Financial Adviser - Super & Retirement Guidance

Colonial First State; Sydney; Presencial; AUD 90.000 - 130.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Strong communication

Stakeholder management

Customer focus

Rapport building

Structured advice frameworks

Intrafund advice

Financial adviser experience

Regulatory compliance

Educación

FASEA educational standards

Descripción del empleo

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.