Join the Trilogy team

Do you know someone who has a genuine interest in helping people make better financial decisions to accumulate, preserve and protect wealth?

An opportunity exists in our Mildura office for an enthusiastic, self-motivated person to join our team. We are a highly progressive firm with 20 years of exceptional client service and a focus on employee development.

This is a full time, permanent position as a Client Relationship Manager with a possible pathway to becoming a highly skilled professional Financial Adviser if desired.

The role offers an attractive remuneration package which will ultimately be determined by the experience, qualifications and vision of the successful candidate.

The role will involve:

liaising with clients and third party service providers such as wealth managers, insurers and tax agents;

preparing and lodging applications for and transacting on investment accounts, superannuation accounts and insurance policies;

preparing reports for client reviews;

preparing compliant and well-presented advice documents using Xplan

handling inquiries from current and prospective clients;

assisting advisers in the implementation of advice strategies;

managing and coordinating adviser diaries;

maintaining client files and Xplan database;

contributing to evolving procedures documented for the business;

understanding and implementing industry regulation, licensee standards and workplace policies;

general reception and administration duties; and

assisting the team as required.

To be suitable for this role the candidate will have:

a personable and professional style with a proactive attitude;

strong verbal and written communication skills including quick and accurate typing skills;

the drive for efficiency in processes with the use of technology;

exceptional time management skills;

the ability to work independently and as part of a team;

willingness to take ownership of and accountability for achieving outcomes;

uncompromising attention to detail and excellent organisational skills, including the ability to deal effectively with multiple tasks;

proficient with Microsoft Office (Word, Excel and Outlook necessary with PowerPoint being a strong advantage); and

a desire to develop knowledge about the financial advice industry.

Partially or fully completed tertiary study &/or experience in financial planning or a related field would be an advantage, but not required.

For further information, please contact either Mel Lever (mel@trilogyfg.com.au), Robert Chiswell (robert@trilogyfg.com.au), Hayden Allen (hayden@trilogyfg.com.au) or phone 03 5021 1235 for a confidential discussion.

Trilogy FG Pty Ltd (t/a Trilogy Financial Group) is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.

This advice may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial and tax and/or legal advice prior to acting on this information. The material contained in this newsletter is based on information received in good faith from sources within the market, and on our understanding of legislation and Government press releases at the date of publication, which are believed to be reliable and accurate. Opinions constitute our judgement at the time of issue and are subject to change. Neither, the Licensee or any of the National Australia group of companies, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this email.