Financial Adviser
About the job
The Financial Adviser job at Retire360 is all about delivering high-quality, member-centric financial advice to help Australians navigate their retirement journey. This role offers a fantastic opportunity to make a significant impact on member outcomes while working in a supportive, collaborative environment that values quality and compliance. The team thrives on professionalism and is dedicated to helping each other succeed.
You'll be responsible for
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Delivering high-quality advice
Providing simple, high-quality intra-fund and retirement advice to superannuation fund members via telephone.🔍
Conducting needs analysis
Understanding member circumstances, goals, and objectives through structured needs analysis.🗃️
Maintaining client records
Completing online fact finds and ensuring accurate, compliant client records.Key criteria
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1–3+ years in financial advice
Experience in superannuation or retirement advice is essential.View
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Strong technical knowledge
Proficiency in core financial advice disciplines is crucial.View
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Client-first mindset
Commitment to delivering best-practice advice is vital.View
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