Financial Planning Support Specialist

Job Title: Financial Planning Support Specialist
Contract Type: Permanent
Location: Sydney CBD, New South Wales
Salary: Negotiable
Start Date: ASAP
Reference: 180924_1517176308
Contact Name: Jonathan Attwood
Contact Email:
Job Published: January 29, 2018 08:51

Job Description

About the company:

This Australian FinTech start-up is offering a new innovative solution to the Wealth Management and Financial Planning market. With a location in the heart of Sydney CBD, they are significantly expanding their client base of Financial Planning practices and Private Wealth organisations. With further growth earmarked into 2018, this is an exceptional time to get on the ground floor of something unique and special

About the role:

An opportunity has arisen for a proven Adviser Support specialist to work within a growing team focused on servicing the Financial Planning market

Key Duties:

  • Acting as first point of contact over the phone for Financial Advisers, Planners, Paraplanners and CSO's when dealing with the product
  • Troubleshooting and investigating issues and queries with the product
  • Working closely with technical teams to come up with solutions
  • Getting involved in a wide variety of tasks as the organisation grows
  • Building relationships and offering training and guidance to the wider Wealth Management community

Skills & Experience:

  • Proven track record of dealing with Financial Advisers and Planners over the phone
  • Solid understanding of the demands of a Wealth Management practice
  • Ability to investigate and troubleshoot issues in a timely and focused manner
  • Exceptional verbal communication
  • Demonstrable enthusiasm and ambition to succeed in a fast-paced start-up environment

Culture & Benefits:

  • Excellent growth prospects long-term
  • Expanding client base with opportunities to build a significant network
  • Start-up business within the exciting world of FinTech


For more information, please contact Jonathan Attwood on 02 8247 5715 or