Intra-Fund Financial Adviser

• Award-winning industry super fund
• Excellent reward & recognition program
• Hybrid | Open to Sydney/Melbourne

About the Company

Our client is a trusted leader in superannuation, consistently delivering top-tier performance, responsible investment strategies, and exceptional value to members.
About the Role

Reporting to the Senior Financial Adviser – Team Lead, you will be responsible for delivering high-quality superannuation, insurance, and intra-fund advice to members and their families, in line with the advice service proposition, regulatory framework, and your authorisation provided by the fund administrator.

Key Responsibilities

• Deliver high-quality intra-fund advice to members, aligned with the advice service proposition and within the boundaries of the regulatory framework;
• Determine appropriate service levels based on members’ financial needs and refer to a senior advisers when appropriate;
• Deliver and implement advice through remote channels (phone, webchat, video conference) or face-to-face, including visits to employer’s site when appropriate;
• Act in the best interest of the member in the provision of advice
• Prepare Statements of Advice and support members with advice implementation as needed;
• Ensure compliance with administrative and record-keeping requirements when providing financial advice;
• Understand and adhere to the requirements of our AFSL (Australian Financial Services Licence) as outlined in the Financial Planner Manual;
• Collaborate with internal teams to run outbound campaigns on targeted advice topics;
• Learn and operate the advice technology solution and identify opportunities for enhancement;
• Participate in ongoing training and stay informed on legislative updates, industry developments, and evolving strategies and products; AND
• Assist various Member division teams in driving engagement with financial advice services.

Key Requirements

• Financial Planning qualifications (must meet all FASEA requirements) and have successfully completed the Professional Year;
• Listed on ASIC Adviser Register;
• Maintained CPD in accordance with your qualification;
• Experience in customer service with a strong focus on understanding client needs and delivering exceptional outcomes; AND
• Excellent communication skills and the ability to clearly articulate the value of personal financial advice in a simplified manner.

This is an outstanding opportunity to join a dynamic industry super fund in a dynamic, advice focused role.

If you are interested in learning more about this position, please contact Paris Deligianis at Kaizen Recruitment on 0412 123 587 or at paris@kaizenrecruitment.com.au
  
Alternatively, apply via the attached email link.

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