Retirement Adviser — Intra-Fund & Remote Advice

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

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.