This position requires an individual who is passionate about providing exceptional customer service and has a deep understanding of the superannuation and financial services industry.
Key responsibilities include:
* Delivering high-quality personal advice to members
* Developing strong relationships with clients
* Staying up-to-date with industry knowledge and trends
The successful candidate will also be required to:
* Assist with preparing and delivering ongoing member advice communication and education
* Use approved financial planning tools to prepare clear and concise Statements of Advice
* Maintain accurate file notes and client files in accordance with business processes
The ideal candidate will possess:
* Strong communication and interpersonal skills
* Ability to work independently and as part of a team
* Highly developed analytical and problem-solving skills