Address
Form of workOur Client
Our client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.
The Role
This is a developing role, that will emerge into a Financial Advisor position. You will be in a front facing Client Service role whilst also supporting a team of Advisors. Further you will be responsible for:
Our client is a leading, well established national Financial Services organisation specializing in Financial Planning and Advisory services. They are a collaborative team that enjoy seeing the success of their clients, whilst supporting and developing their own team.
The Role
This is a developing role, that will emerge into a Financial Advisor position. You will be in a front facing Client Service role whilst also supporting a team of Advisors. Further you will be responsible for:
- Delivering a high level of service to Clients & Stakeholders
- On-boarding new Clients and assisting Advisors with client maintenance
- Perform general administrative duties
- Keep abreast of financial markets and industry trends
- Prepare and complete documentation for reporting
- Previous experience working in Banking or within Financial Services
- Completed Tertiary qualified in Economics, Commerce or similar would be highly regarded
- Salesforce & Xplan experience would be ideal
This is great opportunity to join a progressive and innovative organisation that provides support and development for your career to develop into a Planning or Advisor role. If you’d like to know more, reach out to Martin Turner or Karen Loutkovsky on 0409 763 379 or kloutkovsky@hotmail.com
