Junior Financial Adviser

Profusion Group

Providing general advice over the phone to existing customers within an industry leader that focuses on career development and progression.

  • You must have completed Diploma of Financial Planning RG146
  • $64,000 + super + incentives + career development
  • Based in St Leonards location
Company Overview

National financial services organisation which is an industry leader. The business is known as one of the most dynamic and diverse groups in their operating space, having a major Australian presence.

Role Overview

Our client is looking for junior financial advisers to join an experienced team. You will be responsible for providing phone-based general advice and services to existing clients, managing inbound and outbound calls to client requests.
  • Manage, maintain and follow up clients and leads provided 
  • Provide excellent customer service and handle inquiries within a timely manner
  • Providing appropriate advice to both new and existing clients 
  • Promote super and simple investment offers
  • Plan strategy to achieve sales targets, including individual plan for generating required levels of business.
  • Ensure client records and database is up to date and maintained
Skills & Experience
  • Relevant experience in customer service or wealth from within the finance industry
  • Relevant university degree desirable
  • RG146 compliant - Diploma of Financial Planning
  • Financial planning software experience desirable
  • 1 years' experience in a similar role
In addition, the successful candidate will display excellent customer services skills, an ability to work effectively with clients, time management and a willingness to learn.   
  
To express your interest in this opportunity, please forward your resume to Kimberley Wenn using the "Apply Now" link and we will be in touch ASAP

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