Financial Adviser
Core
Deliver high-quality, compliant intra-fund and retirement advice to superannuation fund members via telephone.
Role type
Financial Adviser (Telephone-based)
Builds
Member confidence and retirement outcomes
Domain
Superannuation and Retirement Planning
Deliverable
client delivery
Required skills
structured needs analysis, translating complex financial concepts, completing fact finds, regulatory compliance, mentoring junior advisers
Preferred skills
experience in superannuation or retirement advice, analytical capability, managing multiple priorities
Technologies
online fact find platforms
Responsibilities
Delivering simple, high-quality intra-fund and retirement advice to superannuation fund members via telephone; Conducting structured needs analysis to understand member circumstances, goals and objectives; Translating complex superannuation and retirement concepts into clear, easy-to-understand guidance; Completing online fact finds and maintaining accurate, compliant client records; Building and maintaining strong relationships with internal referral sources and stakeholders; Working collaboratively with paraplanners, technical specialists and compliance teams to ensure advice quality; Supporting and mentoring junior advisers where appropriate