AddressAre you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team
Your new role sits within the Platforms Distribution team, which is responsible for managing relationships with advisers, consultants and licensees who use CFS Platform products. We also look to actively grow our network by identifying new client relationships.
Your Responsibilities
The Business Development Associate (BDA) is responsible for supporting the sales team to service a panel of existing adviser relationships through a combination of proactive and reactive service support work and operational responsibilities.
The role is based in Adelaide and supports our SA and WA sales teams.
Your responsibilities include:
- Building effective working relationships with Business Development Managers and Relationship Managers.
- Providing service work and operational responsibilities to support client growth in line with segmentation, including making proactive servicing phone calls to panelled advisers.
- Building effective relationships with financial advisers on the panel, via phone-based and email communication with the aim of providing excellent service.
- Supporting specific sales/retention campaigns and reporting on business activity, campaigns and market related information.
- Managing queries received by the BDM and RMs and via the Team inbox in a professional and timely manner.
- Supporting CFS events and client seminars, Adviser PD days and Dealer Group conferences as required.
Your Capability and Experience
The ideal candidate will have a client service background in the financial advice industry. This opportunity would also suit a graduate who has gained exposure to financial advice through their studies and/or work experience.
Key skills and qualifications:
- Ability to identify and understand client needs and respond in a timely, professional manner
- Strong interpersonal / communication skills
- Intermediate Excel and PowerPoint skills
- Excellent attention to detail
- Self-motivated, proactive and able to work independently
- RG146 qualified or willingness to commence studies
- Tertiary qualifications in Commerce/ Business/ Economics/ Accounting) will be highly regarded
What to Expect
At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment
- Additional leave day to celebrate your birthday
CFS Culture
At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
