Team Leader - Phone Based Financial Planning

Location: Melbourne CBD, Victoria
Contract Type: Permanent
Specialisation: Banking & Financial Services
Salary: AU$90000 - AU$110000 per annum
REF: BBBH216554_1510715640

The Client

My client is an industry super fund with over 150 employees and an extremely low turnover due to the supportive and positive working environment. They are a market leader with a progressive culture and are currently experiencing a period of sustained growth due to their strong recent performance.

As a result of this growth, they currently seek a highly talented individual to lead their team of phone based financial advisers. This is a key position within the business and, with the company looking to expand further, it could put you on the path to a long and successful career.

The Role

  • Oversee the professional development of a 7 person limited advice team. Provide coaching, training and feedback as required.
  • Further develop and finalise the Call Quality Framework and Call Quality Assessment
  • Engage with members by phone, identify advice needs and explain and promote the firms financial planning proposition
  • Provide effective follow up to assist members with implementation of advice
  • Explain fund information and superannuation industry knowledge in simple and practical terms.
  • Act as a reference point for escalations and complex technical issues.
  • Plan and implement outbound campaigns

The Candidate

Successful candidates will have:

  • Previous experience as a team leader, coach or mentor
  • A good working knowledge of financial planning and superannuation
  • ADFP qualified or working towards the qualification
  • Outstanding communication skills
  • A passionate and motivated approach
  • A focus on compliance

If you would like to apply to the role, please do so ASAP and I will provide feedback on your application shortly.

Julian Soames
Senior Consultant - Banking and Financial Services