Financial Adviser – Retirement & Super Strategy

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

Benefits offered by this job

Employer super

Discounts with partner bank services

24/7 confidential support

Birthday leave

Life Leave 3 days per annum

Retail/travel/entertainment discounts

Job summary

Colonial First State (CFS) seeks multiple Financial Adviser roles for its Super Advice team in Melbourne or Sydney. You will deliver tailored financial advice within intrafund frameworks, focusing on investment, superannuation contributions and allocated pension options, while upholding regulatory and licensee standards.

You will work with cross‑functional partners to enable accessible, high‑quality guidance, nurture client relationships and contribute to a growing advice capability that

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 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.

Education

FASEA educational standards

Job description

Colonial First State (CFS) seeks multiple Financial Adviser roles for its Super Advice team in Melbourne or Sydney. You will deliver tailored financial advice within intrafund frameworks, focusing on investment, superannuation contributions and allocated pension options, while upholding regulatory and licensee standards.

You will work with cross‑functional partners to enable accessible, high‑quality guidance, nurture client relationships and contribute to a growing advice capability that