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Do work that matters: Commonwealth Financial Planning (CFP) is the internal financial planning arm of the Bank. CFP offers high quality financial advice to customers via approximately 450 planners operating in the branch network and through a centralised team utilising Video Conferencing. The Advice Assistant team directly supports CFP's customers through providing excellent administrative support to the planner network enabling the delivery of high-quality Financial Advice.
See yourself in our team: As an Advice Assistant you will provide comprehensive administrative support to our financial planners ensuring the delivery of Financial Advice that consistently and safely builds the financial well-being of our customers. This includes, helping the business with any ongoing initiatives and administrative duties and will require you to provide a highly personable customer experience when re-scheduling appointments, completing customer follow ups and liaising between planners and customers. Your core responsibilities will lie with contacting our customers (outbound/inbound) with a look to book an appointment with an appropriate financial planner and ensuring an excellent customer journey. You will be centrally located in Sydney CBD and work alongside your peers in assisting our customers begin their advice journey.
We're interested in hearing from people who have:
Strong customer service experience gained within a financial services business
Exceptional communication skills
Ideally worked in a financial planning business previously
Your path looks like: If you live and breathe the values and demonstrate the people capabilities, we can offer development opportunities both within the CFP business and the wider group. We'll help you find the next step that's right for you and enable you to be your best.
If you're already part of the Commonwealth Bank Group (including Bankwest), you'll need to apply through Sidekick to submit a valid application. We're keen to support you with the next step in your career.