Relationship Manager / Financial Adviser – Corp Super

 

Abundance of Variety

ASX Listed Organisation

Development Potential

This premium based Australian based Financial Services company is focused on providing integrated Financial Planning, Superannuation, Investment, Insurance, Estate Planning and Accounting services to its clients in an efficient and cost effective way. They are committed to providing education, guidance and advice to all their clients. An established, successful and growing business, they remain committed to empowering ????? ????? their education and advice programs.

 

The challenge here is to find the right person who is skilled in both servicing of corporates as well as individual members simultaneously. The role is a combination role which involves both relationship management and advice. It is all about the retention and growth of key corporate clients through the management of the provision of integrated financial planning, superannuation, investment, insurance and accounting advice solutions. Part of the role will require flexibility, a strong client focus and the ability to identify opportunities and of course a very strong working understanding of Corporate Superannuation. 

 

Ideally you will have a strong sense of professionalism and customer service. You will have worked in an area related to advice and corporate superannuation previously and have a natural interest in financial markets. You must be a self starter and have lots of initiative and strong communication abilities both written and verbal. RG 146 qualifications are essential. 

 

 

For a confidential discussion

Phone Olivia O’Neill (??) ???? ????

Email ???@???.???