Junior Wealth Advisers – Multiple roles

Company Overview

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.

Role Overview

Due to growth within the organisation, our client is now looking for junior financial planners to join an experienced team. You will be responsible for providing phone-based general advice and services to existing clients, managing inbound and outbound calls to client requests

  • 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 
  • Promote super and simple investment offers
  • Plan strategy to achieve sales targets, including individual plan for generating required levels of business.
  • Ensure client records and database is up to date and maintained

Skills & Experience

  • Relevant experience in sales from within the finance industry
  • Relevant university degree desirable
  • RG 146 compliant,
  • Financial planning software experience desirable
  • 1-2 years’ experience in a similar role

In addition, the successful candidate will display excellent customer services skills, an ability to work effectively with clients, time management and a willingness to learn.   
To express your interest in this opportunity, please forward your resume using the “Apply Now” link and we will be in touch ASAP>

Junior Wealth Advisers - Multiple roles

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