Advice Services Consultant

1 day ago

Melbourne, Australia Cbus Full time

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**

Due to growth within our Advice Services team, we have a new opportunity for an Advice Services Consultant to join us. You'll have the opportunity to support our members in a quality focussed telephony environment by working with them 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. It is also essential that you have some experience working within a superannuation setting.

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 personal advice team.

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;
- Demonstrated experience in an advice service, superannuation consultant or related role;
- Understanding of the regulatory requirements associated with the provision of general 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**

Applications Close**:11 October 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 4282063

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