Associate Financial Planner

Summary about this job

Detail information about job Associate Financial Planner. Terms and conditions vacancy

Are you a dynamic, collaborative and engaging financial services professional looking for your next opportunity? Would you like a role that will empower and inspire you?  Are you seeking challenge, mentoring, continuous learning and career progression?  We want you!

Statewide Super is the largest and leading South Australian & Northern Territory not-for-profit Industry Superannuation Fund providing expert superannuation advice to over 140,000 members. We manage in excess of $8 billion in funds and have a clear focus on helping South Australian workers save for their retirement.

The Associate Financial Planner is responsible for providing a high level of member service through the provision of quality scaled (intra-fund) superannuation based advice to existing members with a view to help them make the most of their Statewide Super account.

In this role the successful candidate will:

• Achieve set objectives relating to the number of outbound calls, appointments, advice conversion, servicing standards and lead generation for Financial Planning appointments.
• Support the needs of members who require assistance via the digital advice channel.
• Ensure the provision of services are consistent with values of appropriate, member-first advice.
• To ensure compliance against quality advice outcomes and practices working within all regulatory and licensee requirements, business rules and policies.

To be successful in this role you will have:

• Relevant university degree and Advanced Diploma in Financial Planning or equivalent.
• Minimum of 2 years’ previous experience in client facing area for a superannuation fund or similar organisation.
• Demonstrated experience in offering client solutions and meeting deadlines.
• Strong superannuation knowledge coupled with the ability to deal with people at all levels.

If you work with us, you will be working with a group of people who are passionate about growing the financial futures of our community. We value collaboration, integrity, respectful relationships, and most of all, our members. If you would like to work for an innovative organisation that values and rewards staff involvement and contribution to the business, supports professional development and offers great conditions please forward a cover letter and curriculum vitae to: [email protected].

Statewide Super is an equal opportunity employer, committed to encouraging flexibility, valuing difference and embracing diversity. We pride ourselves on representing the diverse and multicultural communities of our membership and are dedicated to increasing opportunities for Aboriginal and Torres Strait Islander Australians. To learn more, please read our (https://www.statewide.com.au/about-us/reconciliation-action-plan/).

Please note: It is a condition of employment for this role that a National Police Clearance be obtained. Only successful candidates will be contacted due to the volume of applications received. No Agencies please.