Investment Advisor

Stockspot; Sydney; Hybrid; AUD 125,000 - 150,000; Full time

Job summary

A financial advisory firm in Sydney seeks an experienced Investment Advisor to provide client support across multiple channels. The ideal candidate has a degree, RG146 qualification, and at least five years of customer service experience. Join a dynamic team that values communication and client advocacy in a hybrid work environment.

Benefits

Supportive team environment

Regular social events

CBD co-working office

Qualifications

• Minimum of 5 years experience in customer service.
• Experience in providing account support to clients.
• Excellent attention to detail.

Responsibilities

• Provide general advice and account support to clients.
• Maintain and grow client net-promoter-score (NPS).
• Collect and manage client feedback.

Skills

Communication skills

Customer service

Problem solving

Organizational skills

Education

Degree qualified

RG146 General advice qualified

Job description

About us

At Stockspot, we are on a mission to help people invest in a way that is easy, safe & consistent so that they feel confident to achieve their financial dreams. We do this by providing low cost automated financial advice through a digital product that is continuously rated by our clients as easy and simple to use.

Stockspot currently manages over $1 Billion dollars of Assets Under Management on behalf of our 17,000+ clients. We are able to successfully manage this with a small team, given technology does a lot of the heavy lifting. This role provides an exciting opportunity to join our team to continue to drive the growth of our business. Check out our website for further information.

Role Purpose

The Investment Advisor reports to our Head of Client Care & Advice and works closely with the broader team to support our ambition plans for Stockspot’s growth. To be successful in this role you will thrive in a fast-paced environment and draw on your communication and problem solving skills to assist our clients and enable rapid growth of Stockspot.

What you’ll do

• Provide general advice and account support to our retail clients over live chat, email and phone.

• Provide detailed supporting information on our investment strategies to clients as requested.

• Maintain and continue to grow our client net-promoter-score (NPS) by engaging with our clients with honest, thoughtful communication.

• Collect and manage feedback from current and prospective clients to help grow and improve our product

• Maintaining our website and live chat FAQs based on common questions

• Support team members with key projects and product iteration.

What we are looking for

• Highly passionate investment adviser who strongly advocates for doing right by the customer

• Self-motivated and driven to succeed

• Enjoys being hands on and working in a dynamic environmentwith no task too big or too small

• Excellent communication skills both verbal and written, including the ability to adapt communications to meet the needs of different audiences

• Keen to deliver, learn, iterate and grow as much as we are

• Highly organised with the ability to manage multiple priorities at once

• Result-driven mindset with a focus on delivering measurable commercial outcomes

Your Experience

• Degree qualified

• RG146 General advice qualified

• Experience in providing account support to clients

• Minimum of 5 years experience in customer service

• Excellent attention to detail

What’s it like working at Stockspot?

Awesome! We have a supportive, friendly, and close-knit team, we expect honesty, consistency, simplicity and to be a consumer champion in every interaction with each other, our clients and our partners.

Our team works in a hybrid environment, which means Monday, Wednesday & Fridays, we come together in person to our centrally located CBD co-working office which allows in person collaboration, training, lots of opportunities to share food and regular team social events. Tuesday and Thursdays we work from home. Stockspot has many other staff benefits we would love to tell you about!

This role requires you to work in our Sydney CBD office and is not open to remote working applications.