Financial Adviser
Core
Deliver high-volume intrafund and retirement advice primarily over the phone to help members make confident decisions about their super and retirement.
Role type
Senior Financial Adviser (high-volume booked advice)
Builds
Scaled advice services for superannuation funds and individual members
Domain
Superannuation and Retirement Planning
Deliverable
client delivery
Required skills
ASIC Financial Adviser Register (FAR) registration, RG146 compliance, online fact-finding, translating complex concepts into simple advice, managing high-volume booked calls, adhering to regulatory obligations, system workflow improvement
Preferred skills
intrafund advice experience, strong analytical capability, confidence using online fact-find tools
Technologies
online fact-find tools
Responsibilities
Deliver high-volume intrafund and retirement advice via phone/video, conduct online fact-finding, translate complex superannuation concepts, build referral partner relationships, meet Advice KPIs and SLAs, adhere to governance and regulatory obligations, participate in process improvements
Seniority
Experienced, hands-on IC