Adviser On-Boarding Consultant
All vacancies of Australia • Banking & Financial Services • Adviser On-Boarding Consultant
Utlise your administration skills within a leading national organisation where you will be responsible for onboarding advisers across all dealer group
Summary about this job
Financial Planning
Company: Profusion Group Pty Ltd
Location: Sydney
Work type: Full Time
Salary: 80k + super + bonus
Phone: +61-8-4127-2869
Fax: +61-3-6081-4176
E-mail: n\a
Site: n\a
Detail information about job Adviser On-Boarding Consultant. Terms and conditions vacancy
The Company:A large organisation which leads the industry in brand perception, service levels and diversity of products. The business is known as one of the most dynamic and diverse groups in their operating space, having a major Australian presence.
Role:
As the Adviser On-boarding Consultant you will be responsible for administrating the onboarding process in line with regulatory framework, liaise with practices and new advisers, manage and monitor the pipeline activity of new recruits across all dealer groups, manage compliance aspects of the process as well as track, monitor and report on all aspects of appointment process to senior stakeholders.
Skills and Knowledge:
- Understand Financial Planning and Compliance
- Administration experience within Financial Planning
- Ability to building rapport
- Strong organisational and time management
- Strong client service skills
- Ability to work unsupervised whilst producing high-quality output at all times
- RG146 required
To express your interest in this opportunity, please forward your resume using the "Apply Now" link below or contact Chris Gordon on (02) 9240 6366 for more information.
Responds for Adviser On-Boarding Consultant on FaceBook
Read all comments for Adviser On-Boarding Consultant. Leave a respond Adviser On-Boarding Consultant in social networks. Adviser On-Boarding Consultant on Facebook, LinkedIn and Google+
Related jobs in Australia: Data Analyst - Sydney | Supply Chain Manager | Financial Adviser | Client Services / Financial Planning Administrator | Sales Support