Advice Services Consultant

2 weeks ago

Melbourne, Victoria, 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

  • Outbound Consultant, Advice Services

    2 weeks ago

    Melbourne, Victoria, Australia Cbus Full time

    Outbound Consultant, Advice Services**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...

  • Disability Services Officer

    6 days ago

    Melbourne, Victoria, Australia Sherry Consultant Services Full time

    **You will be required to;**- Plan, manage, evaluate and provide guidance to a team of support officers- Assess clients' needs and plan, develop and implement educational, training and support programs- Manage allocated resources and provide input to budget planning and estimates- Communicate, liaise and negotiate with consumers, families, staff, community...

  • Outbound Team Leader, Advice Services

    2 weeks ago

    Melbourne, Victoria, Australia Cbus Full time

    Outbound Team Leader, Advice Services**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...

  • Advice Solutions Operations Manager

    2 weeks ago

    Melbourne, Victoria, Australia Industry Fund Services Full time

    New Role - Working closely with the Executive Manager Advice Solutions- Play a pivotal role in the practices and growth of our business- Collaborative and Hybrid Work Environment**Who We Are**Industry Fund Services (IFS) has been partnering with industry super funds since 1994 to help their members achieve a secure retirement. Our primary services include:-...

  • Superannuation Advice Consultant

    2 weeks ago

    Melbourne, Victoria, Australia Hostplus Full time

    Apply- ** Job no**: DAFP9- ** Category**: Advice**Acknowledgement of Country**:Hostplus acknowledges the Traditional Owners of the land, sea and waters, of the area that we live and work on across Australia. We acknowledge their continuing connection to their culture and pay our respects to their Elders past, present and emerging.**About us**:At Hostplus, we...

  • Advice Operations Consultant

    1 week ago

    Melbourne, Victoria, Australia Amp Full time

    Advice Operations ConsultantIf 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...

  • Financial Advice Servicing Specialist

    2 weeks 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...

  • Financial Advice Servicing Specialist

    3 weeks 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...

  • Advice Delivery Lead

    6 days ago

    Melbourne, Victoria, Australia Mercer Full time

    **Advice Delivery Lead****What can you expect?**What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible. Our CEO, David Bryant, is dedicated to Mercer Australia being a "people first" culture. We pride ourselves on providing outstanding career development, learning opportunities, rewards and...

  • Customer Services Manager

    2 weeks ago

    Melbourne, Victoria, Australia Sherry Consultant Services Full time

    **You will be required to;**- Streamline our service and compliant related processes- Review and develop policies, programs and procedures related to customer service- Deliver training & communication with customer service staff- Recruit, manage, motivate, mentor and develop customer service staff while nurturing an environment where they can excel through...