Financial Adviser (Intra-Fund)

Last updated 12 days ago
Location:Brisbane City
Job Type:Full Time

The Company
Operating in a highly competitive and dynamic financial services environment, QSuper manages around $113 billion in funds for over 585,000 members and is committed to working with our members so they can feel more confident they are making the best choices for their situation. QSuper Limited and QInvest Limited are ultimately owned by the QSuper Board of Trustees.

The QSuper Group has approximately 1,200 employees, and our culture is one where "members are at the heart of everything we do". Our employees bring this culture to life by behaving in line with our unique values which ensures our success through our actions every day.

The Role
We have a unique permanent opportunity for an accomplished Financial Planner (Intra-Fund) to join our phone-based financial planning team. As a Financial Planner (Intra-Fund), you will confidently provide tailored personal advice solutions to our members to help them achieve better retirement outcomes. The personal advice you provide will be centred around superannuation products, and will focus on strategies that bring together taxation, Centrelink, investments and estate planning. You'll assist our members with retirement planning, super optimisation, transitioning to retirement, pension setup and personal insurances.

You thrive in a fast-paced environment where you can quickly build rapport and trust with members over the phone, developing personalised SOAs efficiently, and with the upmost attention to detail. You're proactive and passionate when it comes to improving member experience, and actively seek opportunities to create efficiencies and keep your own technical knowledge up to date.

While our office is located in Brisbane CBD and we may require you to travel there occasionally for training, QSuper support a flexible working environment and we're open to candidates who are based outside of Brisbane with work from home options available. If you're looking for an opportunity to showcase your enthusiasm for financial wellbeing, with an award-winning and member-centric organisation where you can make a genuine impact every day, we'd love to hear from you!

Skills, Experience and Qualifications

The ideal Financial Adviser (Intra-Fund) will demonstrate some or most of the below:

  • Current registration on (or ability to be immediately added to) the Financial Advisers Register (FAR)
  • Passed the FASEA Standards Authority Ethics Examination
  • Completion, or near completion of FASEA educational requirements
  • Bachelor's degree in Financial Planning/Business/Finance or equivalent
  • RG146 compliance
  • Current knowledge of tax, retirement, superannuation, and investment related strategies, legislation and compliance requirements
  • Proven experience in delivering Statements of Advice in a fast-paced environment
  • Ability to work effectively both autonomously, and as a team-player, proactively contributing to a positive team culture and performance.

At QSuper we are proud to champion respect and we value diversity amongst our employees to support an inclusive workplace. We are passionate about selecting talented people based on their qualifications, capabilities and experience relevant to the role.

What you do today, inspires tomorrow

Click on the 'Apply' button and follow the prompts. The closing date for applications is Thursday, 26 November 2020.

Please note, owing to a high volume of applications, QSuper reserves the right to close the applicant portal ahead of this deadline if necessary.

Whilst all applicants will be carefully considered, we will only be able to personally contact those candidates that are short-listed for interview.

We choose to deal with you directly and have not engaged an agency for this opportunity, so if you're interested, please apply.