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. SCR-paris-deligianis-1
