Adviser Services Consultant

1 month ago


Melbourne, Australia Accountancy Options Full time

Leading organisation with stand out culture and benefits
- Financial Services background mandatory | RG146 required | SalesForce beneficial
- Hybrid role | Annual pay reviews and bonus earning potential

Our client is a leading financial services firm offering a permanent role to an experienced call centre representative. They offer a stand out environment, diverse and inclusive culture, and potential for growth

We are looking for applicants who are after learning and progression.

We seek someone is already the go to person in their own call centre team.

This will be a hybrid role (office based Monday to Wednesday, and from home on Thursdays and Fridays) following a successful induction and training in the office.

Annual pay reviews and the potential for bonus are on offer.

**RESPONSIBILITIES**
- Deliver exceptional customer service, meeting SLA's and business standards, to the Advisers within wealth and capital markets
- Work towards and meet KPI's
- Obtain information to resolve complex queries
- Support outbound calls to financial intermediaries, providing key information
- Use Salesforce to record all communication, end to end
- Spreadsheet preparation, reporting and distribution
- Identify and resolve administration issues
- Become a go to person on the business product suite
- Liaise with relevant stakeholders
- Collaborate with other teams

**REQUIREMENTS**
- R6146 qualification required
- Solid experience within financial services industry and call centres
- Salesforce and Excel abilities preferable
- Understanding of funds management, and of basic legal compliance, licensing structure and issues for investors
- An interest and ability to develop a full understanding of the dynamics of financial services markets, future trends and international trends and Wealth product suite
- Excellent organisation, communication and prioritisation skills

If you tick all of the requirements above please click
**APPLY **today and send us a copy of your resume.

Please note only those shortlisted will be contacted.


  • HR Adviser

    4 weeks ago


    Melbourne, Australia Department of Government Services Full time

    Location: Melbourne | CBD Job type: Full time / 6 months Organisation: Department of Government Services **Salary**: $91,418 - $103,725 Occupation: Human Resources Reference: VG/DGS/1705265 A rare opportunity exists for HR Adviser to join a newly formed team tasked with establishing the new Department of Government Services. The HR Adviser is...


  • Melbourne, Australia Online Education Services Full time

    **About Online Education Services (OES)** OES is made up of extraordinary people. Passionate, self-starters who get excited when they’re challenged to solve problems. Our vision is to be the world’s most impactful enabler of online education. We create, develop and enable immersive learning experiences in partnership with universities all around the...


  • Melbourne, Australia Essential Services Commission Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Essential Services Commission **Salary**: $103,920 - $125,735 Occupation: Regulatory Governance and Compliance Reference: VG/ESC/1692575 - If you’re looking for a role in a dynamic and community-focused organisation that is making a genuine impact on the lives of all Victorians, our...


  • Melbourne, Australia Online Education Services Full time

    **About Online Education Services (OES)** OES is made up of extraordinary people. Passionate, self-starters who get excited when they’re challenged to solve problems. Our vision is to be the world’s most impactful enabler of online education. We create, develop and enable immersive learning experiences in partnership with universities all around the...


  • Melbourne, Australia AustralianSuper Full time

    At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. **Your...


  • Melbourne, Australia Tal Services Limited Full time

    Company DescriptionWelcome to This Australian Life. From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding...


  • Melbourne, Australia Hudson Australia Full time

    Government agency seeks a Communications & Engagement Adviser to design & deliver communication & engagement plans for landowners & key stakeholders **Communications and Engagement Adviser opportunity** - **$103,920 - $125,735 p.a. plus Super dependent on experience**: - **Full-time, 3 year fixed contract. Immediate start.**: - **Melbourne CBD/WFH...


  • Melbourne, Australia Department of Government Services Full time

    Location: Melbourne | CBD Job type: Part time Organisation: Department of Government Services **Salary**: $129,379 - $173,138 Occupation: Legal Reference: VG/VG/1722159B Working under a job-share arrangement with a co-Principal Legal Adviser, this role will report to the General Counsel and lead a dedicated legal support service responsible for...

