Financial Adviser

Summary about this job

Detail information about job Financial Adviser . Terms and conditions vacancy

• New office location in CBD!
• Great culture and team environment
• Growth opportunity to learn and develop

Why work for us?
At Mine Super (Mine) we believe the work we deliver is just as important as the way we deliver it. Mine has been delivering retirement outcomes for Australians for the past 75 years. Be part of our ongoing success and growth to deliver exceptional retirement outcomes for our members which achieve peace of mind along the way. At Mine, we promote a positive workplace culture through a genuine commitment to our members and alignment with our values of trust, service, integrity, excellence and collaboration. This is an exciting opportunity to work with a friendly and engaged team in an environment geared to bring out your best by leveraging the passion and knowledge of our people and deploying resources in the best interests of our members.

What you will be doing
Responsible for the delivery of personal advice to Mine Super members which is aligned with Mine Super Strategy and key business outcomes.

In this role you will be required to perform the following functions:

• Provision of personal financial advice to members of Mine Super Superannuation Fund (face-to-face; video conference and telephone advice)
• Provide simple advice to members comprising of investment choice, super contribution strategies and insurance held inside super fund
• Identify and communicate to members additional areas where Mine Super can provide advice
• Ensure effective communication (both verbal and written) with members to develop strong client relationships
• Comply with Fund, regulatory, and licensing requirements in delivery of advice
• Produce work which complies with RG175 best interest duty and meets compliance requirements, contains accurate information and service standards
• Assist with the preparation and delivery of ongoing member advice communication and education, including current and accurate seminars and workshops
• Use all approved financial planning tools available to prepare clear and concise Statements of Advice to members
• Record accurate file notes in a timely manner and maintain client files in accordance with business processes
• Work with Advice Support team to enable the preparation of advice that meets licensing compliance requirements
• Ensure all advice documents are accurate prior to presentation to the member
• Respond to day-to-day service or advice related queries from members either by telephone, video conference or face to face
• Satisfy requirements of the annual training plan and maintain CPD register
• Support other teams within Mine Super with customer follow-up
• Actively promote brand awareness and customer value proposition internally and externally
• Communicate and collaborate with internal and external stakeholders on key deliverables
• Providing support to your peers to help others strengthen their specific knowledge or skills
• Taking action to improve existing practices and processes, by identifying improvement opportunities, generating ideas and implementing solutions
• Builds and maintains relationships with the wider business, sharing best practice and identifying ways to improve member experience
• Ensure our integrity is maintained and risk exposure minimised by adhering to policies and procedures, including appropriate review of materials
• Keep abreast of best practices, new technologies, industry knowledge and trends; make recommendations and oversee incorporation as appropriate
• Understands the wider business strategic plan and direction and is able to articulate how customer management contributes to the delivery of strategic initiatives
• Any other duties as requested

Who we’re looking for
This is an exciting opportunity for a Financial Adviser with at least 2 years financial planning experience. Ideally skilled in multi-channel advice delivery platforms e.g. competent phone and video conference.

Qualification profile

• Completion of Advanced Diploma of Financial Planning qualifications in financial planning (Mandatory)
• TASA accredited and registered with TPB
• Bachelor Degree in Financial Planning or relevant discipline (requirement not a desire)
• Meet FASEA education pathways or working towards (mandatory)
• RG146 compliant (Mandatory)
• Current drivers license (Mandatory)

Essential Experience Profile

• Demonstrated ability to provide high quality personal advice
• Demonstrated ability to provide exceptional customer service (F2F, video and telephone)
• Demonstrates superior conflict resolution skills and the capacity to handle difficulties in a calm and positive manner
• Excellent understanding of superannuation and financial services industry
• Willingness to continually update knowledge
• Superior communication skills both verbally and written
• Ability to co-ordinate workflow and meet deadlines
• Advanced IT skills, able to efficiently and effectively use all Microsoft Office programs, Xplan and business specific software, continually upskill on software required to perform role

If you are interested in this exciting opportunity
please submit your covering letter and resume by using the Apply Now button.

Please be aware that it is a requirement of this position that background checks are completed. The background checking process includes reference checking and validation of employment; proof of qualifications; proof of rights to work within Australia; and a police check.

Mine is seeking applications from internal and external applicants.  Agency submissions will not be accepted.