Retirement Adviser

Cbus Super; Sydney; Hybrid; AUD 90.000 - 130.000; Vollzeit

Zusammenfassung

CBUS Super is seeking a Retirement Adviser to support members and their partners as they near or enter retirement. The role involves pre-qualified appointments, preparing advice outcomes and related admin tasks, with intra-fund advice at no extra cost and scalable external referrals when needed.

The role offers both in-person and remote appointments, with a supportive team including paraplanning, implementation support and compliance specialists to help you succeed.

Qualifikationen

• FASEA qualified and experienced in providing personal advice to superannuation and retirement members.
• Experience in intra-fund and comprehensive advice environments.
• Ability to deliver advice in simple, accessible language.

Aufgaben

• Prepare advice outcomes and related administrative duties.
• Conduct pre-qualified and booked appointments.
• Refer to external practices when needed as part of our referral program.
• Support from in-house paraplanning and implementation teams.

Kenntnisse

Effective communication

Strong compliance

Autonomous work style

Ausbildung

FASEA qualification

Jobbeschreibung

About the role

The Retirement Adviser role at Cbus is a unique role in the industry. The role will focus primarily on the advice needs of members and their partner as they near or enter retirement.

Your day will be spent on pre-qualified and booked appointments, preparing advice outcomes and related administrative duties. You can offer intra-fund advice for no additional cost or a simple, scaled scope of advice for an affordable fee. It will be crucial that you can identify which is more appropriate and why in each case. Where the advice needs exceed the scope of advice you can offer you will refer the member to one of the external financial advice practices in our referral program for comprehensive advice.

To note, this role offers both in-person, and remote based appointments to our members.

Our Advice team includes in-house paraplanning, an implementation support team and a range of other roles including training, an advice technical specialist and compliance specialists to support you in your success.

About You

Your motivation to deliver better retirement outcomes for your clients through simple, easy to understand personal advice is important. You will be working with clients in a broad range of financial circumstances, many of whom would not normally find personal retirement advice accessible or affordable. Your drive and dedication will make a real difference in their lives.

You pride yourself on your effective communication with clients from all walks of life and your ability to deliver advice in a simple, accessible way. You have a strong compliance record, demonstrating your commitment to meeting all of your obligations as a Financial Adviser.

You are FASEA qualified and experienced in providing personal advice to superannuation and retirement members.

You will be comfortable working autonomously while supported by a collaborative team.

Our ideal candidate is a financial adviser who has experience in both an intra-fund environment and a comprehensive advice environment.

About CBUS

Created by workers, for workers, CBUS Super is one of Australia's most successful Superannuation funds. For over four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've been recognised for the benefits provided to our members and our innovative investment approach. All while staying committed to our member first ethos as a proud Industry Fund.

Belong at CBUS

We value difference, and embrace people with diverse backgrounds, experiences, gender identities, abilities and thinking styles. We believe that, with diversity of perspectives and experiences, you get better teams and outcomes. We're looking for people of all genders, races, nationalities, orientations and of all abilities to join us.

Applications Close: 5 November 2026 - we reserve the right to commence interviews before this date should suitable candidates be identified early.

This is a full time-position based in either Perth or Brisbane. Please note due to the expectations around face to face appointments and collaboration, this role may have additional office-based requirements to meet member needs.

Agencies, please note: All CBUS vacancies are managed by our internal Talent Acquisition Team. Should external assistance be required we will reach out to our preferred agency partners, Thank you.