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

  • Advice Relationships Consultant

    6 days ago

    Melbourne, Australia HESTA Full time

    Advice Relationships Consultant An exciting opportunity has become available for an Advice Relationships Consultant to join an industry super fund that is experiencing exciting growth. - Experience in a financial planning, compliance or associate business development level role within the retail financial planning or superannuation sectors is required -...

  • Advice Governance Consultant

    2 weeks ago

    Melbourne, Australia Cbus Full time

    Advice Governance 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...

  • Advice Relationships Consultant

    1 week ago

    Melbourne, Australia HESTA Super Fund Full time

    An exciting opportunity has become available for an Advice Relationships Consultant to join an industry super fund that is experiencing exciting growth. - Experience in a financial planning, compliance or associate business development level role within the retail financial planning or superannuation sectors is required - Permanent, full-time, hybrid role...

  • Advice Operations Consultant

    2 weeks ago

    Melbourne, Australia AMP Full time

    Advice Operations Consultant If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our...

  • Advice Implementation Consultant

    1 week ago

    Melbourne, Australia AustralianSuper Full time

    At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow, and deliver better outcomes for members. **Your...

  • Financial Advice Servicing Specialist

    2 weeks ago

    Melbourne, Victoria, Australia TelstraSuper Full time

    4 days ago Be among the first 25 applicants Telstra Super Financial Planning has a long history of providing industry-leading financial planning services for Telstra Super members and wider Australian community.Our goal is simple - to help clients to improve their financial wellbeing.We have high retention and satisfaction rates and are continually pushing...

  • Financial Advice Servicing Specialist

    5 days ago

    Melbourne, Victoria, Australia TelstraSuper Full time

    4 days ago Be among the first 25 applicantsTelstraSuper Financial Planning has a long history of providing industry-leading financial planning services for TelstraSuper members and wider Australian community. Our goal is simple - to help clients to improve their financial wellbeing. We have high retention and satisfaction rates and are continually pushing...

  • Head of Advice

    2 weeks ago

    Melbourne, Australia Hostplus Full time

    **Job no**: HP1048 **Category**: Advice **How will you make an impact?** Are you passionate about making a positive impact to our members dignified retirement? Are you ready to lead the charge in transforming financial advice? Hostplus is on the lookout for a dynamic and visionary Head of Advice to join our team **The opportunity** The Hostplus Advice...

  • Advice Operations Consultant

    3 days ago

    Melbourne, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you’ve likely heard of AMP. But at a time when society is changing, we are too. We’re now a nimbler business with new leadership and thinking. For us, these are exciting times. There’s a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even...

  • Mental Health Advice

    22 hours ago

    Melbourne, Australia Forensicare Full time

    Location: Melbourne Job type: Part time Organisation: Forensicare **Salary**: Salary not specified Occupation: Medical and Nursing, Nursing Reference: 15900 - **Extensive investment in facilities and people supporting our significant service expansion**: - ** Salary Range $107,500 - $115,800**: - ** Community Services is expanding into the regional...