Investment Advisor at Stockspot

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

26 Jan, 26

Salary

0.0

Posted On

28 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Advice, Customer Service, Communication Skills, Problem Solving, Attention to Detail, Organizational Skills, Self-Motivation, Adaptability, Client Engagement, Feedback Management, Team Collaboration, Financial Services Knowledge, Result-Driven Mindset, Curiosity, Dynamic Environment, Account Support

Industry

Financial Services

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 $1.3 Billion dollars of Assets Under Management on behalf of our 18,000+ 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 administration and account support to our retail clients over live chat, email and phone. Provide general advice on our investment strategies and asset allocation for Investments, Super and Pensions, 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 environment with 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 Wildly curious, always keen to learn, iterate and grow as much as we are Highly organised with a disciplined and consistent approach to completing tasks in a fast paced environment. Result-driven mindset with a focus on delivering measurable commercial outcomes Your Education & Experience Experience in administration and account support to retail clients within the financial services. Minimum of 5 years experience in customer service Demonstrated ability to provide exceptional customer service via phone, email and live chat. Excellent attention to detail Degree qualified in financial services or similar What’s it like working at Stockspot? Awesome! We have a supportive, highly collaborative 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 office which allows in person collaboration, training, lots of opportunities to share food and regular team social events. Tuesday and Thursdays staff can choose to work from the office or home. Stockspot has many other staff benefits we would love to tell you about when we meet! This role requires you to work in our Sydney CBD office and is not open to remote working applications.

Responsibilities

The Investment Advisor provides administration and account support to retail clients through various communication channels while offering general advice on investment strategies. They also engage with clients to maintain and grow the client net-promoter-score and manage feedback for product improvement.