Financial Planner position available for Fresh Graduates!

thimmis888

本帖发布于 澳大利亚
                Located in the Melbourne CBD, a well respected wealth management business with a strong reputation and a vision for growth is looking for a highly motivated Part time Financial Planner to join their dedicated staff.
In this role, your responsibilities will include:

   

Reviewing and maintaining files for existing clients

Updating clients with recent information and products

Giving basic advice and handling queries via phone, email and face to face

Carrying out transactions on clients' behalf     

Providing Client services support     

For applicatants to be successful for this role, candidates must have possessed a number of qualities and skills including:

   

Proven background in financial planning

Having sound technical knowledge

Must have the desire to meet KPIs     

Good communication and customer service skills

Be able to liaise with clients through the development of strong relationships

Be highly organised with high attention to detail

Highly motivated and outgoing

   

Holding a valid working rights in Australia
     (International students are welcome)

If this position sounds like you and you would like to apply, please email your resume to thimmis888@gmail.com and we will get back to you shortly about your application.
Thank you.
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