Financial Adviser – Remote
Core
Provide high-quality, phone-based financial advice on Superannuation, Insurance, and retirement planning to everyday Australians.
Role type
Senior IC Financial Adviser (scaled advice model)
Builds
Client financial plans and advice recommendations
Domain
Financial Services / Superannuation & Insurance
Deliverable
client delivery
Required skills
Financial planning expertise, Superannuation knowledge, Insurance knowledge, Client relationship building, Regulatory compliance, Phone-based communication
Preferred skills
Coaching and mentoring Associate Advisers, Technology-enabled workflow adaptation
Responsibilities
Conduct client conversations to understand needs, Prepare and review advice recommendations, Complete client reviews and assess changes, Support Associate Advisers with guidance and coaching, Collaborate with compliance and implementation teams
Seniority
Mid-Senior, hands-on IC