Technical Specialist, Financial Advice

2 weeks ago


Melbourne, Victoria, Australia cbus Full time
Be Cbus' technical advice SME for our Member and Employer Experience division

  • Provide technical input & review fund collateral, support member facing teams
  • Join a leading industry super fund, where members are at the heart of what we do

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.

About your role

As our Technical Specialist at Cbus, you'll be responsible for being our technical SME and point of contact for all Super and advice matters within our Member and Employer Experience division.

This role will play an integral part in supporting the technical knowledge of a number of our member servicing teams, resolving technical member queries of differing complexity, whilst providing technical input and review on fund collateral.


Day to day this might look like: encouraging fund staff to use available materials for simpler technical questions, providing technical review of fund collateral, including member communications, marketing materials, webinar/seminar content, website content, annual statements, and financial advice documentation.

You'll also assist with the development of case studies for collateral and publications.


In addition to formal qualifications in financial planning or related areas, your success in this role will come from your in-depth experience in a similar Technical or Specialist role, within a financial advice or superannuation institution.

Your knowledge will span across superannuation, taxation, personal insurance, Centrelink, and investment concepts - ideally including an understanding of financial planning considerations and strategies for defined benefit schemes.

Personally, you have a strong interest in staying up to date on all the relevant news of the day with excellent written and verbal communication to be able to communicate to a range of diverse stakeholders.


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.

We're keen to hear from you

Applications Close: 28th March 2023, interviews may commence earlier

This is a full-time, permanent position based in our Melbourne or Sydney office.

This role will have access to a flexible mix of in-office and remote working arrangements. Applicants must have current rights to work in Australia.

  • 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._


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