About the job
This job is about supporting members in achieving greater financial wellness through personalized advice. As a key member of the Superannuation Advice team, you will be the first point of contact for members seeking guidance, delivering high-quality advice through various communication channels. The team thrives on collaboration and is dedicated to helping members secure a brighter financial future.
You'll be responsible for
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Providing limited scope advice
Delivering accurate and timely limited scope intra-fund personal advice in accordance with relevant policies.🏢
Participating in employer advice provision
Engaging in the provision of limited scope intra-fund advice at employers within the network.🔗
Generating referrals
Creating referrals and appointments for scaled advisers and financial planners at Hostplus.Key criteria
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RG146 certification and FASEA exam
Possession of RG146 certification and FASEA exam completion is essential.View
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Experience in financial planning
Demonstrated experience in financial planning or paraplanning is required.View
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Knowledge of superannuation and investment products
Sound knowledge of superannuation, investment, and insurance products is crucial.View
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