entry level wealth management and financial planning in Sydney

sandra sadaka, randstad
job type
AU$ 54,000 per year

job details

sydney, new south wales
banking & financial services
job type
working hours
AU$ 54,000 per year
reference number
sandra sadaka, randstad
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job description

Your new company

Earn a role within the Wealth Management and Financial Planning arm of a company renowned for leading the Australian Financial Services space. Develop within a team of employees driven by a commitment to provide outstanding service to customers and preserving customer sentiment.

Your new role

  • Educate and service internal and external customers, third parties and advises across superannuation products
  • Identify and offer the solutions, features and services that the wealth platform offers, tailored to each enquirers needs
  • Take ownership of database and account management in an efficient and highly accurate manner
  • Handle a high inbound call volume and provide a seamless customer experience

Your skillset and experience

  • Experience in a retail, hospitality and or other customer service roles
  • Degree in Finance and/or Commerce is desirable
  • Attention to detail and ability to take on a fast paced workplace
  • Proficient communication skills
  • Availability across a rotating roster: Monday to Friday from 8am-7pm

Your benefits

Shape your career within one of the big 4 banks and enjoy growth opportunities and progression. Gain invaluable contact centre exposure to Wealth Management and Financial Planning. Your new team is a collaborative, high functioning team that values performance based on integrity and quality.

Your next step

To launch your career, click ‘apply now’ or email Sandra at Sandra.Sadaka@randstad.com.au.

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.


financial planning, wealth management, big four bank, entry level, banking, finance, graduate


no qualification required

educational requirements

Secondary School/High School