Apsley Recruitment Pty Ltd,Graduate Opportunities – Wealth Management/Financial Planning Jobs in Australia

  • Defined
    career path
  • Entry
    level
  • Financial
    Planning

Apsley has an
excellent opportunity ava

ilable for a highly motivated, enthusiastic individual
to join a well respected specialised services firm with a great team culture,
and work/life balance.

The successful
candidate will be required to work in a fast paced, target driven environment.
In return you will be offered the prospect to progress and challenge yourself,
while driving efficiency and innovation.

Key
responsibilities:

  • Willingness
    to provide exceptional client service at all times is essential.
  • Respond
    promptly to adviser or client enquiries.
  • Providing
    information to assist in forecasting and analysis of the business.
  • Liaising
    with internal stakeholders as to the portfolio held by current clients.
  • Learn
    and maintain an understanding of technical aspects of core and specialised
    retail products.
  • Identify
    leads, value-adds and solutions for clients and advisers.
  • Recognising
    missing, fraudulent or incorrect information in account requests.
  • Participate
    in regular team workshops to provide feedback regarding process
    improvements and to improve the client experience.
  • Identifying
    gaps in current processes and developing sales opportunities when they
    arise.
  • Accurately
    record transactions in customer relationship management systems.
  • Effective
    management of Internal and External Stakeholders.
  • Successfully
    maintain relationships with advisers and clients.

The
successful candidate will have the following:

  • Tertiary
    Qualified.
  • RG146
    partially/compliant is advantageous.
  • Previous
    experience in a client services / client focused position.
  • History
    of consistently providing exceptional client services at all times.
  • Strong
    work ethic and a willingness to learn and progress financial industry
    knowledge.
  • Target
    driven and team orientated.
  • Strong
    attention to detail.
  • Flexible
    and adaptive nature.
  • Strong
    verbal and written communication skills and be highly articulate.
  • Proficient
    with Microsoft Office.
  • Strong
    interpersonal skills with a proven ability to build and maintain
    relationships.
  • The
    ability to multi task and manage conflicting priorities.

To apply online,
please click on the appropriate link below to send us a MS Word (.doc/.docx)
version of your CV, do not send PDFs. Please note that only successful
candidates will be contacted about this particular position. To discuss your
application after submitting your details please contact Marie Higgins
at Apsley Recruitment – mh@apsleyrecruitment.com.au.

Recruiting with Integrity
0 0 votes
Article Rating
Subscribe
Notify of
guest

0 Comments
Inline Feedbacks
View all comments
0
Would love your thoughts, please comment.x
()
x