Warners Bay, Newcastle, Maitland & Hunter NSW
Full time
Mine Super is an industry super fund committed to exceptional retirement outcomes for its members. We pride ourselves on creating a workplace that celebrates collaboration. We run at a fast pace with an enduring commitment to delivering our best efforts, every day. We're proud of the benefits we offer which support work/life balance and professional growth and development.
The Financial Adviser is responsible for the delivery of personal advice to Mine Super members which is aligned with Mine Super's strategy and key business outcomes.
Key Responsibilities: Provision of personal financial advice to members of Mine Super Fund (face-to-face; video conference and telephone advice) Provide comprehensive advice to members comprising multiple complex strategies 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 Service 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 Research and maintain technical knowledge of products and trends in financial planning, investment markets, industry and legislative changes to allow for the provision of complex superannuation and non-superannuation advice, including: Structures such as companies, trusts, superannuation funds etc Cashflow management and budgeting Debt advice Superannuation – including self-managed super funds Wealth creation strategies Defined Benefit superannuation analysis Retirement income streams Social Security analysis Tax minimisation strategies Redundancy planning Risk Insurance Estate planning 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 Provide support to peers to help others strengthen their specific knowledge or skills Take action to improve existing practices and processes, by identifying improvement opportunities, generating ideas and implementing solutions Build and maintain 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 Understand the wider business strategic plan and direction and articulate how customer management contributes to the delivery of strategic initiatives Skills and Experience: Completion of Advanced Diploma of Financial Planning qualifications in financial planning (mandatory) Bachelor Degree in Financial Planning or relevant degree with alignment to FASEA education standards (mandatory) RG146 compliant (mandatory) Completion of specialist advice training, eg. SMSF, equities, estate planning Demonstrated ability to provide high quality personal advice 5 years financial planning experience Demonstrated ability to provide exceptional customer service 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 We look forward to your application.
For more information about Mine Super, please visit our website:
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