what I’d learnt from my studies to what I was dealing with in a day-to-day sense ― revealing how it’s practical in the real world.”

After the initial morning meeting Hibah heads back to her desk and starts working on the most critical items for the day. This includes checking any international trades from the night before and responding to emails from clients or the advisers she reports to.

Hibah says: “Once I’ve completed any urgent tasks on my to-do list, around 9am I’ll grab a take-away coffee with some other associates at a café near the office.”

“The rest of my day is filled with tasks such as preparing statements of advice, responding to client requests, completing trades and administration work. Advisers talk me through their own tasks so in the future I can eventually begin to take on more work,” she adds.

Hibah says she has recently been given more responsibility in talking to clients and has enjoyed getting to know the clients and their financial situations better, which helps in understanding their portfolios.

Lunchtime comes quickly.

“I occasionally bring lunch from home, otherwise, I’ll grab something from one of the many restaurants nearby. If I eat lunch in the office, I try to make sure that I at least have a quick walk around the block for some fresh air before heading back to work for the afternoon,” she says.

Around 5.30pm, Hibah will finish her day and might catch up with friends before heading home.

Reflecting on year one

Hibah says: “I work with two wealth advisers. During the lockdown period we caught up regularly on the phone, and scheduled Zoom meetings where we made sure to talk about things other than work which was great.”

She says her team of advisers have been supportive in helping her to figure out short- and long- term goals.

“When I worked from home it meant I wasn’t able listen to and observe others. However, now we’re back in the office I’m excited for the opportunity to catch up on the past year, for example, by attending client meetings. It’s great to be back in the office with the team and I’m excited for what’s ahead,” she adds.

Keep learning

Hibah is currently working towards completing accreditations through the Stockbrokers Association of Australia with some other team members and says this has been useful as the content relates to her day-to-day work. She says balancing full-time work and part-time study can be challenging at times but is ultimately rewarding.

“The work I do each day has helped me to understand so much about finance in general. Being constantly exposed to new people and new ideas is a great way of developing your own way of thinking. And while I work in Private Wealth Management, there’s also plenty of opportunities to get to know people in other areas of the firm – it keeps broadening my outlook.” she says.

What the firm offers

Hibah says: “There’s the opportunity to get to know other parts of the firm really well as we have regular meetings across the different teams, for example, deep dives with analysts from the Research team. There’s also the support provided by the firm for further study as well as ongoing training and development with senior staff members.” What tips or advice do you have for future applicants? “Don’t worry if you don’t know what exactly you want to do – the only way you’ll know is by trying different things and having exposure to different people etc. In my experience, people have always been willing to share their thoughts and advice. Be prepared to consider the study opportunities provided through the firm.

“I would also say, try and engage as much as possible with finance news, through sites such as afr.com.au and investing.com,” she says.


Name: Chahat Chugh

Role: Wealth Analyst, E&P Wealth
Qualifications: Master of Finance, BA Economics (Honours)

Combining a genuine passion for people with the ability to help them achieve their retirement goals has allowed Chahat Chugh to realise her dream of a career in the wealth management sector. And it all started in 2019 when she read a job advertisement for a wealth analyst that she felt was specifically meant for her.

A penchant for people

As a wealth analyst with the E&P Financial Group, Chahat provides research and administration support for a team of advisers to help deliver tailored wealth management solutions for clients. A key part of her role is keeping abreast of economic developments impacting the global investment environment and client portfolios.

Chahat talks through what can happen during a typical day:

She explains: “After breakfast and coffee before work I arrive around 8:30 am. My day then starts by checking my inbox and organising tasks which are dependent on the particular needs of clients. These can range from researching market trends to updating client accounts, attending meetings and talking to clients.”

“My role also entails retrieving critical information taken from clients to understand their financial circumstances and the level of income required for short-term and long-term goals and then using that information to prepare detailed advice documents relevant to their investment portfolio,” she adds.

Throughout the day Chahat maintains close contact with her team of wealth advisers.

Around noon, Chahat takes a lunch break with colleagues where she’ll usually have lunch in the kitchen and go for a walk. After lunch, she will then review her completed tasks and prioritise the remaining ones accordingly.

One size does not fit all

“Because every client and situation is different, no two days are the same ― which I love. There’s lot of information to grasp, but you just need to be able to jump in and not be afraid to ask questions,” according to Chahat.

