Client Solutions Advisor – Financial Advice Services in Sydney

Client Solutions Advisor – Financial Advice Services in Sydney

Sydney Full-Time 49500 - 60500 $ / year (est.) On-site
I

At a Glance

  • Tasks: Be the go-to person for client enquiries and support financial advice practices.
  • Company: Join Insignia Financial, a leading Australian financial services company.
  • Benefits: Gain valuable experience, competitive pay, and opportunities for growth.
  • Other info: Dynamic team environment with mentorship from experienced professionals.
  • Why this job: Kickstart your career in finance while making a real difference for clients.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 49500 - 60500 $ per year.

Insignia Financial Ltd. is an Australian financial services company offering services including financial advice, superannuation, investment management and trustee services.

The role sits in the Bridges Advice Operations team in Sydney, with a focus on delivering excellent client service and supporting Advice practices. You will be the first point of contact for client enquiries, gain exposure to Advice Practices, and work closely with experienced teams across the business to build a foundation.

Client Solutions Advisor – Financial Advice Services in Sydney employer: Insignia Financial

At Insignia Financial, we pride ourselves on fostering a dynamic work culture that champions innovation and collaboration. As a Senior Full-Stack Engineer, you'll enjoy the autonomy to drive technical decisions while working alongside a team dedicated to modern engineering practices and AI-enabled development. Our commitment to employee growth is reflected in our investment in cutting-edge technologies and continuous learning opportunities, making this an exceptional place for those seeking meaningful and rewarding careers in a vibrant location.

I

Contact Details:

Insignia Financial Recruitment Team

We think you need these skills to ace Client Solutions Advisor – Financial Advice Services in Sydney

Client Service Skills
Communication Skills
Financial Knowledge
Problem-Solving Skills
Team Collaboration
Attention to Detail
Adaptability