Financial Services Consultant

2 days 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


  • Financial Planner

    5 days 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, South Australia Optimal Financial Services Full time $45,000 - $60,000 per year

    We are a professional financial planning and stockbroking firm located on the southern fringe of the CBD. We pride ourselves on achieving the best outcomes for our valued clients.As a valued member of our company, you will be a part of a friendly team that relies on efficiency and initiative. By being a part of our team, you will gain a thorough...


  • Adelaide Region SA, Australia AMP Limited Full time

    **The opportunity** The North Service Centre (NSC) is an integral part of servicing AMP’s North platform, and the Customer Service Consultant role encompasses contact centre duties to deliver a superior level of service to AMP’s advisers and clients. **How you will make an impact** - Provide a high level of end-to-end customer service financial...


  • Adelaide Region SA, Australia CSG Talent Full time

    **Servicing Financial Planner** - Servicing role - Existing book with full support - No business development or sales targets **The Employer** Our client is one of South Australia's largest, most respected accounting and financial services firms. For over 50 years, our client has been changing up the financial services game by investing in great people,...


  • 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

    5 days 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...


  • Adelaide Region SA, Australia Advance Careers Full time

    Contribute to the renewable energy sector! - Competitive salary + bonus - Adelaide based position We have a terrific opportunity for a highly experienced financial modelling analyst to join a growing global independent power producer based in Adelaide! Become part of an organisation who has extensive experience across developing, restructuring and...


  • Adelaide Region SA, Australia Bendigo & Adelaide Bank Full time

    Are you looking to take your career to the next level in customer service? Are you a great conversationalist with a curious nature? Are you up for the challenge of sharing with our customers how the bank can help? Do you want to play a role in helping customers achieve their financial goals? About the Team Our team onboards and develops the relationships...

  • Financial Analyst

    2 weeks ago


    Adelaide Region SA, Australia Haircare Group Full time

    Company Description **About Haircare** Haircare Group is the trusted partner of the professional hair industry. We are proudly Australian, family-owned company with over 45 years in business, founded by a hairdresser for hairdressers. We are widely recognised as an industry leader in building brands and distributing haircare products and services across...


  • Adelaide Region SA, Australia AA Appointments Full time

    **CORPORATE TRAVEL CONSULTANT - SA** **LOCATION: ADELAIDE** **SALARY PACKAGE: BASE + COMMISSION + SUPER** - Award Winning Global TMC - Supportive management team - Attractive remuneration package **ABOUT YOUR NEW EMPLOYER** Our client is an award winning global TMC that boasts international career progression and sensational benefits. They are currently...