CSM Advice Associate | Sydney | $75-80k
- Award Winning National Financial Planning business
- Training & Development
- Client Centric advice focussed
A great opportunity has arisen to be a member of a successful, national expanding Financial Planning Company offering a pathway to Advice!
The business offers a structured development pathway to PY and into a full Financial Advice Role.
Your Skills and Qualifications – CSM Advice Associate
This position requires that you possess the following skills:
- *Relevant degree qualification
- Previous experience in an administration role within the Financial Services Industry
- Excellent client service with well developed communication skills, both written and verbal
- Ability to work on own initiative, plan and organize workloads effectively to meet deadlines
- Strong organisational & planning skills
- A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications
Your Working Day – CSM Advice Associate
Your key role will be to assist the Financial Planner(s) in managing the office to exceed firm, client and regulatory expectations including processing client accounts accurately and efficiently:
- Effective communication with the Financial Adviser(s)
- Management of phone calls and walk-in clients
- Ordering supplies and processing expenses
- Opening, closing and transferring accounts
- Processing trade and other transactions
- Completion of client reports
- Follow up with prospective clients
Self Development – CSM Advice Associate
You have the opportunity and are expected to take advantage of developmental opportunities, such as attending courses to further enhance your understanding of the Financial Services Industry plus a formal in-house mentoring program.
The business offers a structured development pathway to PY and into a full Financial Advice Role.
This is a great opportunity to play an important role in the success of Financial Planning Practice.
Remuneration -
Your Skills and Qualifications – CSM Advice Associate
This position requires that you possess the following skills:
- *Relevant degree qualification
- Previous experience in an administration role within the Financial Services Industry
- Excellent client service with well developed communication skills, both written and verbal
- Ability to work on own initiative, plan and organize workloads effectively to meet deadlines
- Strong organisational & planning skills
- A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications
Your Working Day – CSM Advice Associate
Your key role will be to assist the Financial Planner(s) in managing the office to exceed firm, client and regulatory expectations including processing client accounts accurately and efficiently:
- Effective communication with the Financial Adviser(s)
- Management of phone calls and walk-in clients
- Ordering supplies and processing expenses
- Opening, closing and transferring accounts
- Processing trade and other transactions
- Completion of client reports
- Follow up with prospective clients
Self Development – CSM Advice Associate
You have the opportunity and are expected to take advantage of developmental opportunities, such as attending courses to further enhance your understanding of the Financial Services Industry plus a formal in-house mentoring program.
The business offers a structured development pathway to PY and into a full Financial Advice Role.
This is a great opportunity to play an important role in the success of Financial Planning Practice.
Remuneration -
Your Skills and Qualifications – CSM Advice Associate
This position requires that you possess the following skills:
- *Relevant degree qualification
- Previous experience in an administration role within the Financial Services Industry
- Excellent client service with well developed communication skills, both written and verbal
- Ability to work on own initiative, plan and organize workloads effectively to meet deadlines
- Strong organisational & planning skills
- A desire to develop and improve your knowledge of the Financial Services Industry through continuous learning and professional qualifications
Your Working Day – CSM Advice Associate
Your key role will be to assist the Financial Planner(s) in managing the office to exceed firm, client and regulatory expectations including processing client accounts accurately and efficiently:
- Effective communication with the Financial Adviser(s)
- Management of phone calls and walk-in clients
- Ordering supplies and processing expenses
- Opening, closing and transferring accounts
- Processing trade and other transactions
- Completion of client reports
- Follow up with prospective clients
Self Development – CSM Advice Associate
You have the opportunity and are expected to take advantage of developmental opportunities, such as attending courses to further enhance your understanding of the Financial Services Industry plus a formal in-house mentoring program.
The business offers a structured development pathway to PY and into a full Financial Advice Role.
This is a great opportunity to play an important role in the success of Financial Planning Practice.
Remuneration – CSM Advice Associate
A competitive salary is on offer dependent on qualifications and experience.
A competitive salary is on offer dependent on qualifications and experience.
A competitive salary is on offer dependent on qualifications and experience.