Description Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom. Your Team The CFS Advice team is part of CFS’s Customer Office which is accountable for serving the interests of our Direct Customers. In your role as Intrafund Adviser, you will directly impact the financial wellbeing of CFS’ direct customers. Combining your financial planning experience with leading digital advice tools, will enable us to serve the best interests of a meaningful cohort of our direct customers. Your Responsibilities Deliver Financial Advice to CFS Direct Customers covering such needs as investment Advice, optimisation of superannuation contributions, and allocated pension advice. Maintain the highest level of quality advice within licensee standards. Partner with and educating Customer Guidance representatives on how best to qualify customers for the Intrafund advice service and where alternate advice services are more appropriate. Work with the Director, Direct Member Advice Solutions to identify more efficient processes to deliver more advice and to identify customer cohorts more likely to value the intrafund advice service. Your Capability and Experience Fully qualified under the FASEA educational standards. Experience on the Financial Adviser register, or previously have been on the Financial Adviser register Operated as a Strategic Financial Adviser providing advice with respect to Superannuation strategy and retirement income options. Experience providing retail financial advice either comprehensively or as limited scope advice. Have met all professional development obligations. What to Expect At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to: Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution Access to 24/7 confidential support covering safety, medical and mental health services Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event Exclusive discounts on retail, travel and entertainment Additional leave day to celebrate your birthday CFS Culture At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. Apply today and join us in helping Australians to achieve their financial freedom. Please note, CFS requires all candidates to have full work rights in Australia. Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role. This role is based on Boon Wurrung land (Melbourne).
