Financial Adviser
vor 1 Monat
Full timeTelstraSuper Financial Planning has a long history of providing industry-leading financial planning services for TelstraSuper members and the wider Australian community. Our goal is simple - to help clients improve their financial wellbeing. We have high retention and satisfaction rates and are continually pushing ourselves to improve the advice experience for our clients.About the teamThe Limited Advice Team provides high-quality personal and general phone-based advice to our members. A close-knit group, who share knowledge and support each other, challenging the norm to drive continuous improvement and contribute to the ongoing success of the team and the business.The OpportunityFinancial Adviser (Limited Advice Team)Permanent - Full TimeHybrid Work - 2 days in the officeJoin TelstraSuper Financial Planning (TSFP) in a phone-based advice role within the Limited Advice Team. This position involves conducting advice sessions with members, creating Statements of Advice documents, and directing members to our Comprehensive Advice teams for enquiries that exceed the limited advice scope.Key responsibilities:Engage with members by phone, provide assistance, identify advice needs and provide an effective triage service, explaining and promoting TelstraSuper Financial Planning's proposition and relevant alternatives for providing an advice solution.Where advice is in scope for limited advice service, provide personal or general advice as required.Participate in proactive outbound calling to support campaigns and other initiatives.About youExisting Financial Planner (On the ASIC register between 01/01/2016 to 01/01/2019 OR completed Professional Year).Attained an approved degree or working towards completion of an approved relevant degree no later than 31 December 2025.Passed Financial Adviser exam with up-to-date CPD points.We're an Employer of Choice for Gender Equality (WGEA) and believe you should be able to bring your whole self to work so you can be your best every day. We offer a range of benefits to support your work and life including:Flexible working and leave options.Development and learning opportunities to grow yourself and your career.Health and wellbeing support including flu shots and skin checks.Discounts through our partners including Telstra.To be eligible to apply, you must be an Australian or New Zealand citizen or have permanent residency status.Applications close: Friday 9th of November 2024.No agencies please. TelstraSuper will not accept unsolicited resumes from any source other than directly from a candidate.www.telstrasuper.com.auYour application will include the following questions:How many years' experience do you have as a financial adviser?Which of the following statements best describes your right to work in Australia?Have you worked in a call centre before?What's your expected annual base salary?How much notice are you required to give your current employer?TelstraSuper has over 30 years of experience in providing leading superannuation services. Originally established exclusively for Telstra employees, today, TelstraSuper is a leading profit-to-member super fund that is open for everyone to join. With strong historical long-term returns, competitive fees, and a leading member experience, TelstraSuper empowers members to make informed decisions and take control of their futures. We manage around $24 billion on behalf of our members.
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Financial Adviser
vor 1 Monat
Melbourne, Österreich Telstrasuper VollzeitFull time Telstra Super Financial Planning has a long history of providing industry-leading financial planning services for TelstraSuper members and the wider Australian community.Our goal is simple - to help clients improve their financial wellbeing.We have high retention and satisfaction rates and are continually pushing ourselves to improve the advice...
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