About the Role
We are seeking a skilled Financial Specialist to join our team. As part of our leading telephone based intra-fund Advice Team, you will have the opportunity to provide expert guidance and advice to individuals on their superannuation savings.
This is an ideal position for:
* A professional looking to share their expertise with a diverse and enthusiastic team where member-centric advice delivery is key to their daily routine enabling a better work-life balance.
* Mentor junior colleagues.
* An individual on a career path looking for the opportunity to build up their experience.
Main Responsibilities
To help more Australians understand their superannuation providing them with simple financial advice by:
* Understanding their needs.
* Breaking complex concepts down into something they can understand.
* Gathering the client's circumstances, goals and objectives in an online fact find.
* Providing intra fund advice and retirement advice.
* Maintaining ongoing relationships with existing referral sources.
Required Skills and Qualifications
To be successful in this role, you will need:
* A passion for financial advice and helping people.
* Minimum 1-3 years' experience in an advice role.
* Meets the minimum education requirements under FASEA.
* Passion for customer focus and best practice in all activities.
* Flexible whilst able to manage multiple competing business priorities.
* Clear thinking & well organised.
* Attention to detail and analytical skills.
* Strong technical knowledge across key disciplines of financial advice.
* Work in a structured work environment and adaptive to change.
* Near completion or enrolled to meet FASEA educational requirements.
* Registered on the ASIC Financial Adviser Register.
Benefits
You will enjoy:
* Flexible work hours with a focus on work-life balance.
* Competitive remuneration including reimbursement for ongoing study and access to corporate gym membership.
* All Advice appointments are vetted and booked by our Contact Centres.
* Access to support structures - Paraplanning team, Technical Officer, Administration team and Compliance team.
About Us
We pride ourselves on the quality of our advice, support and mature business model. Our partnership with some of Australia's largest Superannuation Funds provides opportunities for growth and development.