Financial Adviser
Hybrid
Core
Provide personalized superannuation, insurance, and retirement advice to improve members' financial wellbeing and prepare them for retirement.
Role type
Financial Adviser (Superannuation/Retirement)
Builds
Personalized financial advice plans for members
Domain
Financial Services / Superannuation
Deliverable
client delivery
Required skills
Financial planning, superannuation advice, insurance advice, retirement planning, regulatory compliance, client relationship management, advice documentation
Responsibilities
Guide members through the advice process from engagement to implementation, identify broader financial planning needs, prepare high-quality advice documentation, participate in member education initiatives, stay updated on legislative and product developments.