Adviser Solutions Specialist
3 weeks ago
**Date**:11-May-2023**Location**:Melbourne, VIC, AU, 3000**Employment Type**:Permanent Full Time**The Role**
- As an Advisor Solutions Specialist at Insignia Financial you’ll be dealing with financial advisors and assisting them with getting the required forms and educating them to our online portal, so they can self-serve and save time down the track. It’s a mix of a contact centre role, educator and problem solver - you’ll make sure that the advisors work gets to the correct area of the business and to the right department. There’s an element of case managing to this role, you’ll always be keeping advisors in the loop around where their requests are at, and if they have concerns or issues, you’ll explore these further and work with them to find out the best possible solution.- You’ll be joining a wider team of about 20 who are very supportive, approachable and collaborative - it’s a team who really celebrate success and genuinely care about your career development. This role is a great entry level role into the business as you’ll connect to many different areas, from product and tech, right through to leadership and communications. There’s lots of growth in this role, we want to invest in you, and this is the role where you’ll be able to develop and build your skills. Full training provided (which goes for about 3-6 months), oh and it’s a mx of working from both home and the office in Docklands.- You have a passion and desire to get into the finance industry, you’re open minded and ready to learn. You have strong customer service skills and enjoy working in a team but can also work alone as you gain your confidence.- **Benefits**
- Kudos - employee benefits and reward scheme
- Twelve week paid parental leave and childcare bonus
- Recruitment referral bonus
- Workplace giving - donate to charity using pre-tax dollars
- Professional memberships
- Salary packaging and novated leasing
- Access to discounted financial advice, mortgage brokers, will and estate planning and more
- Private health insurance providers
- Insignia Financial Day - an additional leave day
**Life at Insignia Financial**
We’re one of Australia’s leading financial wellbeing organisations and we’re transforming the way every day Australians interact with financial advice and their super. We’re available to all and we look after every client like they’re our only client. This is clearly reflected in our Purpose: Understand me. Look after me. Secure my future.
Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams. We encourage our people to have an impact on the broader community we serve through volunteering leave.
- Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.
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