Financial Adviser - Phone Based

Our client is one of Australia’s leading Financial Advice Firms. They believe in the power of quality financial advice and employ talented experts to ensure their clients receive the best possible service. 

The business has built its success on a simple principle – to help others and make a positive financial difference in the lives of their clients. 

If you are ready to use your skills in a constructive way to help build the business, but still focus on putting their clients first, then we would love to speak with you.

Key Responsibilities:

• Providing phone-based advice, clients have access to services regardless of their location providing them with convenient, efficient advice
• Primarily responsible for the initial review of Superannuation and Insurance Advice
• Providing ad hoc advice on Insurance, Annual Reviews, Estate and Retirement Planning
• Accurately maintaining client records as required.

Requirements:

• Currently authorised as a financial planner and listed on Financial Adviser Register
• FASEA approved and qualifications
• Organised, detail orientated with strong time management skills
• Ability to rapport build in a phone-based environment
• Strong drive to always act ethically and in the best interest of the client
• Self-motivated, very high attention to detail, ability to prioritise workflow, and able to work autonomously
• Ability to work independently as well as part of a team

Benefits

• WFH flexibility 1 day a week after probation 
• Extensive support and training, together with further study opportunities and career development. 
• Employee Assistance Program (EAP.)
• Friendly and supportive team environment.

For a confidential discussion about the position please call Steve on 0466 474 *** or email *****@advancerecruitmentpartners.com.au