Intra-Fund Financial Adviser
- Sydney, NSW
- Permanent
- Full-time
- 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.
- 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.