Intra-fund Financial Adviser (phone based)
About the job
The Intra-fund Financial Adviser position at Mercer offers an exciting opportunity to join a dynamic Financial Advice team. This phone-based job focuses on delivering high-quality, limited-scope advice to help members make informed decisions about their superannuation. Collaboration and support are key, as you will work alongside experienced professionals in a vibrant, inclusive environment.
You'll be responsible for
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Providing timely, compliant scaled personal advice
Deliver personal advice to Mercer Super fund members primarily by phone, ensuring compliance with regulations.💬
Leading member-centric conversations
Engage with members to identify their financial needs and guide them on appropriate next steps.📝
Preparing and issuing Statements of Advice (SOAs)
Create and send SOAs within a 10-day timeframe while maintaining accurate member records.Key criteria
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ASIC Adviser Register registration
Current registration is essential for providing compliant advice.View
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Graduate Diploma in Financial Planning
Essential educational qualification for financial advice delivery.View
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Financial Adviser exam pass
Passing this exam is crucial for advising clients.View
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