Financial Services Consultant

1 week ago


Adelaide Region SA, Australia Stream Consulting Group Full time

Opportunity to move into Senior positions after 12 months
- Take your career to the next level and look after your own client portfolio
- Join a leading fintech provider with a strong brand & career growth

**Company**

Specialists in fintech services, this is a business with over 35 years of history that has gone from strength to strength in recent years, growing to become a well-known brand across the ANZ region.

They boast a strong brand name and have office locations in every major Australian city, employing over 150 members of staff, with extremely high staff retention rates.

**The role**

Working with your own client portfolio, you will be responsible for managing your own client portfolio, which includes gathering business and financial data, analysing information, and making credit recommendations. Your ability to build and maintain strong relationships with clients will be key to your success in this role, as you will be regularly liaising with them on credit decisions and providing exceptional customer service.

**The team**

As a Financial Services Consultant, you will have the opportunity to work with a team of 7 dedicated and friendly Financial Services Consultant who are passionate about what they do. They are hands-on, team players who love to bond and share a laugh. Join this dynamic team and work in a supportive and collaborative environment that values hard work and teamwork.

**Opportunity**:
As a Financial Services Consultant in this well-established company, you will have the opportunity to upskill through organized training. The role also offers numerous career paths within the company, including the potential to move into team lead positions. You can also grow into roles such as a Account Manager or technical specialist, providing further opportunities for career development.

**Experience**:
**Benefits**
- Work in a modern and cool CBD office in Adelaide
- Enjoy 4 days of extra leisure leave in addition to your annual leave.
- Take advantage of the Employee Assistance Program, which provides support for you and your family when you need it most.
- Work from home 2 days a week and enjoy the flexibility you need to balance work and life.
- Make a difference with the volunteer leave program, which gives you one day per year to give back to your community.
- Travel with peace of mind knowing that you have free travel insurance.
- Get recognized for your hard work with the Prezzee Gift Card program, where you can receive cash rewards for your achievements.

**Salary**

$65k - $70k + super

sales



  • Adelaide Region SA, Australia HAYS Full time

    This is a fantastic opportunity for driven and customer focused individuals to join one of Australia’s Big 4 **Your new company** Work for one of the most loved Big 4 banks that has a proud history as one of Australia's first and oldest banks. This distinguished organisation is well recognised as the leader in their industry for helping their customers,...


  • Adelaide Region SA, Australia Westpac Group Full time

    **How will I help?** As a Customer Service Consultant, you will play a pivotal role in supporting and executing an exceptional customer experience for our clients in BT Financial Group. You will contact our customers, advisors and financial institutions to facilitate the accurate and timely completion of customer requests. You will investigate any issues...

  • Financial Planner

    2 weeks ago


    Greater Adelaide SA, Australia Insignia Financial Full time

    Financial Planner - Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the...


  • Adelaide Region SA, Australia EGM Partners Full time

    The Barossa Council is a progressive local government organisation dedicated to serving the vibrant and world-renowned Barossa Valley community. They are committed to enhancing the quality of life for residents and visitors through the delivery of effective and sustainable essential services, infrastructure development, and community engagement. EGM...


  • Adelaide Region SA, Australia BT Financial Group Full time

    Full time permanent role based in Bedford Park - Flexible work arrangements - Strong customer service background required **How will I help?** The Case Managers are responsible for direct liaison with customers, Executors, Beneficiaries, Solicitors, Advisers, Insurers and the Trustee in relation to claims lodged for Total and Permanent Disablement, Salary...


  • Adelaide Region SA, Australia IAG New Zealand Full time

    **Sales & Service Consultant** Make a difference. As a Sales & Service Consultant, you can have impact for customers. Here’s how - Have real conversations and build trust. - Be there when needed most, right from the start. - Make their world a safer place Join the largest insurance group in Australia and New Zealand. We’re here for you. Are you...


  • Greater Adelaide SA, Australia BT Financial Group Full time

    Entry level opportunity for committed customer service superstars seeking a long-term career in financial services - Work at our fabulous new site in Festival Tower in the heart of Adelaide - Permanent full-time role starting on 1st October 2025 **What’s the role?** You'll be working within a team of Customer Relations Consultant, helping customers with...


  • Adelaide Region SA, Australia HAYS Full time

    Adelaide Mid-Tier Firm seeking an Accountant with a couple of years experience to switch to Tax Consulting. **Your new company** Highly respected Mid-Tier Chartered Firm located in the Adelaide CBD. Full support for CA and ongoing training and career development. **Your new role** You will be joining the growing Tax Consulting Team as a Junior Tax...

  • Financial Planner

    2 weeks ago


    Adelaide, Australia Insignia Financial Full time

    Perth or Adelaide Location - Join a leading wealth management and advice-led organisation - Be part of a team that values its people and its culture **About the opportunity** As a Financial Planner at Bridges, you'll be accountable for managing the advice needs of existing clients, the conversion of prospective clients and the introduction of new clients...

  • Lending Consultant

    3 days ago


    Adelaide Region SA, Australia Essential HR Full time

    Fantastic opportunity for an experienced Mortgage Broker / Lending Consultant - Join a well established business with an extensive existing client base - Be part of a dynamic and experienced team **Your friend in finance!** Truevest Finance are specialists in Home Finance and are part of the Rivergum Home Group, which means we are experts in construction...