Superannuation Consultant

2 weeks ago

Sydney, New South Wales, Australia Profusion Group Full time

Must have strong customer service experience
- Superannuation or financial planning experience essential
- Permanent opportunity with flexibility to WFH as well career progression available

**Company Overview**

Our client is one of Australia's leading Wealth Management groups, providing Wealth Management products to its clients via a range of well-regarded brands. They are committed to attracting high performing people and offer a positive and collaborative working environment, where career development is strongly encouraged and supported.

**Role Overview**

You will be responsible for providing phone-based and virtual support to advisers regarding queries surrounding superannuation products
- Build long term relationships with Advisers
- Handle all inbound queries from Advisers
- Provide excellent customer service and handle inquiries within a timely manner
- Identify trends in queries and recommend solutions
- Hold an in-depth understanding on the super product and platform
- Identify areas for improvement across the service process
- Visit advice firms to build long term relationships

**Skills & Experience**
- Prior relevant experience within a financial planning or superannuation client services role
- Relevant university degree desirable
- RG 146 or DFP is highly desirable but not mandatory
- Solid phone etiquette
- Excellent verbal and written communication skills

**What's on Offer**

A unique opportunity for a motivated individual to join a high performing team in Sydney where you will be tasked with being the first point of contact to a large and valued client base. It is an excellent opportunity to get your foot in the door with one of Australia's largest banks, with various avenues for progression long term.

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