  • HR Adviser

    4 weeks ago


    Melbourne City Centre, Australia Department of Premier & Cabinet Full time

    A rare opportunity exists for HR Adviser to join a newly formed team tasked with establishing the new Department of Government Services. About us The Department of Government Services (DGS) was established on 1 January 2023 to improve everyone's experience of doing business and interacting with the Victorian government. We bring important day-to-day...


  • Melbourne, Australia City of Melbourne Full time

    **$97,080-$109,271 plus 11'% Superannuation** **Permanent Opportunity** We are the City of Melbourne, a City of possibility and place to be bold and inspirational. We are rapidly transforming to meet the evolving challenges faced by a global city. With a vision of being a leading organisation for a leading capital city, our mission is to create positive...

  • Associate Adviser

    4 weeks ago


    Melbourne, Australia Kaizen Recruitment Full time

    Growing financial advisory firm - Flexible and hybrid working arrangements - Melbourne CBD | Permanent role **ABOUT THE COMPANY** Our client is a financial advisory company serving everyday Australians. They are a group of qualified and experienced Financial Advisers who provide a variety of financial services and tailored advice. **KEY...


  • Melbourne, Australia Department of Government Services Full time

    Location: Melbourne | CBD Job type: Full time / 6 Months Organisation: Department of Government Services **Salary**: $105,479 - $127,621 Occupation: Communications, Marketing and Media Reference: VG/DGS/1701004 A rare opportunity exists for Strategic Communications Adviser role to join a newly formed team tasked with establishing the new Department of...


  • Melbourne, Australia Starling Services Full time

    **_Cloud-Microsoft Azure Consultant || Melbourne_** **_ Job Type - Contract (3 Months - will be extended)_** **_ Contract Type - Full Time_** The footprints of Starling Services are spread among all segments of the industries - Logistics, Facility Management, Education, Information Technologies, Telecom, FMCG, etc. It is guided, advised and supported by a...

  • Associate Adviser

    4 days ago


    Melbourne, Australia Advice2Talent Full time

    Become an Adviser on your terms - Holistic Complex Advice offering - Hybrid Work - 3 days in the office, 2 days from home Are you an Associate Adviser that has experience in paraplanning and CSO? Do you have experience in working in a Private Wealth Practice? Complex Strategies? High Networth Clients? Answered yes? Explore this opportunity. - Wholesale and...


  • Melbourne, Australia AMP Full time

    Adviser Education Analyst If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Mortgage Adviser

    3 days ago


    Melbourne, Australia Kaizen Recruitment Full time

    National Wealth Management Firm - Growth opportunities | Diverse and inclusive team culture - Melbourne based | Permanent role **About the Company** Our client is a privately-owned and award-winning national financial planning firm. They are a wealth management fund that offers holistic advice across a broad range of products. Our client is searching for...

  • Education Consultant

    4 weeks ago


    Melbourne, Australia Oracle Full time

    The NetSuite Education Consultant means having to work collaboratively with the customer to ensure that they have the knowledge to achieve their business objectives at the highest level of success. This is done by leading and conducting various learning opportunities: Advising customers on learning strategies Delivering tailored end user training...

  • Senior Adviser

    2 weeks ago


    Melbourne, Australia Findex Full time

    Job Description We have a unique opportunity for an experienced, motivated Senior Financial Adviser to inherit an established client book, servicing the Warragul and surrounding region. You will take ownership of a solid diverse client base, whilst connecting and engaging with our local team of Accountants. If you thrive on being busy, enjoy collaborating...

  • Adviser

    1 month ago


    Melbourne City Centre, Australia Department of Health Full time

    ***: Role purpose As the Adviser, you will have excellent engagement and communication skills, project management skills and ability in managing relationships with internal and external stakeholders. The Adviser will be experienced in supporting engagement activity, and coordinating and managing information in customer relationship management systems to...


  • Melbourne, Australia Vanguard Full time

    Joining a newly created team, this role will be responsible for platform administration activities required to on-board and service AFS licensees and their advisers on our Super and Managed Investments platform. As part of the establishment of this function, this role will play a vital part in the implementation of the Adviser Platform target operating...