W e a r e s e e k i n g a t a l e n t e d i n d i v i d u a l t o j o i n o u r F i n a n c i a l A d v i s o r p a t h w a y , c o m m e n c i n g i n o u r C l i e n t S e r v i c e s A s s o c i a t e t e a m . I f y o u a r e a n e w g r a d u a t e o r h a v e 1 - 4 y e a r s p r o f e s s i o n a l s e r v i c e s e x p e r i e n c e t h i s r o l e c o u l d b e f o r y o u !
This is an office-first role primarily responsible for:
- Building trusted relationships with clients
- Implementing financial advice for clients
- Accurately managing our CRM
- Liaising with financial institutions
- Ensuring an excellent client experience.
Attributes
- Self-motivated and energetic team player
- Degree in Business, Commerce, Law, Engineering, Science or similar (required)
- Open to embarking on further study (see benefits)
- Professional administration experience (preferred)
- Financial Services experience is preferable.
- Join our Graduate to Financial Advisor Pathway program.
- Formal Growth and Development program
- Learning alongside some of Australia's leading advisors
- Participate in team-based rewards and community events
- Be part of high performance, caring and values-led team.
NB: Only shortlisted candidates will be contacted for an interview.
