Job Description

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

The Distribution team is a national team of more than 100 people who are responsible for all sales across the Wealth Management market (Investment & Asset Consultants, 3rd Party Intermediaries, Licensees and Advisers). This opportunity is within the WA Platforms Distribution team at CFS is responsible for managing relationships with advisers, consultants and licensees using CFS Platform products in WA. We also look to actively grow our network by identifying new relationships to engage.

Your Responsibilities

• Working closely and building effective working relationships with Business Development Manager(s) & Relationship Managers.

  Provide proactive sales & service work and operational responsibilities to support client growth in line with segmentation.

• Build effective relationships with financial advisers on the BDMs & RM panel, via phone based and e-mail communication with the aim of providing proactive sales activity and excellent service.

• Supporting specific sales/retention campaigns at the direction of the BDM/RM and or State Manager

Your Capability and Experience

• Ideally have some experience in the Financial Services industry that will have provided you with a solid understanding of investment structures, funds management and Platforms;

• Tertiary qualifications (preferably in Commerce/Business/Economics/Accounting) will be highly regarded

• RG146 qualified or commencing studies;

• Strong excel and PowerPoint knowledge

• Strong interpersonal / communication skills;

• Highly self-motivated with the ability to operate without supervision on a proactive basis;

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Additional leave day to celebrate your birthday
• Life Leave- 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.

This role is based Boorloo land (Perth)