Job Intra-Fund Financial Adviser. Remote, Sydney

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 Write to the company

Alternatively, apply via the attached email link.


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