Jobs Board

Adviser Care Associate

Futurity Investment Group

The business

The role

This role is the perfect launching pad to build a long-term career with Futurity. We are looking for someone who understand that relationships with financial advisers and their great outcomes is the best way to build your own success.

Your days will involve:
While we’re here to support you and to help you make the most of your skill set, we’re looking for those on the front foot – with a burning desire to achieve the best outcomes for Financial Adviser and our customers. You will spend your time as follows;
• Contributing to the distribution team by providing timely and accurate sales support to maintain and build investment activity
• Assisting the Business Development Managers with required forms of business development and relationship management
• Engaging with advisers by both inbound and outbound telephone work
• Working closely with the investment, product and marketing teams, coordinating client events and functions
• Being proactive in producing support materials necessary for meetings and complete a timely follow-up process
• Providing administration support to the BDM and Investor care Teams
• Providing Support to the Investor Care call centre

The perks

Some of our perks include:
• Hybrid working model
• Progressive Paid Parental Leave policy
• Study Assistance
• Paid Birthday Day off
• Futurity Day off over Christmas
• Melbourne CBD location close to public transport and cafes
• Access to our Employee Assistance program

Skills and experience

To be successful in this position you will have the following experience:
• Supporting a Business Development team, ideally within the wealth, superannuation, banking or funds management industry
• Ability to build strong lasting relationships
• Collaborative style, proactive and a bias for making things happen
• Excellent communication skills (written and verbal)
• Broad knowledge of products administered by the Financial Services Industry
• High level of energy and self-motivation to drive each and every opportunity presented
• An understanding of technical financial products to be able to interpret PDS and be a source of knowledge on the product
• RG146 accredited or a commitment to be accredited in RG146
• A desire to grow a career in financial services
• A positive attitude and strong work ethic
• Excellent communication skills, verbal and written
• Proficiency in Microsoft Office Suite - CRM / Computer skills