General Advice Specialist
Core
Provide compliant general financial advice and education on superannuation and retirement options to help members make informed decisions.
Role type
General Advice Specialist (Financial Services)
Builds
Member education and referral pathways for superannuation and retirement products
Domain
Financial Services / Superannuation / Retirement Planning
Required skills
General financial advice delivery, regulatory compliance (RG 146), member education, referral management, risk identification, record keeping, script adherence
Preferred skills
Superannuation domain expertise, contact center experience, Xplan platform familiarity, complex information simplification
Technologies
Xplan, CRM systems, workflow platforms
Responsibilities
Deliver structured general advice on superannuation and retirement topics, identify personal advice needs and refer appropriately, maintain accurate compliance records, manage inbound/outbound member interactions, escalate risks or scope uncertainties
Seniority
Junior to Mid-level, supervised IC