Planning Support Consultant - Sydney CBD

Location: Sydney
Job Type: Full time
Reference: 20155117_10042018

Our focus is to help people and businesses move forward, to progress. To make the right financial decisions and achieve their dreams, targets and aspirations.

Regardless of where you work within our organisation, your initiative, talent, ideas and energy all contribute to the impact that we can make with our work. Together we can achieve great things.

The Professional Services Support team (PSS) was established to enhance the way we deliver advice and redefine the relationships we build with our customers.

This is an ideal opportunity for a candidate who wants to be part of the growth of a newly developed team and provide 1st level support for the XPLAN financial planning tool via phone, e-mail and remote desktop. 

You will be required to build and maintain your knowledge on the use and operation of the financial planning tool and identifying opportunities to improve customer processes and the overall customer experience.

Other responsibilities will include:

Your Capabilities

To be part of the PSS team, the ability to provide an outstanding customer service experience is vital to the success of this team thus  quality customer service skills and effective communication skills are a must.  A strong problem-solving aptitude and attention to detail are also essential to perform well in this role.  Previous IT Support desk or financial services call centre (or similar support team experience) is preferred.

This role will suit a friendly, motivated and outcome orientated individual with great interpersonal skills and the ability to inspire people to action. You will be able to show high levels of consistency in terms of activity management, the ability to gain clients trust and respect and a strong service and relationship building ethos. You will be able to work as part of a team and also autonomously.

Qualifications related to the financial planning and information technology industries will be looked upon favourably.

This team operates between 8.30am and 7:00pm AEST.