Delivering exceptional service to valued clients is a top priority for our team of Financial Advisers. If you're passionate about helping others achieve their financial goals, this role may be the perfect fit.
Job Description
We're looking for someone to support our team in delivering outstanding customer service and supporting new financial advice opportunities from start to finish. As an Advice Support Officer, you will play a key role in analysing financial data, assisting in the development of tailored financial plans, and providing general advice as required.
Key Responsibilities
* Build strong relationships with clients, providing excellent customer service and addressing their inquiries promptly
* Support and complete all research and implementation work for members who receive personal advice from the comprehensive financial planners
What We Offer
Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. Some industry leading benefits include:
1. Hybrid and flexible work environment
2. 15% superannuation
3. Additional paid leave over Christmas and New Year
4. Additional 5 days paid