Careers at Avenue
What we stand for
At Avenue Capital Management our aim is to assist clients to achieve their financial objectives and independence in an efficient and effective manner. We are looking for motivated and enthusiastic people to become part of our team to deliver the successes our clients expect.
Developing an appropriate financial strategy is fundamental in the delivery of services to clients. Therefore a successful applicant in joining Avenue Capital Management should have or should be seeking the necessary skills to deliver informed and appropriate strategies in written professional financial plans.
In continuing to assist all clients regular reviews and a re-work of the strategy needs to take place as circumstances and conditions change over time. If you were to be successful in your application you would have to be customer focused and like dealing with people and their finances on a regular basis.
We never lose site of the fact that our success is solely dependent on the success of our client.
Career Pathway
| Financial Planning Offices | Head Office |
|---|---|
| Financial Planner |
Senior Compliance Analyst |
| Senior Paraplanner | Compliance Analyst |
| Paraplanner | Commissions Administrator |
| Client Services Officer | Research Assistant |
| Personal Assistant | Personal Assistant |
| Administration |
Development Officer |
Education Requirements
Certain education requirements are expected for the various jobs within Avenue Capital Management. Should you choose to become a paraplanner or consultant you should have completed, or be enrolled to complete, the following subjects or their equivalent:
Diploma of Financial Services (Financial Planning)
- Entry Level Competencies
- Risk Management
- Investment Planning 1
- Superannuation and Retirement Planning
Advanced Diploma of Financial Services (Financial Planning)
- Taxation Planning
- Estate Planning
- Investment Planning 2
- Financial Plan Construction & Review
Aspirations for CERTIFIED FINANCIAL PLANNER® Practitioner status is expected. Courses are offered by the Financial Planning Association of Australia, Kaplan Professional, FINSIA, Macquarie University and Deakin University, to name a few.
Continuing Professional Development (CPD) is mandatory, towards which Avenue Capital Management conducts 5 professional development days per annum. Avenue also holds an annual conference.
You are also encouraged to attend the FPA conference to further your skills via an external environment.
Regional branches also hold regular Fund Manager training sessions within each location at the discretion of the Branch Manager. These sessions range from the technical nature of financial planning to a general overview of marketing. Sales and marketing training is also an integral part of our wholistic approach.
Careers
There are no positions available at present.