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Advice Services Consultant

Cbus Melbourne, Australia
Posted 7 days ago Permanent Competitive
Advice Services Consultant
About Cbus

Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost 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.

The Role

Are you passionate about providing great outcomes for your customers? In this role you will do just that. If you're looking to build your career in financial planning, you'll have the opportunity to support our members over the phone, by ascertaining their advice needs and providing general financial advice.

Please note: it is essential you have a RG146 qualification to be considered for this role, with additional financial advice studies an advantage.

The Advice Services Consultant is a specialist role, having regard for the highest standards of professional conduct and compliance with the Cbus advice model and associated regulatory obligations. The primary responsibility of the Advice Services Consultant is to identify the financial advice needs of members who call our advice team. This will result in the provision of information, general advice or a referral to our Superannuation Advice team for personal advice.

This role will be conducted in a telephone-based capacity, ensuring a high-quality member experience. The role has an intricate knowledge of Cbus and servicing member needs across the spectrum of advice services.

In this role you will be responsible for providing information and general financial advice within the scope of the fund's financial advice service provisions and the regulatory framework. This includes taking inbound calls from members as well as making outbound calls in support of advice service marketing campaigns and survey activities or as a means of completing a member enquiry.

To be considered for this role you'll have:

  • RG146 qualification is essential, with additional financial planning studies an advantage;
  • Around, 2 years demonstrated experience in an advice service, superannuation consultant or related role;
  • Knowledge across broad financial planning subject matter;
  • Understanding of the regulatory requirements associated with the provision of financial advice;
  • Excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information;
  • A strong customer service ethic and 'can do' attitude.

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. The ECE team is an enthusiastic, purpose-driven team who collaborate, support each other and the team's goals.

We're keen to hear from you

If you've read through the requirements of this role and you feel like you haven't fully met the criteria, we would still encourage you to apply. We're aware of accessibility barriers when it comes to applying for a job and we want to help. If you require assistance with your application, please contact our Talent Acquisition Team via careers@cbussuper.com.au
Like to know more about working with Cbus? Listen to some of our videos with members of the Cbus team on our website, cbussuper.com.au/careers

Applications Close: 19 June 2024

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.
Job ID  4244393
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