Advice Consultant
Core
Guide members to appropriate financial advice pathways and coordinate service delivery within a superannuation guidance team.
Role type
Advice Consultant (Customer Service & Referral)
Builds
Member guidance pathways, appointment coordination, and service handovers
Domain
Superannuation / Financial Services
Deliverable
client delivery
Required skills
RG146 qualification, superannuation industry experience, financial needs assessment, appointment coordination, member lead management, record keeping, digital literacy
Preferred skills
process improvement, stakeholder collaboration, system adoption
Responsibilities
Engage with members via phone/chat to understand financial needs; Assess circumstances and determine appropriate advice solutions; Coordinate adviser appointments and manage enquiry queues; Maintain accurate records of interactions and referrals; Collaborate with contact centre and operations teams to resolve enquiries.
Seniority
Individual Contributor