The afternoon flies by and by 5.30pm Chahat is sending the last of her emails and cross-checking her diary to make sure she has everything organised for the next day.

Then it’s time for home.

“I’ll usually spend my downtime watching movies, reading books, catching up with friends and discovering new restaurants and places to visit. It’s a nice balance,” she says.

What the firm offers

“Working in an ever-changing financial and investment environment inevitably means you’re continuously acquiring new skills and experiences, but the close team environment at E&P offers practical learning opportunities that I’ve found invaluable for my ongoing professional development.

What tips and advice do you offer for future applicants?

Chahat says: “Do your best with whatever is put in front of you and you’ll get more opportunities to step up! I would also say don’t be afraid to meet new people and learn about their experiences. When we’re open to learning from others, we can benefit from their experiences as well as our own.”


E&P Financial Group

Name: Christian Beddoe

Role: Wealth Analyst, E&P Wealth
Qualifications: Bachelor of Economics, majoring in Financial Economics and Banking

For Christian Beddoe, spending much of his childhood growing up in different cities and countries not only opened his eyes to the world but has also made him adaptable to changing environments. And in the fast-paced and constantly evolving financial services industry, that ability to constantly adapt and think on his feet have been serving him well.

Christian has been enjoying putting those skills and many others to the test in his graduate role as Wealth Analyst with the E&P Financial Group. Here he takes us through a typical day:

Feeding the body to fuel the mind

For Christian, his day usually starts at 5.30am when his alarm sounds. He says: “Once I’m awake I browse my phone for 10 minutes and have a quick flick through the AFR app. Then I’m out the door and off to the gym.

After a good workout I head back home, shower, pack my bag and grab my food from the fridge. The last job before I start walking to work is making a protein shake to have during my journey.”

Christian says: “I’m lucky enough to live about 15 minutes’ walk from work. I spend most of my walk thinking about what I want to achieve that day and what order I want to do my tasks in. I kick off the day by checking my calendar and emails. I like to plan out my day although my intentions often get interrupted as tasks such as market orders from clients pop up throughout the day.”

“Around 8.00am I jump on the morning call with the research team,” says Christian. He says these calls are critical as the team runs through their sector views and the latest market news. The whole investments team will listen in on the call and asks questions to the various speakers.

Now the morning call has ended, Christian gets started on his first tasks for the day. He says it’s typical to have a client meeting at 11:00am so he’ll talk to the Investment Adviser who is his manager and discuss the material needed for the meeting.

At 10.00am the ASX opens.

Christian says: “This is our first opportunity to have market orders executed for clients. I collect the orders that have come through and ensure the order instructions are explicit and clearly understandable. If I have any uncertainty, I always get in contact with the client right away to confirm their instructions.”

Before the 11.00am client meeting Christian will then make sure all the client portfolio information is ready and spends time answering client emails.

Christian says the primary focus during the meeting is recording notes, particularly focusing on changes to the client’s financial circumstances, investment preferences, questions about investments and points of action to follow up after the meeting.

A typical meeting can last for an hour and a half after which Christian returns to his desk to finalise notes, recap with his adviser and agree on what tasks need to be done.

This might include doing a trade, sending a research report or updating account details. Then there’s time to check through the emails received during the meeting and get back to any missed calls.

“At this point in time I’m rather hungry so I head to the kitchen and heat up my food. I have a chat with my co-workers while I do this and catch up on what they’ve been doing during the morning.,” Christian explains.

Markets, meetings and managers

“After a busy morning I now have some time to focus. I often have a few different administrative tasks on the go at once. I check through the progress of each of my tasks through the client management portal. This is how I speak with different divisions of the business and keep track of work. I respond to the comments left on each workflow, actioning any tasks that come up as I go,” he adds.

Christian says: “It’s common for a fund manager or CEO to host a call to discuss the prospects of their investment. The investment team gets on the call and listens as the host discusses strategy, performance and their outlook on markets. Members of the team ask questions.

After the call I chat with the people around me about their thoughts on the call and if we think the investment is worth looking into further.”

Christian then spends time with his manager to discuss a piece of advice the firm is looking to prepare for a client. Once all the information is together, Christian starts working on the advice document which outlines the client’s goals, objectives, risk tolerance, experience with volatility and our investment strategy, including details about specific recommendations.

