Adviser

Colonial First State; Sydney; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Access to CFS Employer Super

Discounts on home loans and bank账户

24/7 confidential support

Birthday leave

Life Leave - 3 days per annum

Exclusive discounts on retail, travel,

Entertainment

Job summary

Colonial First State is seeking a Senior Financial Adviser to join the Super Advice team in Sydney. The role focuses on delivering personalised financial guidance, investment strategies, and retirement planning within intrafund frameworks.

You will work under the Director, Direct Member Advice Solution, focusing on compliant, accessible advice for CFS direct customers while supporting growth of the Super Advice business. Gadigal Land (Sydney) based role.

Qualifications

• Fully qualified under the FASEA educational standards.
• Three years on the Financial Adviser register, or previously have been on the Financial Adviser register.
• Current compliance with all continuing professional development and professional standards obligations.
• 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.

Responsibilities

• Delivery of Financial Advice to CFS Direct Customers covering investment, super contributions, and allocated pension advice.
• Act in customers' best interests and comply with all legal, regulatory, licensee and CFS requirements.
• Collaborate with referral channels and business partners to improve customer access to advice.
• Deliver quality advice to customers leading to higher rates of Customer Satisfaction and Retention.
• Help make quality financial advice more accessible to a greater number of CFS direct customers.
• Contribute to the ongoing growth and evolution of the Super Advice business by identifying opportunities to improve how advice is delivered.

Skills

Strong communication

Stakeholder management

Customer focus

Rapport building

Structured advice frameworks

Intrafund advice

Financial adviser experience

Regulatory compliance

Education

FASEA educational standards

Job 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 Super Advice team is part of CFS's Customer Office and plays a key role in helping direct customers make informed decisions about their superannuation and retirement. Reporting to the Director, Direct Member Advice Solution we have an incredible opportunity to join our Super Advice team across Sydney.

Our purpose is to improve the financial wellbeing of customers by providing accessible, scalable and high-quality personal advice within the intrafund framework. Through a combination of experienced advisers, contemporary advice technology and data-driven insights, we help customers navigate important financial decisions including investment choice, superannuation contributions, retirement planning and pension commencement.

Your Responsibilities

• Delivery of Financial Advice to CFS Direct Customers covering such needs as investment Advice, optimisation of superannuation contributions, and allocated pension advice.
  
• Act in customers' best interests and comply with all legal, regulatory, licensee and CFS requirements.
  
• Collaborate with referral channels and business partners to improve customer access to advice.
  
• Deliver quality advice to customers leading to higher rates of Customers Satisfaction and Retention
  
• Help make quality financial advice more accessible to a greater number of CFS direct customers.
  
• Contribute to the ongoing growth and evolution of the Super Advice business by identifying opportunities to improve how advice is delivered, supporting a culture of quality and professionalism, and helping ensure customers receive advice that is both valuable and accessible.

  Your Capability and Experience

  • Fully qualified under the FASEA educational standards.
    
  • Three years on the Financial Adviser register, or previously have been on the Financial Adviser register.
    
  • Current compliance with all continuing professional development and professional standards obligations.
    
  • 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.
    
  • Ability to build rapport, simplify complex concepts and engage effectively with customers from diverse backgrounds.
    
  • Demonstrated ability to work effectively within structured advice frameworks, systems and processes.
    
  • Familiar with intrafund advice principles is highly desirable
    
  • Customer-focused and outcomes-driven.
    
  • Exceptional communication and stakeholder management skills
    
  • Strong judgement and decision-making capability.
    
  • Curious, adaptable and open to new ways of working.
    
  • Collaborative and supportive team contributor.

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
  
• Additional leave day to celebrate your birthday
  
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
  
• Exclusive discounts on retail, travel and entertainment

  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.

  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 Gadigal Land (Sydney)