Junior Financial Adviser – Industry Superfund

The Company

A large organisation which leads the industry in brand perception, service levels and diversity of products. The business is known as one of the most dynamic and diverse groups in their operating space, having a major Australian presence.

The Role

Our client is now looking for a Junior Adviser to join an experienced team providing Advice to a broad range of clients. You will be responsible for providing advice and services to existing clients over the phone.

Duties and Responsibilities:

  • Manage, maintain and follow up clients and leads provided 
  • Provide excellent customer service and handle inquiries within a timely manner
  • Providing appropriate advice to both new and existing clients 
  • Accurately assessing client’s needs, objectives & risk tolerance 
  • Provide TTR and more basic Advice to clients
  • Ensure client records and database is up to date and maintained

Skills & Experience

  • 1+ years industry experience
  • Relevant university degree (desirable)
  • DFP or possibly ADFP

To express your interest in this opportunity, please forward your resume using the “Apply Now” link below or contact Chris Gordon on (02) 9240 6366 for more information.

Junior Financial Adviser - Industry Superfund

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