Junior Financial Planner
Salary Attractive salary package
Location Melbourne CBDFULL_TIME
Consultant Hannah Hogarth
Date posted 12 March 2019 2019-03-122019-03-30 financial-services Melbourne CBD Victoria AU AUD 85000 95000 95000 YEAR Robert Walters https://www.robertwalters.com.au
You will be an integral part of the Financial Planning team where you will be responsible for managing complex member enquiries through providing tailored general advice. In this role it is vital that you always put the members needs first and ensuring that the member not only receives good quality advice but a fantastic customer experience. Located within Melbourne CBD, this is a rare opportunity and has become available due to internal promotions.
This is a busy and varied role that would suit an experience superannuation professional.
- First point of contact for members with complex enquiries and advice needs
- Providing general advice to all of the funds members
- End-to-end resolution where possible and referring them to the right internal support partners where needed
- Generating SOA's
- Providing an unprecedented first class customer experience to all of the funds members
- DFP qualified
- Previous experience in a similar role
- excellent communication skills
- customer focused
- team player
To apply please click apply or call Hannah Hogarth on +61 3 86282265 for a confidential discussion.