2026/27 Summer Internship Program – Private Wealth Management at E&P Financial Group

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

11 Oct, 26

Salary

0.0

Posted On

13 Jul, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Research, Client Reporting, Financial Analysis, Communication, Attention To Detail, Relationship Management, Investment Recommendations, Administrative Support

Industry

Financial Services

Description

Are you an aspiring finance or wealth management professional in your penultimate or final year of study, looking to gain real-world experience with a leading Australian financial services firm this summer? E&P Financial Group (E&P) delivers market-leading financial solutions, offering services across wealth management, corporate advisory, institutional sales and trading, and research. We provide high-quality advice and insights to individuals, families, corporates, institutions, and for-purpose organisations, helping them achieve their goals in an ever-evolving financial landscape. Our experienced Private Wealth Management (PWM) teams are dedicated to providing exceptional, personalised service and insights that drive client success. At E&P, our unwavering commitment to our clients is at the core of everything we do. Why Choose E&P’s Internship Program? E&P’s Internship Program is the primary pathway into graduate opportunities within our PWM teams, with interns being considered for early offers ahead of broader graduate recruitment processes. For those looking to build a long-term career in private wealth, there is no better place to start. The internship runs across two blocks from 30 November to 18 December, and 11 January to 29 January, with a break over the Christmas/New Year period. E&P’s comprehensive, six-week full-time program embeds you within a team of experienced professionals, providing the on-the-job training and real-world exposure needed to launch your career in private wealth management. This year’s program is offered from our Sydney and Melbourne offices. Competitive Remuneration: We value your contribution and offer a competitive market rate for your internship. Mentorship & Development: You will be paired with a dedicated mentor throughout the program, giving you a consistent point of guidance as you develop your skills and build your professional network within the firm. A Great Place to Work: Our offices offer modern facilities, a collaborative culture, a vibrant social calendar, and daily healthy breakfast options to ensure a well-balanced work experience. What You’ll Do: Working alongside our Advisers and Associates, your day-to-day will include: * Adviser & Associate Support – Compile research, prepare formal investment recommendations, and support client meeting preparation. * Client Reporting & Administration – Prepare meeting documents, complete paperwork (fact finders, applications, research reports), manage client documentation, and assist with ad hoc tasks. * Knowledge Building & Training – Develop your investment knowledge, complete system training (IAS, Agility), and gain hands-on experience with key financial platforms including IRESS and Bloomberg. Who We’re Looking For: We’d love to hear from you if you are: * in your penultimate or final year of study in Accounting, Economics, Finance, Commerce, or a related discipline * a team player who thrives in a relationship-driven environment * looking to apply your knowledge in real-world situations * a strong communicator, both in writing and in person * proactive with strong attention to detail The Recruitment Process Selected applicants will be invited to participate in an in-person assessment centre at our Sydney or Melbourne offices, where you will hear from our leaders, members of the PWM Team and previous interns, and participate in both a group activity and an interview. We take our responsibilities to our people, clients and community seriously and as an equal opportunity employer, value inclusion and diversity. We are dedicated to fostering a diverse workforce and actively invite applications from First Nations People, individuals with disabilities, and people from culturally and linguistically diverse backgrounds. Applications close 11:59pm Sunday 9 August 2026.

Responsibilities

Support Advisers and Associates by compiling research and preparing formal investment recommendations and client meeting documents. Manage client documentation and gain hands-on experience with financial platforms like IRESS and Bloomberg.