Pension and Retirement Specialist

The Role

Our client is looking for an adviser in starting up a new advice model. You will be responsible for providing advice and services to existing and new clients, managing appointments to client requests

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
  • Ensure client records and database is up to date and maintained

Skills & Experience

  • Relevant experience within the financial planning industry
  • Relevant university degree (desirable)
  • DFP compliant, ideally ADFP or studying 
  • Financial planning software experience (desirable)
  • 3+ years’ experience in a Financial Planning environment

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.

Pension and Retirement Specialist

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