Intra‑fund Financial Adviser
Core
Deliver high-quality, limited-scope intra-fund personal advice to superannuation fund members primarily via phone, identifying needs and issuing Statements of Advice.
Role type
Intra-fund Financial Adviser (phone-based)
Builds
Scaled personal advice services for Mercer Super fund members
Domain
Superannuation / Financial Advice
Deliverable
client delivery
Required skills
ASIC Adviser Register registration, Financial Planning Graduate Diploma or accredited degree, Financial Adviser exam pass, 2-3 years financial advice experience, phone-based communication, time management
Preferred skills
Prior phone-based advice experience
Responsibilities
Provide timely compliant scaled personal advice to fund members, lead member-centric conversations to identify financial needs, prepare and issue Statements of Advice within 10 days, ensure compliance with regulatory requirements, refer members to Strategic Advice teams for comprehensive advice