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About the Role
The Super Advice team is part of CFS's Customer Office and plays a key role in helping direct customers make informed decisions about their superannuation and retirement. Our purpose is to improve the financial wellbeing of customers by providing accessible, scalable and high-quality personal advice within the intrafund framework.
Responsibilities
- Delivery of Financial Advice to CFS Direct Customers covering 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.
Requirements
- 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.
- Ability to build rapport, simplify complex concepts and engage effectively with customers from diverse backgrounds.
- Demonstrated ability to work effectively within structured advice frameworks, systems and processes.
- Familiar with intrafund advice principles is highly desirable.
- Customer-focused and outcomes-driven.
- Exceptional communication and stakeholder management skills.
- Strong judgement and decision-making capability.
- Curious, adaptable and open to new ways of working.
- Collaborative and supportive team contributor.
- Full work rights in Australia.
Skills
- Financial Advice
- Investment Advice
- Superannuation Contributions Optimisation
- Allocated Pension Advice
- Communication
- Stakeholder Management
- Judgement
- Decision-making
- Adaptability
- Collaboration
Location
- Sydney
Work Type
- Full-time
Experience Level
- 3 years on the Financial Adviser register
Education Level
- Fully qualified under the FASEA educational standards
Benefits
- Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
- Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
- Access to 24/7 confidential support covering safety, medical and mental health services
- Additional leave day to celebrate your birthday
- Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
- Exclusive discounts on retail, travel and entertainment
About the Company
- At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential.
- Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
- At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.
Equal Opportunity
- We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential.
- We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce.