Financial Services Traineeship

Greentree Financial is a long standing professional Financial Planning & Mortgage Broking practice located in Muswellbrook in the Upper Hunter. We are proud to have a well established team and offer a positive working environment in a fast paced practice.

We are currently seeking a trainee client services officer to join our team.

Our ideal candidate will be a team player who;

  • Has successfully completed Higher School Certificate,
  • is interested in a career in the Financial Services Industry,
  • enjoys working with people and can demonstrate a high standard of professionalism,
  • has attention to detail,
  • can work independently as part of a larger team toward strict deadlines,
  • possesses excellent organisational and communication skills,
  • understands the confidential nature of the Financial Services Industry,
  • is comfortable in the use of MS Office, and
  • is willing to learn.

Above all, you will require a common sense approach to solving problems (and barista skills are always a bonus!)

This position is an initial 12 month traineeship and entails full time employment combined with online study in Certificate III Financial Services, with a view to future studies in Financial Planning.

Salary and conditions in accordance with Banking & Finance Award (Trainee).


Email your application, including a cover letter along with your resume (including 2 references) to

Fifty years and going strong.

Greentree Financial has evolved from our origins as a family owned Life Insurance Business Thompsons Financial Services. Established in 1967 by Virginia’s parents Kevin & Margaret Thompson.