The ASX begins to roll closed for the day at 4:00pm after which Christian checks the unfilled orders report and reaches out to clients who still have orders on the market to check what they’d like to do.

He then looks though the next day’s calendar and ensures all the necessary documents are ready for the following days engagements.

Around 6.00pm after a busy day it’s time to shut the computer down and head home. Christian says he likes walking home as it gives him a chance to wind down and think about the day, then he’ll usually whip together a nice dinner and sit down in front of the TV to relax.

Enjoying downtime is important and Christian puts his well-honed organisational skills to good use. He says: “In my spare time I enjoy going four-wheel driving and camping so it’s nice to plan the next trip I can look forward to with mates. I feel like I have the best of both worlds.”

What the firm offers

According to Christian: “Above all else, E&P offers the chance to learn. The firm allows graduates to get in front of clients, building their skills and knowledge in a practical sense.”

“The Graduate Program rewards people who are self-motivated and willing to challenge themselves. The nature of the financial services industry demands that you adapt to change quickly. E&P offers the tools and guidance to do this effectively.”

What tips or advice do you have for future applicants?

As you engage with a wide range of people about intellectually and sometimes emotionally challenging subjects, a key skill is being able to understand and synthesise complex information, particularly in the context of investments, so strong interpersonal skills are important.

I would also offer three key tips for new graduates to take with them into their role:

  • Effort and perseverance is always rewarded
  • Embrace feedback and use it to help you improve.

A Day in the Life - Assistant Accountant, Superannuation

E&P Financial Group


E&P Financial Group

Name: Sophie Gallagher

Title: Assistant Accountant, Superannuation
Qualifications: Bachelor of Economics & Master of Commerce, UNSW

When she’s not relaxing at the beach, catching up with friends or discovering a new restaurant, Sophie Gallagher loves nothing more than working with numbers as part of a dedicated accounting team supporting the wealth management goals of thousands of Australian families.

Tackle the important tasks first

For Sophie, a typical day starts at 6:30am when she wakes up before walking in to work.

She says: I’ll buy a coffee from the lobby downstairs and might grab a quick breakfast from the kitchen, before settling in to start the day. The first thing I do is check my emails and tasks for the day in order to make any necessary changes to my schedule and to do list, as something usually pops up overnight. Then I look to tackle the biggest or most important task on my list first. After that, the rest of the day seems to flow more easily.”

Sophie explains that what she does on a day-to-day basis can vary, but a particularly important period involves finalising clients end-of-year accounts and allocating transactions to ensure clients have a clear and up-to-date view of their self managed super fund (SMSF). This process involves taking client queries over the phone as well as attending client meetings with an account manager.

“I’ll break for lunch around 1.00pm and either eat something I’ve brought from home in the staff kitchen or pick up a meal from one of the many places close to the office. The afternoons then tend to fly by as I continue to check off my list and tackle any tasks that may come up at the last minute,” says Sophie.

Sophie then updates her managers on what has been completed and what requires more work, before she heads for home.

Teamwork makes the dream work

Sophie says the best thing about her job is undoubtedly the people i.e. those she works with and her clients.

She says: “From the very first day you’re made to feel part of the team. There’s a culture of positivity and teamwork that makes it easy to put your hand up to try new tasks, while the office layout also means you can learn from the most senior accountants, who are always friendly and eager to help.”

“But on top of working with great people, I also get to work with great clients,” she adds.

For Sophie, one of the best parts of her role is the communication she has with clients on the phone and in meetings.

She says: “I particularly like assisting them with their questions and problems, understanding the critical role I play in their finances. There’s a feeling of satisfaction in helping remove the burden of running an SMSF so they can just focus on working towards or enjoying their retirement.”

Sophie explains that the managers and directors are very hands on with supporting the career development of graduates. This includes weekly catchups to go through workflows and discuss anything new that she might like to learn or gain exposure to.

She adds: “There are also regular casual and formal reviews which are constructive and positive. These provide an opportunity to discuss the course of our careers within E&P. What I like is that E&P is big enough to provide the resources for a structured graduate program, while also being able to offer us autonomy and responsibility over our work.”

