superannuation adviser in Melbourne CBD

Melbourne CBD, Victoria
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job description

An exciting opportunity exists to join an industry leader within superannuation and take the next step in your career. Due to business growth this company is seeking an experienced superannuation adviser to join their friendly and supportive team. To be successful in this role you will have a professional phone manner, have a passion for superannuation and helping members.

Key Responsibilities:

  • Deliver a member's first experienced
  • Promote customer retention and satisfaction
  • Provide Intra-fund Personal Advice to members (investments, contributions, insurance, income stream projection and the establishment of an account based pension)
  • Provide general advice for other superannuation and financial planning enquiries

Selection Criteria

  • Minimum of Diploma of Financial Services (Financial Planning).
  • Must have a Tertiary degree or equivalent i.e. Graduate Diploma of Financial Planning
  • ADFP and CFP qualification would be advantageous.
  • Sound knowledge of superannuation practices, retirement issues, and industry trends
  • Sound knowledge of retirement issues and general knowledge of financial planning

To Apply

If you meet the above selection criteria and are looking to take the next step in your career please follow the links to apply online or for confidential discussion contact Geraldine on 03 8319 1165 or

apply now