About the job
This job is about joining an award-winning fund to provide high-quality superannuation, insurance, and intra-fund advice to members. The impact of this role is significant, as it helps members understand and engage with their super, leading to better retirement outcomes. The team values a culture of support and collaboration, embracing diversity and inclusion while allowing for a hybrid working environment.
You'll be responsible for
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Providing high-quality advice
Accountable for providing high-quality superannuation, insurance, and intra-fund advice to Rest members and their families.🔍
Identifying financial needs
Identify the member’s financial planning needs and triage to a more senior adviser when appropriate.📝
Completing Statements of Advice
Complete Statements of Advice and comply with administration and record-keeping obligations when providing financial advice.Key criteria
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Financial planning qualifications
Possession of qualifications meeting all FASEA requirements.View
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Proven communication skills
Ability to articulate financial advice clearly and effectively.View
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Experience in client engagement
Demonstrated experience providing advice via various communication channels.View
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