Associate Adviser


Are you a General Advice Specialist or Superannuation Consultant and looking for the next step? Or are you an Associate Adviser looking to join a collaborative, inclusive and supportive culture? It may be time to give us a call!
  
You MUST have RG146 and a minimum of a Diploma in Financial Planning to be considered for this role.

The Associate Adviser is a specialist role, having regard for the highest standards of professional conduct and compliance with the Cbus advice model and associated regulatory obligations. The primary responsibility of the Associate Adviser is to service the financial advice needs (general financial advice) of members in a telephone-based capacity, ensuring a high-quality member experience. The role has an intricate knowledge of Cbus and servicing member and employer needs across the spectrum of advice services.

In this role you will be responsible for providing information and general financial advice within the scope of the fund’s financial advice service provisions and the regulatory framework. This includes making outbound calls in support of advice service marketing campaigns and survey activities or as a means of completing a member enquiry, as well as taking inbound calls from members to assist them with their general enquiries and service needs or to triage to a Superannuation Adviser for personal financial advice when appropriate.
  
To be considered for this role you MUST have:

  • Diploma in Financial Planning or equivalent qualification is essential;
  • 2 years demonstrated experience in an advice service or superannuation consultant or related role;
  • Knowledge across broad financial planning subject matter;
  • Understanding of the regulatory requirements associated with the provision of financial advice;
  • Excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information;
  • A strong customer service ethic and ‘can do’ attitude

Why Cbus?
You can be part of an award-winning organisation that is genuinely committed to delivering workplace diversity, inclusion and flexible working arrangements as an enabler of our purpose - to act in the best interest of our members and maximise their retirement outcomes.
  
Like to know more about working with Cbus? Listen to some of our videos with members of the Cbus team on our website. You will also be able to download the full position description from website - www.cbussuper.com.au/about-us/careers.
  
About Cbus
Cbus is one of Australia’s largest industry superannuation funds and the national industry fund for the construction, building, infrastructure and allied industries. Established in 1984, Cbus provides superannuation benefits to over 790,000 members, has assets over $50 billion, and accepts contributions from more than 141 000 employers.
  
Applications Close: Monday 15th November 2019
  
Please note that this position is based in Melbourne.
Applicants must have current rights to work in Australia
 
Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team.  Should external assistance be required we will reach out to our preferred agency partners..CBD Location, Collaborative and Supportive Culture, Fantastic Benefits


Are you a General Advice Specialist or Superannuation Consultant and looking for the next step? Or are you an Associate Adviser looking to join a collaborative, inclusive and supportive culture? It may be time to give us a call!
  
You MUST have RG146 and a minimum of a Diploma in Financial Planning to be considered for this role.

The Associate Adviser is a specialist role, having regard for the highest standards of professional conduct and compliance with the Cbus advice model and associated regulatory obligations. The primary responsibility of the Associate Adviser is to service the financial advice needs (general financial advice) of members in a telephone-based capacity, ensuring a high-quality member experience. The role has an intricate knowledge of Cbus and servicing member and employer needs across the spectrum of advice services.

In this role you will be responsible for providing information and general financial advice within the scope of the fund’s financial advice service provisions and the regulatory framework. This includes making outbound calls in support of advice service marketing campaigns and survey activities or as a means of completing a member enquiry, as well as taking inbound calls from members to assist them with their general enquiries and service needs or to triage to a Superannuation Adviser for personal financial advice when appropriate.
  
To be considered for this role you MUST have:

  • Diploma in Financial Planning or equivalent qualification is essential;
  • 2 years demonstrated experience in an advice service or superannuation consultant or related role;
  • Knowledge across broad financial planning subject matter;
  • Understanding of the regulatory requirements associated with the provision of financial advice;
  • Excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information;
  • A strong customer service ethic and ‘can do’ attitude

Why Cbus?
You can be part of an award-winning organisation that is genuinely committed to delivering workplace diversity, inclusion and flexible working arrangements as an enabler of our purpose - to act in the best interest of our members and maximise their retirement outcomes.
  
Like to know more about working with Cbus? Listen to some of our videos with members of the Cbus team on our website. You will also be able to download the full position description from website - www.cbussuper.com.au/about-us/careers.
  
About Cbus
Cbus is one of Australia’s largest industry superannuation funds and the national industry fund for the construction, building, infrastructure and allied industries. Established in 1984, Cbus provides superannuation benefits to over 790,000 members, has assets over $50 billion, and accepts contributions from more than 141 000 employers.
  
Applications Close: Monday 15th November 2019
  
Please note that this position is based in Melbourne.
Applicants must have current rights to work in Australia
 
Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team.  Should external assistance be required we will reach out to our preferred agency partners..CBD Location, Collaborative and Supportive Culture, Fantastic Benefits

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