In regard to formal career development Sophie has also commenced studying for the Chartered Accountant program under the mentorship of one of the directors. She says the firm has been supportive and proactive in allowing this by providing study leave and helping to pay fees.

What the firm offers

According to Sophie: “Driven people who like working collaboratively will enjoy working at E&P.”

“If you can hit the ground running and like to learn as you go, you’ll thrive within the Graduate Program. In particular, a desire for continued learning is also important as the accounting and SMSF industry is constantly changing, so you need to be both nimble and adaptable,” she adds.

What tips or advice do you have for future applicants?

Sophie says: “Do your research, be prepared and stay organised. The more you know about where you’re applying, the better your understanding about whether or not it’s the right work environment for you ― and if it is, you need to determine how you may be able to add value to the company.”

Where are they now?

E&P Financial Group


E&P Financial Group

Kandarp Shrivastava

After completing his university studies in 2018 Kandarp wasn’t sure if he wanted to stay in Canberra but applied for a graduate position as a Software Developer with E&P and was successful.

Since then he hasn’t looked back and is now into his third year with the firm after recently being promoted to the role of Senior Developer.

Career development and opportunities

“Having completed a double degree in Software Engineering and Commerce I was so happy to be working with a diversified financial services business, as it has allowed me to pursue opportunities that capitalise on both areas of my studies and what I’m genuinely interested in,” says Kandarp.

As a full-stack developer Kandarp works on both frontend (user interface/experience) and backend (database/logic) for an internal application used by E&P.

He explains: “My job mainly involves adding new features to this application. It requires problem solving to come up with solutions and then putting that into code so it can be used. It may be difficult for a teenager to understand the technical coding part of my job, but they should relate to the logical steps and approach used to tackle these problems. Often this will involve working with others, therefore we have to communicate our ideas and collaborate to build the solution.”

The firm they have also supported Kandarp to complete a series of relevant courses as part of his ongoing professional development.

Three years on

“The coolest thing about my job is being able to work with a great team to solve so many different types of problems. I’ve often faced with new problems that have no set solution so it’s up to me to break things down and find an effective time-saving solution. I may get ideas from others in the team which gives me a new perspective to solve these problems. Some of my most satisfying moments have been after implementing a solution and being able to show the result on the application. Having others use something you have helped build is very rewarding,” he adds.

E&P Teams

E&P Financial Group


Wealth Management – Investment

As a member of our Wealth Management Investment team you can help manage client wealth through the provision of wealth management services, with a focus on investment advice. As part of this team you’ll be exposed to:

  • reviewing clients’ financial situations and goals
  • portfolio construction and management
  • placing market orders
  • conducting stock analysis and reporting
  • assisting with maintaining financial models.

Wealth Management – Strategy

As a member of our Wealth Management Strategy team you can help manage client wealth through the provision of wealth management services, with a focus on strategic advice. As part of this team you’ll gain experience in the entire advisory process though exposure to:

  • reviewing clients’ financial circumstances and goals
  • employing tax rules, super concessions, cashflow, debt and risk management principles to develop strategic advice plans
  • discussing appropriate strategies with investment advisers
  • working with our estate planning lawyers to assist clients with their succession plans
  • coordinating the effective implementation of agreed strategies.

SMSF Accounting

As experts in the provision of superannuation accounting services in a complex and ever-changing regulatory environment, the SMSF Accounting team focuses on providing a complete range of end-to-end accounting support services for self managed super funds (SMSFs). As part of this team, you’ll be exposed to:

  • providing accounting and compliance services for SMSFs
  • completing monthly bank reconciliations
  • preparing financial statements and tax returns
  • developing strong client relationships.

Software Development

The Software Development team is responsible for delivering a suite of IT solutions to support the entire organisation and is an integral part of the firm’s shared-services group. Its core focus is to build and develop bespoke web applications that are essential systems for the Group’s operations. As part of the Software Development team you’ll be exposed to:

  • supporting the development of new models, maintaining and enhancing our existing core client platform
  • applying the programming principles from university, writing production code in C# .NET/.NET Core and front-end development including Angular8+, JavaScript/jQuery and CSS
  • applying your advanced database knowledge from university, writing MS SQL queries, the efficient use of views and stored procedures, and triggers
  • reporting on web developments and projects.

Search

Enter an employer or university you want to find in our search bar.