Financial Planner | Industry Superannuation Fund | Brisbane
Hybrid
Core
Deliver general and personal retirement advice to members via phone, video, and face-to-face appointments.
Role type
Financial Planner (Retirement Advice)
Builds
Personalized retirement strategies for fund members
Domain
Superannuation / Retirement Planning
Deliverable
client delivery
Required skills
Financial planning qualifications, Financial Adviser exam pass, Xplan experience, technical and compliance knowledge, attention to detail
Preferred skills
3+ years experience in superannuation or retail advice, member-first approach
Responsibilities
Deliver general and personal advice to members approaching or in retirement, shape the member advice experience, maintain advice documentation
Seniority
Mid-level, experienced IC