Financial Advisor

Members Line of Business
About the Role

The Financial Adviser is responsible for providing tailored personal advice solutions to clients on a limited range of financial issues to achieve better superannuation outcomes. This advice focusses on superannuation products, including Defined Benefit accounts relevant to a skill set, super optimisation, contributions, personal insurance and other strategies as deemed appropriate.

Responsibilities
  • Build and maintain strong relationships to build trust with existing and prospective members to meet their needs efficiently and professionally.
  • Provide quality personal advice on superannuation products and services.
  • Ensure advice recommendations are technically correct, compliant, and tailored to the client's personal needs and objectives.
  • Provide advice on a range of financial matters, including investment strategies, superannuation, tax planning, retirement planning, and estate planning.
  • Recommend financial products such as investments, insurance, superannuation funds, and other financial services.
  • Refer members to our National Advice Panel where a member’s needs are outside the scope of advice and the member is specifically seeking this advice.

Required Experience
  • Financial Planning/Business/Finance/Commerce or a related bachelor’s degree or higher.
  • Driven to achieve outstanding client outcomes.
  • Completion of the Financial Adviser Exam.
  • Meet the requirements to provide tax (financial) advice.
  • Be listed on the ASIC Financial Advisers Register.
  • Extensive experience in providing financial planning advice in a face-to-face setting.
  • Experience presenting financial situations and scenarios simply and convincingly across multiple channels and to individuals or large audiences.
  • Strong operational and advisory knowledge of complex Defined Benefit accounts.




LHS 297508

Summary

Job Type
Permanent
Industry
Banking & Financial Services
Location
VIC - Melbourne CBD
Specialism
Banking
Ref:
2987489

Talk to a consultant

Talk to Harvin Kaur, the specialist consultant managing this position, located in Melbourne
1 Melbourne Quarter, Level 9/699 Collins St, Docklands,

Telephone: +61396049600

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